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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
CHDChurch & Dwight Co Inc
Recent Activity
Decreased -3.11%
0.06%
$3.633M
34,694 shares@ $104.72 avg price
HUMHumana Inc
Recent Activity
Decreased -5.41%
0.06%
$3.599M
11,364 shares@ $316.75 avg price
EXPDExpeditors Intl Wash Inc
Recent Activity
Decreased -0.12%
0.06%
$3.474M
26,441 shares@ $131.4 avg price
RJFRaymond James Finl Inc
Recent Activity
Decreased -8.04%
0.06%
$3.316M
27,080 shares@ $122.47 avg price
EWEdwards Lifesciences Corp
Recent Activity
Decreased -21.46%
0.06%
$3.213M
48,684 shares@ $65.99 avg price
DOWDow Inc
Recent Activity
Decreased -10.9%
0.06%
$3.182M
58,250 shares@ $54.63 avg price
OXYOccidental Pete Corp
Recent Activity
Decreased -8.27%
0.06%
$3.15M
61,117 shares@ $51.55 avg price
CDWCdw Corp
Recent Activity
Decreased -0.23%
0.05%
$2.962M
13,089 shares@ $226.31 avg price
CHTChunghwa Telecom Co Ltd
Recent Activity
Decreased -14.3%
0.05%
$2.939M
74,085 shares@ $39.68 avg price
IYWIshares Tr
Recent Activity
Decreased -0.47%
0.05%
$2.933M
19,346 shares@ $151.63 avg price