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Vice President · Vanguard Personalized Indexing Management

Vernita M. Exum

CRD 4462829 · Named on Form ADV at one SEC-registered adviser

At a glance

Vanguard Personalized Indexing Management, an SEC-registered asset manager based in Oakland, CA with $11.4 billion in regulatory assets, lists Vernita M. Exum on its Form ADV as Vice President, a control person.

Firms and roles

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Vernita’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

  • Marc C. StewartChief Compliance Officer, Vanguard Personalized Indexing Management
  • Amma A. BoatengPresident, Vanguard Personalized Indexing Management
  • John W. BendlDirector, Vanguard Personalized Indexing Management
  • Carrie A. SimonsChief Financial Officer, Vanguard Personalized Indexing Management
  • John E. SchadlVice President, Vanguard Personalized Indexing Management

2 more people named with Vernita on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Vernita’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.