test

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
AAPLApple Inc
Recent Activity
Increased 9.13%
6.42%
$398.415M
1.71M shares@ $233.0 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 7.82%
5.78%
$358.662M
833,516 shares@ $430.3 avg price
NVDANvidia Corporation
Recent Activity
Increased 7.21%
5.23%
$324.336M
2.671M shares@ $121.44 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 8.97%
2.91%
$180.327M
967,783 shares@ $186.34 avg price
METAMeta Platforms Inc
Recent Activity
Increased 13.25%
2.19%
$135.903M
237,411 shares@ $572.44 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 4.16%
2.12%
$131.22M
791,199 shares@ $165.85 avg price
AVGOBroadcom Inc
Recent Activity
Increased 1017.02%
1.51%
$93.439M
541,675 shares@ $172.5 avg price
LLYEli Lilly & Co
Recent Activity
Increased 9.77%
1.41%
$87.555M
98,827 shares@ $885.95 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 12.71%
1.18%
$72.791M
158,151 shares@ $460.26 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 12.71%
1.12%
$69.268M
328,502 shares@ $210.86 avg price