Vanguard Personalized Indexing Management
UP icon

Vanguard Personalized Indexing Management’s Wheels Up UP Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio UP Stock Details UP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-924
Closed -$9.54K – 2340
2026
Q1 		$9.54K Sell
924
-239
-21% -$3.12K ﹤0.01% 2156
2025
Q4 		$15.3K Sell
1,163
-517
-31% -$11.8K ﹤0.01% 1948
2025
Q3 		$61.8K Sell
1,680
-347
-17% -$12.6K ﹤0.01% 1884
2025
Q2 		$43.4K Buy
2,027
+1,346
+198% +$33.1K ﹤0.01% 1846
2025
Q1 		$13.8K Buy
+681
New +$18.8K ﹤0.01% 1812
2024
Q4 		– Sell
-585
Closed -$28.3K – 1874
2024
Q3 		$28.3K Buy
+585
New +$28.5K ﹤0.01% 1723
2023
Q4 		– Sell
-894
Closed -$37K – 1632
2023
Q3 		$37K Buy
+894
New +$36K ﹤0.01% 1419
2023
Q1 		– Sell
-58
Closed -$12K – 1498
2022
Q4 		$12K Buy
+58
New +$15K ﹤0.01% 1265

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $391M AUM 6.2% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.18B AUM 54.89% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $96.2M AUM 942.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MCM
Militia Capital Management Austin, Texas $3.37B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Personalized Indexing Management's UP Position: Q2 2026 in Review

Vanguard Personalized Indexing Management sold out of Wheels Up (UP) in Q2 2026, closing a stake of 924 shares — an estimated $9.54K sold.

Vanguard Personalized Indexing Management first reported a position in UP in Q4 2022 and held it in 8 quarters. The position peaked at $61.8K in Q3 2025. 60 funds tracked by Wall St. Rank hold UP as of Q2 2026.

  • Vanguard Personalized Indexing Management reported no remaining Wheels Up position as of Q2 2026 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 924 Wheels Up shares in Q2 2026, an estimated $9.54K.
  • Vanguard Personalized Indexing Management first reported a position in Wheels Up in Q4 2022 and held it in 8 quarters.
  • Vanguard Personalized Indexing Management's Wheels Up position peaked at $61.8K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held Wheels Up as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.