Vanguard Personalized Indexing Management, LLC ETF Ser Solution Distillate Us Transaction History

Vanguard Personalized Indexing Management, LLC

$6.09 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 07, 2024	BUY	$42.54 - $49.68 $400,216 - $467,389	9,408 New	9,408 $464,000

Others Institutions Holding DSTL

# of Institutions

131

Shares Held

28.6M

Call Options Held

Put Options Held

Carlson Capital Management

5.49M
Shares

$322 Million
22.2% of portfolio
Oxford Financial Group LTD Indianapolis, IN

1.67M
Shares

$97.7 Million
6.0% of portfolio
Madison Asset Management, LLC Madison, WI

1.42M
Shares

$83.1 Million
1.0% of portfolio
Abacus Planning Group, Inc.

1.35M
Shares

$78.9 Million
14.01% of portfolio
Captrust Financial Advisors Raleigh, NC

1.12M
Shares

$65.9 Million
0.19% of portfolio

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Ticker DSTL
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