Vanguard Personalized Indexing Management, LLC
Position in FUTU — Futu Holdings Ltd
CIK 1767306
OAKLAND, CA
Position in FUTU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$461,669
-$148,007 QoQ
Shares Held
4,925
+10.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#190
of 317 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in FUTU Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $160,104,836 across 36 Capital Markets names. FUTU ranks #25 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
54,465 | $55,084,267 | |
| 2 | MS |
Morgan Stanley
|
214,934 | $44,929,803 | |
| 3 | SCHW |
Schwab Charles Corp
|
198,471 | $18,312,919 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
80,724 | $8,095,002 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
51,842 | $4,512,327 | |
| 6 | EVR |
Evercore Inc.
|
12,677 | $4,328,434 | |
| 7 | NMR |
Nomura Holdings Inc
|
374,709 | $3,289,945 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
7,740 | $2,180,203 |
All Filings in FUTU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,669 | 4,925 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $609,676 | 4,458 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $904,632 | 5,509 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,068,503 | 6,144 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $826,322 | 6,686 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $592,299 | 5,787 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $405,229 | 5,066 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $466,676 | 4,879 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $280,461 | 4,275 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||