Vanguard Capital Management
CARL

Vanguard Capital Management’s Carlsmed CARL Stock Holding History

Vanguard Capital Management’s Portfolio CARL Stock Details CARL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.48M Sell
238,727
-37,404
-14% -$393K ﹤0.01% 3346
2026
Q1 		$2.5M Buy
+276,131
New +$3.34M ﹤0.01% 3291

Other funds holding CARL

JT
Jupiter Topco New York $245B AUM
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KC
KCM Capital Shawnee, Kansas $618M AUM
PC
Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Vanguard Capital Management's CARL Position: Q2 2026 in Review

Vanguard Capital Management reduced its Carlsmed (CARL) stake by 14% in Q2 2026, selling an estimated $393K and leaving 238,727 shares worth $2.48M. The position accounts for ﹤0.01% of the portfolio, ranked #3346.

Vanguard Capital Management first reported a position in CARL in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.5M in Q1 2026. 75 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • Vanguard Capital Management held 238,727 shares of Carlsmed worth $2.48M as of Q2 2026.
  • Vanguard Capital Management sold 37,404 Carlsmed shares in Q2 2026, an estimated $393K.
  • Carlsmed made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #3346 holding.
  • Vanguard Capital Management first reported a position in Carlsmed in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Capital Management's Carlsmed position peaked at $2.5M in Q1 2026.
  • 75 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

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