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
$52.5B
$4.19 Million 0.07% of portfolio
11,519
Q3 2024 Added 13.44%
$15.9B
$4.57 Million 0.07% of portfolio
15,803
Q3 2024 Added 1.88%
$168B
$4.17 Million 0.07% of portfolio
33,396
Q3 2024 Added 12.11%
$0
$4.39 Million 0.07% of portfolio
64,753
Q3 2024 Added 1.22%
$0
$4.49 Million 0.07% of portfolio
7,831
Q3 2024 Added 5.06%
$40.4B
$4.27 Million 0.07% of portfolio
28,821
Q3 2024 Added 8.86%
$43.4B
$4.16 Million 0.07% of portfolio
15,531
Q3 2024 Added 9.6%
$12.4B
$4.36 Million 0.07% of portfolio
28,150
Q3 2024 Added 93.83%
$53.3B
$4.31 Million 0.07% of portfolio
17,633
Q3 2024 Added 16.86%
$41.8B
$3.73 Million 0.06% of portfolio
21,732
Q3 2024 Reduced 0.67%
$101B
$3.53 Million 0.06% of portfolio
27,012
Q3 2024 Added 8.26%
$40.2B
$3.51 Million 0.06% of portfolio
97,095
Q3 2024 Added 15.83%
$34.1B
$3.87 Million 0.06% of portfolio
51,406
Q3 2024 Added 2.34%
$56.1B
$3.62 Million 0.06% of portfolio
11,158
Q3 2024 Added 17.4%
$52.3B
$3.45 Million 0.06% of portfolio
19,197
Q3 2024 Added 14.27%
$25.6B
$3.63 Million 0.06% of portfolio
34,694
Q3 2024 Reduced 3.11%
$40.2B
$3.69 Million 0.06% of portfolio
81,630
Q3 2024 Added 10.86%
$40.9B
$3.43 Million 0.06% of portfolio
58,391
Q3 2024 Added 8.82%
$5.51B
$3.83 Million 0.06% of portfolio
24,005
Q3 2024 Added 532.54%
$39.4B
$3.46 Million 0.06% of portfolio
68,090
Q3 2024 Added 4.98%
$20.3B
$3.57 Million 0.06% of portfolio
91,294
Q3 2024 Added 8.31%
$60.8B
$3.56 Million 0.06% of portfolio
24,976
Q3 2024 Added 14.87%
$15.3B
$3.63 Million 0.06% of portfolio
27,557
Q3 2024 Added 34.89%
$31.7B
$3.57 Million 0.06% of portfolio
12,144
Q3 2024 Added 17.99%
$19.8B
$3.8 Million 0.06% of portfolio
55,849
Q3 2024 Added 15.8%
$37.1B
$3.75 Million 0.06% of portfolio
92,474
Q3 2024 Added 28.86%
$18.1B
$3.47 Million 0.06% of portfolio
26,441
Q3 2024 Reduced 0.12%
$19.8B
$3.43 Million 0.06% of portfolio
19,044
Q3 2024 Added 13.06%
$29.4B
$3.82 Million 0.06% of portfolio
89,094
Q3 2024 Added 5.34%
$40.1B
$3.95 Million 0.06% of portfolio
22,415
Q3 2024 Added 15.94%
$38.5B
$3.93 Million 0.06% of portfolio
7,763
Q3 2024 Added 16.74%
$40.1B
$3.65 Million 0.06% of portfolio
26,886
Q3 2024 Added 8.99%
$45.9B
$3.44 Million 0.06% of portfolio
34,294
Q3 2024 Added 14.85%
$34.4B
$3.8 Million 0.06% of portfolio
105,805
Q3 2024 Added 7.99%
$194B
$3.85 Million 0.06% of portfolio
85,296
Q3 2024 Added 4.95%
$22.9B
$3.9 Million 0.06% of portfolio
9,103
Q3 2024 Added 6.05%
$32.4B
$3.6 Million 0.06% of portfolio
11,364
Q3 2024 Reduced 5.42%
$60.8B
$3.86 Million 0.06% of portfolio
174,698
Q3 2024 Added 15.68%
$27.8B
$3.96 Million 0.06% of portfolio
2,639
Q3 2024 Added 5.64%
$142B
$3.51 Million 0.06% of portfolio
344,819
Q3 2024 Added 9.81%
$56.2B
$3.6 Million 0.06% of portfolio
14,986
Q3 2024 Added 17.05%
$17.7B
$3.51 Million 0.06% of portfolio
33,982
Q3 2024 Added 2.62%
$28.9B
$3.62 Million 0.06% of portfolio
49,856
Q3 2024 Added 25.82%
$39B
$3.81 Million 0.06% of portfolio
36,660
Q3 2024 Reduced 2.36%
$16B
$3.84 Million 0.06% of portfolio
21,778
Q3 2024 Added 1.62%
$87.4B
$3.5 Million 0.06% of portfolio
73,818
Q3 2024 Added 11.19%
$27.4B
$3.72 Million 0.06% of portfolio
44,449
Q3 2024 Added 9.34%
$72.3B
$3.44 Million 0.06% of portfolio
29,718
Q3 2024 Added 9.42%
$36B
$3.37 Million 0.06% of portfolio
38,057
Q3 2024 Added 9.44%

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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