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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 Plc New
Recent Activity
Exited
0%
$4.391M
22,931 shares@ $191.5 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$4.001M
26,931 shares@ $148.57 avg price
VXUSVanguard Star Fds
Recent Activity
Exited
0%
$1.166M
19,335 shares@ $60.31 avg price
WRKWestrock Co
Recent Activity
Exited
0%
$1.161M
23,231 shares@ $49.99 avg price
ETRNEquitrans Midstream Corp
Recent Activity
Exited
0%
$518,777
39,967 shares@ $12.99 avg price
IQDGWisdomtree Tr
Recent Activity
Exited
0%
$385,180
10,385 shares@ $37.1 avg price
BATRKLiberty Media Corp Del
Recent Activity
Exited
0%
$379,003
17,377 shares@ $21.82 avg price
IVALEa Series Trust
Recent Activity
Exited
0%
$367,693
14,749 shares@ $24.94 avg price
AAPAdvance Auto Parts Inc
Recent Activity
Exited
0%
$345,085
5,449 shares@ $63.33 avg price
WIREEncore Wire Corp
Recent Activity
Exited
0%
$342,144
1,219 shares@ $280.68 avg price