Carrie Ann Simons
Chief Financial OfficerVanguard Personalized Indexing ManagementCRD 2827235
About Carrie Ann Simons
Carrie Ann Simons is listed as Chief Financial Officer at Vanguard Personalized Indexing Management in Oakland, CA. Form ADV reports a beneficial ownership band of Under 5%. Carrie Ann Simons is associated with 6 registered advisers.
Reported ownership
Owns Under 5% of Vanguard Personalized Indexing Management
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Carrie Ann Simons work?
Carrie Ann Simons is listed as Chief Financial Officer at Vanguard Personalized Indexing Management on SEC Form ADV.
How much of Vanguard Personalized Indexing Management does Carrie Ann Simons own?
Form ADV reports a beneficial ownership band of Under 5%.
Vanguard Personalized Indexing Management
| Title | Chief Financial Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
Vanguard Global Advisers, LLC
| Title | Chief Financial Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
Vanguard Advisers, Inc.
| Title | Chief Financial Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
Vanguard Capital Management, LLC
| Title | Chief Financial Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
Vanguard Portfolio Management, LLC
| Title | Chief Financial Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
Vanguard Alternative Assets Adviser, LLC
| Title | Chief Financial Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |