Investment adviser · CRD 285366
VANGUARD PERSONALIZED INDEXING MANAGEMENT
Investment adviser filing (IA)
OAKLAND, CA, United States · Form ADV filed Sep 24, 2026
- Regulatory AUM
- $11.4B Form ADV · Item 5.F
- Client accounts
- 4,085 Accounts, not individual clients
- Employees
- 39 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | 203 | $11,286,791,050 | 99.4% |
| Corporations & businesses | Fewer than 5 | $65,724,154 | 0.6% |
| High-net-worth individuals | Fewer than 5 | $2,181,914 | 0.0% |
Filing source
Form ADV 2134559 · Sep 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 24, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
1611 TELEGRAPH AVE., SUITE 1100OAKLAND, CA, 94612, United States
CRD 285366
Filing source
Form ADV 2134559 · Sep 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.