Vanguard Personalized Indexing Management, LLC Incresed Positions in Q3 2024

Vanguard Personalized Indexing Management, LLC

  • $6.09 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
143K
+ 9.13%
$207.23 - $234.82 $29.6M - $33.6M
1.71M $398M
META
Meta Platforms, Inc.

Communication Services
27.8K
+ 13.24%
$453.41 - $572.44 $12.6M - $15.9M
237K $136M
TSLA
Tesla, Inc.

Consumer Cyclical
55.1K
+ 26.57%
$191.76 - $263.26 $10.6M - $14.5M
263K $68.7M
UNH
Unitedhealth Group Inc

Healthcare
17.7K
+ 21.1%
$488.01 - $604.18 $8.63M - $10.7M
102K $59.4M
NVDA
Nvidia Corp

Technology
180K
+ 7.21%
$98.91 - $134.91 $17.8M - $24.2M
2.67M $324M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
17.8K
+ 12.7%
$405.19 - $478.57 $7.22M - $8.53M
158K $72.8M
AVGO
Broadcom Inc.

Technology
493K
+ 1017.02%
$136.27 - $1745.86 $67.2M - $861M
542K $93.4M
MSFT
Microsoft Corp

Technology
60.4K
+ 7.81%
$395.15 - $467.56 $23.9M - $28.2M
834K $359M
HD
Home Depot, Inc.

Consumer Cyclical
15.8K
+ 17.06%
$333.64 - $405.2 $5.26M - $6.39M
108K $43.8M
WMT
Walmart Inc.

Consumer Defensive
67.8K
+ 14.67%
$66.91 - $81.4 $4.53M - $5.52M
530K $42.8M
ABBV
Abb Vie Inc.

Healthcare
30.8K
+ 18.58%
$163.84 - $199.33 $5.05M - $6.14M
197K $38.8M
JPM
Jpmorgan Chase & CO

Financial Services
37K
+ 12.7%
$194.9 - $224.8 $7.22M - $8.32M
329K $69.2M
MA
Mastercard Inc

Financial Services
10.8K
+ 12.66%
$429.6 - $500.99 $4.62M - $5.39M
95.7K $47.3M
AMZN
Amazon Com Inc

Consumer Cyclical
79.7K
+ 8.97%
$161.02 - $200.0 $12.8M - $15.9M
968K $180M
ORCL
Oracle Corp

Technology
16.6K
+ 8.62%
$125.9 - $170.35 $2.09M - $2.82M
209K $35.6M
XOM
Exxon Mobil Corp

Energy
64.3K
+ 17.98%
$109.72 - $119.0 $7.06M - $7.66M
422K $49.5M
MCD
Mcdonalds Corp

Consumer Cyclical
13.6K
+ 21.41%
$245.82 - $304.51 $3.35M - $4.16M
77.4K $23.6M
COST
Costco Wholesale Corp

Consumer Defensive
6.15K
+ 12.54%
$801.83 - $917.05 $4.93M - $5.64M
55.2K $48.9M
ACN
Accenture PLC

Technology
11.6K
+ 19.02%
$295.44 - $355.81 $3.44M - $4.14M
72.9K $25.8M
IBM
International Business Machines Corp

Technology
14.9K
+ 19.97%
$175.1 - $223.38 $2.61M - $3.33M
89.5K $19.8M
NOW
Service Now, Inc.

Technology
4.21K
+ 19.88%
$730.87 - $937.36 $3.08M - $3.95M
25.4K $22.7M
LLY
Eli Lilly & CO

Healthcare
8.8K
+ 9.77%
$772.14 - $960.02 $6.79M - $8.44M
98.8K $87.6M
KO
Coca Cola CO

Consumer Defensive
42.7K
+ 12.16%
$62.69 - $73.01 $2.68M - $3.12M
394K $28.3M
LOW
Lowes Companies Inc

Consumer Cyclical
9.64K
+ 16.62%
$213.3 - $270.78 $2.06M - $2.61M
67.6K $18.3M
PG
Procter & Gamble CO

Consumer Defensive
20.5K
+ 8.53%
$160.76 - $177.82 $3.29M - $3.64M
261K $45.1M
NFLX
Netflix Inc

Communication Services
5.43K
+ 11.7%
$598.55 - $722.26 $3.25M - $3.92M
51.8K $36.7M
VT
Vanguard Total World Stk Index

ETFs
43.9K
+ 2192.65%
$107.72 - $119.96 $4.73M - $5.26M
45.9K $5.49M
CSCO
Cisco Systems, Inc.

