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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
UNPUnion Pac Corp
Recent Activity
Increased 19.59%
0.25%
$15.236M
61,813 shares@ $246.49 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 17.69%
0.25%
$15.095M
124,344 shares@ $121.41 avg price
BLKBlackrock Inc
Recent Activity
Increased 19.8%
0.25%
$14.93M
15,724 shares@ $949.52 avg price
ELVElevance Health Inc
Recent Activity
Increased 7.09%
0.24%
$14.888M
28,631 shares@ $520.01 avg price
BKNGBooking Holdings Inc
Recent Activity
Decreased -3.08%
0.24%
$14.808M
3,516 shares@ $4211.59 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
Increased 7.95%
0.24%
$14.788M
31,797 shares@ $465.09 avg price
VZVerizon Communications Inc
Recent Activity
Increased 10.31%
0.24%
$14.73M
327,988 shares@ $44.92 avg price
NVONovo-nordisk A S
Recent Activity
Increased 7.86%
0.24%
$14.702M
123,474 shares@ $119.08 avg price
GSGoldman Sachs Group Inc
Recent Activity
Increased 10.62%
0.24%
$14.696M
29,682 shares@ $495.12 avg price
TAt&t Inc
Recent Activity
Increased 17.85%
0.24%
$14.302M
650,098 shares@ $22.0 avg price