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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Vanguard Personalized Indexing Management
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|---|---|
| CRD # | 285366 |
| SEC # | 801-114487 |
| CIK # | 0001767306 |
| AUM | $7.3 B (2025-07-31) |
| Employees | 29 (14% Investors, 7% Brokers) |
| Phone | 844-317-5190 |
| Address | 1611 Telegraph Ave, Suite 1100 Oakland, CA 94612 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.5 | ||
| Microsoft Corp | 0.5 | ||
| Apple Inc | 0.4 | ||
| Amazon Com Inc | 0.3 | ||
| Facebook Inc | 0.2 | ||
| Broadcom Inc | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Tesla Motors Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 2 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 163 | 7.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,864 | 7.3 |
| By Discretionary | ||
| Discretionary | 2,864 | 7.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,864 | 7.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.3 | |
| Total | 2,864 | 7.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767306] | |
| D | [0001767306] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
PFS Investments Inc
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|
GA | 11.2 |
|
Acorns Advisers LLC
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|
CA | 10.4 |
|
Vestmark Advisory Solutions Inc
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|
MA | 10.0 |
|
Evanson Asset Management LLC
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|
5.1 | |
|
Klingman and Associates LLC
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|
NY | 4.8 |
|
Apella Capital LLC
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|
CT | 4.7 |
|
RPOA Advisors Inc
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|
TX | 4.0 |
|
Facet Wealth Inc
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|
MD | 3.9 |
|
T Rowe Price Advisory Services Inc
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|
MD | 3.9 |
|
Connecticut Wealth Management LLC
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|
CT | 3.7 |