Vanguard Personalized Indexing Management
CPA icon

Vanguard Personalized Indexing Management’s Copa Holdings CPA Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio CPA Stock Details CPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.39M Sell
8,935
-1,043
-10% -$136K 0.01% 813
2026
Q1 		$1.13M Sell
9,978
-1,264
-11% -$166K 0.01% 862
2025
Q4 		$1.36M Sell
11,242
-113
-1% -$13.8K 0.01% 769
2025
Q3 		$1.35M Sell
11,355
-1,036
-8% -$119K 0.01% 767
2025
Q2 		$1.36M Buy
12,391
+1,854
+18% +$183K 0.02% 717
2025
Q1 		$974K Buy
10,537
+1,398
+15% +$130K 0.01% 799
2024
Q4 		$803K Buy
9,139
+1,670
+22% +$158K 0.01% 877
2024
Q3 		$701K Buy
7,469
+2,129
+40% +$192K 0.01% 933
2024
Q2 		$508K Buy
5,340
+1,508
+39% +$151K 0.01% 1027
2024
Q1 		$399K Buy
3,832
+388
+11% +$38.6K 0.01% 1125
2023
Q4 		$366K Sell
3,444
-158
-4% -$14.4K 0.01% 1149
2023
Q3 		$321K Buy
3,602
+551
+18% +$57.2K 0.01% 1093
2023
Q2 		$337K Buy
3,051
+480
+19% +$48.1K 0.01% 1073
2023
Q1 		$237K Buy
+2,571
New +$233K 0.01% 1241

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Copa Holdings (CPA) stake by 10% in Q2 2026, selling an estimated $136K and leaving 8,935 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #813.

Vanguard Personalized Indexing Management first reported a position in CPA in Q1 2023 and has held it in 14 quarters since. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

  • Vanguard Personalized Indexing Management held 8,935 shares of Copa Holdings worth $1.39M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 1,043 Copa Holdings shares in Q2 2026, an estimated $136K.
  • Copa Holdings made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #813 holding.
  • Vanguard Personalized Indexing Management first reported a position in Copa Holdings in Q1 2023 and has held it in 14 quarters since.
  • 325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

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