Vanguard Personalized Indexing Management
CALX icon

Vanguard Personalized Indexing Management’s Calix CALX Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio CALX Stock Details CALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,568
Closed -$273K – 2265
2026
Q1 		$273K Buy
+5,568
New +$292K ﹤0.01% 1661
2025
Q4 		– Sell
-3,344
Closed -$205K – 1996
2025
Q3 		$205K Buy
+3,344
New +$193K ﹤0.01% 1693
2024
Q1 		– Sell
-6,097
Closed -$266K – 1636
2023
Q4 		$266K Buy
+6,097
New +$244K 0.01% 1284
2023
Q1 		– Sell
-3,276
Closed -$224K – 1473
2022
Q4 		$224K Buy
+3,276
New +$220K 0.01% 1096

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Vanguard Personalized Indexing Management's CALX Position: Q2 2026 in Review

Vanguard Personalized Indexing Management sold out of Calix (CALX) in Q2 2026, closing a stake of 5,568 shares — an estimated $273K sold.

Vanguard Personalized Indexing Management first reported a position in CALX in Q4 2022 and held it in 4 quarters. The position peaked at $273K in Q1 2026. 288 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Vanguard Personalized Indexing Management reported no remaining Calix position as of Q2 2026 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 5,568 Calix shares in Q2 2026, an estimated $273K.
  • Vanguard Personalized Indexing Management first reported a position in Calix in Q4 2022 and held it in 4 quarters.
  • Vanguard Personalized Indexing Management's Calix position peaked at $273K in Q1 2026.
  • 288 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.