Vanguard Personalized Indexing Management, LLC
Position in CVS — CVS HEALTH Corp
CIK 1767306
OAKLAND, CA
Position in CVS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$16,907,557
+$5,927,357 QoQ
Shares Held
163,437
+6.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#310
of 2,051 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $110,927,590 across 10 Healthcare Plans names. CVS ranks #2 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
134,704 | $55,987,023 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
163,437 | $16,907,557 | |
| 3 | ELV |
Elevance Health, Inc.
|
31,866 | $12,323,538 | |
| 4 | CI |
Cigna Group
|
39,494 | $10,887,705 | |
| 5 | HUM |
Humana Inc
|
15,979 | $6,347,178 | |
| 6 | CNC |
Centene Corp
|
89,724 | $5,759,383 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
5,894 | $1,347,957 | |
| 8 | OSCR |
Oscar Health, Inc.
|
18,559 | $529,302 |
All Filings in CVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,907,557 | 163,437 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $10,980,200 | 152,885 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $12,561,418 | 158,284 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,703,995 | 155,246 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $10,432,535 | 151,240 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $8,786,904 | 129,696 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,289,194 | 95,549 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,665,488 | 90,100 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,771,461 | 97,722 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,824,167 | 110,634 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,650,197 | 96,887 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,459,016 | 78,187 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,053,333 | 73,099 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $5,568,717 | 74,939 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,722,074 | 72,133 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $8,325,705 | 87,299 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,425,322 | 69,343 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,864,006 | 57,939 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,989,539 | 48,367 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $2,414,861 | 28,457 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,044,864 | 24,507 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,113,479 | 14,801 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $579,047 | 8,478 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $438,525 | 7,509 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $404,698 | 6,229 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $219,580 | 3,701 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||