Vanguard Personalized Indexing Management, LLC Portfolio Holdings

Vanguard Personalized Indexing Management, LLC

  • $6.09 Billion
  • Q3 2024

Vanguard Personalized Indexing Management, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $6.09 Billion distributed in 1776 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $398M, Microsoft Corp with a value of $359M, Nvidia Corp with a value of $324M, Amazon Com Inc with a value of $180M, and Meta Platforms, Inc. with a value of $136M.

Examining the 13F form we can see an increase of $830M in the current position value, from $5.26B to 6.09B.

Vanguard Personalized Indexing Management, LLC is based out at Oakland, CA

Below you can find more details about Vanguard Personalized Indexing Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $6.09 Billion
Technology: $1.9 Billion
Financial Services: $796 Million
Healthcare: $698 Million
Consumer Cyclical: $627 Million
Industrials: $519 Million
Communication Services: $508 Million
Consumer Defensive: $344 Million
Energy: $226 Million
Other: $476 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.82B
$1.42 Million 0.02% of portfolio
5,167
Q3 2024 Added 3.57%
$14.8B
$1.28 Million 0.02% of portfolio
12,393
Q3 2024 Added 3.58%
$23.1B
$1.48 Million 0.02% of portfolio
15,627
Q3 2024 Added 66.92%
$12.7B
$1.08 Million 0.02% of portfolio
26,417
Q3 2024 Added 9.36%
$38.4B
$984,000 0.02% of portfolio
12,220
Q3 2024 Added 9.42%
$5.46B
$1.07 Million 0.02% of portfolio
14,210
Q3 2024 Added 11.4%
$8.65B
$1.06 Million 0.02% of portfolio
23,439
Q3 2024 Reduced 14.41%
$10.1B
$1.23 Million 0.02% of portfolio
13,037
Q3 2024 Added 76.34%
$6.46B
$1.12 Million 0.02% of portfolio
29,114
Q3 2024 Added 6.15%
$14.2B
$1.45 Million 0.02% of portfolio
23,834
Q3 2024 Added 29.91%
$10.3B
$1.48 Million 0.02% of portfolio
41,455
Q3 2024 Reduced 0.5%
$11.1B
$1.08 Million 0.02% of portfolio
7,988
Q3 2024 Reduced 1.54%
$16.1B
$1.48 Million 0.02% of portfolio
20,523
Q3 2024 Reduced 15.4%
$18.7B
$1.25 Million 0.02% of portfolio
47,424
Q3 2024 Added 10.51%
$36.3B
$1.22 Million 0.02% of portfolio
2,256
Q3 2024 Added 30.93%
$14.6B
$926,000 0.02% of portfolio
35,828
Q3 2024 Added 40.83%
$4.79B
$986,000 0.02% of portfolio
18,167
Q3 2024 Reduced 12.11%
$6.08B
$1.24 Million 0.02% of portfolio
5,680
Q3 2024 Added 2.62%
$16.3B
$1.48 Million 0.02% of portfolio
21,827
Q3 2024 Reduced 1.65%
$61.1B
$1.36 Million 0.02% of portfolio
24,942
Q3 2024 Added 5.03%
$50.3B
$1.47 Million 0.02% of portfolio
121,328
Q3 2024 Added 13.7%
$14.8B
$1.52 Million 0.02% of portfolio
40,100
Q3 2024 Added 19.14%
$8.18B
$936,000 0.02% of portfolio
13,773
Q3 2024 Added 46.15%
$2.88B
$1.36 Million 0.02% of portfolio
17,059
Q3 2024 Added 4.52%
$12.5B
$1.19 Million 0.02% of portfolio
16,988
Q3 2024 Added 59.8%
$13B
$1.16 Million 0.02% of portfolio
14,062
Q3 2024 Reduced 4.81%
$3.63B
$1.15 Million 0.02% of portfolio
18,817
Q3 2024 Added 3.22%
$8.51B
$1.1 Million 0.02% of portfolio
17,267
Q3 2024 Added 5.2%
$17.5B
$1.52 Million 0.02% of portfolio
9,345
Q3 2024 Reduced 1.82%
$6.6B
$1.2 Million 0.02% of portfolio
8,597
Q3 2024 Added 17.72%
$80.5B
$1.43 Million 0.02% of portfolio
39,119
Q3 2024 Added 24.67%
$10.1B
$1.14 Million 0.02% of portfolio
2,674
Q3 2024 Added 14.22%
$11.6B
$1.29 Million 0.02% of portfolio
10,420
Q3 2024 Added 9.36%
$21.3B
$923,000 0.02% of portfolio
19,330
Q3 2024 Added 1.05%
$11.3B
$1.46 Million 0.02% of portfolio
29,876
Q3 2024 Added 18.68%
$19.6B
$1.08 Million 0.02% of portfolio
36,788
Q3 2024 Reduced 19.08%
$9.47B
$1.49 Million 0.02% of portfolio
7,563
Q3 2024 Reduced 7.61%
$22.8B
$1.13 Million 0.02% of portfolio
5,842
Q3 2024 Added 37.14%
$659M
$1.1 Million 0.02% of portfolio
47,287
Q3 2024 Reduced 14.1%
$5.13B
$991,000 0.02% of portfolio
7,610
Q3 2024 Reduced 29.38%
$5.41B
$1.01 Million 0.02% of portfolio
31,045
Q3 2024 Added 5.93%
$33.7B
$1.35 Million 0.02% of portfolio
17,131
Q3 2024 Added 11.81%
$7.88B
$1.38 Million 0.02% of portfolio
23,084
Q3 2024 Added 2.02%
$15.7B
$1.32 Million 0.02% of portfolio
3,375
Q3 2024 Added 1.96%
$34B
$1.46 Million 0.02% of portfolio
59,487
Q3 2024 Added 8.62%
$6.78B
$1.22 Million 0.02% of portfolio
8,442
Q3 2024 Reduced 0.05%
$9.45B
$1.33 Million 0.02% of portfolio
13,830
Q3 2024 Added 6.96%
$13.4B
$1.3 Million 0.02% of portfolio
3,967
Q3 2024 Added 4.23%
$14B
$937,000 0.02% of portfolio
3,215
Q3 2024 Added 12.1%

Summary

  • Portfolio
  • No. of Stocks 1,776
  • Current Value $6.09 Billion
  • Prior Value $5.26 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 142 stocks
  • Additional Purchases 1,262 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 353 stocks
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