Skip to content
Disclosery

VANGUARD GROUP INC: UPXI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VANGUARD GROUP INC on UPXI, newest first. How the timeline and the estimate are built.

VANGUARD GROUP INC held 2,739,596 UPXI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,739,596 shares
    Change vs previous 13F -989,503 shares

    <0.01% of the 13F portfolio, value $2,147,843.

    13F-HR 0002100119-26-001527 filed by VANGUARD CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    • VANGUARD FIDUCIARY TRUST CO: 311,362 shares
    • Vanguard Global Advisers, LLC: 18,514 shares
    • VANGUARD CAPITAL MANAGEMENT LLC: 2,409,720 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 3,729,099 shares
    Change vs previous 13F +3,018,355 shares

    <0.01% of the 13F portfolio, value $3,676,892.

    13F-HR/A 0002100119-26-001311 filed by VANGUARD CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    • VANGUARD FIDUCIARY TRUST CO: 327,983 shares
    • Vanguard Global Advisers, LLC: 18,514 shares
    • VANGUARD CAPITAL MANAGEMENT LLC: 3,382,602 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 710,744 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,194,051.

    13F-HR 0000102909-26-000031 filed by VANGUARD GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 710,744 shares
    Change vs previous 13F +209,907 shares

    <0.01% of the 13F portfolio, value $4,100,993.

    13F-HR 0000102909-25-000353 filed by VANGUARD GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 500,837 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,492,494.

    13F-HR 0001752724-25-185843 filed by VANGUARD GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).