Vanguard Personalized Indexing Management’s Casella Waste Systems CWST Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio CWST Stock Details CWST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$692K	Sell	7,136 -4,333	-38%	-$370K	0.01%	1201
2026 Q1	$910K	Buy	11,469 +2,854	+33%	+$273K	0.01%	982
2025 Q4	$844K	Buy	8,615 +3,894	+82%	+$361K	0.01%	1004
2025 Q3	$448K	Buy	4,721 +600	+15%	+$60.4K	﹤0.01%	1285
2025 Q2	$476K	Buy	4,121 +749	+22%	+$86.5K	0.01%	1217
2025 Q1	$376K	Buy	3,372 +25	+0.7%	+$2.73K	0.01%	1242
2024 Q4	$354K	Sell	3,347 -44	-1%	-$4.65K	0.01%	1272
2024 Q3	$337K	Buy	3,391 +648	+24%	+$67.1K	0.01%	1287
2024 Q2	$272K	Buy	2,743 +311	+13%	+$30K	0.01%	1313
2024 Q1	$240K	Buy	+2,432	New	+$218K	0.01%	1374

Other funds holding CWST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Casella Waste Systems (CWST) stake by 38% in Q2 2026, selling an estimated $370K and leaving 7,136 shares worth $692K. The position accounts for 0.01% of the portfolio, ranked #1201.

Vanguard Personalized Indexing Management first reported a position in CWST in Q1 2024 and has held it in 10 quarters since. The position peaked at $910K in Q1 2026. 417 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

Vanguard Personalized Indexing Management held 7,136 shares of Casella Waste Systems worth $692K as of Q2 2026.
Vanguard Personalized Indexing Management sold 4,333 Casella Waste Systems shares in Q2 2026, an estimated $370K.
Casella Waste Systems made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1201 holding.
Vanguard Personalized Indexing Management first reported a position in Casella Waste Systems in Q1 2024 and has held it in 10 quarters since.
Vanguard Personalized Indexing Management's Casella Waste Systems position peaked at $910K in Q1 2026.
417 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

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