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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
TXNTexas Instrs Inc
Recent Activity
Increased 11.33%
0.34%
$20.732M
100,364 shares@ $206.58 avg price
CVXChevron Corp New
Recent Activity
Decreased -4.7%
0.34%
$20.703M
140,580 shares@ $147.28 avg price
IBMInternational Business Machs
Recent Activity
Increased 19.97%
0.32%
$19.796M
89,542 shares@ $221.08 avg price
ABTAbbott Labs
Recent Activity
Increased 14.63%
0.32%
$19.58M
171,740 shares@ $114.02 avg price
ETNEaton Corp Plc
Recent Activity
Increased 8.3%
0.32%
$19.364M
58,425 shares@ $331.45 avg price
GEGe Aerospace
Recent Activity
Increased 14.45%
0.31%
$18.779M
99,581 shares@ $188.58 avg price
AXPAmerican Express Co
Recent Activity
Increased 9.34%
0.3%
$18.601M
68,589 shares@ $271.21 avg price
QCOMQualcomm Inc
Recent Activity
Increased 9.16%
0.3%
$18.41M
108,264 shares@ $170.06 avg price
INTUIntuit
Recent Activity
Increased 23.71%
0.3%
$18.355M
29,557 shares@ $621.01 avg price
NEENextera Energy Inc
Recent Activity
Increased 12.09%
0.3%
$18.347M
217,046 shares@ $84.53 avg price