Vanguard Capital Management
CG icon

Vanguard Capital Management’s Carlyle Group CG Stock Holding History

Vanguard Capital Management’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$483M Buy
11,464,474
+70,803
+0.6% +$3.33M 0.01% 721
2026
Q1 		$551M Buy
+11,393,671
New +$628M 0.01% 638

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Vanguard Capital Management increased its Carlyle Group (CG) stake by 0.62% in Q2 2026, buying an estimated $3.33M and bringing the position to 11,464,474 shares worth $483M. The position accounts for 0.01% of the portfolio, ranked #721.

Vanguard Capital Management first reported a position in CG in Q1 2026 and has held it in 2 quarters since. The position peaked at $551M in Q1 2026. 547 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Vanguard Capital Management held 11,464,474 shares of Carlyle Group worth $483M as of Q2 2026.
  • Vanguard Capital Management bought 70,803 Carlyle Group shares in Q2 2026, an estimated $3.33M.
  • Carlyle Group made up 0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #721 holding.
  • Vanguard Capital Management first reported a position in Carlyle Group in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Capital Management's Carlyle Group position peaked at $551M in Q1 2026.
  • 547 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

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