Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VANGUARD PERSONALIZED INDEXING MANAGEMENT LLC | 05-08-2024 | 03-31-2024 | 1630 | 4,659,534,733 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| RIVIAN AUTOMOTIVE INC | COM CL A | 901 | $714,947 | 65,292 | 0.00 | 0.00 | -1,867 | -2.78 | 03-31-2024 |
| CUBESMART | COM | 902 | $714,231 | 15,795 | 0.00 | 0.00 | -922 | -5.52 | 03-31-2024 |
| MSC INDL DIRECT INC | CL A | 903 | $712,080 | 7,338 | 0.00 | 0.00 | -854 | -10.42 | 03-31-2024 |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | 904 | $710,590 | 7,072 | 0.00 | 7,072 | +Inf | 03-31-2024 |
