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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
WSTWest Pharmaceutical Svsc Inc
Recent Activity
Decreased -32.84%
0.04%
$2.379M
7,926 shares@ $300.16 avg price
JBLJabil Inc
Recent Activity
Decreased -1.55%
0.04%
$2.342M
19,548 shares@ $119.83 avg price
STLDSteel Dynamics Inc
Recent Activity
Decreased -4.14%
0.04%
$2.329M
18,473 shares@ $126.08 avg price
LULULululemon Athletica Inc
Recent Activity
Decreased -3.2%
0.04%
$2.321M
8,554 shares@ $271.35 avg price
DXCMDexcom Inc
Recent Activity
Decreased -13.58%
0.04%
$2.283M
34,051 shares@ $67.05 avg price
BIIBBiogen Inc
Recent Activity
Decreased -14.79%
0.04%
$2.19M
11,299 shares@ $193.85 avg price
HASHasbro Inc
Recent Activity
Decreased -8.61%
0.04%
$2.174M
30,054 shares@ $72.33 avg price
ASXAse Technology Hldg Co Ltd
Recent Activity
Decreased -3.7%
0.04%
$2.078M
212,937 shares@ $9.76 avg price
ULTAUlta Beauty Inc
Recent Activity
Decreased -14.34%
0.04%
$2.039M
5,241 shares@ $389.13 avg price
CSLCarlisle Cos Inc
Recent Activity
Decreased -3.82%
0.04%
$1.945M
4,324 shares@ $449.75 avg price