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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
BGSB & G Foods Inc New
Recent Activity
Exited
0%
$85,284
10,555 shares@ $8.08 avg price
GSMFerroglobe Plc
Recent Activity
Exited
0%
$83,964
15,665 shares@ $5.36 avg price
BHCBausch Health Cos Inc
Recent Activity
Exited
0%
$78,182
11,217 shares@ $6.97 avg price
AXLAmerican Axle & Mfg Hldgs In
Recent Activity
Exited
0%
$72,857
10,423 shares@ $7.0 avg price
BSBRBanco Santander Brasil S A
Recent Activity
Exited
0%
$71,180
15,024 shares@ $4.74 avg price
EXAIExscientia Plc
Recent Activity
Exited
0%
$53,785
10,629 shares@ $5.07 avg price
CUTRCutera Inc
Recent Activity
Exited
0%
$47,290
31,318 shares@ $1.51 avg price
INVZInnoviz Technologies Ltd
Recent Activity
Exited
0%
$46,690
50,340 shares@ $0.93 avg price
NOTVInotiv Inc
Recent Activity
Exited
0%
$41,708
25,125 shares@ $1.67 avg price
GWHEss Tech Inc
Recent Activity
Exited
0%
$27,398
33,498 shares@ $0.82 avg price