Vanguard Personalized Indexing Management
CRGY icon

Vanguard Personalized Indexing Management’s Crescent Energy CRGY Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio CRGY Stock Details CRGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$493K Buy
50,171
+3,314
+7% +$40.5K ﹤0.01% 1408
2026
Q1 		$633K Buy
46,857
+8,835
+23% +$92.5K 0.01% 1174
2025
Q4 		$319K Buy
+38,022
New +$334K ﹤0.01% 1486
2025
Q1 		– Sell
-12,311
Closed -$180K – 1858
2024
Q4 		$180K Buy
12,311
+2,055
+20% +$27.9K ﹤0.01% 1544
2024
Q3 		$112K Buy
+10,256
New +$117K ﹤0.01% 1596

Other funds holding CRGY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Crescent Energy (CRGY) stake by 7.1% in Q2 2026, buying an estimated $40.5K and bringing the position to 50,171 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Vanguard Personalized Indexing Management first reported a position in CRGY in Q3 2024 and has held it in 5 quarters since. The position peaked at $633K in Q1 2026. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Vanguard Personalized Indexing Management held 50,171 shares of Crescent Energy worth $493K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 3,314 Crescent Energy shares in Q2 2026, an estimated $40.5K.
  • Crescent Energy made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1408 holding.
  • Vanguard Personalized Indexing Management first reported a position in Crescent Energy in Q3 2024 and has held it in 5 quarters since.
  • Vanguard Personalized Indexing Management's Crescent Energy position peaked at $633K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

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