Vanguard Personalized Indexing Management, LLC
Position in AFCG — Advanced Flower Capital Inc.
CIK 1767306
OAKLAND, CA
Position in AFCG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$29,858
New position
Shares Held
10,588
first reported quarter
Ownership
0.047%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 77%
Shared 0%
None 23%
Position in Asset Management
Financial Services · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $115,975,066 across 36 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
23,708 | $22,796,664 | |
| 2 | STT |
State Street Corp
|
66,812 | $11,331,315 | |
| 3 | BX |
Blackstone Inc.
|
93,510 | $11,003,321 | |
| 4 | AMP |
Ameriprise Financial Inc
|
21,320 | $9,780,763 | |
| 5 | TROW |
Price T Rowe Group Inc
|
65,786 | $7,479,210 | |
| 6 | APO |
Apollo Global Management, Inc.
|
44,968 | $5,320,164 | |
| 7 | RJF |
Raymond James Financial Inc
|
31,822 | $4,837,898 | |
| 8 | NTRS |
Northern Trust Corp
|
27,562 | $4,791,378 |
All Filings in AFCG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,858 | 10,588 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||