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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$21.2B
$2.02 Million 0.03% of portfolio
18,513
Q4 2024 Added 1.46%
$23.2B
$1.99 Million 0.03% of portfolio
13,838
Q4 2024 Added 14.5%
$10.8B
$1.93 Million 0.03% of portfolio
8,375
Q4 2024 Added 0.9%
$25.5B
$1.99 Million 0.03% of portfolio
10,635
Q4 2024 Added 14.24%
$60.5B
$2.25 Million 0.03% of portfolio
17,731
Q4 2024 Added 11.5%
$17.9B
$1.81 Million 0.03% of portfolio
20,096
Q4 2024 Added 69.86%
$9.77B
$2.18 Million 0.03% of portfolio
21,965
Q4 2024 Reduced 5.29%
$17.7B
$1.63 Million 0.03% of portfolio
5,990
Q4 2024 Added 19.92%
$14.5B
$1.92 Million 0.03% of portfolio
5,172
Q4 2024 Added 17.71%
$16.4B
$1.77 Million 0.03% of portfolio
7,029
Q4 2024 Added 12.88%
$28.2B
$1.89 Million 0.03% of portfolio
895
Q4 2024 Reduced 1.65%
$13.7B
$1.9 Million 0.03% of portfolio
10,801
Q4 2024 Reduced 7.14%
$22.3B
$2.04 Million 0.03% of portfolio
51,229
Q4 2024 Added 6.77%
$40.5B
$1.8 Million 0.03% of portfolio
181,791
Q4 2024 Reduced 22.46%
$27.4B
$1.67 Million 0.03% of portfolio
14,915
Q4 2024 Reduced 23.07%
$12.6B
$1.83 Million 0.03% of portfolio
16,374
Q4 2024 Added 3.29%
$16.6B
$1.71 Million 0.03% of portfolio
10,152
Q4 2024 Reduced 0.94%
$47.5B
$1.77 Million 0.03% of portfolio
185,074
Q4 2024 Added 35.22%
$12.6B
$1.8 Million 0.03% of portfolio
10,241
Q4 2024 Added 26.49%
$15.5B
$2.02 Million 0.03% of portfolio
28,063
Q4 2024 Added 3.71%
$51.2B
$2.16 Million 0.03% of portfolio
75,732
Q4 2024 Reduced 23.01%
$15.7B
$1.9 Million 0.03% of portfolio
11,161
Q4 2024 Added 6.96%
$22.1B
$2.01 Million 0.03% of portfolio
123,269
Q4 2024 Added 2.82%
$14B
$2.09 Million 0.03% of portfolio
30,212
Q4 2024 Added 10.05%
$74.5B
$2.25 Million 0.03% of portfolio
143,692
Q4 2024 Reduced 2.47%
$10.9B
$1.73 Million 0.03% of portfolio
56,162
Q4 2024 Reduced 2.0%
$12.5B
$2.03 Million 0.03% of portfolio
8,002
Q4 2024 Added 1.2%
$105B
$1.64 Million 0.03% of portfolio
11,119
Q4 2024 Added 7.15%
$15.6B
$1.71 Million 0.03% of portfolio
22,776
Q4 2024 Added 20.97%
$64.3B
$1.7 Million 0.03% of portfolio
626,703
Q4 2024 Added 4.36%
$27.3B
$2.21 Million 0.03% of portfolio
6,774
Q4 2024 Added 8.78%
$23.5B
$2.2 Million 0.03% of portfolio
29,667
Q4 2024 Added 4.31%
$16B
$1.7 Million 0.03% of portfolio
23,454
Q4 2024 Added 4.73%
$20.1B
$1.96 Million 0.03% of portfolio
25,706
Q4 2024 Added 5.86%
$18.9B
$2.1 Million 0.03% of portfolio
13,617
Q4 2024 Added 7.42%
$18.3B
$2.19 Million 0.03% of portfolio
7,535
Q4 2024 Added 42.92%
$13.6B
$1.73 Million 0.03% of portfolio
7,415
Q4 2024 Reduced 14.04%
$14.9B
$1.89 Million 0.03% of portfolio
11,925
Q4 2024 Added 3.67%
$20B
$2.17 Million 0.03% of portfolio
374,070
Q4 2024 Added 19.1%
$24.2B
$2 Million 0.03% of portfolio
22,164
Q4 2024 Added 2.46%
$23.6B
$1.72 Million 0.03% of portfolio
210
Q4 2024 Reduced 2.78%
$18.8B
$1.82 Million 0.03% of portfolio
8,086
Q4 2024 Added 11.79%
$7.22B
$2.17 Million 0.03% of portfolio
208,218
Q4 2024 Added 79.58%
$11.3B
$1.7 Million 0.03% of portfolio
105,764
Q4 2024 Added 7.99%
$14.8B
$1.84 Million 0.03% of portfolio
18,322
Q4 2024 Reduced 4.37%
$21.2B
$1.86 Million 0.03% of portfolio
24,028
Q4 2024 Reduced 2.49%
$19B
$1.63 Million 0.03% of portfolio
8,875
Q4 2024 Added 5.13%
$15.8B
$1.65 Million 0.03% of portfolio
26,904
Q4 2024 Added 1.93%
$13.3B
$1.79 Million 0.03% of portfolio
8,369
Q4 2024 Added 4.1%

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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