Vanguard Personalized Indexing Management
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Vanguard Personalized Indexing Management’s Claros Mortgage Trust CMTG Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio CMTG Stock Details CMTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,757
Closed -$40.1K – 1964
2025
Q1 		$40.1K Buy
+10,757
New +$36.9K ﹤0.01% 1696

Other funds holding CMTG

HI
Hyundai Investments Yeongdeungopo-Gu, Seoul, South Korea $92.3M AUM 0.12% 1-Year Est. Return
KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
WI
Wafra Inc New York $5.88M AUM 19.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

Vanguard Personalized Indexing Management sold out of Claros Mortgage Trust (CMTG) in Q2 2025, closing a stake of 10,757 shares — an estimated $40.1K sold.

Vanguard Personalized Indexing Management first reported a position in CMTG in Q1 2025 and held it in 1 quarter. The position peaked at $40.1K in Q1 2025. 124 funds tracked by Wall St. Rank hold CMTG as of Q2 2025.

  • Vanguard Personalized Indexing Management reported no remaining Claros Mortgage Trust position as of Q2 2025 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 10,757 Claros Mortgage Trust shares in Q2 2025, an estimated $40.1K.
  • Vanguard Personalized Indexing Management first reported a position in Claros Mortgage Trust in Q1 2025 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's Claros Mortgage Trust position peaked at $40.1K in Q1 2025.
  • 124 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q2 2025.

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