Vanguard Personalized Indexing Management, LLC New Holdings in Q1 2024

Vanguard Personalized Indexing Management, LLC

  • $4.59 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
111K
New
$85.02 - $97.53 $9.46M - $10.9M
111K $10.9M
TGT
Target Corp

Consumer Defensive
45.3K
New
$137.4 - $177.21 $6.22M - $8.03M
45.3K $8.03M
TRV
Travelers Companies, Inc.

Financial Services
24.7K
New
$191.3 - $230.14 $4.72M - $5.67M
24.7K $5.67M
EW
Edwards Lifesciences Corp

Healthcare
57.2K
New
$72.54 - $95.56 $4.15M - $5.46M
57.2K $5.46M
FTNT
Fortinet, Inc.

Technology
65.1K
New
$57.78 - $73.07 $3.76M - $4.76M
65.1K $4.45M
TTE
Total Energies Se

Energy
57.2K
New
$63.05 - $69.19 $3.6M - $3.95M
57.2K $3.93M
EPD
Enterprise Products Partners L.P.

Energy
130K
New
$26.23 - $29.18 $3.42M - $3.81M
130K $3.81M
ABC
Amerisourcebergen Corp

Healthcare
20.1K
New
N/A
20.1K $3.72M
PWR
Quanta Services, Inc.

Industrials
13.4K
New
$193.28 - $259.8 $2.59M - $3.49M
13.4K $3.49M
VRSN
Verisign Inc

Technology
12.1K
New
$187.1 - $206.35 $2.27M - $2.5M
12.1K $2.3M
EQH
Equitable Holdings, Inc.

Financial Services
28.3K
New
$32.25 - $38.01 $912K - $1.07M
28.3K $1.07M
BCS
Barclays PLC

Financial Services
86.9K
New
$7.12 - $9.45 $618K - $821K
86.9K $820K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.5K
New
$56.98 - $284.98 $656K - $3.28M
11.5K $699K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
23.7K
New
$23.78 - $26.66 $564K - $632K
23.7K $632K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
17.2K
New
$32.85 - $35.9 $564K - $616K
17.2K $614K
IDEV
Ishares Core Msci Intl Develop

ETFs
9.13K
New
$61.63 - $67.27 $562K - $614K
9.13K $612K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.37K
New
$396.28 - $446.38 $541K - $610K
1.37K $606K
ET
Energy Transfer LP

Energy
38.4K
New
$13.72 - $15.73 $526K - $603K
38.4K $603K
MDU
Mdu Resources Group Inc

Industrials
23.4K
New
$18.94 - $25.2 $444K - $591K
23.4K $590K
PRF
Invesco Exchange Traded Fd Tr

ETFs
15.3K
New
$34.62 - $38.47 $531K - $590K
15.3K $589K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
4.77K
New
$100.95 - $117.92 $482K - $562K
4.77K $559K
SPXC
Spx Corp

Industrials
4.37K
New
$96.66 - $123.13 $422K - $538K
4.37K $537K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5.49K
New
$82.87 - $90.44 $455K - $497K
5.49K $496K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
10.4K
New
$47.44 - $47.9 $492K - $497K
10.4K $492K
ASR
Southeast Airport Group

Industrials
1.53K
New
$270.07 - $318.68 $413K - $488K
1.53K $487K
FSV
First Service Corp

Real Estate
2.89K
New
$157.42 - $171.13 $455K - $495K
2.89K $479K
MMYT
Make My Trip LTD

Consumer Cyclical
6.31K
New
$44.86 - $71.05 $283K - $448K
6.31K $447K
CNO
Cno Financial Group, Inc.

Financial Services
16K
New
$26.32 - $28.03 $421K - $448K
16K $439K
CHH
Choice Hotels International Inc

Consumer Cyclical
3.41K
New
$109.6 - $130.05 $374K - $444K
3.41K $430K
VALE
Vale S.A.

Basic Materials
33.8K
New
$11.96 - $15.71 $405K - $531K
33.8K $412K
RH
Rh

Consumer Cyclical
1.16K
New
$251.83 - $348.26 $292K - $404K
1.16K $403K
VUG
Vanguard Growth ETF

ETFs
1.15K
New
$301.05 - $346.61 $345K - $397K
1.15K $394K
IVW
Ishares S&P 500 Growth ETF

ETFs
4.54K
New
$72.87 - $85.14 $331K - $387K
4.54K $383K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.28K
New
$251.48 - $289.44 $323K - $372K
1.28K $368K
AXS
Axis Capital Holdings LTD

Financial Services
5.65K
New
$54.27 - $65.02 $307K - $367K
5.65K $367K
HOMB
Home Bancshares Inc

Financial Services
14.8K
New
$22.78 - $25.33 $337K - $374K
14.8K $363K
FNV
Franco Nevada Corp

Basic Materials
2.98K
New
$104.86 - $119.16 $312K - $355K
2.98K $354K
BFH
Bread Financial Holdings, Inc.

Financial Services
8.3K
New
$29.44 - $40.16 $244K - $333K
8.3K $309K
SATS
Echo Star Corp

Technology
21K
New
$12.14 - $17.5 $255K - $367K
21K $299K
AVNT
Avient Corp

Basic Materials
6.9K
New
$35.8 - $43.4 $247K - $300K
6.9K $299K
APPF
Appfolio Inc

Technology
1.19K
New
$164.35 - $248.71 $195K - $295K
1.19K $292K
PEGA
Pegasystems Inc

Technology
4.49K
New
$44.74 - $68.8 $201K - $309K
4.49K $290K
PDP
Invesco Exchange Traded Fd Tr

ETFs
2.93K
New
$82.37 - $99.29 $242K - $291K
2.93K $289K
INTF
Ishares Tr

ETFs
9.5K
New
$27.37 - $29.88 $260K - $284K
9.5K $283K
FNDB
Schwab Fundamental U S Broad M

ETFs
4.26K
New
$59.85 - $66.26 $255K - $282K
4.26K $282K
SMG
Scotts Miracle Gro CO

Basic Materials
3.77K
New
$53.53 - $74.59 $202K - $281K
3.77K $281K
MOD
Modine Manufacturing CO

Consumer Cyclical
2.92K
New
$57.97 - $102.7 $169K - $300K
2.92K $277K
PII
Polaris Inc.

Consumer Cyclical
2.78K
New
$87.97 - $100.12 $244K - $278K
2.78K $277K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.68K
New
$144.62 - $165.44 $243K - $278K
1.68K $276K
Activity Summary
Buys All Purchases 1131 New Holdings 151 Increased Positions 980 Sells All Sells 481 Reductions 481 Sold out 0 Options Calls 0 Puts 0
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