Vanguard Personalized Indexing Management
AAT

Vanguard Personalized Indexing Management’s American Assets Trust AAT Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio AAT Stock Details AAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$294K Buy
11,888
+706
+6% +$15.5K ﹤0.01% 1713
2026
Q1 		$206K Buy
+11,182
New +$209K ﹤0.01% 1810
2025
Q4 		– Sell
-10,005
Closed -$203K – 1976
2025
Q3 		$203K Sell
10,005
-408
-4% -$8.23K ﹤0.01% 1700
2025
Q2 		$206K Buy
+10,413
New +$203K ﹤0.01% 1617
2025
Q1 		– Sell
-8,399
Closed -$221K – 1840
2024
Q4 		$221K Sell
8,399
-328
-4% -$8.95K ﹤0.01% 1480
2024
Q3 		$233K Buy
+8,727
New +$221K ﹤0.01% 1467

Other funds holding AAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAI
American Assets Inc San Diego, California $332M AUM 17.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AAIM
American Assets Investment Management San Diego, California $1.65B AUM 59.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its American Assets Trust (AAT) stake by 6.3% in Q2 2026, buying an estimated $15.5K and bringing the position to 11,888 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

Vanguard Personalized Indexing Management first reported a position in AAT in Q3 2024 and has held it in 6 quarters since. 244 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

  • Vanguard Personalized Indexing Management held 11,888 shares of American Assets Trust worth $294K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 706 American Assets Trust shares in Q2 2026, an estimated $15.5K.
  • American Assets Trust made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1713 holding.
  • Vanguard Personalized Indexing Management first reported a position in American Assets Trust in Q3 2024 and has held it in 6 quarters since.
  • 244 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

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