Vanguard Capital Management
CSV icon

Vanguard Capital Management’s Carriage Services CSV Stock Holding History

Vanguard Capital Management’s Portfolio CSV Stock Details CSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.7M Buy
644,644
+6,526
+1% +$286K ﹤0.01% 2332
2026
Q1 		$29.1M Buy
+638,118
New +$27.8M ﹤0.01% 2140

Other funds holding CSV

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Capital Management increased its Carriage Services (CSV) stake by 1% in Q2 2026, buying an estimated $286K and bringing the position to 644,644 shares worth $24.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2332.

Vanguard Capital Management first reported a position in CSV in Q1 2026 and has held it in 2 quarters since. The position peaked at $29.1M in Q1 2026. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Vanguard Capital Management held 644,644 shares of Carriage Services worth $24.7M as of Q2 2026.
  • Vanguard Capital Management bought 6,526 Carriage Services shares in Q2 2026, an estimated $286K.
  • Carriage Services made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #2332 holding.
  • Vanguard Capital Management first reported a position in Carriage Services in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Capital Management's Carriage Services position peaked at $29.1M in Q1 2026.
  • 158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

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