Vanguard Personalized Indexing Management
CAVA icon

Vanguard Personalized Indexing Management’s CAVA Group CAVA Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio CAVA Stock Details CAVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$625K Sell
7,965
-113
-1% -$9.47K 0.01% 1275
2026
Q1 		$654K Buy
8,078
+1,257
+18% +$91.7K 0.01% 1154
2025
Q4 		$400K Buy
6,821
+2,034
+42% +$113K ﹤0.01% 1366
2025
Q3 		$289K Buy
4,787
+774
+19% +$58.6K ﹤0.01% 1523
2025
Q2 		$338K Buy
4,013
+1,229
+44% +$105K ﹤0.01% 1386
2025
Q1 		$241K Buy
2,784
+725
+35% +$78.6K ﹤0.01% 1444
2024
Q4 		$232K Buy
2,059
+127
+7% +$16.9K ﹤0.01% 1456
2024
Q3 		$239K Buy
+1,932
New +$196K ﹤0.01% 1452

Other funds holding CAVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its CAVA Group (CAVA) stake by 1.4% in Q2 2026, selling an estimated $9.47K and leaving 7,965 shares worth $625K. The position accounts for 0.01% of the portfolio, ranked #1275.

Vanguard Personalized Indexing Management first reported a position in CAVA in Q3 2024 and has held it in 8 quarters since. The position peaked at $654K in Q1 2026. 539 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Vanguard Personalized Indexing Management held 7,965 shares of CAVA Group worth $625K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 113 CAVA Group shares in Q2 2026, an estimated $9.47K.
  • CAVA Group made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1275 holding.
  • Vanguard Personalized Indexing Management first reported a position in CAVA Group in Q3 2024 and has held it in 8 quarters since.
  • Vanguard Personalized Indexing Management's CAVA Group position peaked at $654K in Q1 2026.
  • 539 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

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