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
LYELLyell Immunopharma Inc
Recent Activity
Exited
0%
$27,089
18,682 shares@ $1.46 avg price
KODKodiak Sciences Inc
Recent Activity
Exited
0%
$24,325
10,351 shares@ $2.36 avg price
NNDMNano Dimension Ltd
Recent Activity
Exited
0%
$22,986
10,448 shares@ $2.21 avg price
MPLNMultiplan Corporation
Recent Activity
Exited
0%
$21,854
56,268 shares@ $0.39 avg price
AMWLAmerican Well Corp
Recent Activity
Exited
0%
$20,992
64,630 shares@ $0.33 avg price
LABStandard Biotools Inc
Recent Activity
Exited
0%
$19,528
11,033 shares@ $1.77 avg price
AMRNAmarin Corp Plc
Recent Activity
Exited
0%
$18,476
26,854 shares@ $0.69 avg price
RVSNRail Vision Ltd
Recent Activity
Exited
0%
$17,768
24,511 shares@ $0.73 avg price
TUPBQTupperware Brands Corp
Recent Activity
Exited
0%
$17,224
12,303 shares@ $1.4 avg price
AMPXAmprius Technologies Inc
Recent Activity
Exited
0%
$16,140
12,709 shares@ $1.27 avg price