Vanguard Personalized Indexing Management, LLC
Position in TIGR — UP Fintech Holding Ltd
CIK 1767306
OAKLAND, CA
Position in TIGR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$93,945
-$48,938 QoQ
Shares Held
14,912
-0.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in TIGR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Vanguard Personalized Indexing Management, LLC holds $130,172,556 across 34 Capital Markets names. TIGR ranks #31 (0.1% 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.
|
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 TIGR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $93,945 | 14,912 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $142,883 | 14,946 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $148,355 | 13,904 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $130,439 | 13,517 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $101,714 | 11,841 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $75,142 | 11,632 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $64,272 | 12,036 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $46,983 | 13,658 | Shares | Sole | 2024-05-09 | |
| 2023-09-30 | $54,952 | 10,733 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $35,897 | 12,640 | Shares | Sole | 2023-07-28 | |
| No filing history on record for this holder in this stock. | ||||||