VPIM
CADE

Vanguard Personalized Indexing Management’s Cadence Bank CADE Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio CADE Stock Details CADE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-25,135
Closed -$1.08M – 2177
2025
Q4 		$1.08M Buy
25,135
+1,315
+6% +$52.1K 0.01% 877
2025
Q3 		$894K Buy
23,820
+844
+4% +$30.4K 0.01% 961
2025
Q2 		$735K Buy
22,976
+2,500
+12% +$74.9K 0.01% 1023
2025
Q1 		$622K Buy
20,476
+1,870
+10% +$62K 0.01% 1014
2024
Q4 		$641K Buy
18,606
+1,111
+6% +$39.1K 0.01% 991
2024
Q3 		$557K Buy
17,495
+1,012
+6% +$31.3K 0.01% 1044
2024
Q2 		$437K Buy
16,483
+3,545
+27% +$99.7K 0.01% 1094
2024
Q1 		$375K Sell
12,938
-5,034
-28% -$140K 0.01% 1158
2023
Q4 		$532K Buy
+17,972
New +$438K 0.01% 968
2023
Q2 		– Sell
-16,528
Closed -$343K – 1478
2023
Q1 		$343K Buy
+16,528
New +$411K 0.01% 1048

Other funds holding CADE

EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Vanguard Personalized Indexing Management's CADE Position: Q1 2026 in Review

Vanguard Personalized Indexing Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 25,135 shares — an estimated $1.08M sold.

Vanguard Personalized Indexing Management first reported a position in CADE in Q1 2023 and held it in 10 quarters. The position peaked at $1.08M in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Vanguard Personalized Indexing Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 25,135 Cadence Bank shares in Q1 2026, an estimated $1.08M.
  • Vanguard Personalized Indexing Management first reported a position in Cadence Bank in Q1 2023 and held it in 10 quarters.
  • Vanguard Personalized Indexing Management's Cadence Bank position peaked at $1.08M in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.