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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 22, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENCHENER, MATTHEW, JOHN | I | CHAIRMAN & MANAGER | NA | Control |
| BENDL, JOHN, WESLEY | I | DIRECTOR | NA | Control |
| BENDL, JOHN, WESLEY | I | DIRECTOR | NA | Control |
| BENDL, JOHN, WESLEY | I | DIRECTOR | NA | Control |
| BENDL, JOHN, WESLEY | I | DIRECTOR | NA | Control |
| BENDL, JOHN, WESLEY | I | DIRECTOR | NA | Control |
| BENDL, JOHN, WESLEY | I | DIRECTOR | NA | Control |
| BENDL, JOHN, WESLEY | I | DIRECTOR | NA | Control |
| BENDL, JOHN, WESLEY | I | DIRECTOR | NA | Control |
| BENDL, JOHN, WESLEY | I | DIRECTOR | NA | Control |
| BENDL, JOHN, WESLEY | I | DIRECTOR | NA | Control |
| BENDL, JOHN, WESLEY | I | DIRECTOR | NA | Control |
| BISORDI, JOHN | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN | I | MANAGER | NA | Control |
| BISORDI, JOHN | I | MANAGER | NA | Control |
| BISORDI, JOHN | I | MANAGER | NA | Control |
| BISORDI, JOHN | I | MANAGER | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BISORDI, JOHN, EDMUND | I | MANAGER AND VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOATENG, AMMA, ACHEAMPOMAA | I | VICE PRESIDENT | NA | Control |
| BOCK, BARBARA | I | CONTROLLER | NA | Control |
| BOCK, BARBARA | I | CONTROLLER | NA | Control |
| BOCK, BARBARA | I | CONTROLLER | NA | Control |
| BOCK, BARBARA | I | CONTROLLER | NA | Control |
| BOCK, BARBARA | I | CONTROLLER | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | MANAGER | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | MANAGER | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | MANAGER | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | MANAGER | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | MANAGER | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | MANAGER | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | MANAGER | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | MANAGER | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | MANAGER | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BRANCATO, MATTHEW, CLARK | I | DIRECTOR | NA | Control |
| BURKE, CLAIRE, GRACE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKE, CLAIRE, GRACE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKE, CLAIRE, GRACE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COSBY, MARY | I | DIRECTOR, VICE PRESIDENT AND ASSISTANT SECRETARY | NA | Control |
| COSBY, MARY, CAROLINE | I | MANAGER, VICE PRESIDENT AND ASSISTANT SECRETARY | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| EXUM, VERNITA, MORRISSA | I | VICE PRESIDENT | NA | Control |
| HUDACKO, JONATHAN | I | VICE PRESIDENT | NA | Control |
| HUDACKO, JONATHAN | I | VICE PRESIDENT | NA | Control |
| HUDACKO, JONATHAN | I | VICE PRESIDENT | NA | Control |
| HUDACKO, JONATHAN | I | VICE PRESIDENT | NA | Control |
| HUDACKO, JONATHAN | I | VICE PRESIDENT | NA | Control |
| Hudacko, Jonathan, Crane | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| JAKUBOWSKI, PAUL | I | MANAGER AND VICE PRESIDENT | NA | Control |
| JAKUBOWSKI, PAUL | I | MANAGER AND VICE PRESIDENT | NA | Control |
| JAKUBOWSKI, PAUL | I | DIRECTOR | NA | Control |
| JAKUBOWSKI, PAUL | I | MANAGER AND VICE PRESIDENT | NA | Control |
| JAKUBOWSKI, PAUL | I | MANAGER AND VICE PRESIDENT | NA | Control |
| JAKUBOWSKI, PAUL | I | MANAGER AND VICE PRESIDENT | NA | Control |
| MCCARTHY, MATTHEW, PAUL | I | MANAGER AND VICE PRESIDENT | NA | Control |