Technology
57.2K
+ 15.14%
$44.74 - $53.22 $2.56M - $3.05M
435K $23.2M
PGR
Progressive Corp

Financial Services
9.21K
+ 15.14%
$209.46 - $259.24 $1.93M - $2.39M
70K $17.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
4.44K
+ 12.81%
$531.86 - $624.21 $2.36M - $2.77M
39.1K $24.2M
SPGI
S&P Global Inc.

Financial Services
5.67K
+ 19.38%
$446.32 - $527.38 $2.53M - $2.99M
34.9K $18M
GE
General Electric CO

Industrials
12.6K
+ 14.44%
$156.66 - $189.66 $1.97M - $2.38M
99.6K $18.8M
V
Visa Inc.

Financial Services
9.51K
+ 5.51%
$253.74 - $291.56 $2.41M - $2.77M
182K $50M
NEE
Nextera Energy Inc

Utilities
23.4K
+ 12.08%
$69.9 - $84.97 $1.64M - $1.99M
217K $18.3M
BLK
Black Rock Inc.

Financial Services
2.6K
+ 19.79%
$782.27 - $949.51 $2.03M - $2.47M
15.7K $14.9M
ISRG
Intuitive Surgical Inc

Healthcare
5.67K
+ 14.74%
$416.14 - $494.01 $2.36M - $2.8M
44.1K $21.7M
CRM
Salesforce, Inc.

Technology
12K
+ 15.39%
$238.42 - $276.53 $2.85M - $3.31M
89.7K $24.5M
GILD
Gilead Sciences, Inc.

Healthcare
35K
+ 33.04%
$66.59 - $83.99 $2.33M - $2.94M
141K $11.8M
CAT
Caterpillar Inc

Industrials
4.32K
+ 8.81%
$316.8 - $391.12 $1.37M - $1.69M
53.3K $20.9M
LMT
Lockheed Martin Corp

Industrials
2.88K
+ 12.3%
$460.3 - $584.56 $1.33M - $1.68M
26.3K $15.4M
PM
Philip Morris International Inc.

Consumer Defensive
18.7K
+ 17.68%
$101.25 - $127.45 $1.89M - $2.38M
124K $15.1M
RTX
Raytheon Technologies Corp

Industrials
13.3K
+ 10.2%
$99.55 - $123.34 $1.33M - $1.64M
144K $17.4M
AXP
American Express CO

Financial Services
5.86K
+ 9.33%
$225.92 - $271.17 $1.32M - $1.59M
68.6K $18.6M
ABT
Abbott Laboratories

Healthcare
21.9K
+ 14.63%
$100.07 - $118.13 $2.19M - $2.59M
172K $19.6M
NVS
Novartis Ag

Healthcare
28K
+ 40.09%
$106.13 - $120.89 $2.97M - $3.38M
97.7K $11.2M
T
At&T Inc.

Communication Services
98.4K
+ 17.84%
$18.21 - $22.28 $1.79M - $2.19M
650K $14.3M
UNP
Union Pacific Corp

Industrials
10.1K
+ 19.59%
$221.78 - $256.09 $2.25M - $2.59M
61.8K $15.2M
BMY
Bristol Myers Squibb CO

Healthcare
43.7K
+ 37.4%
$39.66 - $51.75 $1.73M - $2.26M
161K $8.32M
ADP
Automatic Data Processing Inc

Industrials
6.93K
+ 17.94%
$233.44 - $279.45 $1.62M - $1.94M
45.5K $12.6M
Activity Summary
Buys All Purchases 1404 New Holdings 142 Increased Positions 1262 Sells All Sells 353 Reductions 353 Sold out 0 Options Calls 0 Puts 0
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