Vanguard Personalized Indexing Management, LLC
Position in TW — Tradeweb Markets Inc.
CIK 1767306
OAKLAND, CA
Position in TW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$993,311
-$720,524 QoQ
Shares Held
9,967
-31.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#287
of 560 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in TW 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. TW ranks #17 (0.6% 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 TW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $993,311 | 9,967 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,713,835 | 14,566 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,147,344 | 10,669 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,289,143 | 11,616 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,775,246 | 12,126 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,875,049 | 12,630 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,618,956 | 12,366 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,474,764 | 11,925 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,095,086 | 10,331 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $964,510 | 9,259 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $806,287 | 8,872 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $696,938 | 8,690 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $590,776 | 8,627 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $701,776 | 8,881 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $744,422 | 11,465 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $255,977 | 4,537 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $373,873 | 5,478 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $250,078 | 2,846 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $203,384 | 2,031 | Shares | Sole | 2022-02-23 | |
| 2021-06-30 | $206,410 | 2,441 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||