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
$12.1B
$1.51 Million 0.02% of portfolio
26,385
Q4 2024 Added 8.08%
$13.9B
$1.23 Million 0.02% of portfolio
3,655
Q4 2024 Added 11.37%
$9.37B
$1.33 Million 0.02% of portfolio
53,926
Q4 2024 Added 7.33%
$4.64B
$971,000 0.02% of portfolio
12,243
Q4 2024 Added 9.41%
$4.41B
$1.56 Million 0.02% of portfolio
51,647
Q4 2024 Added 23.4%
$10.8B
$1.04 Million 0.02% of portfolio
2,077
Q4 2024 Added 1.42%
$44.7B
$1.29 Million 0.02% of portfolio
21,707
Q4 2024 Reduced 26.65%
$10.9B
$1.51 Million 0.02% of portfolio
11,080
Q4 2024 Added 19.51%
$8.18B
$1.09 Million 0.02% of portfolio
20,924
Q4 2024 Added 3.86%
$11.7B
$1.15 Million 0.02% of portfolio
41,682
Q4 2024 Added 0.06%
$16.3B
$1.46 Million 0.02% of portfolio
39,797
Q4 2024 Added 7.19%
$7.24B
$1.58 Million 0.02% of portfolio
38,707
Q4 2024 Added 5.08%
$11.4B
$1.21 Million 0.02% of portfolio
47,166
Q4 2024 Added 5.38%
$11.3B
$1.36 Million 0.02% of portfolio
19,912
Q4 2024 Added 7.26%
$14.7B
$1.39 Million 0.02% of portfolio
17,624
Q4 2024 Reduced 10.88%
$8.41B
$1.06 Million 0.02% of portfolio
28,135
Q4 2024 Added 7.01%
$8.49B
$1.11 Million 0.02% of portfolio
6,672
Q4 2024 Reduced 11.42%
$3.89B
$1.21 Million 0.02% of portfolio
81,063
Q4 2024 Reduced 8.14%
$157B
$1.01 Million 0.02% of portfolio
10,441
Q4 2024 Reduced 7.14%
$11.5B
$1.04 Million 0.02% of portfolio
4,384
Q4 2024 Added 2.38%
$13.5B
$1.36 Million 0.02% of portfolio
16,117
Q4 2024 Added 3.58%
$9.24B
$1.34 Million 0.02% of portfolio
11,714
Q4 2024 Added 7.97%
$10.2B
$1.08 Million 0.02% of portfolio
12,786
Q4 2024 Reduced 7.41%
$22.7B
$1.54 Million 0.02% of portfolio
53,016
Q4 2024 Reduced 4.23%
$13.5B
$1.09 Million 0.02% of portfolio
3,183
Q4 2024 Reduced 5.86%
$10.5B
$1.19 Million 0.02% of portfolio
4,384
Q4 2024 Added 3.98%
$15.6B
$1.57 Million 0.02% of portfolio
11,467
Q4 2024 Added 7.71%
$7.33B
$1.01 Million 0.02% of portfolio
19,035
Q4 2024 Added 27.35%
$10.5B
$1.24 Million 0.02% of portfolio
34,367
Q4 2024 Reduced 0.89%
$9.04B
$1.01 Million 0.02% of portfolio
6,484
Q4 2024 Added 5.0%
$12.6B
$1.09 Million 0.02% of portfolio
14,707
Q4 2024 Added 6.47%
$10.1B
$1.25 Million 0.02% of portfolio
5,016
Q4 2024 Added 13.1%
$3.38B
$970,000 0.02% of portfolio
5,888
Q4 2024 Added 10.61%
$49.5B
$1.3 Million 0.02% of portfolio
34,961
Q4 2024 Added 9.48%
$25B
$1.5 Million 0.02% of portfolio
32,288
Q4 2024 Reduced 4.34%
$9.8B
$1.3 Million 0.02% of portfolio
9,896
Q4 2024 Added 12.43%
$15.9B
$1.24 Million 0.02% of portfolio
10,036
Q4 2024 Added 11.47%
$10.1B
$1.36 Million 0.02% of portfolio
31,313
Q4 2024 Reduced 12.35%
$8.43B
$1.14 Million 0.02% of portfolio
7,263
Q4 2024 Added 7.23%
$0
$1.31 Million 0.02% of portfolio
50,678
Q4 2024 Added 92.96%
$76.5B
$1.2 Million 0.02% of portfolio
11,274
Q4 2024 Added 12.41%
$0
$1.02 Million 0.02% of portfolio
4,386
Q4 2024 Reduced 5.11%
$12.4B
$1.49 Million 0.02% of portfolio
18,625
Q4 2024 Added 10.84%
$8.8B
$1.38 Million 0.02% of portfolio
65,448
Q4 2024 Reduced 0.74%
$4.22B
$1.14 Million 0.02% of portfolio
16,820
Q4 2024 Reduced 4.26%
$4.78B
$1.12 Million 0.02% of portfolio
28,928
Q4 2024 Reduced 4.06%
$8.55B
$1.28 Million 0.02% of portfolio
18,798
Q4 2024 Added 27.19%
$11B
$1.32 Million 0.02% of portfolio
12,011
Q4 2024 Reduced 12.46%
$18.2B
$1.49 Million 0.02% of portfolio
4,403
Q4 2024 Added 9.34%

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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