Vanguard Personalized Indexing Management’s Artisan Partners APAM Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio APAM Stock Details APAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.08M	Sell	31,147 -3,203	-9%	-$118K	0.01%	948
2026 Q1	$1.25M	Buy	34,350 +2,641	+8%	+$108K	0.01%	822
2025 Q4	$1.29M	Buy	31,709 +2,724	+9%	+$116K	0.01%	796
2025 Q3	$1.26M	Buy	28,985 +1,590	+6%	+$73.3K	0.01%	791
2025 Q2	$1.21M	Buy	27,395 +1,450	+6%	+$57.9K	0.01%	778
2025 Q1	$1.01M	Buy	25,945 +3,359	+15%	+$142K	0.02%	774
2024 Q4	$972K	Buy	22,586 +1,802	+9%	+$82.3K	0.01%	779
2024 Q3	$900K	Buy	20,784 +2,145	+12%	+$88.5K	0.01%	815
2024 Q2	$760K	Buy	18,639 +2,170	+13%	+$93.6K	0.01%	809
2024 Q1	$754K	Buy	16,469 +2,320	+16%	+$99.6K	0.02%	814
2023 Q4	$625K	Buy	14,149 +983	+7%	+$37.1K	0.02%	882
2023 Q3	$493K	Buy	13,166 +2,785	+27%	+$108K	0.01%	884
2023 Q2	$408K	Buy	10,381 +268	+3%	+$9.25K	0.01%	983
2023 Q1	$323K	Buy	+10,113	New	+$339K	0.01%	1088

Other funds holding APAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Artisan Partners (APAM) stake by 9.3% in Q2 2026, selling an estimated $118K and leaving 31,147 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #948.

Vanguard Personalized Indexing Management first reported a position in APAM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.29M in Q4 2025. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

Vanguard Personalized Indexing Management held 31,147 shares of Artisan Partners worth $1.08M as of Q2 2026.
Vanguard Personalized Indexing Management sold 3,203 Artisan Partners shares in Q2 2026, an estimated $118K.
Artisan Partners made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #948 holding.
Vanguard Personalized Indexing Management first reported a position in Artisan Partners in Q1 2023 and has held it in 14 quarters since.
Vanguard Personalized Indexing Management's Artisan Partners position peaked at $1.29M in Q4 2025.
381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

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