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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
INTCIntel Corp
Recent Activity
Decreased -22.57%
0.1%
$5.717M
243,712 shares@ $23.47 avg price
CVSCvs Health Corp
Recent Activity
Decreased -7.79%
0.1%
$5.665M
90,100 shares@ $62.89 avg price
MARMarriott Intl Inc New
Recent Activity
Decreased -6.13%
0.09%
$5.461M
21,969 shares@ $248.6 avg price
IDXXIdexx Labs Inc
Recent Activity
Decreased -2.5%
0.09%
$5.025M
9,945 shares@ $505.25 avg price
BDXBecton Dickinson & Co
Recent Activity
Decreased -6.91%
0.08%
$4.667M
19,357 shares@ $241.11 avg price
BHPBhp Group Ltd
Recent Activity
Decreased -11.66%
0.07%
$4.32M
69,554 shares@ $62.12 avg price
EPDEnterprise Prods Partners L
Recent Activity
Decreased -0.36%
0.07%
$4.133M
141,986 shares@ $29.11 avg price
YUMYum Brands Inc
Recent Activity
Decreased -6.38%
0.07%
$3.917M
28,037 shares@ $139.72 avg price
OTISOtis Worldwide Corp
Recent Activity
Decreased -2.36%
0.07%
$3.81M
36,660 shares@ $103.94 avg price
AMEAmetek Inc
Recent Activity
Decreased -0.66%
0.07%
$3.732M
21,732 shares@ $171.71 avg price