Vanguard Personalized Indexing Management
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
Q2 		$888K Sell
21,093
-6,940
-25% -$326K 0.01% 1061
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 $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Carlyle Group (CG) stake by 25% in Q2 2026, selling an estimated $326K and leaving 21,093 shares worth $888K. The position accounts for 0.01% of the portfolio, ranked #1061.

Vanguard Personalized Indexing Management first reported a position in CG in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.57M in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Vanguard Personalized Indexing Management held 21,093 shares of Carlyle Group worth $888K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 6,940 Carlyle Group shares in Q2 2026, an estimated $326K.
  • Carlyle Group made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1061 holding.
  • Vanguard Personalized Indexing Management first reported a position in Carlyle Group in Q2 2021 and has held it in 21 quarters since.
  • Vanguard Personalized Indexing Management's Carlyle Group position peaked at $1.57M in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

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