Vanguard Personalized Indexing Management
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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
Q2 		$171K Buy
74,864
+39,312
+111% +$122K ﹤0.01% 1961
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its UWM Holdings (UWMC) stake by 111% in Q2 2026, buying an estimated $122K and bringing the position to 74,864 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #1961.

Vanguard Personalized Indexing Management first reported a position in UWMC in Q4 2021 and has held it in 19 quarters since. The position peaked at $457K in Q4 2021. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Vanguard Personalized Indexing Management held 74,864 shares of UWM Holdings worth $171K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 39,312 UWM Holdings shares in Q2 2026, an estimated $122K.
  • UWM Holdings made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1961 holding.
  • Vanguard Personalized Indexing Management first reported a position in UWM Holdings in Q4 2021 and has held it in 19 quarters since.
  • Vanguard Personalized Indexing Management's UWM Holdings position peaked at $457K in Q4 2021.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

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