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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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its CareCloud (CCLD) stake by 3.2% in Q1 2026, buying an estimated $1.95K and bringing the position to 22,079 shares worth $80.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1988.

Vanguard Personalized Indexing Management first reported a position in CCLD in Q2 2025 and has held it in 4 quarters since. 75 funds tracked by Wall St. Rank hold CCLD as of Q1 2026.

  • Vanguard Personalized Indexing Management held 22,079 shares of CareCloud worth $80.6K as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 683 CareCloud shares in Q1 2026, an estimated $1.95K.
  • CareCloud made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1988 holding.
  • Vanguard Personalized Indexing Management first reported a position in CareCloud in Q2 2025 and has held it in 4 quarters since.
  • 75 funds tracked by Wall St. Rank held CareCloud as of Q1 2026.

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