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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.4B
$1.57 Million 0.03% of portfolio
23,549
Q3 2024 Reduced 22.8%
$17.2B
$1.82 Million 0.03% of portfolio
5,272
Q3 2024 Reduced 1.27%
$45.9B
$2.06 Million 0.03% of portfolio
29,595
Q3 2024 Added 29.76%
$7.47B
$1.79 Million 0.03% of portfolio
36,834
Q3 2024 Added 5.27%
$17.6B
$1.64 Million 0.03% of portfolio
314,083
Q3 2024 Added 4.03%
$22.4B
$1.9 Million 0.03% of portfolio
21,075
Q3 2024 Added 7.55%
$21.7B
$1.97 Million 0.03% of portfolio
21,632
Q3 2024 Added 27.62%
$29B
$2.12 Million 0.03% of portfolio
216
Q3 2024 Added 8.54%
$7.88B
$1.56 Million 0.03% of portfolio
7,532
Q3 2024 Added 25.01%
$3.82B
$1.69 Million 0.03% of portfolio
88,245
Q3 2024 Added 0.98%
$22.1B
$1.56 Million 0.03% of portfolio
7,233
Q3 2024 Added 13.39%
$17.4B
$1.87 Million 0.03% of portfolio
19,160
Q3 2024 Added 10.21%
$16.6B
$1.79 Million 0.03% of portfolio
55,357
Q3 2024 Reduced 1.13%
$21.6B
$2.12 Million 0.03% of portfolio
24,642
Q3 2024 Added 6.44%
$22.3B
$1.53 Million 0.03% of portfolio
8,442
Q3 2024 Added 8.31%
$15.5B
$1.75 Million 0.03% of portfolio
8,039
Q3 2024 Added 6.87%
$24.6B
$1.71 Million 0.03% of portfolio
33,754
Q3 2024 Added 17.09%
$10.2B
$1.61 Million 0.03% of portfolio
35,726
Q3 2024 Added 86.91%
$13.8B
$1.65 Million 0.03% of portfolio
3,778
Q3 2024 Added 7.76%
$23.9B
$2.11 Million 0.03% of portfolio
8,761
Q3 2024 Added 12.02%
$10.8B
$1.6 Million 0.03% of portfolio
23,193
Q3 2024 Added 8.16%
$8.76B
$1.57 Million 0.03% of portfolio
65,935
Q3 2024 Added 28.98%
$13.4B
$1.77 Million 0.03% of portfolio
17,888
Q3 2024 Added 22.5%
$11.4B
$1.66 Million 0.03% of portfolio
13,721
Q3 2024 Added 15.85%
$40.3B
$1.62 Million 0.03% of portfolio
14,132
Q3 2024 Reduced 3.3%
$17.2B
$1.81 Million 0.03% of portfolio
18,473
Q3 2024 Reduced 4.14%
$22B
$1.83 Million 0.03% of portfolio
7,562
Q3 2024 Added 18.01%
$55.2B
$2.12 Million 0.03% of portfolio
57,483
Q3 2024 Added 33.09%
$973M
$1.68 Million 0.03% of portfolio
4,039
Q3 2024 Reduced 3.1%
$29.6B
$1.88 Million 0.03% of portfolio
12,241
Q3 2024 Reduced 1.98%
$9.01B
$1.8 Million 0.03% of portfolio
7,272
Q3 2024 Added 10.33%
$10.5B
$1.57 Million 0.03% of portfolio
1,780
Q3 2024 Added 59.36%
$18B
$1.77 Million 0.03% of portfolio
19,956
Q3 2024 Reduced 8.69%
$13.1B
$1.89 Million 0.03% of portfolio
66,660
Q3 2024 Added 206.84%
$101B
$1.67 Million 0.03% of portfolio
26,399
Q3 2024 Added 120.12%
$18.6B
$1.57 Million 0.03% of portfolio
26,422
Q3 2024 Added 15.39%
$18.7B
$2.04 Million 0.03% of portfolio
5,241
Q3 2024 Reduced 14.35%
$13.3B
$2.07 Million 0.03% of portfolio
9,054
Q3 2024 Added 1.73%
$14.5B
$1.58 Million 0.03% of portfolio
25,731
Q3 2024 Added 15.49%
$0
$1.53 Million 0.03% of portfolio
2,904
Q3 2024 Reduced 6.32%
$0
$2 Million 0.03% of portfolio
7,054
Q2 2024 Reduced 17.05%
$15.6B
$1.91 Million 0.03% of portfolio
164,407
Q3 2024 Added 23.59%
$7.79B
$2.01 Million 0.03% of portfolio
51,019
Q3 2024 Added 4.23%
$17.3B
$1.8 Million 0.03% of portfolio
3,651
Q3 2024 Added 4.34%
$19.9B
$1.79 Million 0.03% of portfolio
26,243
Q3 2024 Added 10.68%
$11.5B
$1.87 Million 0.03% of portfolio
29,985
Q3 2024 Added 0.25%
$20B
$1.53 Million 0.03% of portfolio
4,122
Q3 2024 Added 15.72%
$23.6B
$1.61 Million 0.03% of portfolio
14,874
Q3 2024 Reduced 2.07%
$7.09B
$981,000 0.02% of portfolio
9,114
Q3 2024 Added 15.28%

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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