VPIM
APLS

Vanguard Personalized Indexing Management’s Apellis Pharmaceuticals APLS Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio APLS Stock Details APLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,832
Closed -$250K – 1847
2024
Q4 		$250K Buy
+7,832
New +$236K ﹤0.01% 1420
2024
Q2 		– Sell
-5,075
Closed -$298K – 1700
2024
Q1 		$298K Buy
5,075
+380
+8% +$24.2K 0.01% 1268
2023
Q4 		$281K Buy
+4,695
New +$238K 0.01% 1261
2023
Q3 		– Sell
-4,495
Closed -$409K – 1486
2023
Q2 		$409K Buy
4,495
+235
+6% +$20.3K 0.01% 980
2023
Q1 		$281K Sell
4,260
-1,961
-32% -$113K 0.01% 1143
2022
Q4 		$322K Buy
+6,221
New +$330K 0.01% 954

Other funds holding APLS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Personalized Indexing Management's APLS Position: Q1 2025 in Review

Vanguard Personalized Indexing Management sold out of Apellis Pharmaceuticals (APLS) in Q1 2025, closing a stake of 7,832 shares — an estimated $250K sold.

Vanguard Personalized Indexing Management first reported a position in APLS in Q4 2022 and held it in 6 quarters. The position peaked at $409K in Q2 2023. 255 funds tracked by Wall St. Rank hold APLS as of Q1 2025.

  • Vanguard Personalized Indexing Management reported no remaining Apellis Pharmaceuticals position as of Q1 2025 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 7,832 Apellis Pharmaceuticals shares in Q1 2025, an estimated $250K.
  • Vanguard Personalized Indexing Management first reported a position in Apellis Pharmaceuticals in Q4 2022 and held it in 6 quarters.
  • Vanguard Personalized Indexing Management's Apellis Pharmaceuticals position peaked at $409K in Q2 2023.
  • 255 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2025.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2025, filed 14 May 2025.