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
$16.5B
$1.43 Million 0.02% of portfolio
2,984
Q4 2024 Added 13.76%
$17.9B
$1.36 Million 0.02% of portfolio
24,205
Q4 2024 Added 9.04%
$10.5B
$1.51 Million 0.02% of portfolio
75,050
Q4 2024 Reduced 0.22%
$16.9B
$1.47 Million 0.02% of portfolio
38,318
Q4 2024 Added 15.49%
$9.08B
$1.04 Million 0.02% of portfolio
10,436
Q4 2024 Reduced 0.06%
$3.85B
$1.21 Million 0.02% of portfolio
58,387
Q4 2024 Added 3.54%
$8.31B
$1.52 Million 0.02% of portfolio
23,425
Q4 2024 Added 0.54%
$17B
$1.02 Million 0.02% of portfolio
8,697
Q4 2024 Reduced 16.68%
$5.86B
$1.11 Million 0.02% of portfolio
13,444
Q4 2024 Added 11.25%
$7.78B
$1.11 Million 0.02% of portfolio
40,775
Q4 2024 Reduced 5.6%
$8.92B
$1.03 Million 0.02% of portfolio
21,492
Q4 2024 Added 2.96%
$8.51B
$1.6 Million 0.02% of portfolio
28,557
Q4 2024 Reduced 4.98%
$14.3B
$1.12 Million 0.02% of portfolio
4,731
Q4 2024 Added 5.46%
$16B
$1.32 Million 0.02% of portfolio
42,040
Q4 2024 Added 29.97%
$8.28B
$1.26 Million 0.02% of portfolio
7,262
Q4 2024 Added 2.25%
$14B
$1.31 Million 0.02% of portfolio
6,250
Q4 2024 Reduced 0.21%
$8.72B
$1.4 Million 0.02% of portfolio
10,165
Q4 2024 Added 3.59%
$19.7B
$1.06 Million 0.02% of portfolio
8,457
Q4 2024 Added 0.34%
$19.8B
$1.33 Million 0.02% of portfolio
15,770
Q4 2024 Reduced 15.79%
$10.1B
$1.04 Million 0.02% of portfolio
37,004
Q4 2024 Reduced 7.76%
$0
$1.15 Million 0.02% of portfolio
2,246
Q4 2024 Added 5.25%
$20.9B
$1.32 Million 0.02% of portfolio
41,214
Q4 2024 Reduced 8.2%
$0
$1.51 Million 0.02% of portfolio
21,513
Q4 2024 Reduced 0.13%
$0
$1.15 Million 0.02% of portfolio
12,993
Q4 2024 Reduced 14.25%
$0
$1.37 Million 0.02% of portfolio
7,201
Q4 2024 Reduced 1.64%
$8.9B
$1.16 Million 0.02% of portfolio
9,457
Q4 2024 Added 75.03%
$14.2B
$1.53 Million 0.02% of portfolio
19,531
Q4 2024 Added 3.9%
$11.7B
$1.55 Million 0.02% of portfolio
41,310
Q4 2024 Reduced 5.01%
$4.09B
$1.26 Million 0.02% of portfolio
31,109
Q4 2024 Added 9.39%
$12.8B
$1.19 Million 0.02% of portfolio
50,898
Q4 2024 Added 5.73%
$11.1B
$1.21 Million 0.02% of portfolio
2,598
Q4 2024 Reduced 5.7%
$7.23B
$1.3 Million 0.02% of portfolio
24,485
Q4 2024 Added 3.47%
$22.5B
$1.05 Million 0.02% of portfolio
41,310
Q4 2024 Reduced 8.34%
$31.7B
$1.6 Million 0.02% of portfolio
31,227
Q4 2024 Added 13.07%
$8.71B
$1.22 Million 0.02% of portfolio
21,612
Q4 2024 Added 42.13%
$18.5B
$1.56 Million 0.02% of portfolio
10,834
Q4 2024 Added 3.87%
$11B
$990,000 0.02% of portfolio
13,243
Q4 2024 Reduced 1.33%
$6.36B
$1.08 Million 0.02% of portfolio
34,178
Q4 2024 Added 21.88%
$8.75B
$1.21 Million 0.02% of portfolio
3,385
Q4 2024 Added 3.33%
$29.2B
$1.39 Million 0.02% of portfolio
10,757
Q4 2024 Added 2.62%
$14.8B
$1.19 Million 0.02% of portfolio
14,477
Q4 2024 Added 16.13%
$7.9B
$1.22 Million 0.02% of portfolio
9,400
Q4 2024 Added 7.33%
$3.78B
$1.31 Million 0.02% of portfolio
77,316
Q4 2024 Added 3.25%
$25.3B
$1.23 Million 0.02% of portfolio
713
Q4 2024 Added 7.38%
$6.26B
$993,000 0.02% of portfolio
17,658
Q4 2024 Added 9.18%
$10.3B
$1.13 Million 0.02% of portfolio
3,412
Q4 2024 Added 9.75%
$7.3B
$1.39 Million 0.02% of portfolio
58,494
Q4 2024 Added 2.5%
$12.7B
$1.17 Million 0.02% of portfolio
33,675
Q4 2024 Reduced 11.21%
$13.4B
$1.29 Million 0.02% of portfolio
30,947
Q4 2024 Added 31.42%

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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