Vanguard Personalized Indexing Management, LLC Purchases in Q4 2024

Vanguard Personalized Indexing Management, LLC

  • $6.46 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
147K
+ 5.49%
$117.0 - $148.88 $17.2M - $21.8M
2.82M $378M
AAPL
Apple Inc.

Technology
78.6K
+ 4.6%
$221.69 - $259.02 $17.4M - $20.4M
1.79M $448M
AMZN
Amazon Com Inc

Consumer Cyclical
79.7K
+ 8.24%
$180.88 - $232.93 $14.4M - $18.6M
1.05M $230M
TSLA
Tesla, Inc.

Consumer Cyclical
27K
+ 10.27%
$213.65 - $479.86 $5.76M - $12.9M
290K $117M
AVGO
Broadcom Inc.

Technology
42.9K
+ 7.92%
$159.67 - $250.0 $6.85M - $10.7M
585K $136M
GOOGL
Alphabet Inc.

Communication Services
68K
+ 8.6%
$161.86 - $196.66 $11M - $13.4M
859K $163M
JPM
Jpmorgan Chase & CO

Financial Services
19K
+ 5.77%
$205.18 - $250.29 $3.89M - $4.74M
347K $83.3M
GOOG
Alphabet Inc.

Communication Services
18.9K
+ 4.68%
$163.08 - $198.16 $3.08M - $3.74M
423K $80.5M
V
Visa Inc.

Financial Services
16.3K
+ 8.96%
$273.87 - $320.91 $4.46M - $5.23M
198K $62.6M
NFLX
Netflix Inc

Communication Services
3.03K
+ 5.84%
$687.65 - $936.56 $2.08M - $2.83M
54.8K $48.9M
MSFT
Microsoft Corp

Technology
42.4K
+ 5.08%
$406.35 - $454.46 $17.2M - $19.3M
876K $369M
PLTR
Palantir Technologies Inc.

Technology
36.6K
+ 22.42%
$36.46 - $82.38 $1.33M - $3.01M
200K $15.1M
CRM
Salesforce, Inc.

Technology
8.64K
+ 9.63%
$270.87 - $367.87 $2.34M - $3.18M
98.3K $32.9M
WMT
Walmart Inc.

Consumer Defensive
25K
+ 4.71%
$79.1 - $95.7 $1.97M - $2.39M
555K $50.1M
NOW
Service Now, Inc.

Technology
2.22K
+ 8.74%
$867.18 - $1148.42 $1.93M - $2.55M
27.6K $29.3M
WFC
Wells Fargo & Company

Financial Services
35.6K
+ 13.02%
$54.98 - $77.35 $1.96M - $2.76M
309K $21.7M
APP
App Lovin Corp

Technology
1.98K
+ 7.34%
$130.67 - $401.5 $259K - $796K
29K $9.39M
MA
Mastercard Inc

Financial Services
4.95K
+ 5.17%
$491.3 - $536.15 $2.43M - $2.65M
101K $53M
CSCO
Cisco Systems, Inc.

Technology
47.6K
+ 10.93%
$52.45 - $60.02 $2.5M - $2.86M
483K $28.6M
DIS
Walt Disney CO

Communication Services
26.6K
+ 19.88%
$92.39 - $117.6 $2.45M - $3.12M
160K $17.8M
BAC
Bank Of America Corp

Financial Services
41.4K
+ 6.44%
$39.22 - $47.77 $1.62M - $1.98M
685K $30.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11.9K
+ 7.53%
$442.29 - $483.08 $5.26M - $5.75M
170K $77.1M
BKNG
Booking Holdings Inc.

Consumer Cyclical
268
+ 7.62%
$4100.99 - $5300.34 $1.1M - $1.42M
3.78K $18.8M
MRVL
Marvell Technology, Inc.

Technology
11.4K
+ 17.2%
$70.31 - $124.78 $800K - $1.42M
77.5K $8.56M
MS
Morgan Stanley

Financial Services
7.68K
+ 6.16%
$104.42 - $134.99 $802K - $1.04M
132K $16.6M
COST
Costco Wholesale Corp

Consumer Defensive
2.15K
+ 3.9%
$873.59 - $994.69 $1.88M - $2.14M
57.3K $52.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.17K
+ 212.6%
$521.84 - $558.82 $3.22M - $3.45M
9.08K $4.89M
GS
Goldman Sachs Group Inc

Financial Services
1.7K
+ 5.73%
$486.1 - $608.57 $826K - $1.03M
31.4K $18M
BA
Boeing CO

Industrials
12.8K
+ 32.73%
$138.14 - $180.72 $1.77M - $2.32M
52K $9.21M
ABT
Abbott Laboratories

Healthcare
28.8K
+ 16.74%
$111.93 - $119.39 $3.22M - $3.43M
200K $22.7M
BMY
Bristol Myers Squibb CO

Healthcare
40.5K
+ 25.23%
$51.92 - $59.94 $2.1M - $2.43M
201K $11.4M
HON
Honeywell International Inc

Industrials
7.08K
+ 10.7%
$202.84 - $236.0 $1.44M - $1.67M
73.2K $16.5M
CVX
Chevron Corp

Energy
21.7K
+ 15.41%
$141.15 - $162.53 $3.06M - $3.52M
162K $23.5M
IBM
International Business Machines Corp

Technology
13.2K
+ 14.72%
$204.9 - $238.04 $2.7M - $3.14M
103K $22.6M
C
Citigroup Inc

Financial Services
15.8K
+ 8.47%
$61.31 - $72.5 $972K - $1.15M
203K $14.3M
ISRG
Intuitive Surgical Inc

Healthcare
2.01K
+ 4.55%
$471.27 - $550.62 $947K - $1.11M
46.2K $24.1M
BX
Blackstone Inc.

Financial Services
5.55K
+ 8.42%
$148.45 - $199.05 $823K - $1.1M
71.4K $12.3M
UAL
United Airlines Holdings, Inc.

Industrials
4.07K
+ 9.1%
$55.62 - $102.44 $226K - $417K
48.8K $4.74M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.66K
+ 5.17%
$173.13 - $258.09 $287K - $428K
33.7K $7.79M
GILD
Gilead Sciences, Inc.

Healthcare
9.32K
+ 6.61%
$83.95 - $97.9 $782K - $912K
150K $13.9M
MCK
Mckesson Corp

Healthcare
1.59K
+ 10.76%
$482.27 - $628.5 $768K - $1M
16.4K $9.34M
COP
Conocophillips

Energy
26.4K
+ 26.47%
$95.12 - $114.72 $2.51M - $3.03M
126K $12.5M
SCHW
Schwab Charles Corp

Financial Services
13.4K
+ 12.16%
$63.31 - $82.85 $849K - $1.11M
124K $9.15M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2.76K
+ 32.23%
$260.53 - $404.79 $718K - $1.12M
11.3K $4.33M
EMR
Emerson Electric CO

Industrials
8.1K
+ 12.11%
$108.13 - $134.33 $875K - $1.09M
75K $9.29M
T
At&T Inc.

Communication Services
63.7K
+ 9.8%
$21.22 - $23.88 $1.35M - $1.52M
714K $16.3M
AMP
Ameriprise Financial Inc

Financial Services
1.58K
+ 9.4%
$473.15 - $574.01 $748K - $908K
18.4K $9.79M
MSTR
Microstrategy Inc

Technology
2.6K
+ 27.98%
$162.69 - $473.83 $423K - $1.23M
11.9K $3.44M
AXP
American Express CO

Financial Services
250
+ 0.36%
$267.35 - $305.57 $66.8K - $76.4K
68.8K $20.4M
Activity Summary
Buys All Purchases 1264 New Holdings 141 Increased Positions 1123 Sells All Sells 526 Reductions 526 Sold out 0 Options Calls 0 Puts 0
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