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
$13.3B
$1.22 Million 0.02% of portfolio
15,560
Q3 2024 Added 1.87%
$8.84B
$1.06 Million 0.02% of portfolio
10,849
Q3 2024 Added 7.99%
$9.66B
$1.22 Million 0.02% of portfolio
13,809
Q3 2024 Added 17.67%
$13.9B
$1.27 Million 0.02% of portfolio
3,381
Q3 2024 Added 14.84%
$13.3B
$1.32 Million 0.02% of portfolio
18,850
Q3 2024 Added 3.28%
$10.2B
$1.12 Million 0.02% of portfolio
4,216
Q3 2024 Added 40.11%
$19.5B
$1.33 Million 0.02% of portfolio
26,394
Q3 2024 Added 13.99%
$7.39B
$1.12 Million 0.02% of portfolio
10,832
Q3 2024 Added 17.0%
$15.6B
$1.46 Million 0.02% of portfolio
10,646
Q3 2024 Added 11.12%
$9.09B
$1.07 Million 0.02% of portfolio
34,674
Q3 2024 Reduced 2.51%
$10.6B
$1.02 Million 0.02% of portfolio
6,175
Q3 2024 Added 11.85%
$12.8B
$997,000 0.02% of portfolio
13,813
Q3 2024 Added 5.64%
$11B
$1.21 Million 0.02% of portfolio
4,435
Q3 2024 Added 8.91%
$7.17B
$949,000 0.02% of portfolio
18,880
Q3 2024 Added 4.77%
$32.7B
$1.43 Million 0.02% of portfolio
32,353
Q3 2024 Added 25.46%
$8.84B
$1.23 Million 0.02% of portfolio
8,802
Q3 2024 Added 5.96%
$8.04B
$987,000 0.02% of portfolio
6,773
Q3 2024 Added 4.94%
$5.04B
$975,000 0.02% of portfolio
20,269
Q3 2024 Added 25.64%
$0
$1.35 Million 0.02% of portfolio
26,264
Q3 2024 Added 3.36%
$61.6B
$945,000 0.02% of portfolio
10,029
Q3 2024 Added 0.69%
$0
$1.04 Million 0.02% of portfolio
4,622
Q3 2024 Added 13.26%
$12.8B
$1.33 Million 0.02% of portfolio
16,804
Q3 2024 Added 10.5%
$7.28B
$960,000 0.02% of portfolio
5,028
Q3 2024 Added 5.34%
$4.38B
$1.22 Million 0.02% of portfolio
17,569
Q3 2024 Added 7.46%
$4.63B
$1.21 Million 0.02% of portfolio
30,151
Q3 2024 Added 14.13%
$8.74B
$1.33 Million 0.02% of portfolio
14,780
Q3 2024 Added 10.82%
$18.4B
$1.17 Million 0.02% of portfolio
4,027
Q3 2024 Reduced 0.35%
$20.3B
$1.2 Million 0.02% of portfolio
40,527
Q3 2024 Reduced 6.27%
$6.82B
$1.14 Million 0.02% of portfolio
5,891
Q3 2024 Added 3.7%
$19.6B
$1.03 Million 0.02% of portfolio
13,829
Q3 2024 Added 4.96%
$12B
$1.4 Million 0.02% of portfolio
12,736
Q3 2024 Added 32.82%
$6B
$1.12 Million 0.02% of portfolio
55,031
Q3 2024 Added 57.47%
$41.8B
$1.03 Million 0.02% of portfolio
73,200
Q3 2024 Reduced 8.77%
$11.4B
$1.14 Million 0.02% of portfolio
12,104
Q3 2024 Added 3.14%
$6B
$991,000 0.02% of portfolio
25,401
Q3 2024 Added 24.26%
$15.5B
$1.05 Million 0.02% of portfolio
7,792
Q3 2024 Added 10.78%
$34.9B
$1.31 Million 0.02% of portfolio
22,625
Q3 2024 Added 5.84%
$7.55B
$984,000 0.02% of portfolio
22,131
Q3 2024 Added 6.16%
$40.9B
$1.08 Million 0.02% of portfolio
76,129
Q3 2024 Added 8.5%
$16B
$1.44 Million 0.02% of portfolio
30,640
Q3 2024 Reduced 8.19%
$6.64B
$1.36 Million 0.02% of portfolio
19,312
Q3 2024 Added 7.74%
$11.5B
$1.12 Million 0.02% of portfolio
9,342
Q3 2024 Added 13.72%
$21.4B
$1.27 Million 0.02% of portfolio
24,342
Q3 2024 Added 5.78%
$22.3B
$1.11 Million 0.02% of portfolio
2,525
Q3 2024 Added 13.69%
$27.1B
$1.14 Million 0.02% of portfolio
149,915
Q3 2024 Added 25.88%
$13.8B
$1.5 Million 0.02% of portfolio
9,039
Q3 2024 Added 6.44%
$2.14B
$1.18 Million 0.02% of portfolio
25,062
Q3 2024 Added 405.18%
$12.2B
$1.46 Million 0.02% of portfolio
8,275
Q3 2024 Reduced 1.99%
$10.2B
$1.29 Million 0.02% of portfolio
3,175
Q3 2024 Reduced 1.52%

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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