Vanguard Personalized Indexing Management
CBU icon

Vanguard Personalized Indexing Management’s Community Bank CBU Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio CBU Stock Details CBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$311K Buy
4,632
+888
+24% +$56.2K ﹤0.01% 1685
2026
Q1 		$220K Buy
+3,744
New +$229K ﹤0.01% 1772
2023
Q2 		– Sell
-4,013
Closed -$211K – 1482
2023
Q1 		$211K Buy
+4,013
New +$235K 0.01% 1308

Other funds holding CBU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Community Bank (CBU) stake by 24% in Q2 2026, buying an estimated $56.2K and bringing the position to 4,632 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

Vanguard Personalized Indexing Management first reported a position in CBU in Q1 2023 and has held it in 3 quarters since. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Vanguard Personalized Indexing Management held 4,632 shares of Community Bank worth $311K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 888 Community Bank shares in Q2 2026, an estimated $56.2K.
  • Community Bank made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1685 holding.
  • Vanguard Personalized Indexing Management first reported a position in Community Bank in Q1 2023 and has held it in 3 quarters since.
  • 279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

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