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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
TSLATesla Inc
Recent Activity
Increased 26.58%
1.11%
$68.698M
262,578 shares@ $261.64 avg price
GOOGAlphabet Inc
Recent Activity
Increased 4.79%
1.09%
$67.532M
403,922 shares@ $167.19 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 21.1%
0.96%
$59.36M
101,526 shares@ $584.68 avg price
VVisa Inc
Recent Activity
Increased 5.52%
0.81%
$50.005M
181,869 shares@ $274.95 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 17.99%
0.8%
$49.477M
422,090 shares@ $117.22 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 12.54%
0.79%
$48.918M
55,180 shares@ $886.52 avg price
MAMastercard Incorporated
Recent Activity
Increased 12.66%
0.77%
$47.257M
95,700 shares@ $493.8 avg price
PGProcter And Gamble Co
Recent Activity
Increased 8.53%
0.73%
$45.13M
260,564 shares@ $173.2 avg price
HDHome Depot Inc
Recent Activity
Increased 17.07%
0.71%
$43.829M
108,167 shares@ $405.2 avg price
WMTWalmart Inc
Recent Activity
Increased 14.67%
0.69%
$42.782M
529,813 shares@ $80.75 avg price