Vanguard Personalized Indexing Management, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1767306
OAKLAND, CA
Position in IBKR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,323,720
+$296,777 QoQ
Shares Held
49,556
+5.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in IBKR 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. IBKR ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
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.
This page
|
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 IBKR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,323,720 | 49,556 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,026,943 | 47,068 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,994,282 | 58,048 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,101,962 | 55,982 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $572,651 | 13,833 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $574,928 | 13,017 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $434,001 | 12,457 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $358,727 | 11,704 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $317,759 | 11,378 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $236,907 | 11,431 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $265,068 | 12,249 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $255,004 | 12,279 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $254,615 | 12,336 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $60,249 | 3,331 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $66,832 | 4,056 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||