VANGUARD PERSONALIZED INDEXING MANAGEMENT
CRD #285366 SEC #801-114487 OAKLAND, CA 844-317-5190
SEC Registered
Total AUM
$7.3B
Discretionary
$7.3B
Employees
29
Clients
1
Accounts
2,864
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $7.3B | $7.3B | $0 | 29 | 0 |
| Nov 2025 | $7.3B | $7.3B | $0 | 29 | 0 |
| Oct 2025 | $7.3B | $7.3B | $0 | 29 | 0 |
| Sep 2025 | $7.3B | $7.3B | $0 | 29 | 0 |
| Aug 2025 | $7.3B | $7.3B | $0 | 29 | 0 |
| Jul 2025 | $7.3B | $7.3B | $0 | 29 | 0 |
| Jul 2025 | $7.3B | $7.3B | $0 | 29 | 0 |
| May 2025 | $7.3B | $7.3B | $0 | 29 | 0 |
| Apr 2025 | $7.3B | $7.3B | $0 | 29 | 0 |
| Apr 2025 | $7.3B | $7.3B | $0 | 29 | 0 |
| Mar 2025 | $7.3B | $7.3B | $0 | 29 | 0 |
| Feb 2025 | $4.3B | $4.3B | $0 | 27 | 0 |
| Jan 2025 | $4.3B | $4.3B | $0 | 27 | 0 |
| Dec 2024 | $4.3B | $4.3B | $0 | 27 | 0 |
| Jul 2024 | $4.3B | $4.3B | $0 | 27 | 0 |
| Jun 2024 | $4.3B | $4.3B | $0 | 27 | 0 |
| Mar 2024 | $4.3B | $4.3B | $0 | 27 | 0 |
| Aug 2023 | $2.7B | $2.7B | $0 | 25 | 0 |
| Mar 2023 | $2.7B | $2.7B | $0 | 25 | 0 |
| Jan 2023 | $2B | $2B | $0 | 23 | 0 |
| Jan 2023 | $2B | $2B | $0 | 23 | 0 |
| Apr 2022 | $2B | $2B | $0 | 23 | 0 |
| Mar 2022 | $2B | $2B | $0 | 23 | 0 |
| Jan 2022 | $739.5M | $739.5M | $0 | 9 | 0 |
| Oct 2021 | $739.5M | $739.5M | $0 | 9 | 0 |
| Apr 2021 | $739.5M | $739.5M | $0 | 9 | 0 |
| Mar 2021 | $739.5M | $739.5M | $0 | 9 | 0 |
| Jun 2020 | $378.3M | $372.3M | $6M | 5 | 0 |
| Mar 2020 | $378.3M | $372.3M | $6M | 5 | 0 |
| Mar 2020 | $378.3M | $372.3M | $6M | 5 | 0 |
| Nov 2019 | $209.9M | $207.4M | $2.5M | 5 | 0 |
| Mar 2019 | $209.9M | $207.4M | $2.5M | 5 | 0 |
| Dec 2018 | $183.9M | $181.4M | $2.4M | 5 | 0 |
| Nov 2018 | $183.9M | $181.4M | $2.4M | 5 | 0 |
| Nov 2018 | $183.9M | $181.4M | $2.4M | 5 | 0 |
DateDec 2025
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$0
Employees29
Clients0
DateNov 2025
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$0
Employees29
Clients0
DateOct 2025
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$0
Employees29
Clients0
DateSep 2025
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$0
Employees29
Clients0
DateAug 2025
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$0
Employees29
Clients0
DateJul 2025
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$0
Employees29
Clients0
DateJul 2025
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$0
Employees29
Clients0
DateMay 2025
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$0
Employees29
Clients0
DateApr 2025
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$0
Employees29
Clients0
DateApr 2025
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$0
Employees29
Clients0
DateMar 2025
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$0
Employees29
Clients0
DateFeb 2025
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees27
Clients0
DateJan 2025
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees27
Clients0
DateDec 2024
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees27
Clients0
DateJul 2024
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees27
Clients0
DateJun 2024
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees27
Clients0
DateMar 2024
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees27
Clients0
DateAug 2023
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees25
Clients0
DateMar 2023
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees25
Clients0
DateJan 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees23
Clients0
DateJan 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees23
Clients0
DateApr 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees23
Clients0
DateMar 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees23
Clients0
DateJan 2022
Total AUM$739.5M
Discretionary$739.5M
Non-Disc.$0
Employees9
Clients0
DateOct 2021
Total AUM$739.5M
Discretionary$739.5M
Non-Disc.$0
Employees9
Clients0
DateApr 2021
Total AUM$739.5M
Discretionary$739.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$739.5M
Discretionary$739.5M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$378.3M
Discretionary$372.3M
Non-Disc.$6M
Employees5
Clients0
DateMar 2020
Total AUM$378.3M
Discretionary$372.3M
Non-Disc.$6M
Employees5
Clients0
DateMar 2020
Total AUM$378.3M
Discretionary$372.3M
Non-Disc.$6M
Employees5
Clients0
DateNov 2019
Total AUM$209.9M
Discretionary$207.4M
Non-Disc.$2.5M
Employees5
Clients0
DateMar 2019
Total AUM$209.9M
Discretionary$207.4M
Non-Disc.$2.5M
Employees5
Clients0
DateDec 2018
Total AUM$183.9M
Discretionary$181.4M
Non-Disc.$2.4M
Employees5
Clients0
DateNov 2018
Total AUM$183.9M
Discretionary$181.4M
Non-Disc.$2.4M
Employees5
Clients0
DateNov 2018
Total AUM$183.9M
Discretionary$181.4M
Non-Disc.$2.4M
Employees5
Clients0