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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
TTWOTake-two Interactive Softwar
Recent Activity
Decreased -1.97%
0.04%
$1.882M
12,241 shares@ $153.71 avg price
MOHMolina Healthcare Inc
Recent Activity
Decreased -1.27%
0.03%
$1.817M
5,272 shares@ $344.58 avg price
PINSPinterest Inc
Recent Activity
Decreased -1.13%
0.03%
$1.792M
55,357 shares@ $32.37 avg price
TXTTextron Inc
Recent Activity
Decreased -8.69%
0.03%
$1.768M
19,956 shares@ $88.59 avg price
LEN.BLennar Corp
Recent Activity
Decreased -2.08%
0.03%
$1.706M
9,863 shares@ $172.94 avg price
SMCISuper Micro Computer Inc
Recent Activity
Decreased -3.09%
0.03%
$1.682M
4,039 shares@ $416.41 avg price
SNOWSnowflake Inc
Recent Activity
Decreased -3.3%
0.03%
$1.623M
14,132 shares@ $114.86 avg price
ZBHZimmer Biomet Holdings Inc
Recent Activity
Decreased -2.07%
0.03%
$1.606M
14,874 shares@ $107.96 avg price
INVHInvitation Homes Inc
Recent Activity
Decreased -2.27%
0.03%
$1.583M
44,895 shares@ $35.26 avg price
MRNAModerna Inc
Recent Activity
Decreased -22.8%
0.03%
$1.574M
23,549 shares@ $66.83 avg price