Vanguard Personalized Indexing Management, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1767306
OAKLAND, CA
Position in GS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$42,623,514
+$3,324,303 QoQ
Shares Held
50,383
+12.7% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Vanguard Personalized Indexing Management, LLC holds $129,967,544 across 34 Capital Markets names. GS ranks #1 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
50,383 | $42,623,514 | |
| 2 | MS |
Morgan Stanley
|
204,202 | $33,605,523 | |
| 3 | SCHW |
Schwab Charles Corp
|
205,293 | $19,293,436 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
73,892 | $5,120,715 | |
| 5 | EVR |
Evercore Inc.
|
12,453 | $3,717,345 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
49,556 | $3,323,720 | |
| 7 | NMR |
Nomura Holdings Inc
|
351,457 | $2,772,995 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
8,354 | $2,513,133 |
All Filings in GS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,623,514 | 50,383 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $39,299,211 | 44,709 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $34,683,431 | 43,553 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $29,872,004 | 42,207 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $19,348,499 | 35,418 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $17,969,960 | 31,382 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $14,695,855 | 29,682 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $12,137,554 | 26,834 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,899,670 | 23,701 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $8,682,911 | 22,508 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $7,916,787 | 24,467 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,932,226 | 24,593 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $7,460,397 | 22,807 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,283,089 | 21,210 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,974,883 | 23,801 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,905,582 | 16,516 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,906,530 | 8,805 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,004,930 | 7,855 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $2,135,491 | 5,649 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,739,006 | 4,582 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,084,005 | 3,315 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $543,242 | 2,060 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $349,687 | 1,740 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $318,761 | 1,613 | Shares | Sole | 2020-07-27 | |
| No filing history on record for this holder in this stock. | ||||||