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Vanguard Personalized Indexing Management’s Ares Management ARES Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2M Sell
18,355
-1,142
-6% -$152K 0.02% 597
2025
Q4 		$3.15M Buy
19,497
+1,861
+11% +$290K 0.03% 444
2025
Q3 		$2.82M Buy
17,636
+871
+5% +$157K 0.03% 468
2025
Q2 		$2.9M Buy
16,765
+1,103
+7% +$174K 0.03% 450
2025
Q1 		$2.3M Buy
15,662
+1,311
+9% +$227K 0.03% 452
2024
Q4 		$2.54M Buy
14,351
+954
+7% +$163K 0.04% 400
2024
Q3 		$2.09M Buy
13,397
+1,450
+12% +$210K 0.03% 463
2024
Q2 		$1.59M Buy
11,947
+1,710
+17% +$234K 0.03% 486
2024
Q1 		$1.36M Buy
10,237
+1,271
+14% +$162K 0.03% 518
2023
Q4 		$1.07M Buy
8,966
+782
+10% +$84.9K 0.03% 615
2023
Q3 		$842K Buy
8,184
+424
+5% +$42.9K 0.03% 651
2023
Q2 		$748K Buy
7,760
+311
+4% +$26.9K 0.02% 715
2023
Q1 		$622K Sell
7,449
-132
-2% -$10.5K 0.02% 769
2022
Q4 		$519K Buy
7,581
+377
+5% +$27.2K 0.02% 787
2022
Q3 		$446K Buy
7,204
+677
+10% +$47.3K 0.02% 827
2022
Q2 		$371K Buy
6,527
+1,902
+41% +$132K 0.02% 915
2022
Q1 		$376K Buy
4,625
+582
+14% +$44.7K 0.02% 932
2021
Q4 		$329K Buy
4,043
+35
+0.9% +$2.85K 0.02% 841
2021
Q3 		$296K Buy
4,008
+318
+9% +$22.9K 0.03% 768
2021
Q2 		$235K Buy
+3,690
New +$206K 0.02% 843

Other funds holding ARES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Vanguard Personalized Indexing Management reduced its Ares Management (ARES) stake by 5.9% in Q1 2026, selling an estimated $152K and leaving 18,355 shares worth $2M. The position accounts for 0.02% of the portfolio, ranked #597.

Vanguard Personalized Indexing Management first reported a position in ARES in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.15M in Q4 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Vanguard Personalized Indexing Management held 18,355 shares of Ares Management worth $2M as of Q1 2026.
  • Vanguard Personalized Indexing Management sold 1,142 Ares Management shares in Q1 2026, an estimated $152K.
  • Ares Management made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #597 holding.
  • Vanguard Personalized Indexing Management first reported a position in Ares Management in Q2 2021 and has held it in 20 quarters since.
  • Vanguard Personalized Indexing Management's Ares Management position peaked at $3.15M in Q4 2025.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

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