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
$9.92B
$1.12 Million 0.02% of portfolio
11,618
Q3 2024 Added 7.07%
$8.64B
$1.22 Million 0.02% of portfolio
10,798
Q3 2024 Added 12.63%
$15.7B
$917,000 0.02% of portfolio
8,150
Q3 2024 Added 17.18%
$10.6B
$921,000 0.02% of portfolio
4,964
Q3 2024 Added 25.32%
$17.6B
$1.31 Million 0.02% of portfolio
31,291
Q3 2024 Reduced 0.36%
$19.6B
$1.17 Million 0.02% of portfolio
2,168
Q3 2024 Added 6.64%
$6.02B
$1.21 Million 0.02% of portfolio
18,809
Q3 2024 Added 10.52%
$17.7B
$1.36 Million 0.02% of portfolio
4,995
Q3 2024 Added 8.73%
$9.39B
$1.03 Million 0.02% of portfolio
15,087
Q3 2024 Added 38.13%
$11.2B
$930,000 0.02% of portfolio
35,862
Q3 2024 Added 13.67%
$14.6B
$1.37 Million 0.02% of portfolio
6,227
Q3 2024 Added 44.38%
$8.38B
$1.47 Million 0.02% of portfolio
6,205
Q3 2024 Added 5.04%
$18.5B
$1.21 Million 0.02% of portfolio
2,623
Q3 2024 Reduced 3.5%
$16.8B
$1.38 Million 0.02% of portfolio
22,199
Q3 2024 Added 7.87%
$10.8B
$1.17 Million 0.02% of portfolio
75,216
Q3 2024 Added 2.48%
$18.4B
$1.11 Million 0.02% of portfolio
33,179
Q3 2024 Added 56.52%
$4.71B
$1.3 Million 0.02% of portfolio
56,389
Q3 2024 Added 2.81%
$8.31B
$1.51 Million 0.02% of portfolio
23,300
Q3 2024 Added 5.71%
$6.82B
$1.03 Million 0.02% of portfolio
4,535
Q3 2024 Added 2.69%
$11.7B
$922,000 0.02% of portfolio
5,806
Q3 2024 Added 12.3%
$17.3B
$1.46 Million 0.02% of portfolio
10,438
Q3 2024 Added 9.9%
$8.85B
$1.28 Million 0.02% of portfolio
43,196
Q3 2024 Added 5.72%
$44.1B
$1.45 Million 0.02% of portfolio
136,873
Q3 2024 Added 20.81%
$6.37B
$1.19 Million 0.02% of portfolio
20,875
Q3 2024 Added 0.79%
$4.8B
$926,000 0.02% of portfolio
24,039
Q3 2024 Added 3.52%
$15.1B
$1.17 Million 0.02% of portfolio
4,486
Q3 2024 Added 4.67%
$12.6B
$1.43 Million 0.02% of portfolio
8,096
Q3 2024 Added 25.42%
$8.88B
$917,000 0.02% of portfolio
20,579
Q3 2024 Added 20.37%
$16.7B
$1.03 Million 0.02% of portfolio
32,345
Q3 2024 Added 2.69%
$9.37B
$1.12 Million 0.02% of portfolio
7,102
Q3 2024 Added 2.59%
$17.2B
$1.34 Million 0.02% of portfolio
6,263
Q3 2024 Added 1.07%
$47.1B
$1.09 Million 0.02% of portfolio
15,415
Q3 2024 Added 22.02%
$9.46B
$1.35 Million 0.02% of portfolio
9,813
Q3 2024 Added 4.74%
$5.26B
$1.26 Million 0.02% of portfolio
5,836
Q3 2024 Added 10.61%
$22B
$931,000 0.02% of portfolio
8,428
Q3 2024 Added 3.39%
$11.3B
$1.27 Million 0.02% of portfolio
40,116
Q3 2024 Added 3.54%
$17.6B
$1.16 Million 0.02% of portfolio
18,798
Q3 2024 Added 5.61%
$6.66B
$1.05 Million 0.02% of portfolio
12,278
Q3 2024 Added 10.33%
$8.26B
$992,000 0.02% of portfolio
15,245
Q3 2024 Added 0.53%
$4.64B
$1.1 Million 0.02% of portfolio
28,438
Q3 2024 Added 10.1%
$15.7B
$1.12 Million 0.02% of portfolio
48,138
Q3 2024 Added 12.52%
$11.2B
$1.28 Million 0.02% of portfolio
2,755
Q3 2024 Added 9.89%
$136B
$1.36 Million 0.02% of portfolio
10,377
Q3 2024 Added 50.2%
$9.03B
$1.28 Million 0.02% of portfolio
23,664
Q3 2024 Added 7.93%
$23.4B
$1.47 Million 0.02% of portfolio
45,067
Q3 2024 Added 6.95%
$11.3B
$1.05 Million 0.02% of portfolio
7,888
Q3 2024 Added 1.15%
$6.45B
$926,000 0.02% of portfolio
4,901
Q3 2024 Reduced 11.55%
$38.3B
$1.39 Million 0.02% of portfolio
27,618
Q3 2024 Added 16.49%
$11.4B
$1.04 Million 0.02% of portfolio
13,421
Q3 2024 Added 22.43%

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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