Vanguard Personalized Indexing Management

Overview

Vanguard Personalized Indexing Management is an LLC that registered with the SEC in 2019 and provides portfolio management focused on individualized indexing solutions. Its client base spans individuals and families as well as institutional relationships, and the firm delivers advisory services aimed primarily at individual and small-business portfolios. Fees are charged as a percentage of assets under management and, in some cases, on an hourly basis. The firm reports an active approach to environmental, social and governance factors within its strategies. It also maintains a broad set of industry linkages—relationships that include broker-dealers, other registered investment advisers, municipal advisory roles, commodity pool/CTA arrangements, banking and trust entities, insurance firms, and sponsorship or managerial roles for pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices