Vanguard Personalized Indexing Management, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1767306
OAKLAND, CA
Position in AMP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,780,763
-$48,920 QoQ
Shares Held
21,320
-3.6% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#243
of 1,379 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in AMP 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. AMP ranks #4 (8.4% 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
This page
|
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 AMP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,780,763 | 21,320 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $9,829,683 | 22,119 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,981,164 | 22,395 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,629,667 | 21,638 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $12,060,696 | 22,597 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $9,122,084 | 18,843 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,794,049 | 18,395 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,899,385 | 16,814 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,551,385 | 15,336 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,003,120 | 13,692 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,165,688 | 13,600 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,459,581 | 13,527 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,282,871 | 12,894 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $3,647,656 | 11,901 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,511,510 | 8,066 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,932,708 | 7,671 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,756,455 | 7,390 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,747,392 | 9,147 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $1,419,380 | 5,374 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $754,853 | 3,033 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $607,391 | 2,613 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $260,402 | 1,340 | Shares | Sole | 2021-01-20 | |
| No filing history on record for this holder in this stock. | ||||||