VPIM
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Personalized Indexing Management's AEIS Position: Q1 2026 in Review

Vanguard Personalized Indexing Management increased its Advanced Energy (AEIS) stake by 43% in Q1 2026, buying an estimated $944K and bringing the position to 10,871 shares worth $3.51M. The position accounts for 0.03% of the portfolio, ranked #413.

Vanguard Personalized Indexing Management first reported a position in AEIS in Q4 2020 and has held it in 15 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Vanguard Personalized Indexing Management held 10,871 shares of Advanced Energy worth $3.51M as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 3,258 Advanced Energy shares in Q1 2026, an estimated $944K.
  • Advanced Energy made up 0.03% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #413 holding.
  • Vanguard Personalized Indexing Management first reported a position in Advanced Energy in Q4 2020 and has held it in 15 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.