Vanguard Personalized Indexing Management
CUBI icon

Vanguard Personalized Indexing Management’s Customers Bancorp CUBI Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio CUBI Stock Details CUBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$429K Buy
5,420
+707
+15% +$53.5K ﹤0.01% 1497
2026
Q1 		$327K Buy
4,713
+24
+0.5% +$1.75K ﹤0.01% 1559
2025
Q4 		$343K Buy
4,689
+142
+3% +$9.74K ﹤0.01% 1444
2025
Q3 		$297K Buy
4,547
+75
+2% +$4.93K ﹤0.01% 1509
2025
Q2 		$263K Sell
4,472
-71
-2% -$3.6K ﹤0.01% 1502
2025
Q1 		$228K Buy
4,543
+320
+8% +$16.8K ﹤0.01% 1459
2024
Q4 		$206K Buy
+4,223
New +$212K ﹤0.01% 1514

Other funds holding CUBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Personalized Indexing Management increased its Customers Bancorp (CUBI) stake by 15% in Q2 2026, buying an estimated $53.5K and bringing the position to 5,420 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Vanguard Personalized Indexing Management first reported a position in CUBI in Q4 2024 and has held it in 7 quarters since. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Vanguard Personalized Indexing Management held 5,420 shares of Customers Bancorp worth $429K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 707 Customers Bancorp shares in Q2 2026, an estimated $53.5K.
  • Customers Bancorp made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1497 holding.
  • Vanguard Personalized Indexing Management first reported a position in Customers Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

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