Vanguard Personalized Indexing Management, LLC Purchases in Q4 2024

Vanguard Personalized Indexing Management, LLC

  • $6.46 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.2K
+ 7.54%
$82.28 - $117.52 $98.7K - $141K
17.1K $1.45M
ES
Eversource Energy

Utilities
6.13K
+ 10.98%
$55.9 - $67.73 $343K - $415K
62K $3.56M
GIS
General Mills Inc

Consumer Defensive
11K
+ 11.65%
$62.78 - $74.62 $693K - $823K
106K $6.74M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.24K
+ 23.59%
$18.41 - $40.87 $59.6K - $132K
16.9K $313K
EMN
Eastman Chemical CO

Basic Materials
572
+ 3.89%
$90.03 - $110.64 $51.5K - $63.3K
15.3K $1.4M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.79K
+ 3.26%
$107.06 - $123.74 $191K - $221K
56.6K $6.2M
KHC
Kraft Heinz CO

Consumer Defensive
5.16K
+ 5.41%
$30.1 - $36.02 $155K - $186K
100K $3.08M
EBAY
Ebay Inc

Consumer Cyclical
262
+ 0.3%
$57.51 - $67.17 $15.1K - $17.6K
88.1K $5.46M
EXPO
Exponent Inc

Industrials
1.39K
+ 9.43%
$88.94 - $114.63 $123K - $159K
16.1K $1.43M
BLD
Top Build Corp

Industrials
129
+ 4.06%
$308.96 - $414.77 $39.9K - $53.5K
3.3K $1.03M
MTH
Meritage Homes Corp

Consumer Cyclical
97
+ 1.67%
$151.91 - $205.12 $14.7K - $19.9K
5.91K $908K
BAH
Booz Allen Hamilton Holding Corp

Industrials
264
+ 2.83%
$128.36 - $186.0 $33.9K - $49.1K
9.61K $1.24M
MRNA
Moderna, Inc.

Healthcare
7.4K
+ 31.42%
$36.85 - $63.93 $273K - $473K
30.9K $1.29M
CPRI
Capri Holdings LTD

Consumer Cyclical
1.92K
+ 12.44%
$19.39 - $43.18 $37.3K - $83K
17.4K $365K
QRVO
Qorvo, Inc.

Technology
979
+ 9.04%
$65.6 - $104.58 $64.2K - $102K
11.8K $825K
SO
Southern CO

Utilities
6.23K
+ 5.96%
$81.5 - $94.15 $508K - $586K
111K $9.12M
KMB
Kimberly Clark Corp

Consumer Defensive
953
+ 2.46%
$130.37 - $146.09 $124K - $139K
39.7K $5.2M
ADM
Archer Daniels Midland CO

Consumer Defensive
1.28K
+ 3.15%
$49.38 - $59.52 $63.4K - $76.4K
42.1K $2.13M
SPGI
S&P Global Inc.

Financial Services
665
+ 1.91%
$480.36 - $529.17 $319K - $352K
35.6K $17.7M
D
Dominion Energy, Inc

Utilities
1.49K
+ 1.44%
$52.63 - $60.92 $78.3K - $90.6K
105K $5.64M
CSL
Carlisle Companies Inc

Industrials
55
+ 1.27%
$368.67 - $480.91 $20.3K - $26.5K
4.38K $1.62M
SNPS
Synopsys Inc

Technology
39
+ 0.23%
$485.36 - $588.0 $18.9K - $22.9K
17.2K $8.34M
WF
Woori Financial Group Inc.

Financial Services
286
+ 0.37%
$31.21 - $37.04 $8.93K - $10.6K
77.9K $2.44M
ICE
Intercontinental Exchange, Inc.

