What is Vanguard Personalized Indexing?

Vanguard Personalized Indexing offers you a scalable investment management process . Our technology manages thousands of investor accounts while automatically scanning portfolios every day for tax-loss harvesting opportunities—optimizing tax alpha generation for your clients.

What are the benefits of personalized indexing?

Personalized indexing opens up many more opportunities for tax-loss harvesting, helping you capture additional tax alpha for them. Unlike bundled products such as mutual funds or ETFs, personalized indexing allows investors to harvest losses at the security level .

What does indexing mean in stocks?

"Indexing" is a form of passive fund management . Instead of a fund portfolio manager actively stock picking and market timing—that is, choosing securities to invest in and strategizing when to buy and sell them—the fund manager builds a portfolio wherein the holdings mirror the securities of a particular index.

Are Vanguard index funds worth it?

Are Vanguard index funds a good investment? All investments carry risk, and Vanguard index funds are no exception. But Vanguard has a long history of strong performance — and passively investing in index funds is so popular because most actively managed funds fail to consistently outperform the market.

How does custom indexing work?

Custom indexing is personalized indexing. However, these broad market indices may not always align with the investor's specific investment goals or risk tolerance. Custom indexing involves creating a tailored investment portfolio that is designed to meet the specific needs of the investor .

What is the difference between direct indexing and custom indexing?

While direct indexing exclusively copies existing published indexes, custom indexing allows the investor to design an index specific to their unique needs .

How does the Vanguard index work?

Key Takeaways. Vanguard is well-known for its pioneering work in creating and marketing index mutual funds and ETFs to investors. Indexing is a passive investment strategy that seeks to replicate, rather than beat, the performance of some benchmark index such as the S&P 500 or Nasdaq 100 .

What are the pros and cons of direct indexing?

Pros & Cons of Direct Indexing Direct indexing offers several potential advantages, including portfolio customization and tax optimization . But there are also potential disadvantages, such as higher capital requirement, increased complexity and higher costs compared to traditional index investing.

Vanguard Personalized Indexing Management LLC Acquires 89 Shares of NICE Ltd. (NASDAQ:NICE) (2024)

Posted by Defense World Staff on May 26th, 2024

Vanguard Personalized Indexing Management LLC lifted its holdings in shares of NICE Ltd. (NASDAQ:NICE – Free Report) by 4.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,114 shares of the technology company’s stock after purchasing an additional 89 shares during the period. Vanguard Personalized Indexing Management LLC’s holdings in NICE were worth $422,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the business. GAMMA Investing LLC acquired a new position in NICE in the fourth quarter valued at approximately $25,000. Lindbrook Capital LLC lifted its position in shares of NICE by 88.9% during the 4th quarter. Lindbrook Capital LLC now owns 136 shares of the technology company’s stock valued at $27,000 after acquiring an additional 64 shares during the period. McGlone Suttner Wealth Management Inc. bought a new position in NICE during the fourth quarter worth $29,000. Cary Street Partners Investment Advisory LLC acquired a new stake in NICE in the third quarter worth $37,000. Finally, Principal Securities Inc. bought a new stake in NICE in the fourth quarter valued at $64,000. Institutional investors and hedge funds own 63.34% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have recently commented on NICE shares. StockNews.com upgraded NICE from a “hold” rating to a “buy” rating in a research note on Thursday. Northland Securities started coverage on NICE in a report on Tuesday, January 30th. They issued an “outperform” rating and a $300.00 target price on the stock. Rosenblatt Securities started coverage on shares of NICE in a research report on Tuesday, April 23rd. They issued a “buy” rating and a $285.00 price target for the company. Barclays upped their price objective on shares of NICE from $283.00 to $320.00 and gave the stock an “overweight” rating in a report on Friday, February 23rd. Finally, TheStreet upgraded shares of NICE from a “c+” rating to a “b-” rating in a report on Tuesday, February 6th. Fifteen investment analysts have rated the stock with a buy rating, Based on data from MarketBeat, NICE currently has a consensus rating of “Buy” and an average target price of $285.92.

Check Out Our Latest Stock Analysis on NICE

NICE Price Performance

NICE stock opened at $189.66 on Friday. The stock has a market cap of $11.92 billion, a P/E ratio of 34.23, a P/E/G ratio of 1.57 and a beta of 1.04. The company has a quick ratio of 2.43, a current ratio of 2.43 and a debt-to-equity ratio of 0.13. The company’s 50 day moving average price is $231.18 and its two-hundred day moving average price is $217.52. NICE Ltd. has a 52 week low of $149.54 and a 52 week high of $270.73.

NICE (NASDAQ:NICE – Get Free Report) last posted its quarterly earnings data on Thursday, February 22nd. The technology company reported $2.36 earnings per share for the quarter, topping the consensus estimate of $2.26 by $0.10. NICE had a return on equity of 14.05% and a net margin of 14.92%. The business had revenue of $623.20 million for the quarter, compared to analysts’ expectations of $616.83 million. During the same quarter in the previous year, the firm earned $1.40 earnings per share. The business’s revenue was up 9.6% on a year-over-year basis. On average, equities analysts predict that NICE Ltd. will post 8.23 earnings per share for the current year.

About NICE

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