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| Vanguard Personalized Indexing Management
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| |
|---|---|
| CRD # | 285366 |
| SEC # | 801-114487 |
| CIK # | 0001767306 |
| AUM | $4.3 BB (2024-07-31) |
| Employees | 27 (15% Investors, 0% Brokers) |
| Phone | 510-462-5230 |
| Address | 1611 Telegraph Ave, Suite 1100 Oakland, CA 94612 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 0.3 | |
| AAPL | 2,382.8 | 0.3 | |
| NVDA | 399.6 | 0.3 | |
| AMZN | 1,093.0 | 0.2 | |
| GOOGL | 1,475.1 | 0.1 | |
| META | 434.9 | 0.1 | |
| LLY | 301.8 | 0.1 | |
| AVGO | 201.3 | 0.1 | |
| GOOG | 1,482.6 | 0.1 | |
| JPM | 340.2 | 0.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 0.0 |
| (b) Individuals (high net worth individuals) | 4 | 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 | 109 | 4.3 |
| (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 | 1,752 | 4.3 |
| By Discretionary | ||
| Discretionary | 1,752 | 4.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,752 | 4.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.3 | |
| Total | 1,752 | 4.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001767306] | |
| D | [0001767306] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Vestmark Advisory Solutions Inc
✚
|
MA | 5.6 |
|
Evanson Asset Management LLC
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|
CA | 4.8 |
|
RPOA Advisors Inc
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|
TX | 3.6 |
|
Facet Wealth Inc
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|
MD | 3.5 |
|
Apella Capital LLC
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|
CT | 3.3 |
|
Klingman and Associates LLC
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|
NY | 3.3 |
|
Connecticut Wealth Management LLC
✚
|
CT | 3.2 |
|
Sigfig Wealth Management LLC
✚
|
CA | 2.8 |
|
T Rowe Price Advisory Services Inc
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|
MD | 2.6 |
|
Northeast Investment Management Inc
✚
|
MA | 2.5 |