VANGUARD PERSONALIZED INDEXING MANAGEMENT LLC
Q3 2024 Form 13-F

OAKLAND, CALIFORNIA
$6.2B Reported Value Total

VANGUARD PERSONALIZED INDEXING MANAGEMENT reports 2,864 total accounts under management (AUM). There are 2,864 discretionary accounts valued at $7,259,990,002, and 0 non-discretionary accounts.

Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.

Vanguard Personalized Indexing Management, LLC Form 13-F reported portfolio values from Q2 2020 to Q2 2025

Portfolio value (does not include cash or treasury holdings).

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