Vanguard Personalized Indexing Management
CWAN

Vanguard Personalized Indexing Management’s Clearwater Analytics CWAN Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-25,433
Closed -$601K – 2274
2026
Q1 		$601K Buy
25,433
+4,878
+24% +$115K 0.01% 1204
2025
Q4 		$496K Buy
+20,555
New +$412K ﹤0.01% 1252

Other funds holding CWAN

GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 37.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Vanguard Personalized Indexing Management sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 25,433 shares — an estimated $601K sold.

Vanguard Personalized Indexing Management first reported a position in CWAN in Q4 2025 and held it in 2 quarters. The position peaked at $601K in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Vanguard Personalized Indexing Management reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 25,433 Clearwater Analytics shares in Q2 2026, an estimated $601K.
  • Vanguard Personalized Indexing Management first reported a position in Clearwater Analytics in Q4 2025 and held it in 2 quarters.
  • Vanguard Personalized Indexing Management's Clearwater Analytics position peaked at $601K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

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