Vanguard Personalized Indexing Management
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
Q2 		$646K Buy
28,663
+5,610
+24% +$115K 0.01% 1242
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its CVB Financial (CVBF) stake by 24% in Q2 2026, buying an estimated $115K and bringing the position to 28,663 shares worth $646K. The position accounts for 0.01% of the portfolio, ranked #1242.

Vanguard Personalized Indexing Management first reported a position in CVBF in Q2 2023 and has held it in 13 quarters since. 323 funds tracked by Wall St. Rank hold CVBF as of Q2 2026.

  • Vanguard Personalized Indexing Management held 28,663 shares of CVB Financial worth $646K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 5,610 CVB Financial shares in Q2 2026, an estimated $115K.
  • CVB Financial made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1242 holding.
  • Vanguard Personalized Indexing Management first reported a position in CVB Financial in Q2 2023 and has held it in 13 quarters since.
  • 323 funds tracked by Wall St. Rank held CVB Financial as of Q2 2026.

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