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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Vanguard Personalized Indexing Management opened a new position in Calix (CALX) in Q1 2026: 5,568 shares worth $273K. The stake represents ﹤0.01% of the portfolio and ranks #1661 among its holdings. This is a return to the name: Vanguard Personalized Indexing Management previously reported a position in CALX as recently as Q3 2025.

Vanguard Personalized Indexing Management first reported a position in CALX in Q4 2022 and has held it in 4 quarters since. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

Vanguard Personalized Indexing Management held 5,568 shares of Calix worth $273K as of Q1 2026.
Calix was a new Vanguard Personalized Indexing Management position in Q1 2026.
Calix made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1661 holding.
Vanguard Personalized Indexing Management first reported a position in Calix in Q4 2022 and has held it in 4 quarters since.
309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

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