Vanguard Personalized Indexing Management
CCLD icon

Vanguard Personalized Indexing Management’s CareCloud CCLD Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio CCLD Stock Details CCLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$43.4K Sell
20,470
-1,609
-7% -$4.16K ﹤0.01% 2152
2026
Q1 		$80.6K Buy
22,079
+683
+3% +$1.95K ﹤0.01% 1988
2025
Q4 		$62.5K Buy
21,396
+265
+1% +$838 ﹤0.01% 1860
2025
Q3 		$67.8K Sell
21,131
-153
-0.7% -$443 ﹤0.01% 1872
2025
Q2 		$50.2K Buy
+21,284
New +$40.5K ﹤0.01% 1823

Other funds holding CCLD

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $783M AUM 81.58% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its CareCloud (CCLD) stake by 7.3% in Q2 2026, selling an estimated $4.16K and leaving 20,470 shares worth $43.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2152.

Vanguard Personalized Indexing Management first reported a position in CCLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $80.6K in Q1 2026. 65 funds tracked by Wall St. Rank hold CCLD as of Q2 2026.

  • Vanguard Personalized Indexing Management held 20,470 shares of CareCloud worth $43.4K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 1,609 CareCloud shares in Q2 2026, an estimated $4.16K.
  • CareCloud made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #2152 holding.
  • Vanguard Personalized Indexing Management first reported a position in CareCloud in Q2 2025 and has held it in 5 quarters since.
  • Vanguard Personalized Indexing Management's CareCloud position peaked at $80.6K in Q1 2026.
  • 65 funds tracked by Wall St. Rank held CareCloud as of Q2 2026.

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