VPIM
CG icon

Vanguard Personalized Indexing Management’s Carlyle Group CG Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.36M Buy
28,033
+2,317
+9% +$128K 0.01% 780
2025
Q4 		$1.52M Buy
25,716
+617
+2% +$35.1K 0.01% 710
2025
Q3 		$1.57M Buy
25,099
+831
+3% +$51.9K 0.02% 688
2025
Q2 		$1.25M Buy
24,268
+3,738
+18% +$161K 0.01% 769
2025
Q1 		$895K Sell
20,530
-1,008
-5% -$50K 0.01% 844
2024
Q4 		$1.09M Buy
21,538
+3,957
+23% +$201K 0.02% 735
2024
Q3 		$757K Sell
17,581
-4,370
-20% -$183K 0.01% 906
2024
Q2 		$881K Buy
21,951
+4,377
+25% +$189K 0.02% 735
2024
Q1 		$824K Buy
17,574
+6,677
+61% +$289K 0.02% 756
2023
Q4 		$443K Buy
10,897
+2,980
+38% +$98.1K 0.01% 1058
2023
Q3 		$239K Buy
7,917
+103
+1% +$3.32K 0.01% 1220
2023
Q2 		$250K Sell
7,814
-5,783
-43% -$169K 0.01% 1228
2023
Q1 		$422K Sell
13,597
-1,519
-10% -$50.7K 0.01% 956
2022
Q4 		$451K Sell
15,116
-6,734
-31% -$192K 0.02% 838
2022
Q3 		$565K Sell
21,850
-1,703
-7% -$56.1K 0.03% 739
2022
Q2 		$746K Buy
23,553
+10,782
+84% +$413K 0.03% 609
2022
Q1 		$625K Buy
12,771
+4,582
+56% +$219K 0.03% 715
2021
Q4 		$450K Buy
8,189
+2,723
+50% +$148K 0.03% 734
2021
Q3 		$258K Sell
5,466
-6,764
-55% -$324K 0.02% 839
2021
Q2 		$568K Buy
+12,230
New +$520K 0.06% 421

Other funds holding CG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Carlyle Group (CG) stake by 9% in Q1 2026, buying an estimated $128K and bringing the position to 28,033 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #780.

Vanguard Personalized Indexing Management first reported a position in CG in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.57M in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Vanguard Personalized Indexing Management held 28,033 shares of Carlyle Group worth $1.36M as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 2,317 Carlyle Group shares in Q1 2026, an estimated $128K.
  • Carlyle Group made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #780 holding.
  • Vanguard Personalized Indexing Management first reported a position in Carlyle Group in Q2 2021 and has held it in 20 quarters since.
  • Vanguard Personalized Indexing Management's Carlyle Group position peaked at $1.57M in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

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