Vanguard Personalized Indexing Management
CBZ icon

Vanguard Personalized Indexing Management’s CBIZ CBZ Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio CBZ Stock Details CBZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$856K Buy
26,683
+6,611
+33% +$206K 0.01% 1083
2026
Q1 		$539K Buy
20,072
+2,831
+16% +$99.9K 0.01% 1267
2025
Q4 		$870K Sell
17,241
-255
-1% -$13.4K 0.01% 989
2025
Q3 		$927K Sell
17,496
-497
-3% -$32.1K 0.01% 945
2025
Q2 		$1.29M Buy
17,993
+10,754
+149% +$778K 0.01% 748
2025
Q1 		$549K Sell
7,239
-569
-7% -$45.8K 0.01% 1068
2024
Q4 		$639K Sell
7,808
-1,016
-12% -$76K 0.01% 992
2024
Q3 		$594K Buy
8,824
+17
+0.2% +$1.24K 0.01% 1017
2024
Q2 		$644K Buy
8,807
+1,003
+13% +$75.8K 0.01% 911
2024
Q1 		$613K Buy
7,804
+650
+9% +$45.2K 0.01% 904
2023
Q4 		$448K Sell
7,154
-31
-0.4% -$1.75K 0.01% 1056
2023
Q3 		$373K Buy
7,185
+85
+1% +$4.58K 0.01% 1027
2023
Q2 		$378K Buy
7,100
+308
+5% +$15.8K 0.01% 1017
2023
Q1 		$336K Buy
+6,792
New +$327K 0.01% 1064

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $103M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its CBIZ (CBZ) stake by 33% in Q2 2026, buying an estimated $206K and bringing the position to 26,683 shares worth $856K. The position accounts for 0.01% of the portfolio, ranked #1083.

Vanguard Personalized Indexing Management first reported a position in CBZ in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.29M in Q2 2025. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Vanguard Personalized Indexing Management held 26,683 shares of CBIZ worth $856K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 6,611 CBIZ shares in Q2 2026, an estimated $206K.
  • CBIZ made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1083 holding.
  • Vanguard Personalized Indexing Management first reported a position in CBIZ in Q1 2023 and has held it in 14 quarters since.
  • Vanguard Personalized Indexing Management's CBIZ position peaked at $1.29M in Q2 2025.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

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