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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
BGNEBeigene Ltd
Recent Activity
New Position
0.01%
$345,184
1,538 shares@ $224.44 avg price
WFGWest Fraser Timber Co Ltd
Recent Activity
New Position
0.01%
$334,351
3,434 shares@ $97.37 avg price
PRGSProgress Software Corp
Recent Activity
New Position
0.01%
$320,951
4,764 shares@ $67.38 avg price
ADNTAdient Plc
Recent Activity
New Position
0.01%
$320,133
14,184 shares@ $22.58 avg price
CARGCargurus Inc
Recent Activity
New Position
0.01%
$319,940
10,654 shares@ $30.04 avg price
FLGNew York Cmnty Bancorp Inc
Recent Activity
New Position
0.01%
$315,332
28,079 shares@ $11.24 avg price
TXG10x Genomics Inc
Recent Activity
New Position
0.01%
$314,291
13,919 shares@ $22.58 avg price
LGIHLgi Homes Inc
Recent Activity
New Position
0.01%
$311,115
2,625 shares@ $118.52 avg price
RVMDRevolution Medicines Inc
Recent Activity
New Position
0.01%
$308,108
6,794 shares@ $45.36 avg price
CCOICogent Communications Hldgs
Recent Activity
New Position
0.01%
$300,795
3,962 shares@ $75.92 avg price