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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
TROWPrice T Rowe Group Inc
Recent Activity
Decreased -16.2%
0.05%
$2.85M
26,163 shares@ $108.94 avg price
HUBSHubspot Inc
Recent Activity
Decreased -1.97%
0.05%
$2.821M
5,306 shares@ $531.62 avg price
IVVIshares Tr
Recent Activity
Decreased -0.86%
0.05%
$2.789M
4,835 shares@ $576.77 avg price
BPBp Plc
Recent Activity
Decreased -5.78%
0.05%
$2.695M
85,852 shares@ $31.4 avg price
RIORio Tinto Plc
Recent Activity
Decreased -10.58%
0.05%
$2.681M
37,675 shares@ $71.17 avg price
UMCUnited Microelectronics Corp
Recent Activity
Decreased -1.12%
0.05%
$2.511M
298,196 shares@ $8.43 avg price
FFord Mtr Co
Recent Activity
Decreased -2.36%
0.04%
$2.476M
234,458 shares@ $10.57 avg price
STZConstellation Brands Inc
Recent Activity
Decreased -11.02%
0.04%
$2.448M
9,498 shares@ $257.7 avg price
ADMArcher Daniels Midland Co
Recent Activity
Decreased -16.34%
0.04%
$2.438M
40,810 shares@ $59.74 avg price
VRSNVerisign Inc
Recent Activity
Decreased -5.59%
0.04%
$2.419M
12,734 shares@ $189.97 avg price