VPIM
UNM icon

Vanguard Personalized Indexing Management’s Unum UNM Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio UNM Stock Details UNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.84M Sell
66,315
-2,933
-4% -$219K 0.05% 327
2025
Q4 		$5.37M Sell
69,248
-926
-1% -$70.8K 0.05% 291
2025
Q3 		$5.46M Sell
70,174
-3,450
-5% -$259K 0.06% 287
2025
Q2 		$5.95M Buy
73,624
+11,513
+19% +$909K 0.07% 250
2025
Q1 		$5.06M Buy
62,111
+3,112
+5% +$240K 0.07% 237
2024
Q4 		$4.31M Buy
58,999
+2,881
+5% +$199K 0.07% 263
2024
Q3 		$3.34M Buy
56,118
+6,131
+12% +$333K 0.05% 313
2024
Q2 		$2.55M Buy
49,987
+7,077
+16% +$366K 0.05% 344
2024
Q1 		$2.3M Sell
42,910
-3,985
-8% -$194K 0.05% 352
2023
Q4 		$2.12M Buy
46,895
+8,574
+22% +$391K 0.05% 328
2023
Q3 		$1.89M Buy
38,321
+930
+2% +$45.5K 0.06% 332
2023
Q2 		$1.78M Buy
37,391
+856
+2% +$37.3K 0.05% 344
2023
Q1 		$1.45M Buy
36,535
+6,131
+20% +$253K 0.05% 386
2022
Q4 		$1.25M Buy
30,404
+852
+3% +$35.7K 0.05% 420
2022
Q3 		$1.15M Sell
29,552
-209
-0.7% -$7.64K 0.05% 420
2022
Q2 		$1.01M Buy
29,761
+11,399
+62% +$386K 0.05% 459
2022
Q1 		$579K Buy
18,362
+4,836
+36% +$135K 0.03% 766
2021
Q4 		$332K Buy
13,526
+4,148
+44% +$106K 0.02% 839
2021
Q3 		$235K Buy
+9,378
New +$248K 0.02% 873

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Vanguard Personalized Indexing Management's UNM Position: Q1 2026 in Review

Vanguard Personalized Indexing Management reduced its Unum (UNM) stake by 4.2% in Q1 2026, selling an estimated $219K and leaving 66,315 shares worth $4.84M. The position accounts for 0.05% of the portfolio, ranked #327.

Vanguard Personalized Indexing Management first reported a position in UNM in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.95M in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Vanguard Personalized Indexing Management held 66,315 shares of Unum worth $4.84M as of Q1 2026.
  • Vanguard Personalized Indexing Management sold 2,933 Unum shares in Q1 2026, an estimated $219K.
  • Unum made up 0.05% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #327 holding.
  • Vanguard Personalized Indexing Management first reported a position in Unum in Q3 2021 and has held it in 19 quarters since.
  • Vanguard Personalized Indexing Management's Unum position peaked at $5.95M in Q2 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.