Financial Services
2.85K
+ 4.17%
$148.29 - $166.93 $423K - $476K
71.2K $10.6M
NOC
Northrop Grumman Corp

Industrials
793
+ 6.01%
$466.52 - $543.88 $370K - $431K
14K $6.57M
TT
Trane Technologies PLC

Industrials
480
+ 1.54%
$369.35 - $419.14 $177K - $201K
31.7K $11.7M
PGR
Progressive Corp

Financial Services
2.31K
+ 3.3%
$239.6 - $268.88 $553K - $620K
72.3K $17.3M
MDT
Medtronic PLC

Healthcare
5.62K
+ 6.31%
$79.61 - $92.24 $448K - $519K
94.8K $7.57M
AFL
Aflac Inc

Financial Services
1.89K
+ 2.38%
$100.37 - $115.27 $190K - $218K
81.5K $8.43M
PSX
Phillips 66

Energy
1.55K
+ 4.14%
$110.35 - $138.93 $171K - $216K
39K $4.45M
DD
Du Pont De Nemours, Inc.

Basic Materials
3.18K
+ 5.58%
$75.95 - $88.05 $241K - $280K
60.1K $4.58M
IDXX
Idexx Laboratories Inc

Healthcare
974
+ 9.79%
$406.92 - $495.42 $396K - $483K
10.9K $4.51M
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.23K
+ 4.31%
$72.97 - $96.75 $89.4K - $119K
29.7K $2.2M
UL
Unilever PLC

Consumer Defensive
1.03K
+ 1.45%
$56.7 - $64.64 $58.5K - $66.7K
72.3K $4.1M
ODFL
Old Dominion Freight Line, Inc.

Industrials
569
+ 1.97%
$176.4 - $231.84 $100K - $132K
29.4K $5.19M
CDW
Cdw Corp

Technology
766
+ 5.85%
$171.49 - $225.64 $131K - $173K
13.9K $2.41M
O
Realty Income Corp

Real Estate
4.89K
+ 5.85%
$51.76 - $64.71 $253K - $317K
88.5K $4.73M
AWK
American Water Works Company, Inc.

Utilities
1.03K
+ 3.1%
$123.83 - $146.07 $127K - $150K
34.2K $4.26M
LOW
Lowes Companies Inc

Consumer Cyclical
4.07K
+ 6.02%
$244.52 - $284.07 $995K - $1.16M
71.7K $17.7M
ADI
Analog Devices Inc

Technology
1.35K
+ 2.63%
$206.35 - $236.48 $278K - $319K
52.6K $11.2M
MTD
Mettler Toledo International Inc

Healthcare
81
+ 3.07%
$1160.67 - $1498.12 $94K - $121K
2.72K $3.33M
BBY
Best Buy CO Inc

Consumer Cyclical
1.48K
+ 3.35%
$85.2 - $101.35 $126K - $150K
45.7K $3.92M
SCCO
Southern Copper Corp

Basic Materials
812
+ 2.73%
$91.13 - $117.95 $74K - $95.8K
30.5K $2.78M
UNP
Union Pacific Corp

Industrials
2.07K
+ 3.34%
$223.15 - $249.32 $461K - $515K
63.9K $14.6M
TDG
Trans Digm Group Inc

Industrials
60
+ 1.3%
$1239.0 - $1442.53 $74.3K - $86.6K
4.67K $5.91M
PSA
Public Storage

Real Estate
199
+ 1.73%
$289.33 - $360.21 $57.6K - $71.7K
11.7K $3.51M
CEG
Constellation Energy Corp

Utilities
1.75K
+ 5.14%
$224.28 - $285.52 $392K - $499K
35.8K $8.05M
VZ
Verizon Communications Inc

Communication Services
19.5K
+ 5.94%
$39.6 - $45.21 $772K - $881K
347K $13.9M
URI
United Rentals, Inc.

Industrials
90
+ 0.95%
$704.44 - $880.32 $63.4K - $79.2K
9.53K $6.71M
Activity Summary
Buys All Purchases 1264 New Holdings 141 Increased Positions 1123 Sells All Sells 526 Reductions 526 Sold out 0 Options Calls 0 Puts 0
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