Vanguard Portfolio Management
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Vanguard Portfolio Management’s Carriage Services CSV Stock Holding History

Vanguard Portfolio Management’s Portfolio CSV Stock Details CSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.5M Buy
298,879
+11,527
+4% +$505K ﹤0.01% 2154
2026
Q1 		$13.1M Buy
+287,352
New +$12.5M ﹤0.01% 2038

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Vanguard Portfolio Management's CSV Position: Q2 2026 in Review

Vanguard Portfolio Management increased its Carriage Services (CSV) stake by 4% in Q2 2026, buying an estimated $505K and bringing the position to 298,879 shares worth $11.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2154.

Vanguard Portfolio Management first reported a position in CSV in Q1 2026 and has held it in 2 quarters since. The position peaked at $13.1M in Q1 2026. 157 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Vanguard Portfolio Management held 298,879 shares of Carriage Services worth $11.5M as of Q2 2026.
  • Vanguard Portfolio Management bought 11,527 Carriage Services shares in Q2 2026, an estimated $505K.
  • Carriage Services made up ﹤0.01% of Vanguard Portfolio Management's portfolio in Q2 2026, its #2154 holding.
  • Vanguard Portfolio Management first reported a position in Carriage Services in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Portfolio Management's Carriage Services position peaked at $13.1M in Q1 2026.
  • 157 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

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