Vanguard Personalized Indexing Management, LLC Portfolio Holdings

Vanguard Personalized Indexing Management, LLC

  • $6.46 Billion
  • Q4 2024

Vanguard Personalized Indexing Management, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $6.46 Billion distributed in 1808 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $448M, Nvidia Corp with a value of $378M, Microsoft Corp with a value of $369M, Amazon Com Inc with a value of $230M, and Alphabet Inc. with a value of $163M.

Examining the 13F form we can see an increase of $366M in the current position value, from $6.09B to 6.46B.

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 $6.46 Billion
Technology: $2.07 Billion
Financial Services: $882 Million
Consumer Cyclical: $732 Million
Healthcare: $633 Million
Communication Services: $584 Million
Industrials: $530 Million
Consumer Defensive: $344 Million
Energy: $232 Million
Other: $453 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$15.6B
$1.24 Million 0.02% of portfolio
9,609
Q4 2024 Added 2.83%
$24B
$1.55 Million 0.02% of portfolio
10,840
Q4 2024 Reduced 14.81%
$12.3B
$1.45 Million 0.02% of portfolio
14,014
Q4 2024 Added 0.16%
$10.1B
$1.18 Million 0.02% of portfolio
2,750
Q4 2024 Added 2.84%
$12.7B
$1.19 Million 0.02% of portfolio
10,273
Q4 2024 Reduced 1.41%
$20.4B
$1.17 Million 0.02% of portfolio
22,715
Q4 2024 Added 17.51%
$68.9B
$1.51 Million 0.02% of portfolio
14,919
Q4 2024 Reduced 13.4%
$18.7B
$1.09 Million 0.02% of portfolio
21,538
Q4 2024 Added 22.51%
$21B
$1.42 Million 0.02% of portfolio
44,730
Q4 2024 Added 21.59%
$7.73B
$1.48 Million 0.02% of portfolio
8,005
Q4 2024 Added 5.84%
$27.9B
$1.04 Million 0.02% of portfolio
5,554
Q4 2024 Reduced 4.93%
$4.6B
$1.06 Million 0.02% of portfolio
9,082
Q4 2024 Added 19.34%
$13.3B
$1.25 Million 0.02% of portfolio
14,751
Q4 2024 Added 5.93%
$5.45B
$1.14 Million 0.02% of portfolio
31,149
Q4 2024 Added 0.33%
$38.8B
$1.31 Million 0.02% of portfolio
17,062
Q4 2024 Reduced 0.4%
$8.78B
$1.49 Million 0.02% of portfolio
24,078
Q4 2024 Added 4.31%
$40.3B
$1.28 Million 0.02% of portfolio
58,114
Q4 2024 Reduced 2.31%
$10.6B
$1.05 Million 0.02% of portfolio
12,665
Q4 2024 Reduced 8.42%
$12.4B
$1.56 Million 0.02% of portfolio
4,402
Q4 2024 Added 10.97%
$16.8B
$1.21 Million 0.02% of portfolio
3,644
Q4 2024 Added 13.34%
$9.88B
$1.16 Million 0.02% of portfolio
17,899
Q4 2024 Added 1.59%
$13.3B
$1.49 Million 0.02% of portfolio
6,490
Q4 2024 Added 0.78%
$16.4B
$1.41 Million 0.02% of portfolio
18,585
Q4 2024 Added 4.05%
$16B
$1.61 Million 0.02% of portfolio
21,504
Q4 2024 Added 72.07%
$24B
$1.38 Million 0.02% of portfolio
37,178
Q4 2024 Reduced 3.36%
$9.38B
$1.28 Million 0.02% of portfolio
42,579
Q4 2024 Added 18.51%
$17.6B
$1.6 Million 0.02% of portfolio
29,528
Q4 2024 Added 7.75%
$3.83B
$1.23 Million 0.02% of portfolio
9,820
Q4 2024 Added 66.84%
$13.9B
$1.25 Million 0.02% of portfolio
13,002
Q4 2024 Reduced 0.02%
$12.1B
$1.4 Million 0.02% of portfolio
15,278
Q4 2024 Added 3.89%
$10.1B
$1.15 Million 0.02% of portfolio
12,443
Q4 2024 Added 7.1%
$51.7B
$1.6 Million 0.02% of portfolio
58,628
Q4 2024 Added 7.14%
$72.4B
$1.07 Million 0.02% of portfolio
45,221
Q4 2024 Added 35.1%
$20.8B
$1.51 Million 0.02% of portfolio
31,908
Q4 2024 Added 1.97%
$6.08B
$1.09 Million 0.02% of portfolio
19,975
Q4 2024 Added 6.2%
$9.23B
$1.5 Million 0.02% of portfolio
41,231
Q4 2024 Reduced 4.06%
$11.3B
$1.33 Million 0.02% of portfolio
39,921
Q4 2024 Added 11.32%
$10.4B
$1.28 Million 0.02% of portfolio
14,935
Q4 2024 New
$4.53B
$1.43 Million 0.02% of portfolio
16,086
Q4 2024 Added 9.43%
$8.13B
$1.37 Million 0.02% of portfolio
6,210
Q4 2024 Added 0.08%
$17.4B
$1.43 Million 0.02% of portfolio
2,984
Q4 2024 Added 13.76%
$16B
$1.36 Million 0.02% of portfolio
24,205
Q4 2024 Added 9.04%
$11.9B
$1.51 Million 0.02% of portfolio
75,050
Q4 2024 Reduced 0.22%
$19.2B
$1.47 Million 0.02% of portfolio
38,318
Q4 2024 Added 15.49%
$10.3B
$1.04 Million 0.02% of portfolio
10,436
Q4 2024 Reduced 0.06%
$3.92B
$1.21 Million 0.02% of portfolio
58,387
Q4 2024 Added 3.54%
$8.31B
$1.52 Million 0.02% of portfolio
23,425
Q4 2024 Added 0.54%
$17.6B
$1.02 Million 0.02% of portfolio
8,697
Q4 2024 Reduced 16.68%
$6.47B
$1.11 Million 0.02% of portfolio
13,444
Q4 2024 Added 11.25%

Summary

  • Portfolio
  • No. of Stocks 1,808
  • Current Value $6.46 Billion
  • Prior Value $6.09 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 141 stocks
  • Additional Purchases 1,123 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 526 stocks
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