Position in UWMC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,523,558
-$1,223,438 QoQ
Shares Held
1,975,353
+24.4% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#36
of 289 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026VANGUARD FIDUCIARY TRUST CO holds $137,615,988 across 10 Mortgage Finance names. UWMC ranks #4 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
6,172,797 | $97,221,552 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
193,008 | $16,810,996 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
225,710 | $12,346,337 | |
| 4 | UWMC |
UWM Holdings Corp
This page
|
1,975,353 | $4,523,558 | |
| 5 | BETR |
Better Home & Finance Holding Co
|
71,921 | $1,977,827 | |
| 6 | ONIT |
Onity Group Inc.
|
44,875 | $1,783,781 | |
| 7 | LDI |
loanDepot, Inc.
|
1,205,091 | $1,506,363 | |
| 8 | VEL |
Velocity Financial, Inc.
|
67,596 | $1,247,822 |
All Filings in UWMC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,523,558 | 1,975,353 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,746,996 | 1,587,568 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||