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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
NYCBNew York Cmnty Bancorp Inc
Recent Activity
Exited
0%
$230,537
71,749 shares@ $3.22 avg price
PDCOPatterson Cos Inc
Recent Activity
Exited
0%
$226,559
9,393 shares@ $24.12 avg price
CRSPCrispr Therapeutics Ag
Recent Activity
Exited
0%
$225,060
4,167 shares@ $54.02 avg price
VOEVanguard Index Fds
Recent Activity
Exited
0%
$210,602
1,400 shares@ $150.43 avg price
FORMFormfactor Inc
Recent Activity
Exited
0%
$204,047
3,371 shares@ $60.54 avg price
MDGLMadrigal Pharmaceuticals Inc
Recent Activity
Exited
0%
$203,956
728 shares@ $280.16 avg price
ALRMAlarm Com Hldgs Inc
Recent Activity
Exited
0%
$202,121
3,181 shares@ $63.55 avg price
MLCOMelco Resorts And Entmnt Ltd
Recent Activity
Exited
0%
$101,449
13,599 shares@ $7.47 avg price
EVOEvotec Ag
Recent Activity
Exited
0%
$87,091
19,233 shares@ $4.53 avg price
MOMOHello Group Inc
Recent Activity
Exited
0%
$86,933
14,205 shares@ $6.12 avg price