test

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
SIRISirius Xm Holdings Inc
Recent Activity
Exited
0%
$336,458
119,542 shares@ $2.82 avg price
ROOTRoot Inc
Recent Activity
Exited
0%
$306,047
5,930 shares@ $51.61 avg price
QMOMEa Series Trust
Recent Activity
Exited
0%
$303,709
5,213 shares@ $58.26 avg price
HAEHaemonetics Corp Mass
Recent Activity
Exited
0%
$294,188
3,756 shares@ $78.33 avg price
HAHawaiian Holdings Inc
Recent Activity
Exited
0%
$269,632
21,692 shares@ $12.44 avg price
SIMOSilicon Motion Technology Co
Recent Activity
Exited
0%
$265,323
3,276 shares@ $80.99 avg price
DVDoubleverify Hldgs Inc
Recent Activity
Exited
0%
$242,460
12,453 shares@ $19.48 avg price
SITCSite Ctrs Corp
Recent Activity
Exited
0%
$241,208
16,635 shares@ $14.51 avg price
HIHillenbrand Inc
Recent Activity
Exited
0%
$239,182
6,177 shares@ $38.73 avg price
SDRLSeadrill 2021 Ltd
Recent Activity
Exited
0%
$232,265
4,510 shares@ $51.5 avg price