VPIM
CFLT

Vanguard Personalized Indexing Management’s Confluent CFLT Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio CFLT Stock Details CFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-13,350
Closed -$404K – 2178
2025
Q4 		$404K Buy
13,350
+3,214
+32% +$78.9K ﹤0.01% 1360
2025
Q3 		$201K Sell
10,136
-1,336
-12% -$27.9K ﹤0.01% 1708
2025
Q2 		$286K Sell
11,472
-7,125
-38% -$161K ﹤0.01% 1472
2025
Q1 		$436K Buy
18,597
+4,507
+32% +$131K 0.01% 1176
2024
Q4 		$394K Buy
14,090
+895
+7% +$24K 0.01% 1224
2024
Q3 		$269K Buy
13,195
+1,257
+11% +$28.1K ﹤0.01% 1393
2024
Q2 		$353K Sell
11,938
-56
-0.5% -$1.61K 0.01% 1201
2024
Q1 		$366K Buy
11,994
+1,353
+13% +$38.2K 0.01% 1171
2023
Q4 		$249K Sell
10,641
-765
-7% -$18.5K 0.01% 1314
2023
Q3 		$338K Buy
11,406
+229
+2% +$7.67K 0.01% 1068
2023
Q2 		$395K Buy
11,177
+76
+0.7% +$2.13K 0.01% 1003
2023
Q1 		$267K Buy
11,101
+233
+2% +$5.4K 0.01% 1174
2022
Q4 		$242K Sell
10,868
-206
-2% -$4.77K 0.01% 1059
2022
Q3 		$263K Buy
11,074
+913
+9% +$24.6K 0.01% 1012
2022
Q2 		$236K Buy
10,161
+5,135
+102% +$138K 0.01% 1069
2022
Q1 		$206K Buy
+5,026
New +$262K 0.01% 1116

Other funds holding CFLT

SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Vanguard Personalized Indexing Management sold out of Confluent (CFLT) in Q1 2026, closing a stake of 13,350 shares — an estimated $404K sold.

Vanguard Personalized Indexing Management first reported a position in CFLT in Q1 2022 and held it in 16 quarters. The position peaked at $436K in Q1 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Vanguard Personalized Indexing Management reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 13,350 Confluent shares in Q1 2026, an estimated $404K.
  • Vanguard Personalized Indexing Management first reported a position in Confluent in Q1 2022 and held it in 16 quarters.
  • Vanguard Personalized Indexing Management's Confluent position peaked at $436K in Q1 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

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