VPIM
CVBF icon

Vanguard Personalized Indexing Management’s CVB Financial CVBF Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio CVBF Stock Details CVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$447K Sell
23,053
-848
-4% -$16.7K ﹤0.01% 1373
2025
Q4 		$445K Sell
23,901
-1,394
-6% -$26.7K ﹤0.01% 1297
2025
Q3 		$478K Buy
25,295
+6,671
+36% +$133K ﹤0.01% 1261
2025
Q2 		$369K Sell
18,624
-597
-3% -$11.1K ﹤0.01% 1350
2025
Q1 		$355K Buy
19,221
+910
+5% +$18.1K 0.01% 1264
2024
Q4 		$392K Buy
18,311
+1,572
+9% +$33.3K 0.01% 1228
2024
Q3 		$298K Buy
16,739
+2,201
+15% +$39.3K ﹤0.01% 1349
2024
Q2 		$250K Buy
14,538
+748
+5% +$12.5K ﹤0.01% 1353
2024
Q1 		$246K Buy
13,790
+1,200
+10% +$21.3K 0.01% 1361
2023
Q4 		$254K Sell
12,590
-210
-2% -$3.73K 0.01% 1307
2023
Q3 		$212K Buy
12,800
+210
+2% +$3.56K 0.01% 1279
2023
Q2 		$167K Buy
+12,590
New +$174K 0.01% 1360

Other funds holding CVBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Vanguard Personalized Indexing Management's CVBF Position: Q1 2026 in Review

Vanguard Personalized Indexing Management reduced its CVB Financial (CVBF) stake by 3.5% in Q1 2026, selling an estimated $16.7K and leaving 23,053 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

Vanguard Personalized Indexing Management first reported a position in CVBF in Q2 2023 and has held it in 12 quarters since. The position peaked at $478K in Q3 2025. 284 funds tracked by Wall St. Rank hold CVBF as of Q1 2026.

  • Vanguard Personalized Indexing Management held 23,053 shares of CVB Financial worth $447K as of Q1 2026.
  • Vanguard Personalized Indexing Management sold 848 CVB Financial shares in Q1 2026, an estimated $16.7K.
  • CVB Financial made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1373 holding.
  • Vanguard Personalized Indexing Management first reported a position in CVB Financial in Q2 2023 and has held it in 12 quarters since.
  • Vanguard Personalized Indexing Management's CVB Financial position peaked at $478K in Q3 2025.
  • 284 funds tracked by Wall St. Rank held CVB Financial as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.