Vanguard Personalized Indexing Management
CUBE icon

Vanguard Personalized Indexing Management’s CubeSmart CUBE Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio CUBE Stock Details CUBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$886K Sell
22,290
-1,477
-6% -$58.8K 0.01% 1063
2026
Q1 		$871K Buy
23,767
+3,792
+19% +$145K 0.01% 1002
2025
Q4 		$720K Sell
19,975
-7,204
-27% -$274K 0.01% 1068
2025
Q3 		$1.11M Buy
27,179
+2,009
+8% +$81.9K 0.01% 846
2025
Q2 		$1.07M Buy
25,170
+7,000
+39% +$290K 0.01% 843
2025
Q1 		$776K Buy
18,170
+6,881
+61% +$288K 0.01% 914
2024
Q4 		$484K Sell
11,289
-3,652
-24% -$175K 0.01% 1130
2024
Q3 		$804K Buy
14,941
+1,514
+11% +$75.2K 0.01% 877
2024
Q2 		$606K Sell
13,427
-2,368
-15% -$102K 0.01% 947
2024
Q1 		$714K Buy
15,795
+5,841
+59% +$259K 0.02% 831
2023
Q4 		$461K Sell
9,954
-6,763
-40% -$266K 0.01% 1042
2023
Q3 		$637K Sell
16,717
-851
-5% -$35.9K 0.02% 777
2023
Q2 		$785K Sell
17,568
-1,034
-6% -$46.9K 0.02% 685
2023
Q1 		$860K Buy
18,602
+8,596
+86% +$386K 0.03% 607
2022
Q4 		$403K Sell
10,006
-7,899
-44% -$318K 0.02% 865
2022
Q3 		$717K Sell
17,905
-1,341
-7% -$60.4K 0.03% 632
2022
Q2 		$822K Buy
19,246
+1,978
+11% +$91K 0.04% 560
2022
Q1 		$898K Buy
17,268
+5,723
+50% +$290K 0.04% 510
2021
Q4 		$657K Buy
11,545
+3,219
+39% +$173K 0.04% 591
2021
Q3 		$403K Sell
8,326
-862
-9% -$43.5K 0.04% 626
2021
Q2 		$426K Buy
+9,188
New +$396K 0.04% 561

Other funds holding CUBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its CubeSmart (CUBE) stake by 6.2% in Q2 2026, selling an estimated $58.8K and leaving 22,290 shares worth $886K. The position accounts for 0.01% of the portfolio, ranked #1063.

Vanguard Personalized Indexing Management first reported a position in CUBE in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.11M in Q3 2025. 517 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Vanguard Personalized Indexing Management held 22,290 shares of CubeSmart worth $886K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 1,477 CubeSmart shares in Q2 2026, an estimated $58.8K.
  • CubeSmart made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1063 holding.
  • Vanguard Personalized Indexing Management first reported a position in CubeSmart in Q2 2021 and has held it in 21 quarters since.
  • Vanguard Personalized Indexing Management's CubeSmart position peaked at $1.11M in Q3 2025.
  • 517 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

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