Vanguard Personalized Indexing Management, LLC
Position in SNEX — StoneX Group Inc.
CIK 1767306
OAKLAND, CA
Position in SNEX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$644,166
+$234,142 QoQ
Shares Held
8,154
+6.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#267
of 469 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in SNEX 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. SNEX ranks #21 (0.4% 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 SNEX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $644,166 | 5,436 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $410,024 | 5,084 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $232,115 | 2,300 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||