VPIM
ARI

Vanguard Personalized Indexing Management’s Apollo Commercial Real Estate ARI Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,255
Closed -$94.2K – 1811
2024
Q3 		$94.2K Sell
10,255
-1,459
-12% -$14.9K ﹤0.01% 1625
2024
Q2 		$115K Sell
11,714
-6,667
-36% -$68.7K ﹤0.01% 1514
2024
Q1 		$205K Buy
18,381
+2,242
+14% +$25.1K ﹤0.01% 1434
2023
Q4 		$189K Buy
16,139
+173
+1% +$1.85K ﹤0.01% 1418
2023
Q3 		$162K Buy
15,966
+1,129
+8% +$12.3K ﹤0.01% 1333
2023
Q2 		$168K Buy
14,837
+2,296
+18% +$23.2K 0.01% 1358
2023
Q1 		$117K Buy
+12,541
New +$139K ﹤0.01% 1388
2020
Q2 		– Sell
-36,681
Closed -$272K – 353
2020
Q1 		$272K Buy
+36,681
New +$573K 0.16% 170

Other funds holding ARI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return