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VANGUARD PERSONALIZED INDEXING MANAGEMENT
CRD 285366File 801-114487
APPROVED
Retail clients
Disclosure events
Filing as of Sep 24, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 29 | 39 | increased by10 |
| Apr 1, 2026 | Clients | 165 | 205 | increased by40 |
| Apr 1, 2026 | AUM | $7,259,990,002 | $11,354,697,118 | increased by$4,094,707,116 |
| Apr 1, 2026 | Accounts | 2,864 | 4,085 | increased by1,221 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 23 | 29 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 58 | 165 | increased by107 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,966,684,961 | $7,259,990,002 | increased by$5,293,305,041 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 635 | 2,864 | increased by2,229 |
| Apr 1, 2022 | Employees | 9 | 23 | increased by14 |
| Apr 1, 2022 | Clients | 43 | 58 | increased by15 |
| Apr 1, 2022 | AUM | $739,494,392 | $1,966,684,961 | increased by$1,227,190,569 |
| Nov 1, 2021 | Disclosures | No | Yes | |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VANGUARD PERSONALIZED” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VANGUARD PERSONALIZED” may also match similarly-named firms). Confirm identity against each filing.
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.