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
$15.3B
$1.9 Million 0.03% of portfolio
15,662
Q4 2024 Added 8.64%
$98.9B
$2 Million 0.03% of portfolio
34,012
Q4 2024 Reduced 9.72%
$32.2B
$1.9 Million 0.03% of portfolio
32,849
Q4 2024 Added 1.53%
$9.48B
$1.73 Million 0.03% of portfolio
3,788
Q4 2024 Added 0.26%
$23.4B
$1.95 Million 0.03% of portfolio
9,550
Q4 2024 Added 9.01%
$17.5B
$2.17 Million 0.03% of portfolio
25,094
Q4 2024 Reduced 6.8%
$10.4B
$2.15 Million 0.03% of portfolio
26,079
Q4 2024 Added 12.44%
$17.8B
$2.17 Million 0.03% of portfolio
62,828
Q4 2024 Reduced 6.09%
$10.3B
$1.82 Million 0.03% of portfolio
20,517
Q4 2024 Added 14.7%
$17.2B
$1.91 Million 0.03% of portfolio
19,446
Q4 2024 Added 5.27%
$6.21B
$1.66 Million 0.03% of portfolio
32,727
Q4 2024 Added 28.84%
$52.3B
$2.11 Million 0.03% of portfolio
59,165
Q4 2024 Added 2.93%
$17B
$1.97 Million 0.03% of portfolio
30,129
Q4 2024 Reduced 1.67%
$11.9B
$1.85 Million 0.03% of portfolio
14,692
Q4 2024 Reduced 2.93%
$16.3B
$1.62 Million 0.03% of portfolio
12,366
Q4 2024 Added 3.7%
$17.2B
$1.92 Million 0.03% of portfolio
17,762
Q4 2024 Added 1.72%
$14.5B
$1.93 Million 0.03% of portfolio
28,612
Q4 2024 Added 11.2%
$0
$2.05 Million 0.03% of portfolio
7,062
Q4 2024 Added 0.11%
$0
$2.03 Million 0.03% of portfolio
7,675
Q4 2024 Reduced 11.81%
$10.5B
$2.26 Million 0.03% of portfolio
181,509
Q4 2024 Added 10.4%
$7.05B
$2.23 Million 0.03% of portfolio
53,003
Q4 2024 Added 3.89%
$25.2B
$1.62 Million 0.03% of portfolio
153,147
Q4 2024 Reduced 6.85%
$16.7B
$1.82 Million 0.03% of portfolio
3,840
Q4 2024 Added 5.18%
$12.9B
$1.66 Million 0.03% of portfolio
27,865
Q4 2024 Added 6.18%
$21.7B
$1.71 Million 0.03% of portfolio
35,514
Q4 2024 Added 11.96%
$14.5B
$1.65 Million 0.03% of portfolio
4,276
Q4 2024 Added 3.74%
$23.6B
$2.11 Million 0.03% of portfolio
19,982
Q4 2024 Added 34.34%
$4.15B
$1.18 Million 0.02% of portfolio
10,031
Q4 2024 Added 10.06%
$8.42B
$1.44 Million 0.02% of portfolio
4,941
Q4 2024 Reduced 4.37%
$12.9B
$1.39 Million 0.02% of portfolio
12,990
Q4 2024 Added 4.82%
$8.29B
$1.28 Million 0.02% of portfolio
99,259
Q4 2024 Reduced 15.1%
$48.9B
$1.03 Million 0.02% of portfolio
13,146
Q4 2024 Added 7.58%
$6.12B
$1.08 Million 0.02% of portfolio
15,399
Q4 2024 Added 8.37%
$14.4B
$1.26 Million 0.02% of portfolio
13,886
Q4 2024 Reduced 21.91%
$6.38B
$1.38 Million 0.02% of portfolio
21,260
Q4 2024 Reduced 9.3%
$8.46B
$1.19 Million 0.02% of portfolio
13,767
Q4 2024 Added 5.6%
$5.52B
$1.24 Million 0.02% of portfolio
32,852
Q4 2024 Added 12.84%
$15.6B
$1.53 Million 0.02% of portfolio
15,647
Q4 2024 Added 6.8%
$351B
$1.45 Million 0.02% of portfolio
17,108
Q4 2024 Added 7.54%
$11.2B
$1.39 Million 0.02% of portfolio
38,594
Q4 2024 Reduced 6.9%
$7.17B
$1.18 Million 0.02% of portfolio
107,243
Q4 2024 Added 60.11%
$11.1B
$1.21 Million 0.02% of portfolio
8,809
Q4 2024 Added 10.28%
$125B
$1.46 Million 0.02% of portfolio
29,084
Q4 2024 Reduced 19.82%
$11.9B
$974,000 0.02% of portfolio
27,803
Q4 2024 Reduced 0.43%
$24.4B
$1.46 Million 0.02% of portfolio
62,943
Q4 2024 Added 32.72%
$6.66B
$1.46 Million 0.02% of portfolio
12,896
Q4 2024 Reduced 9.84%
$2.64B
$972,000 0.02% of portfolio
22,586
Q4 2024 Added 8.67%
$7.89B
$1.22 Million 0.02% of portfolio
7,164
Q4 2024 Reduced 16.85%
$10.9B
$969,000 0.02% of portfolio
46,030
Q4 2024 Added 28.47%

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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