Vanguard Personalized Indexing Management, LLC Portfolio Holdings

Vanguard Personalized Indexing Management, LLC

  • $6.46 Billion
  • Q4 2024

Vanguard Personalized Indexing Management, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $6.46 Billion distributed in 1808 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $448M, Nvidia Corp with a value of $378M, Microsoft Corp with a value of $369M, Amazon Com Inc with a value of $230M, and Alphabet Inc. with a value of $163M.

Examining the 13F form we can see an increase of $366M in the current position value, from $6.09B to 6.46B.

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 $6.46 Billion
Technology: $2.07 Billion
Financial Services: $882 Million
Consumer Cyclical: $732 Million
Healthcare: $633 Million
Communication Services: $584 Million
Industrials: $530 Million
Consumer Defensive: $344 Million
Energy: $232 Million
Other: $453 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$166B
$17.3 Million 0.27% of portfolio
72,299
Q4 2024 Added 3.3%
$195B
$17.3 Million 0.27% of portfolio
149,114
Q4 2024 Added 3.65%
$166B
$17.7 Million 0.27% of portfolio
35,556
Q4 2024 Added 1.91%
$125B
$16.9 Million 0.26% of portfolio
103,858
Q4 2024 Reduced 1.07%
$142B
$16.5 Million 0.26% of portfolio
73,187
Q4 2024 Added 10.7%
$198B
$16.6 Million 0.26% of portfolio
132,217
Q4 2024 Added 6.16%
$207B
$16.8 Million 0.26% of portfolio
110,475
Q4 2024 Reduced 16.19%
$141B
$16.7 Million 0.26% of portfolio
138,315
Q4 2024 Added 5.58%
$202B
$16.3 Million 0.25% of portfolio
713,802
Q4 2024 Added 9.8%
$246B
$16.4 Million 0.25% of portfolio
136,130
Q4 2024 Added 9.48%
$173B
$16.3 Million 0.25% of portfolio
105,803
Q4 2024 Reduced 2.27%
$162B
$15.4 Million 0.24% of portfolio
409,704
Q4 2024 Reduced 5.7%
$139B
$15.6 Million 0.24% of portfolio
217,623
Q4 2024 Added 0.27%
$144B
$14.7 Million 0.23% of portfolio
164,778
Q4 2024 Added 5.82%
$166B
$15.1 Million 0.23% of portfolio
199,722
Q4 2024 Added 22.42%
$141B
$14.7 Million 0.23% of portfolio
40,892
Q4 2024 Added 7.65%
$145B
$14.6 Million 0.23% of portfolio
63,880
Q4 2024 Added 3.34%
$127B
$14.3 Million 0.22% of portfolio
48,698
Q4 2024 Added 6.94%
$137B
$14.3 Million 0.22% of portfolio
202,859
Q4 2024 Added 8.47%
$191B
$13.9 Million 0.22% of portfolio
347,476
Q4 2024 Added 5.94%
$167B
$13.8 Million 0.21% of portfolio
52,863
Q4 2024 Reduced 6.16%
$140B
$13.9 Million 0.21% of portfolio
150,217
Q4 2024 Added 6.61%
$117B
$13.3 Million 0.21% of portfolio
27,368
Q4 2024 Added 4.02%
$51.1B
$13.8 Million 0.21% of portfolio
75,588
Q4 2024 Added 104.46%
$149B
$12.7 Million 0.2% of portfolio
55,369
Q4 2024 Reduced 11.98%
$332B
$12.8 Million 0.2% of portfolio
58,002
Q4 2024 Added 5.94%
$39B
$12.2 Million 0.19% of portfolio
175,152
Q4 2024 Added 6.97%
$99.1B
$12.3 Million 0.19% of portfolio
71,416
Q4 2024 Added 8.42%
$134B
$12.5 Million 0.19% of portfolio
126,299
Q4 2024 Added 26.47%
$121B
$12 Million 0.19% of portfolio
56,614
Q4 2024 Added 3.03%
$124B
$12.6 Million 0.19% of portfolio
31,178
Q4 2024 Reduced 1.95%
$130B
$11.4 Million 0.18% of portfolio
201,233
Q4 2024 Added 25.23%
$125B
$11.8 Million 0.18% of portfolio
42,708
Q4 2024 Added 7.51%
$142B
$11.5 Million 0.18% of portfolio
27,084
Q4 2024 Added 9.48%
$78.1B
$11.7 Million 0.18% of portfolio
31,710
Q4 2024 Added 1.54%
$104B
$11.2 Million 0.17% of portfolio
52,582
Q4 2024 Added 2.63%
$69.8B
$11.2 Million 0.17% of portfolio
37,115
Q4 2024 Added 5.06%
$314B
$11.2 Million 0.17% of portfolio
45,650
Q4 2024 Added 6.89%
$112B
$11 Million 0.17% of portfolio
120,975
Q4 2024 Reduced 0.44%
$108B
$10 Million 0.16% of portfolio
192,155
Q4 2024 Added 6.66%
$263B
$10.3 Million 0.16% of portfolio
14,849
Q4 2024 Added 5.89%
$1.39B
$10 Million 0.16% of portfolio
166,450
Q4 2024 Added 6.76%
$20.9B
$10.2 Million 0.16% of portfolio
55,716
Q4 2024 Added 3.14%
$93.9B
$10.3 Million 0.16% of portfolio
95,585
Q4 2024 Added 12.58%
$96.3B
$10.6 Million 0.16% of portfolio
71,242
Q4 2024 Added 4.17%
$51.7B
$9.79 Million 0.15% of portfolio
18,395
Q4 2024 Added 9.4%
$77.4B
$9.39 Million 0.15% of portfolio
28,994
Q4 2024 Added 7.34%
$44.2B
$9.44 Million 0.15% of portfolio
27,066
Q4 2024 Added 8.36%
$104B
$9.85 Million 0.15% of portfolio
26,651
Q4 2024 Reduced 6.92%

Summary

  • Portfolio
  • No. of Stocks 1,808
  • Current Value $6.46 Billion
  • Prior Value $6.09 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 141 stocks
  • Additional Purchases 1,123 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 526 stocks
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