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Vanguard Personalized Indexing Management’s CDT Equity Inc CDT Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio CDT Stock Details CDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1
Closed -$23.7K – 1960
2025
Q1 		$23.7K Buy
+1
New +$90.2K ﹤0.01% 1754
2024
Q4 		– Hold
0
– – – 1806
2024
Q3 		– Hold
0
– – – 1769

Other funds holding CDT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Vanguard Personalized Indexing Management's CDT Position: Q2 2025 in Review

Vanguard Personalized Indexing Management sold out of CDT Equity Inc (CDT) in Q2 2025, closing a stake of 1 share — an estimated $23.7K sold.

Vanguard Personalized Indexing Management first reported a position in CDT in Q1 2025 and held it in 1 quarter. The position peaked at $23.7K in Q1 2025. 2 funds tracked by Wall St. Rank hold CDT as of Q2 2025.

  • Vanguard Personalized Indexing Management reported no remaining CDT Equity Inc position as of Q2 2025 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 1 CDT Equity Inc share in Q2 2025, an estimated $23.7K.
  • Vanguard Personalized Indexing Management first reported a position in CDT Equity Inc in Q1 2025 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's CDT Equity Inc position peaked at $23.7K in Q1 2025.
  • 2 funds tracked by Wall St. Rank held CDT Equity Inc as of Q2 2025.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2025, filed 25 Jul 2025.