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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
MBOTMicrobot Med Inc
Recent Activity
Exited
0%
$15,804
15,494 shares@ $1.03 avg price
ACETAdicet Bio Inc
Recent Activity
Exited
0%
$14,064
11,623 shares@ $1.22 avg price
DNAGinkgo Bioworks Holdings Inc
Recent Activity
Exited
0%
$11,303
37,046 shares@ $0.31 avg price
MVISMicrovision Inc Del
Recent Activity
Exited
0%
$11,038
10,413 shares@ $1.07 avg price
DNMRDanimer Scientific Inc
Recent Activity
Exited
0%
$10,068
16,691 shares@ $0.61 avg price
QUBTQuantum Computing Inc
Recent Activity
Exited
0%
$9,262
18,436 shares@ $0.51 avg price
TOIThe Oncology Institute Inc
Recent Activity
Exited
0%
$8,273
17,984 shares@ $0.47 avg price
KZRKezar Life Sciences Inc
Recent Activity
Exited
0%
$7,565
12,608 shares@ $0.61 avg price
CYNCyngn Inc
Recent Activity
Exited
0%
$1,281
17,500 shares@ $0.08 avg price