test

Marc Stewart

@Vanguard Personalized Indexing Management, Llc

Latest period2024 - Q3ReportedManaged Assets$6.21BTotal holdings1775
Assets growth rate18.23%Assets growth rate (2-Q avg)15.48%Continuous growth in asset value18 quarters

Portfolio positions

This chart displays the top 10 holdings in Vanguard Personalized Indexing Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1775 positions.

Assets under management

The assets under management (AUM) of Vanguard Personalized Indexing Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 18 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 6.21B in assets, with a quarterly growth rate of 18.23% and a 2-quarter average growth rate of 15.48%. The portfolio is managed by Marc Stewart, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MRKMerck & Co Inc
Recent Activity
Decreased -2.47%
0.49%
$30.386M
267,576 shares@ $113.56 avg price
CVXChevron Corp New
Recent Activity
Decreased -4.7%
0.34%
$20.703M
140,580 shares@ $147.28 avg price
AMGNAmgen Inc
Recent Activity
Decreased -0.32%
0.3%
$18.152M
56,336 shares@ $322.21 avg price
BKNGBooking Holdings Inc
Recent Activity
Decreased -3.08%
0.24%
$14.808M
3,516 shares@ $4211.59 avg price
DISDisney Walt Co
Recent Activity
Decreased -3.88%
0.21%
$12.85M
133,595 shares@ $96.19 avg price
SNPSSynopsys Inc
Recent Activity
Decreased -1.86%
0.14%
$8.678M
17,138 shares@ $506.39 avg price
NKENike Inc
Recent Activity
Decreased -11.72%
0.14%
$8.083M
91,431 shares@ $88.41 avg price
MCKMckesson Corp
Recent Activity
Decreased -2.8%
0.12%
$7.315M
14,795 shares@ $494.42 avg price
GDGeneral Dynamics Corp
Recent Activity
Decreased -16.66%
0.12%
$7.002M
23,170 shares@ $302.21 avg price
BABoeing Co
Recent Activity
Decreased -9.2%
0.1%
$5.961M
39,207 shares@ $152.04 avg price