Vanguard Personalized Indexing Management
AES icon

Vanguard Personalized Indexing Management’s AES AES Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio AES Stock Details AES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.17M Buy
147,687
+13,306
+10% +$193K 0.02% 614
2026
Q1 		$1.89M Buy
134,381
+610
+0.5% +$9.08K 0.02% 623
2025
Q4 		$1.92M Buy
133,771
+17,156
+15% +$242K 0.02% 622
2025
Q3 		$1.53M Buy
116,615
+23
+0% +$299 0.02% 699
2025
Q2 		$1.23M Sell
116,592
-5,916
-5% -$63.3K 0.01% 773
2025
Q1 		$1.52M Buy
122,508
+23,249
+23% +$269K 0.02% 592
2024
Q4 		$1.28M Sell
99,259
-17,658
-15% -$264K 0.02% 663
2024
Q3 		$2.35M Buy
116,917
+8,411
+8% +$149K 0.04% 418
2024
Q2 		$1.91M Buy
108,506
+12,520
+13% +$238K 0.04% 418
2024
Q1 		$1.72M Sell
95,986
-32,950
-26% -$551K 0.04% 438
2023
Q4 		$2.48M Buy
128,936
+67,246
+109% +$1.09M 0.06% 292
2023
Q3 		$938K Buy
61,690
+19,905
+48% +$379K 0.03% 590
2023
Q2 		$866K Buy
41,785
+6,028
+17% +$133K 0.03% 632
2023
Q1 		$861K Buy
35,757
+1,166
+3% +$29.6K 0.03% 605
2022
Q4 		$995K Buy
34,591
+2,517
+8% +$67.8K 0.04% 502
2022
Q3 		$725K Buy
32,074
+3,612
+13% +$85.6K 0.03% 625
2022
Q2 		$598K Buy
28,462
+2,950
+12% +$64.4K 0.03% 727
2022
Q1 		$656K Buy
25,512
+10,441
+69% +$236K 0.03% 682
2021
Q4 		$366K Buy
15,071
+5,410
+56% +$131K 0.02% 808
2021
Q3 		$221K Sell
9,661
-7,804
-45% -$190K 0.02% 891
2021
Q2 		$455K Buy
17,465
+6,636
+61% +$175K 0.05% 526
2021
Q1 		$290K Buy
+10,829
New +$288K 0.04% 519

Other funds holding AES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its AES (AES) stake by 9.9% in Q2 2026, buying an estimated $193K and bringing the position to 147,687 shares worth $2.17M. The position accounts for 0.02% of the portfolio, ranked #614.

Vanguard Personalized Indexing Management first reported a position in AES in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.48M in Q4 2023. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Vanguard Personalized Indexing Management held 147,687 shares of AES worth $2.17M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 13,306 AES shares in Q2 2026, an estimated $193K.
  • AES made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #614 holding.
  • Vanguard Personalized Indexing Management first reported a position in AES in Q1 2021 and has held it in 22 quarters since.
  • Vanguard Personalized Indexing Management's AES position peaked at $2.48M in Q4 2023.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

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