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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
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 9.91%
0.21%
$12.835M
73,904 shares@ $173.68 avg price
UBERUber Technologies Inc
Recent Activity
Increased 15.35%
0.21%
$12.822M
170,593 shares@ $75.17 avg price
LRCXLam Research Corp
Recent Activity
Increased 5.55%
0.21%
$12.742M
15,614 shares@ $816.1 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 14.06%
0.21%
$12.636M
36,969 shares@ $341.8 avg price
ADPAutomatic Data Processing In
Recent Activity
Increased 17.94%
0.21%
$12.602M
45,537 shares@ $276.74 avg price
PFEPfizer Inc
Recent Activity
Increased 19.94%
0.2%
$12.411M
428,838 shares@ $28.95 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
Increased 13.3%
0.2%
$12.258M
54,948 shares@ $223.1 avg price
TTTrane Technologies Plc
Recent Activity
Increased 9%
0.2%
$12.14M
31,230 shares@ $388.74 avg price
ZTSZoetis Inc
Recent Activity
Increased 18.4%
0.2%
$11.976M
61,296 shares@ $195.38 avg price
HCAHca Healthcare Inc
Recent Activity
Increased 8.85%
0.2%
$11.881M
29,233 shares@ $406.44 avg price