Vanguard Personalized Indexing Management

Overview

Vanguard Personalized Indexing Management is an LLC that provides customized portfolio management focused on personalized indexing strategies for individuals, families and institutional clients. The firm emphasizes individualized equity portfolios and reports being an active ESG investor. Its advisory work centers on portfolio management for individuals and small businesses, and its stated fee arrangements include both a percentage of assets under management and hourly billing. Regulatory filings also list a range of industry relationships and roles, including connections with broker-dealers, other investment advisers, registered municipal advisors, commodity pool operators/CTAs, banks or thrifts, trust companies, insurance companies, and sponsors or managers of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices