Vanguard Personalized Indexing Management
AEIS icon

Vanguard Personalized Indexing Management’s Advanced Energy AEIS Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio AEIS Stock Details AEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.66M Sell
9,829
-1,042
-10% -$364K 0.03% 433
2026
Q1 		$3.51M Buy
10,871
+3,258
+43% +$944K 0.03% 413
2025
Q4 		$1.59M Buy
7,613
+280
+4% +$57K 0.02% 688
2025
Q3 		$1.25M Buy
7,333
+516
+8% +$77.7K 0.01% 794
2025
Q2 		$903K Buy
6,817
+589
+9% +$64.9K 0.01% 912
2025
Q1 		$594K Buy
6,228
+1,735
+39% +$198K 0.01% 1027
2024
Q4 		$520K Buy
4,493
+299
+7% +$33.6K 0.01% 1097
2024
Q3 		$441K Sell
4,194
-65
-2% -$6.82K 0.01% 1158
2024
Q2 		$463K Buy
4,259
+312
+8% +$31.9K 0.01% 1074
2024
Q1 		$403K Sell
3,947
-60
-1% -$6.12K 0.01% 1120
2023
Q4 		$436K Buy
4,007
+401
+11% +$39K 0.01% 1066
2023
Q3 		$372K Buy
3,606
+46
+1% +$5.15K 0.01% 1028
2023
Q2 		$397K Buy
3,560
+432
+14% +$41.2K 0.01% 997
2023
Q1 		$307K Buy
+3,128
New +$295K 0.01% 1113
2021
Q2 		– Sell
-2,278
Closed -$249K – 899
2021
Q1 		$249K Sell
2,278
-269
-11% -$29.2K 0.04% 583
2020
Q4 		$247K Buy
+2,547
New +$217K 0.05% 440

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Advanced Energy (AEIS) stake by 9.6% in Q2 2026, selling an estimated $364K and leaving 9,829 shares worth $3.66M. The position accounts for 0.03% of the portfolio, ranked #433.

Vanguard Personalized Indexing Management first reported a position in AEIS in Q4 2020 and has held it in 16 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Vanguard Personalized Indexing Management held 9,829 shares of Advanced Energy worth $3.66M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 1,042 Advanced Energy shares in Q2 2026, an estimated $364K.
  • Advanced Energy made up 0.03% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #433 holding.
  • Vanguard Personalized Indexing Management first reported a position in Advanced Energy in Q4 2020 and has held it in 16 quarters since.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

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