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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
LOWLowes Cos Inc
Recent Activity
Increased 16.63%
0.3%
$18.319M
67,636 shares@ $270.86 avg price
AMGNAmgen Inc
Recent Activity
Decreased -0.32%
0.3%
$18.152M
56,336 shares@ $322.21 avg price
CMCSAComcast Corp New
Recent Activity
Increased 13.87%
0.3%
$18.149M
434,489 shares@ $41.77 avg price
SPGIS&p Global Inc
Recent Activity
Increased 19.39%
0.3%
$18.026M
34,891 shares@ $516.63 avg price
PGRProgressive Corp
Recent Activity
Increased 15.15%
0.29%
$17.761M
69,992 shares@ $253.76 avg price
DHRDanaher Corporation
Recent Activity
Increased 11.08%
0.29%
$17.489M
62,905 shares@ $278.03 avg price
RTXRtx Corporation
Recent Activity
Increased 10.21%
0.29%
$17.431M
143,866 shares@ $121.17 avg price
WFCWells Fargo Co New
Recent Activity
Increased 4.69%
0.25%
$15.449M
273,491 shares@ $56.49 avg price
TJXTjx Cos Inc New
Recent Activity
Increased 9.17%
0.25%
$15.398M
131,004 shares@ $117.55 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 12.31%
0.25%
$15.38M
26,311 shares@ $584.57 avg price