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Marc Stewart

Vanguard Personalized Indexing Management, Llc

Assets Managed
$10.188B
Holdings
2165
Last Quarter
2026 - Q1
Filed Date
8d ago
Growth Rate
-0.6%(2Q avg: 2.2%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Vanguard Personalized Indexing Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2165 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 10.188B in assets, with a quarterly growth rate of -0.6% and a 2-quarter average growth rate of 2.2%. The portfolio is managed by Marc Stewart, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 2.96%
6.41%
$653.074M
3.745M shares@ $174.4 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.86%
5.89%
$599.414M
2.362M shares@ $253.79 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -3.22%
4.01%
$407.769M
1.102M shares@ $370.17 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 1.88%
3.29%
$335.127M
1.165M shares@ $287.56 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.43%
2.86%
$291.057M
1.397M shares@ $208.27 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 1.7%
2.46%
$249.711M
806,796 shares@ $309.52 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 2.31%
1.86%
$188.877M
330,130 shares@ $572.14 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 2.47%
1.59%
$161.217M
562,006 shares@ $286.87 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 3.92%
1.46%
$147.805M
502,465 shares@ $294.16 avg price
TSLA
Tesla Inc
Recent Activity
Increased 0.17%
1.44%
$146.478M
394,023 shares@ $371.76 avg price

1-10 of 2165