Vanguard Personalized Indexing Management, LLC Incresed Positions in Q4 2024

Vanguard Personalized Indexing Management, LLC

  • $6.46 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USB
Us Bancorp \De\

Financial Services
7.76K
+ 6.42%
$43.98 - $53.66 $341K - $417K
129K $6.15M
JCI
Johnson Controls International PLC

Industrials
6.71K
+ 10.59%
$74.23 - $86.6 $498K - $581K
70K $5.53M
EXPE
Expedia Group, Inc.

Consumer Cyclical
317
+ 2.21%
$146.47 - $191.01 $46.4K - $60.6K
14.7K $2.73M
AFRM
Affirm Holdings, Inc.

Technology
1.24K
+ 4.71%
$38.48 - $72.86 $47.9K - $90.6K
27.7K $1.68M
FAST
Fastenal CO

Industrials
7.75K
+ 9.31%
$69.99 - $84.35 $542K - $653K
90.9K $6.54M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
3.93K
+ 66.84%
$101.51 - $140.63 $399K - $553K
9.82K $1.23M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
280
+ 3.87%
$1146.59 - $1270.6 $321K - $356K
7.51K $8.91M
MSI
Motorola Solutions, Inc.

Technology
676
+ 3.32%
$449.08 - $504.6 $304K - $341K
21K $9.73M
ACI
Albertsons Companies, Inc.

Consumer Defensive
27.7K
+ 138.03%
$18.01 - $19.92 $499K - $552K
47.8K $938K
IBKR
Interactive Brokers Group, Inc.

Financial Services
560
+ 4.5%
$138.3 - $192.95 $77.4K - $108K
13K $2.3M
HOOD
Robinhood Markets, Inc.

Technology
3.03K
+ 9.48%
$22.33 - $43.2 $67.6K - $131K
35K $1.3M
SEIC
Sei Investments CO

Financial Services
2.89K
+ 12.44%
$69.36 - $86.58 $200K - $250K
26.1K $2.15M
XEL
Xcel Energy Inc

Utilities
6.7K
+ 15.82%
$62.16 - $72.92 $416K - $488K
49K $3.31M
ITW
Illinois Tool Works Inc

Industrials
3.13K
+ 10.38%
$253.56 - $278.5 $795K - $873K
33.3K $8.45M
WAT
Waters Corp

Healthcare
1.27K
+ 20.58%
$323.11 - $392.01 $409K - $497K
7.42K $2.75M
YUM
Yum Brands Inc

Consumer Cyclical
5.08K
+ 18.11%
$130.36 - $139.54 $662K - $709K
33.1K $4.44M
NMR
Nomura Holdings Inc

Financial Services
60K
+ 19.1%
$5.05 - $6.25 $303K - $375K
374K $2.17M
GLW
Corning Inc

Technology
6.97K
+ 8.54%
$44.11 - $49.76 $308K - $347K
88.6K $4.21M
HPE
Hewlett Packard Enterprise CO

Technology
15.9K
+ 7.68%
$19.31 - $23.95 $308K - $382K
224K $4.78M
FDX
Fedex Corp

Industrials
1.21K
+ 5.33%
$260.5 - $305.15 $314K - $368K
23.8K $6.7M
APA
Apa Corp

Energy
26.4K
+ 35.19%
$20.47 - $27.07 $540K - $713K
101K $2.34M
DUK
Duke Energy Corp

Utilities
10.7K
+ 12.58%
$105.76 - $120.76 $1.13M - $1.29M
95.6K $10.3M
VRSK
Verisk Analytics, Inc.

Industrials
1.42K
+ 9.16%
$262.86 - $294.75 $374K - $419K
17K $4.67M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
5.11K
+ 34.34%
$101.77 - $113.02 $520K - $577K
20K $2.11M
BR
Broadridge Financial Solutions, Inc.

Technology
1.67K
+ 15.31%
$209.64 - $236.44 $351K - $395K
12.6K $2.85M
CTSH
Cognizant Technology Solutions Corp

Technology
6.74K
+ 10.78%
$74.37 - $82.32 $501K - $555K
69.3K $5.33M
EXC
Exelon Corp

Utilities
20.4K
+ 22.08%
$36.22 - $40.97 $740K - $837K
113K $4.25M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
49.5K
+ 55.41%
$8.24 - $11.07 $408K - $548K
139K $1.29M
TTWO
Take Two Interactive Software Inc

Communication Services
642
+ 5.24%
$147.66 - $190.46 $94.8K - $122K
12.9K $2.37M
SOFI
So Fi Technologies, Inc.

Financial Services
1.05K
+ 1.68%
$7.63 - $16.88 $8.01K - $17.7K
63.7K $981K
FICO
Fair Isaac Corp

Technology
173
+ 5.69%
$1911.01 - $2382.4 $331K - $412K
3.21K $6.39M
FOXA
Fox Corp

Communication Services
4.35K
+ 10.01%
$41.35 - $49.99 $180K - $217K
47.8K $2.32M
HDB
Hdfc Bank LTD

Financial Services
6.52K
+ 12.79%
$59.45 - $68.01 $387K - $443K
57.4K $3.67M
AME
Ametek Inc

Industrials
1.64K
+ 7.56%
$165.89 - $197.38 $272K - $324K
23.4K $4.21M
ARGX
Argenx Se

Healthcare
517
+ 22.92%
$520.52 - $638.33 $269K - $330K
2.77K $1.71M
SPG
Simon Property Group Inc

Real Estate
2.12K
+ 6.25%
$167.23 - $183.84 $354K - $389K
35.9K $6.19M
FISV
Fiserv Inc

Technology
3.75K
+ 7.21%
N/A
55.8K $6.98M
RBLX
Roblox Corp

Communication Services
496
+ 1.53%
$39.86 - $61.45 $19.8K - $30.5K
32.8K $1.9M
MSCI
Msci Inc.

Financial Services
528
+ 6.14%
$569.09 - $635.99 $300K - $336K
9.12K $5.47M
EA
Electronic Arts Inc.

Communication Services
2.62K
+ 9.38%
$140.69 - $167.97 $368K - $439K
30.5K $4.46M
PODD
Insulet Corp

Healthcare
388
+ 3.05%
$227.79 - $275.7 $88.4K - $107K
13.1K $3.42M
DRI
Darden Restaurants Inc

Consumer Cyclical
1.33K
+ 14.24%
$155.96 - $188.66 $207K - $250K
10.6K $1.99M
CNHI
Cnh Industrial N.V.

Industrials
43.6K
+ 108.79%
N/A
83.7K $872K
ARES
Ares Management Corp

Financial Services
954
+ 7.12%
$153.38 - $183.7 $146K - $175K
14.4K $2.54M
SYY
Sysco Corp

Consumer Defensive
6.9K
+ 14.78%
$73.63 - $81.77 $508K - $564K
53.6K $4.1M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
28.2K
+ 24.46%
$16.2 - $17.97 $458K - $508K
144K $2.45M
IVV
Ishares Core S&P 500 ETF

ETFs
663
+ 13.71%
$570.51 - $610.59 $378K - $405K
5.5K $3.24M
MNST
Monster Beverage Corp

Consumer Defensive
7.93K
+ 10.01%
$49.24 - $56.38 $390K - $447K
87.1K $4.58M
L
Loews Corp

Financial Services
3K
+ 8.85%
$76.49 - $87.05 $229K - $261K
36.9K $3.12M
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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