Vanguard Personalized Indexing Management
ARES icon

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
Q2 		$2.39M Buy
21,508
+3,153
+17% +$378K 0.02% 578
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Ares Management (ARES) stake by 17% in Q2 2026, buying an estimated $378K and bringing the position to 21,508 shares worth $2.39M. The position accounts for 0.02% of the portfolio, ranked #578.

Vanguard Personalized Indexing Management first reported a position in ARES in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.15M in Q4 2025. 808 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Vanguard Personalized Indexing Management held 21,508 shares of Ares Management worth $2.39M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 3,153 Ares Management shares in Q2 2026, an estimated $378K.
  • Ares Management made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #578 holding.
  • Vanguard Personalized Indexing Management first reported a position in Ares Management in Q2 2021 and has held it in 21 quarters since.
  • Vanguard Personalized Indexing Management's Ares Management position peaked at $3.15M in Q4 2025.
  • 808 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

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