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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
ABBVAbbvie Inc
Recent Activity
Increased 18.58%
0.63%
$38.841M
196,686 shares@ $197.48 avg price
NFLXNetflix Inc
Recent Activity
Increased 11.71%
0.6%
$36.749M
51,812 shares@ $709.27 avg price
ORCLOracle Corp
Recent Activity
Increased 8.62%
0.58%
$35.564M
208,711 shares@ $170.4 avg price
JNJJohnson & Johnson
Recent Activity
Increased 34.34%
0.53%
$32.582M
201,049 shares@ $162.07 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -2.47%
0.49%
$30.386M
267,576 shares@ $113.56 avg price
KOCoca Cola Co
Recent Activity
Increased 12.16%
0.46%
$28.335M
394,315 shares@ $71.86 avg price
ADBEAdobe Inc
Recent Activity
Increased 15.36%
0.46%
$28.333M
54,721 shares@ $517.78 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 19.03%
0.42%
$25.752M
72,852 shares@ $353.48 avg price
BACBank America Corp
Recent Activity
Increased 6.26%
0.42%
$25.518M
643,102 shares@ $39.68 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 4.32%
0.41%
$25.173M
153,420 shares@ $164.08 avg price