Vanguard Personalized Indexing Management
UTL icon

Vanguard Personalized Indexing Management’s Unitil UTL Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio UTL Stock Details UTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$219K Sell
4,157
-3,302
-44% -$171K ﹤0.01% 1867
2026
Q1 		$390K Buy
+7,459
New +$382K ﹤0.01% 1459

Other funds holding UTL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Unitil (UTL) stake by 44% in Q2 2026, selling an estimated $171K and leaving 4,157 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

Vanguard Personalized Indexing Management first reported a position in UTL in Q1 2026 and has held it in 2 quarters since. The position peaked at $390K in Q1 2026. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Vanguard Personalized Indexing Management held 4,157 shares of Unitil worth $219K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 3,302 Unitil shares in Q2 2026, an estimated $171K.
  • Unitil made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1867 holding.
  • Vanguard Personalized Indexing Management first reported a position in Unitil in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Personalized Indexing Management's Unitil position peaked at $390K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

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