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
$3.6T
$448 Million 6.93% of portfolio
1,788,576
Q4 2024 Added 4.6%
$301B
$378 Million 5.86% of portfolio
2,817,347
Q4 2024 Added 5.49%
$2.95T
$369 Million 5.72% of portfolio
875,879
Q4 2024 Added 5.08%
$2.1T
$230 Million 3.56% of portfolio
1,047,519
Q4 2024 Added 8.24%
$1.02T
$163 Million 2.52% of portfolio
859,243
Q4 2024 Added 8.6%
$1.41T
$147 Million 2.27% of portfolio
248,907
Q4 2024 Added 4.84%
$76.2B
$136 Million 2.1% of portfolio
584,596
Q4 2024 Added 7.92%
$910B
$117 Million 1.81% of portfolio
289,542
Q4 2024 Added 10.27%
$737B
$83.3 Million 1.29% of portfolio
347,459
Q4 2024 Added 5.77%
$1.05T
$80.5 Million 1.25% of portfolio
422,813
Q4 2024 Added 4.68%
$688B
$77.1 Million 1.19% of portfolio
170,053
Q4 2024 Added 7.53%
$810B
$76.2 Million 1.18% of portfolio
98,767
Q4 2024 Reduced 0.06%
$563B
$62.6 Million 0.97% of portfolio
198,172
Q4 2024 Added 8.96%
$520B
$53 Million 0.82% of portfolio
100,650
Q4 2024 Added 5.17%
$412B
$52.5 Million 0.81% of portfolio
57,334
Q4 2024 Added 3.9%
$230B
$50.1 Million 0.78% of portfolio
554,773
Q4 2024 Added 4.71%
$444B
$48.9 Million 0.76% of portfolio
54,838
Q4 2024 Added 5.84%
$386B
$46 Million 0.71% of portfolio
274,622
Q4 2024 Added 5.4%
$370B
$44.8 Million 0.69% of portfolio
115,194
Q4 2024 Added 6.5%
$486B
$43.4 Million 0.67% of portfolio
403,617
Q4 2024 Reduced 4.38%
$415B
$36.6 Million 0.57% of portfolio
219,474
Q4 2024 Added 5.16%
$356B
$36.2 Million 0.56% of portfolio
203,716
Q4 2024 Added 3.57%
$289B
$32.9 Million 0.51% of portfolio
98,309
Q4 2024 Added 9.63%
$347B
$30.1 Million 0.47% of portfolio
684,512
Q4 2024 Added 6.44%
$223B
$29.2 Million 0.45% of portfolio
293,244
Q4 2024 Added 9.59%
$174B
$29.3 Million 0.45% of portfolio
27,624
Q4 2024 Added 8.74%
$250B
$28.6 Million 0.44% of portfolio
482,791
Q4 2024 Added 10.93%
$195B
$27 Million 0.42% of portfolio
76,788
Q4 2024 Added 5.4%
$298B
$25 Million 0.39% of portfolio
401,337
Q4 2024 Added 1.78%
$184B
$24.1 Million 0.37% of portfolio
46,154
Q4 2024 Added 4.55%
$421B
$24.2 Million 0.37% of portfolio
167,077
Q4 2024 Reduced 16.9%
$226B
$23.9 Million 0.37% of portfolio
82,348
Q4 2024 Added 6.41%
$325B
$23.5 Million 0.36% of portfolio
162,248
Q4 2024 Added 15.41%
$220B
$22.7 Million 0.35% of portfolio
200,490
Q4 2024 Added 16.74%
$224B
$22.6 Million 0.35% of portfolio
102,719
Q4 2024 Added 14.72%
$188B
$22 Million 0.34% of portfolio
49,527
Q4 2024 Reduced 9.49%
$282B
$21.7 Million 0.34% of portfolio
309,112
Q4 2024 Added 13.02%
$181B
$21 Million 0.33% of portfolio
57,929
Q4 2024 Added 8.62%
$209B
$20.4 Million 0.32% of portfolio
68,839
Q4 2024 Added 0.36%
$119B
$20.9 Million 0.32% of portfolio
63,067
Q4 2024 Added 7.95%
$177B
$19.4 Million 0.3% of portfolio
99,486
Q4 2024 Reduced 0.87%
$190B
$18.8 Million 0.29% of portfolio
3,784
Q4 2024 Added 7.62%
$174B
$18.7 Million 0.29% of portfolio
29,812
Q4 2024 Added 0.86%
$202B
$18.6 Million 0.29% of portfolio
35,844
Q4 2024 Reduced 8.24%
$185B
$17.8 Million 0.28% of portfolio
147,735
Q4 2024 Reduced 3.71%
$185B
$17.8 Million 0.28% of portfolio
160,160
Q4 2024 Added 19.88%
$200B
$18 Million 0.28% of portfolio
31,382
Q4 2024 Added 5.73%
$232B
$17.3 Million 0.27% of portfolio
103,557
Q4 2024 Added 3.99%
$143B
$17.7 Million 0.27% of portfolio
71,706
Q4 2024 Added 6.02%

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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