← Directory
VANGUARD PERSONALIZED INDEXING MANAGEMENT
CRD 285366File 801-114487
APPROVED
Retail clients
Disclosure events
Filing as of Jul 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$11.35B
Top 10% of cohort (national)
Discretionary AUM
$11.35B
Clients
205
4,085 accounts
Employees
39
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 30, 2019
- Principal office
- 1611 TELEGRAPH AVE., SUITE 1100, OAKLAND, CA, 94612
- Phone
- 844-317-5190
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $11.35B
- Discretionary AUM
- $11.35B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4,085
- Non-discretionary accounts
- 0
- Total accounts
- 4,085
- AUM per client
- $55.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $65.7M |
| Other investment advisers | 203 | $11.29B |
| High net worth individuals | Fewer than 5 | $2.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
- Q11E2
- Q11H1C
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.