| MCCARTHY, MATTHEW, PAUL | I | MANAGER AND VICE PRESIDENT | NA | Control |
| MCCARTHY, MATTHEW, PAUL | I | DIRECTOR | NA | Control |
| MCCARTHY, MATTHEW, PAUL | I | MANAGER AND VICE PRESIDENT | NA | Control |
| MCCARTHY, MATTHEW, PAUL | I | MANAGER AND VICE PRESIDENT | NA | Control |
| MCCARTHY, MATTHEW, PAUL | I | MANAGER AND VICE PRESIDENT | NA | Control |
| PETTY, DAVID | I | MANAGER, CHAIRMAN AND PRESIDENT | NA | Control |
| PETTY, DAVID | I | MANAGER, CHAIRMAN AND PRESIDENT | NA | Control |
| PETTY, DAVID | I | DIRECTOR AND PRESIDENT | NA | Control |
| PETTY, DAVID | I | MANAGER, CHAIRMAN AND PRESIDENT | NA | Control |
| PETTY, DAVID | I | MANAGER, CHAIRMAN AND PRESIDENT | NA | Control |
| PETTY, DAVID | I | MANAGER, CHAIRMAN AND PRESIDENT | NA | Control |
| RAMPULLA, THOMAS, MARK | I | MANAGER | NA | Control |
| RAMPULLA, THOMAS, MARK | I | MANAGER | NA | Control |
| RISI, KARIN, ANN | I | MANAGER | NA | Control |
| RISI, KARIN, ANN | I | MANAGER | NA | Control |
| RISI, KARIN, ANN | I | MANAGER | NA | Control |
| RISI, KARIN, ANN | I | MANAGER | NA | Control |
| RISI, KARIN, ANN | I | MANAGER | NA | Control |
| RISI, KARIN, ANN | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| ROLLINGS, MICHAEL, THOMAS | I | MANAGER | NA | Control |
| SARHADDI, RICHARD, CYRUS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SARHADDI, RICHARD, CYRUS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SARHADDI, RICHARD, CYRUS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, MARC, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEIGNER, BARBARA, ANNE | I | CONTROLLER | NA | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| JUST INVEST SYSTEMS, INC. | DE | STOCKHOLDER | E | Control |
| Hudacko, Jonathan, Crane | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| Hudacko, Jonathan, Crane | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| Hudacko, Jonathan, Crane | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| Hudacko, Jonathan, Crane | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| Hudacko, Jonathan, Crane | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| Hudacko, Jonathan, Crane | I | CEO/CHIEF COMPLIANCE OFFICER | C | Control |
| Hudacko, Jonathan, Crane | I | CEO/CHIEF COMPLIANCE OFFICER | C | Control |
| Hudacko, Jonathan, Crane | I | CEO/CHIEF COMPLIANCE OFFICER | C | Control |
| Hudacko, Jonathan, Crane | I | CEO/CHIEF COMPLIANCE OFFICER | C | Control |
| Hudacko, Jonathan, Crane | I | CEO/CHIEF COMPLIANCE OFFICER | C | Control |
| Hudacko, Jonathan, Crane | I | CEO/CHIEF COMPLIANCE OFFICER | C | Control |
| RAO, VIJAY, GANJAM | I | CHIEF INVESTMENT OFFICER | C | Control |
| RAO, VIJAY, GANJAM | I | CHIEF INVESTMENT OFFICER | C | Control |
| RAO, VIJAY, GANJAM | I | CHIEF INVESTMENT OFFICER | C | Control |
| RAO, VIJAY, GANJAM | I | CHIEF INVESTMENT OFFICER | C | Control |
| RAO, VIJAY, GANJAM | I | CHIEF INVESTMENT OFFICER | C | Control |
| CUMMINGS, ALAN, KEITH | I | CTO | B | Control |
| CUMMINGS, ALAN, KEITH | I | CTO | B | Control |
| CUMMINGS, ALAN, KEITH | I | CTO | B | Control |
| CUMMINGS, ALAN, KEITH | I | CTO | B | Control |
| CUMMINGS, ALAN, KEITH | I | CTO | B | Control |
| CUMMINGS, ALAN, KEITH | I | CTO | B | Control |
| CUMMINGS, ALAN, KEITH | I | CTO | B | Control |
| CUMMINGS, ALAN, KEITH | I | CTO | B | Control |
| CUMMINGS, ALAN, KEITH | I | CTO | B | Control |
| CUMMINGS, ALAN, KEITH | I | CTO | B | Control |
| CUMMINGS, ALAN, KEITH | I | CTO | B | Control |
| RAO, VIJAY, GANJAM | I | CHIEF INVESTMENT OFFICER | B | Control |
