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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
FERGFerguson Enterprises Inc
Recent Activity
New Position
0.08%
$4.815M
24,246 shares@ $198.57 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.07%
$4.185M
27,719 shares@ $151.0 avg price
SWSmurfit Westrock Plc
Recent Activity
New Position
0.03%
$1.252M
25,341 shares@ $49.43 avg price
SUSAIshares Tr
Recent Activity
New Position
0.02%
$962,358
7,995 shares@ $120.37 avg price
SIRISiriusxm Holdings Inc
Recent Activity
New Position
0.02%
$767,374
32,447 shares@ $23.66 avg price
ARCCAres Capital Corp
Recent Activity
New Position
0.02%
$633,163
30,237 shares@ $20.95 avg price
VWOVanguard Intl Equity Index F
Recent Activity
New Position
0.01%
$545,059
11,391 shares@ $47.85 avg price
SDYSpdr Ser Tr
Recent Activity
New Position
0.01%
$448,136
3,155 shares@ $142.04 avg price
SYNASynaptics Inc
Recent Activity
New Position
0.01%
$398,451
5,136 shares@ $77.59 avg price
WSRWhitestone Reit
Recent Activity
New Position
0.01%
$360,001
26,608 shares@ $13.53 avg price