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
$10B
$981,000 0.02% of portfolio
63,732
Q4 2024 Added 1.68%
$16.6B
$1.48 Million 0.02% of portfolio
44,056
Q4 2024 Added 8.71%
$5.17B
$991,000 0.02% of portfolio
5,389
Q4 2024 Reduced 8.52%
$19.3B
$1.13 Million 0.02% of portfolio
14,909
Q4 2024 Added 7.81%
$29.8B
$1.25 Million 0.02% of portfolio
96,063
Q4 2024 Added 31.23%
$22.5B
$1.45 Million 0.02% of portfolio
7,038
Q4 2024 Reduced 6.93%
$9.1B
$1.5 Million 0.02% of portfolio
14,145
Q4 2024 Added 16.86%
$15.4B
$1.04 Million 0.02% of portfolio
8,447
Q4 2024 Added 8.41%
$34.9B
$1.44 Million 0.02% of portfolio
24,183
Q4 2024 Added 6.89%
$6.3B
$1.3 Million 0.02% of portfolio
25,450
Q4 2024 Added 15.0%
$47.5B
$1.33 Million 0.02% of portfolio
100,624
Q4 2024 Added 32.18%
$6.21B
$1.21 Million 0.02% of portfolio
19,819
Q4 2024 Added 2.63%
$10.6B
$1.15 Million 0.02% of portfolio
9,829
Q4 2024 Added 5.21%
$12.6B
$1.05 Million 0.02% of portfolio
36,346
Q4 2024 Added 12.94%
$21.8B
$1.37 Million 0.02% of portfolio
2,947
Q4 2024 Added 16.71%
$27.5B
$1.44 Million 0.02% of portfolio
179,109
Q4 2024 Added 19.47%
$11.1B
$1.5 Million 0.02% of portfolio
8,341
Q4 2024 Added 0.8%
$14.9B
$1.4 Million 0.02% of portfolio
18,264
Q4 2024 Reduced 8.48%
$10.9B
$1.56 Million 0.02% of portfolio
37,362
Q4 2024 Added 25.06%
$9.58B
$1.03 Million 0.02% of portfolio
3,304
Q4 2024 Added 4.06%
$3.92B
$1.11 Million 0.02% of portfolio
21,459
Q4 2024 Added 5.41%
$16B
$1.13 Million 0.02% of portfolio
12,230
Q4 2024 Added 1.36%
$15.4B
$1.36 Million 0.02% of portfolio
19,262
Q4 2024 Added 3.86%
$17.7B
$1.47 Million 0.02% of portfolio
25,616
Q4 2024 Reduced 3.05%
$13.6B
$1.46 Million 0.02% of portfolio
33,519
Q4 2024 Added 12.91%
$6.87B
$1.27 Million 0.02% of portfolio
45,098
Q4 2024 Added 5.97%
$17.6B
$1.53 Million 0.02% of portfolio
235,678
Q4 2024 Reduced 20.97%
$0
$1.37 Million 0.02% of portfolio
28,655
Q4 2024 Added 20.93%
$26.9B
$1.13 Million 0.02% of portfolio
133,645
Q4 2024 Added 11.66%
$9.49B
$1.29 Million 0.02% of portfolio
138,732
Q4 2024 Added 55.41%
$8.32B
$1.25 Million 0.02% of portfolio
22,599
Q4 2024 Added 14.66%
$8.28B
$1.21 Million 0.02% of portfolio
6,702
Q4 2024 Added 1.9%
$7.59B
$995,000 0.02% of portfolio
11,919
Q4 2024 Added 43.53%
$19.2B
$1.18 Million 0.02% of portfolio
41,929
Q4 2024 Reduced 6.83%
$24.8B
$1.26 Million 0.02% of portfolio
80,963
Q4 2024 Added 1.93%
$12.9B
$1.55 Million 0.02% of portfolio
28,382
Q4 2024 Reduced 5.35%
$12.2B
$1.52 Million 0.02% of portfolio
11,604
Q4 2024 Added 6.71%
$11.6B
$1.23 Million 0.02% of portfolio
16,676
Q4 2024 Added 2.16%
$19.5B
$1.23 Million 0.02% of portfolio
15,055
Q4 2024 Added 29.05%
$32.4B
$1.35 Million 0.02% of portfolio
7,471
Q4 2024 Added 8.42%
$3.43B
$603,000 0.01% of portfolio
4,036
Q4 2024 Added 60.22%
$2.13B
$862,000 0.01% of portfolio
21,743
Q4 2024 Added 162.56%
$9.48B
$530,000 0.01% of portfolio
4,587
Q4 2024 Reduced 11.81%
$3.64B
$519,000 0.01% of portfolio
4,493
Q4 2024 Added 7.13%
$6.33B
$838,000 0.01% of portfolio
8,971
Q4 2024 Added 9.75%
$4.87B
$457,000 0.01% of portfolio
49,663
Q4 2024 Reduced 8.09%
$5.19B
$757,000 0.01% of portfolio
15,706
Q4 2024 Added 0.99%
$11.2B
$332,000 0.01% of portfolio
18,013
Q4 2024 Added 15.87%
$11.8B
$938,000 0.01% of portfolio
47,809
Q4 2024 Added 138.03%

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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