Vanguard Personalized Indexing Management
UPST icon

Vanguard Personalized Indexing Management’s Upstart Holdings UPST Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio UPST Stock Details UPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$488K Sell
13,766
-1,173
-8% -$36.1K ﹤0.01% 1415
2026
Q1 		$383K Buy
14,939
+2,600
+21% +$91.5K ﹤0.01% 1468
2025
Q4 		$540K Buy
12,339
+1,983
+19% +$91.3K 0.01% 1213
2025
Q3 		$526K Buy
10,356
+3,169
+44% +$223K 0.01% 1219
2025
Q2 		$465K Buy
7,187
+1,257
+21% +$61.6K 0.01% 1234
2025
Q1 		$273K Buy
5,930
+404
+7% +$25.1K ﹤0.01% 1383
2024
Q4 		$340K Buy
5,526
+131
+2% +$8.17K 0.01% 1285
2024
Q3 		$216K Buy
+5,395
New +$179K ﹤0.01% 1495
2022
Q3 		– Sell
-8,145
Closed -$258K – 1312
2022
Q2 		$258K Buy
8,145
+2,750
+51% +$164K 0.01% 1029
2022
Q1 		$589K Buy
5,395
+1,732
+47% +$200K 0.03% 753
2021
Q4 		$554K Buy
3,663
+998
+37% +$249K 0.03% 665
2021
Q3 		$843K Buy
2,665
+183
+7% +$36.1K 0.08% 278
2021
Q2 		$310K Buy
+2,482
New +$305K 0.03% 718

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Upstart Holdings (UPST) stake by 7.9% in Q2 2026, selling an estimated $36.1K and leaving 13,766 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

Vanguard Personalized Indexing Management first reported a position in UPST in Q2 2021 and has held it in 13 quarters since. The position peaked at $843K in Q3 2021. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • Vanguard Personalized Indexing Management held 13,766 shares of Upstart Holdings worth $488K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 1,173 Upstart Holdings shares in Q2 2026, an estimated $36.1K.
  • Upstart Holdings made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1415 holding.
  • Vanguard Personalized Indexing Management first reported a position in Upstart Holdings in Q2 2021 and has held it in 13 quarters since.
  • Vanguard Personalized Indexing Management's Upstart Holdings position peaked at $843K in Q3 2021.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

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