Vanguard Personalized Indexing Management, LLC Portfolio Holdings

Vanguard Personalized Indexing Management, LLC

  • $6.09 Billion
  • Q3 2024

Vanguard Personalized Indexing Management, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $6.09 Billion distributed in 1776 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $398M, Microsoft Corp with a value of $359M, Nvidia Corp with a value of $324M, Amazon Com Inc with a value of $180M, and Meta Platforms, Inc. with a value of $136M.

Examining the 13F form we can see an increase of $830M in the current position value, from $5.26B to 6.09B.

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 $6.09 Billion
Technology: $1.9 Billion
Financial Services: $796 Million
Healthcare: $698 Million
Consumer Cyclical: $627 Million
Industrials: $519 Million
Communication Services: $508 Million
Consumer Defensive: $344 Million
Energy: $226 Million
Other: $476 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$59B
$1.66 Million 0.03% of portfolio
27,098
Q3 2024 Added 13.66%
$39.9B
$1.79 Million 0.03% of portfolio
53,857
Q3 2024 Added 4.14%
$74B
$2.02 Million 0.03% of portfolio
17,228
Q3 2024 Added 17.48%
$22.8B
$1.94 Million 0.03% of portfolio
4,324
Q3 2024 Reduced 3.83%
$28.2B
$1.55 Million 0.03% of portfolio
83,784
Q3 2024 Added 6.86%
$21B
$2.1 Million 0.03% of portfolio
12,069
Q3 2024 Added 10.01%
$15.5B
$1.94 Million 0.03% of portfolio
5,157
Q3 2024 Added 12.89%
$22.4B
$1.59 Million 0.03% of portfolio
7,777
Q3 2024 Added 27.53%
$18.1B
$1.65 Million 0.03% of portfolio
19,245
Q3 2024 Added 5.11%
$23.7B
$2.1 Million 0.03% of portfolio
18,246
Q3 2024 Added 27.59%
$24.7B
$1.64 Million 0.03% of portfolio
12,086
Q3 2024 Added 12.86%
$13.5B
$2.01 Million 0.03% of portfolio
8,300
Q3 2024 Added 10.06%
$20.1B
$1.53 Million 0.03% of portfolio
9,309
Q3 2024 Reduced 11.07%
$41.8B
$1.9 Million 0.03% of portfolio
16,530
Q3 2024 Added 7.18%
$34.2B
$2 Million 0.03% of portfolio
115,443
Q3 2024 Added 0.01%
$10.5B
$1.82 Million 0.03% of portfolio
23,192
Q3 2024 Added 1.41%
$50.9B
$1.66 Million 0.03% of portfolio
54,719
Q3 2024 Added 31.29%
$10.3B
$1.66 Million 0.03% of portfolio
42,978
Q3 2024 Added 5.53%
$14.5B
$1.63 Million 0.03% of portfolio
4,394
Q3 2024 Added 47.45%
$27.9B
$2.12 Million 0.03% of portfolio
14,340
Q3 2024 Added 34.89%
$4.9B
$1.69 Million 0.03% of portfolio
14,700
Q3 2024 Added 3.24%
$34.9B
$1.67 Million 0.03% of portfolio
910
Q3 2024 Added 9.24%
$24.1B
$2.13 Million 0.03% of portfolio
47,982
Q3 2024 Added 27.67%
$14.2B
$1.84 Million 0.03% of portfolio
43,434
Q3 2024 Added 9.76%
$32.2B
$1.99 Million 0.03% of portfolio
19,389
Q3 2024 Added 29.12%
$10.6B
$1.68 Million 0.03% of portfolio
15,853
Q3 2024 Added 17.11%
$15.1B
$1.61 Million 0.03% of portfolio
18,344
Q3 2024 Added 5.98%
$16.8B
$1.87 Million 0.03% of portfolio
10,248
Q3 2024 Added 12.89%
$18.8B
$1.8 Million 0.03% of portfolio
10,435
Q3 2024 Added 18.7%
$25.4B
$1.76 Million 0.03% of portfolio
119,884
Q3 2024 Added 7.98%
$15.7B
$1.81 Million 0.03% of portfolio
27,453
Q3 2024 Added 11.81%
$17.4B
$1.74 Million 0.03% of portfolio
12,457
Q3 2024 Added 6.43%
$22.9B
$1.96 Million 0.03% of portfolio
18,727
Q3 2024 Added 21.91%
$20.7B
$1.58 Million 0.03% of portfolio
44,895
Q3 2024 Reduced 2.27%
$11.5B
$1.69 Million 0.03% of portfolio
43,487
Q3 2024 Added 4.13%
$15.5B
$1.88 Million 0.03% of portfolio
18,828
Q3 2024 Added 11.31%
$22.5B
$1.7 Million 0.03% of portfolio
10,430
Q3 2024 Added 6.47%
$46.7B
$1.87 Million 0.03% of portfolio
600,498
Q3 2024 Added 10.87%
$17.7B
$1.88 Million 0.03% of portfolio
22,394
Q3 2024 Added 5.82%
$19.5B
$2 Million 0.03% of portfolio
24,284
Q3 2024 Added 16.4%
$3.71B
$1.57 Million 0.03% of portfolio
9,286
Q3 2024 Added 1,121.84%
$18.3B
$2.01 Million 0.03% of portfolio
12,676
Q3 2024 Added 7.59%
$15B
$1.57 Million 0.03% of portfolio
23,549
Q3 2024 Reduced 22.8%
$17.3B
$1.82 Million 0.03% of portfolio
5,272
Q3 2024 Reduced 1.27%
$46.2B
$2.06 Million 0.03% of portfolio
29,595
Q3 2024 Added 29.76%
$7.74B
$1.79 Million 0.03% of portfolio
36,834
Q3 2024 Added 5.27%
$18.2B
$1.64 Million 0.03% of portfolio
314,083
Q3 2024 Added 4.03%
$22.7B
$1.9 Million 0.03% of portfolio
21,075
Q3 2024 Added 7.55%
$22.8B
$1.97 Million 0.03% of portfolio
21,632
Q3 2024 Added 27.62%

Summary

  • Portfolio
  • No. of Stocks 1,776
  • Current Value $6.09 Billion
  • Prior Value $5.26 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 142 stocks
  • Additional Purchases 1,262 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 353 stocks
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