Vanguard Personalized Indexing Management, LLC Reduced Holdings in Q4 2024

Vanguard Personalized Indexing Management, LLC

  • $6.46 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MIDD
Middleby Corp

Industrials
-97
- 2.0%
$129.7 - $146.97 $12.6K - $14.3K
4.75K $642K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-491
- 4.1%
$61.68 - $67.87 $30.3K - $33.3K
11.5K $715K
FNDF
Schwab Fundamental Intl Large

ETFs
-96
- 1.53%
$32.92 - $37.15 $3.16K - $3.57K
6.17K $204K
PENN
Penn National Gaming Inc

Consumer Cyclical
-2.33K
- 14.27%
$18.13 - $22.34 $42.2K - $52K
14K $277K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-13.6K
- 18.78%
$9.71 - $15.34 $132K - $209K
59K $784K
PNR
Pentair PLC

Industrials
-838
- 4.37%
$95.0 - $109.21 $79.6K - $91.5K
18.3K $1.84M
MMSI
Merit Medical Systems Inc

Healthcare
-222
- 6.24%
$93.76 - $105.52 $20.8K - $23.4K
3.33K $322K
TME
Tencent Music Entertainment Group

Communication Services
-465
- 1.48%
$10.67 - $13.73 $4.96K - $6.38K
31K $351K
AWR
American States Water CO

Utilities
-60
- 1.54%
$77.72 - $87.27 $4.66K - $5.24K
3.85K $298K
GMRE
Global Medical Reit Inc.

Real Estate
-133
- 1.24%
$7.53 - $9.83 $1K - $1.31K
10.6K $81K
APPS
Digital Turbine, Inc.

Technology
-2.58K
- 18.35%
$1.21 - $3.7 $3.12K - $9.53K
11.5K $19K
REI
Ring Energy, Inc.

Energy
-851
- 0.86%
$1.22 - $1.8 $1.04K - $1.53K
97.8K $133K
KMX
Carmax Inc

Consumer Cyclical
-864
- 8.09%
$71.11 - $87.2 $61.4K - $75.3K
9.82K $802K
DXC
Dxc Technology CO

Technology
-442
- 2.35%
$19.59 - $22.83 $8.66K - $10.1K
18.4K $367K
BGFV
Big 5 Sporting Goods Corp

Consumer Cyclical
-8.66K
- 41.1%
$1.61 - $2.33 $13.9K - $20.2K
12.4K $22K
GMS
Gms Inc.

Industrials
-32
- 0.99%
$84.83 - $103.84 $2.71K - $3.32K
3.22K $272K
KN
Knowles Corp

Technology
-2.31K
- 18.07%
$17.04 - $20.23 $39.3K - $46.7K
10.5K $208K
ETSY
Etsy Inc

Consumer Cyclical
-166
- 3.55%
$47.48 - $61.61 $7.88K - $10.2K
4.51K $238K
RVMD
Revolution Medicines, Inc.

Healthcare
-248
- 3.65%
$42.97 - $60.6 $10.7K - $15K
6.55K $286K
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
-1.64K
- 5.98%
$1.62 - $2.34 $2.66K - $3.84K
25.8K $44K
PTEN
Patterson Uti Energy Inc

Energy
-8.68K
- 10.47%
$7.26 - $8.7 $63K - $75.5K
74.2K $612K
ACA
Arcosa, Inc.

Industrials
-257
- 9.5%
$91.1 - $111.57 $23.4K - $28.7K
2.45K $236K
CIG
Energy CO Of Minas Gerais

Utilities
-4.12K
- 9.41%
$1.77 - $2.07 $7.29K - $8.52K
39.6K $70K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-8.42K
- 29.29%
$1.07 - $1.47 $9.01K - $12.4K
20.3K $21K
OII
Oceaneering International Inc

Energy
-1.26K
- 9.89%
$23.23 - $30.58 $29.2K - $38.4K
11.5K $298K
EXK
Endeavour Silver Corp

Basic Materials
-1.57K
- 3.75%
$3.56 - $5.55 $5.57K - $8.69K
40.1K $146K
MGY
Magnolia Oil & Gas Corp

Energy
-273
- 2.65%
$22.89 - $28.79 $6.25K - $7.86K
10K $234K
VB
Vanguard Small Cap ETF

ETFs
-95
- 4.35%
$233.76 - $261.58 $22.2K - $24.9K
2.09K $501K
MGV
Vanguard Mega Cap Value

ETFs
-79
- 3.79%
$124.06 - $133.48 $9.8K - $10.5K
2K $250K
HSIC
Henry Schein Inc

Healthcare
-5
- 0.11%
$66.54 - $77.66 $333 - $388
4.53K $313K
HXL
Hexcel Corp

Industrials
-369
- 4.67%
$58.56 - $65.31 $21.6K - $24.1K
7.54K $472K
GNW
Genworth Financial Inc

Financial Services
-3.18K
- 7.96%
$6.52 - $7.82 $20.7K - $24.9K
36.8K $257K
APPF
Appfolio Inc

Technology
-168
- 7.5%
$192.07 - $269.26 $32.3K - $45.2K
2.07K $510K
FTDR
Frontdoor, Inc.

Consumer Cyclical
-1.05K
- 16.93%
$46.71 - $59.54 $49K - $62.5K
5.15K $281K
SMAR
Smartsheet Inc

Technology
-437
- 3.67%
$55.35 - $56.51 $24.2K - $24.7K
11.5K $642K
SLDP
Solid Power, Inc.

Industrials
-16.2K
- 54.15%
$1.02 - $2.14 $16.5K - $34.6K
13.7K $25K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-20
- 0.43%
$91.94 - $100.02 $1.84K - $2K
4.66K $431K
PGRE
Paramount Group, Inc.

Real Estate
-2.95K
- 20.59%
$4.64 - $5.36 $13.7K - $15.8K
11.4K $56K
ROIC
Retail Opportunity Investments Corp

Real Estate
-2.18K
- 14.45%
$15.41 - $17.47 $33.7K - $38.2K
12.9K $224K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
-404
- 9.01%
$49.77 - $64.58 $20.1K - $26.1K
4.08K $223K
AAT
American Assets Trust, Inc.

Real Estate
-328
- 3.76%
$25.42 - $28.67 $8.34K - $9.4K
8.4K $220K
TFII
Tfi International Inc.

Industrials
-38
- 1.28%
$131.69 - $153.91 $5K - $5.85K
2.92K $394K
AMPY
Amplify Energy Corp.

Energy
-813
- 6.6%
$5.71 - $7.22 $4.64K - $5.87K
11.5K $69K
FUBO
Fubo Tv Inc.

Communication Services
-6.27K
- 28.26%
$1.25 - $1.81 $7.83K - $11.3K
15.9K $20K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
-187
- 4.72%
$74.18 - $85.35 $13.9K - $16K
3.78K $290K
NOK
Nokia Corp

Technology
-2.69K
- 8.55%
$4.13 - $4.95 $11.1K - $13.3K
28.8K $127K
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
-1.33K
- 8.57%
$2.78 - $3.58 $3.69K - $4.75K
14.2K $39K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
-88
- 1.74%
$45.26 - $61.17 $3.98K - $5.38K
4.98K $286K
FFWM
First Foundation Inc.

Financial Services
-1.26K
- 4.56%
$5.88 - $8.25 $7.43K - $10.4K
26.5K $164K
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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