test

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
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 12.82%
0.39%
$24.162M
39,062 shares@ $618.57 avg price
MCDMcdonalds Corp
Recent Activity
Increased 21.42%
0.38%
$23.565M
77,386 shares@ $304.52 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 15.14%
0.38%
$23.162M
435,218 shares@ $53.23 avg price
NOWServicenow Inc
Recent Activity
Increased 19.88%
0.37%
$22.721M
25,404 shares@ $894.38 avg price
PEPPepsico Inc
Recent Activity
Increased 9.22%
0.37%
$22.416M
131,818 shares@ $170.06 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Increased 14.74%
0.35%
$21.687M
44,145 shares@ $491.27 avg price
LINLinde Plc
Recent Activity
Increased 12.45%
0.35%
$21.657M
45,416 shares@ $476.87 avg price
AMATApplied Matls Inc
Recent Activity
Increased 7.18%
0.35%
$21.211M
104,978 shares@ $202.05 avg price
CATCaterpillar Inc
Recent Activity
Increased 8.82%
0.34%
$20.859M
53,332 shares@ $391.13 avg price
TXNTexas Instrs Inc
Recent Activity
Increased 11.33%
0.34%
$20.732M
100,364 shares@ $206.58 avg price