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Vanguard Personalized Indexing Management’s UWM Holdings UWMC Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio UWMC Stock Details UWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$129K Sell
35,552
-7,449
-17% -$34.3K ﹤0.01% 1915
2025
Q4 		$188K Buy
43,001
+8,065
+23% +$43.4K ﹤0.01% 1732
2025
Q3 		$213K Buy
34,936
+15,876
+83% +$83.2K ﹤0.01% 1673
2025
Q2 		$78.9K Buy
19,060
+5,348
+39% +$23.5K ﹤0.01% 1771
2025
Q1 		$74.9K Buy
13,712
+2,835
+26% +$17.2K ﹤0.01% 1648
2024
Q4 		$63.8K Sell
10,877
-750
-6% -$4.88K ﹤0.01% 1670
2024
Q3 		$99.1K Buy
11,627
+405
+4% +$3.41K ﹤0.01% 1618
2024
Q2 		$77.8K Buy
11,222
+1,013
+10% +$6.96K ﹤0.01% 1558
2024
Q1 		$74.1K Sell
10,209
-770
-7% -$5.2K ﹤0.01% 1547
2023
Q4 		$78.5K Sell
10,979
-358
-3% -$2.02K ﹤0.01% 1495
2023
Q3 		$55K Sell
11,337
-2,023
-15% -$11.7K ﹤0.01% 1401
2023
Q2 		$74.8K Sell
13,360
-621
-4% -$3.34K ﹤0.01% 1408
2023
Q1 		$68.6K Sell
13,981
-6,622
-32% -$29K ﹤0.01% 1413
2022
Q4 		$68.2K Sell
20,603
-25,995
-56% -$97.4K ﹤0.01% 1238
2022
Q3 		$137K Buy
46,598
+5,729
+14% +$21.1K 0.01% 1150
2022
Q2 		$145K Buy
40,869
+14,200
+53% +$54.4K 0.01% 1173
2022
Q1 		$121K Sell
26,669
-50,454
-65% -$244K 0.01% 1159
2021
Q4 		$457K Buy
+77,123
New +$520K 0.03% 729

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its UWM Holdings (UWMC) stake by 17% in Q1 2026, selling an estimated $34.3K and leaving 35,552 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

Vanguard Personalized Indexing Management first reported a position in UWMC in Q4 2021 and has held it in 18 quarters since. The position peaked at $457K in Q4 2021. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Vanguard Personalized Indexing Management held 35,552 shares of UWM Holdings worth $129K as of Q1 2026.
  • Vanguard Personalized Indexing Management sold 7,449 UWM Holdings shares in Q1 2026, an estimated $34.3K.
  • UWM Holdings made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1915 holding.
  • Vanguard Personalized Indexing Management first reported a position in UWM Holdings in Q4 2021 and has held it in 18 quarters since.
  • Vanguard Personalized Indexing Management's UWM Holdings position peaked at $457K in Q4 2021.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

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