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

Vanguard Personalized Indexing Management, LLC

$6.46 Billion
Q4 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

145

Shares Held

31.8M

Call Options Held

Put Options Held

Carlson Capital Management

5.32M
Shares

$270 Million
21.21% of portfolio
Oxford Financial Group LTD Indianapolis, IN

1.62M
Shares

$82.4 Million
5.81% of portfolio
Wealth Enhancement Advisory Services, LLC

1.45M
Shares

$73.6 Million
0.16% of portfolio
Abacus Planning Group, Inc.

1.43M
Shares

$72.4 Million
13.91% of portfolio
Madison Asset Management, LLC Madison, WI

1.32M
Shares

$66.9 Million
0.92% of portfolio

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Ticker DSTL
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