Vanguard Personalized Indexing Management, LLC
Position in AMG — Affiliated Managers Group, Inc.
CIK 1767306
OAKLAND, CA
Position in AMG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,233,073
+$707,079 QoQ
Shares Held
9,554
+4.7% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#159
of 562 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in AMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $115,975,066 across 36 Asset Management names. AMG ranks #12 (2.8% of the industry book) .
| # | 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 AMG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,233,073 | 9,554 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,525,994 | 9,129 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,722,228 | 9,443 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,371,663 | 9,947 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,006,266 | 10,196 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,887,144 | 11,231 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,190,747 | 11,847 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,153,335 | 12,111 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,593,546 | 10,200 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,782,383 | 10,643 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,786,756 | 11,800 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,235,362 | 9,478 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,396,974 | 9,320 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,252,726 | 8,796 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,163,985 | 7,347 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $590,791 | 5,282 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $536,126 | 4,598 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $758,170 | 5,379 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $301,053 | 1,830 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $339,499 | 2,247 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||