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
$12.1B
$958,000 0.02% of portfolio
4,991
Q3 2024 Added 6.12%
$10.5B
$1.04 Million 0.02% of portfolio
3,276
Q3 2024 Added 24.66%
$31.9B
$1.15 Million 0.02% of portfolio
10,482
Q3 2024 Added 15.71%
$12.8B
$1.12 Million 0.02% of portfolio
12,466
Q3 2024 Reduced 4.09%
$8.45B
$965,000 0.02% of portfolio
8,981
Q3 2024 Added 2.73%
$25.8B
$1.45 Million 0.02% of portfolio
6,227
Q3 2024 Reduced 20.93%
$9.19B
$974,000 0.02% of portfolio
8,758
Q3 2024 Added 19.19%
$4.08B
$1.17 Million 0.02% of portfolio
74,884
Q3 2024 Reduced 4.52%
$23.2B
$1.04 Million 0.02% of portfolio
664
Q3 2024 Added 2.47%
$9.8B
$965,000 0.02% of portfolio
3,769
Q3 2024 Added 15.76%
$2.54B
$980,000 0.02% of portfolio
167,665
Q3 2024 Reduced 3.23%
$10.6B
$1.04 Million 0.02% of portfolio
3,109
Q3 2024 Added 2.4%
$6.5B
$1.19 Million 0.02% of portfolio
5,808
Q3 2024 Added 7.8%
$7.58B
$1.46 Million 0.02% of portfolio
57,068
Q3 2024 Added 5.67%
$14.9B
$1.48 Million 0.02% of portfolio
37,926
Q3 2024 Reduced 9.2%
$12.1B
$1.4 Million 0.02% of portfolio
24,412
Q3 2024 Added 68.02%
$8.99B
$1.35 Million 0.02% of portfolio
50,245
Q3 2024 Added 19.23%
$5.15B
$1.41 Million 0.02% of portfolio
41,854
Q3 2024 Added 42.94%
$12B
$1.01 Million 0.02% of portfolio
2,048
Q3 2024 Added 9.64%
$16.4B
$1.46 Million 0.02% of portfolio
11,503
Q3 2024 Added 4.49%
$12B
$1.07 Million 0.02% of portfolio
9,271
Q3 2024 Added 2.28%
$8.81B
$1.12 Million 0.02% of portfolio
20,146
Q3 2024 Added 8.96%
$11.3B
$1.11 Million 0.02% of portfolio
41,656
Q3 2024 Added 11.69%
$15.4B
$1.29 Million 0.02% of portfolio
37,127
Q3 2024 Added 22.87%
$11.3B
$917,000 0.02% of portfolio
44,756
Q3 2024 Added 4.22%
$13B
$1.3 Million 0.02% of portfolio
18,565
Q3 2024 Added 9.76%
$11.5B
$1.47 Million 0.02% of portfolio
19,775
Q3 2024 Added 11.87%
$9.4B
$1.07 Million 0.02% of portfolio
26,292
Q3 2024 Added 6.69%
$27.4B
$976,000 0.02% of portfolio
85,023
Q3 2024 Added 12.3%
$7.15B
$1.04 Million 0.02% of portfolio
10,378
Q3 2024 Reduced 1.73%
$6.7B
$1.23 Million 0.02% of portfolio
115,950
Q3 2024 Added 38.11%
$132B
$1.52 Million 0.02% of portfolio
11,244
Q3 2024 Reduced 7.68%
$10.9B
$1.33 Million 0.02% of portfolio
97,942
Q3 2024 Added 39.61%
$24B
$1.01 Million 0.02% of portfolio
24,399
Q3 2024 Added 22.9%
$13.5B
$1.22 Million 0.02% of portfolio
15,560
Q3 2024 Added 1.87%
$9.36B
$1.06 Million 0.02% of portfolio
10,849
Q3 2024 Added 7.99%
$10.6B
$1.22 Million 0.02% of portfolio
13,809
Q3 2024 Added 17.67%
$14.4B
$1.27 Million 0.02% of portfolio
3,381
Q3 2024 Added 14.84%
$16.5B
$1.32 Million 0.02% of portfolio
18,850
Q3 2024 Added 3.28%
$11.1B
$1.12 Million 0.02% of portfolio
4,216
Q3 2024 Added 40.11%
$15.4B
$1.33 Million 0.02% of portfolio
26,394
Q3 2024 Added 13.99%
$7B
$1.12 Million 0.02% of portfolio
10,832
Q3 2024 Added 17.0%
$15.6B
$1.46 Million 0.02% of portfolio
10,646
Q3 2024 Added 11.12%
$9.35B
$1.07 Million 0.02% of portfolio
34,674
Q3 2024 Reduced 2.51%
$11.5B
$1.02 Million 0.02% of portfolio
6,175
Q3 2024 Added 11.85%
$12.7B
$997,000 0.02% of portfolio
13,813
Q3 2024 Added 5.64%
$11.6B
$1.21 Million 0.02% of portfolio
4,435
Q3 2024 Added 8.91%
$7.7B
$949,000 0.02% of portfolio
18,880
Q3 2024 Added 4.77%
$26.9B
$1.43 Million 0.02% of portfolio
32,353
Q3 2024 Added 25.46%

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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