| RAO, VIJAY, GANJAM | I | CHIEF INVESTMENT OFFICER | B | Control |
| RAO, VIJAY, GANJAM | I | CHIEF INVESTMENT OFFICER | B | Control |
| RAO, VIJAY, GANJAM | I | CHIEF INVESTMENT OFFICER | B | Control |
| RAO, VIJAY, GANJAM | I | CHIEF INVESTMENT OFFICER | B | Control |
| RAO, VIJAY, GANJAM | I | CHIEF INVESTMENT OFFICER | B | Control |
| OPENADVISOR LLC | DE | SHAREHOLDER | A | |
| OPENADVISOR LLC | DE | SHAREHOLDER | A | |
| OPENADVISOR LLC | DE | SHAREHOLDER | A | |
| OPENADVISOR LLC | DE | SHAREHOLDER | A | |
| OPENADVISOR LLC | DE | SHAREHOLDER | A | |
| OPENADVISOR LLC | DE | SHAREHOLDER | A | |
| OPENADVISOR LLC | DE | SHAREHOLDER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| RAISONNABLE INC. | DE | JUST INVEST SYSTEMS, INC. | E | Control |
| RAISONNABLE INC. | DE | JUST INVEST SYSTEMS, INC. | E | Control |
| RAISONNABLE INC. | DE | JUST INVEST SYSTEMS, INC. | E | Control |
| RAISONNABLE INC. | DE | JUST INVEST SYSTEMS, INC. | E | Control |
| RAISONNABLE INC. | DE | JUST INVEST SYSTEMS, INC. | E | Control |
| RAISONNABLE INC. | DE | JUST INVEST SYSTEMS, INC. | E | Control |
| RAISONNABLE INC. | DE | JUST INVEST SYSTEMS, INC. | E | Control |
| RAISONNABLE INC. | DE | JUST INVEST SYSTEMS, INC. | E | Control |
| RAISONNABLE INC. | DE | JUST INVEST SYSTEMS, INC. | E | Control |
| RAISONNABLE INC. | DE | JUST INVEST SYSTEMS, INC. | E | Control |
| RAISONNABLE INC. | DE | JUST INVEST SYSTEMS, INC. | E | Control |
| RAISONNABLE INC. | DE | JUST INVEST SYSTEMS, INC. | E | Control |
| VANGUARD GROUP INC | DE | RAISONNABLE INC. | E | Control |
| VANGUARD GROUP INC | DE | RAISONNABLE INC. | E | Control |
| VANGUARD GROUP INC | DE | RAISONNABLE INC. | E | Control |
| VANGUARD GROUP INC | DE | RAISONNABLE INC. | E | Control |
| VANGUARD GROUP INC | DE | RAISONNABLE INC. | E | Control |
| VANGUARD GROUP INC | DE | RAISONNABLE INC. | E | Control |
| VANGUARD GROUP INC | DE | RAISONNABLE INC. | E | Control |
| VANGUARD GROUP INC | DE | RAISONNABLE INC. | E | Control |
| VANGUARD GROUP INC | DE | RAISONNABLE INC. | E | Control |
| VANGUARD GROUP INC | DE | RAISONNABLE INC. | E | Control |
| VANGUARD GROUP INC | DE | RAISONNABLE INC. | E | Control |
| VANGUARD GROUP INC | DE | RAISONNABLE INC. | E | Control |
| LOCKSHIN, STEVEN, DAVID | I | OPENADVISOR LLC | D | Control |
| LOCKSHIN, STEVEN, DAVID | I | OPENADVISOR LLC | D | Control |
| LOCKSHIN, STEVEN, DAVID | I | OPENADVISOR LLC | D | Control |
| LOCKSHIN, STEVEN, DAVID | I | OPENADVISOR LLC | D | Control |
| LOCKSHIN, STEVEN, DAVID | I | OPENADVISOR LLC | D | Control |
| LOCKSHIN, STEVEN, DAVID | I | OPENADVISOR LLC | D | Control |
| VANGUARD INDEX FUNDS | DE | VANGUARD GROUP INC | C | Control |
| VANGUARD INDEX FUNDS | DE | VANGUARD GROUP INC | C | Control |
| VANGUARD INDEX FUNDS | DE | VANGUARD GROUP INC | C | Control |
| VANGUARD INDEX FUNDS | DE | VANGUARD GROUP INC | C | Control |
| VANGUARD INDEX FUNDS | DE | VANGUARD GROUP INC | C | Control |
| VANGUARD INDEX FUNDS | DE | VANGUARD GROUP INC | C | Control |
| VANGUARD INDEX FUNDS | DE | VANGUARD GROUP INC | C | Control |
| VANGUARD INDEX FUNDS | DE | VANGUARD GROUP INC | C | Control |
| VANGUARD INDEX FUNDS | DE | VANGUARD GROUP INC | C | Control |
| VANGUARD INDEX FUNDS | DE | VANGUARD GROUP INC | C | Control |
| VANGUARD INDEX FUNDS | DE | VANGUARD GROUP INC | C | Control |
| VANGUARD INDEX FUNDS | DE | VANGUARD GROUP INC | C | Control |
Registrations
Federal
IA
Dec 22, 2025 REGISTERED
Notice Filings (6)
CA IL MA NH PA TX
Address
1611 TELEGRAPH AVE., SUITE 1100OAKLAND, CA 94612
United States
Phone: 844-317-5190