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
$151B
$18.3 Million 0.3% of portfolio
217,046
Q3 2024 Added 12.08%
$173B
$18.4 Million 0.3% of portfolio
108,264
Q3 2024 Added 9.16%
$164B
$18 Million 0.3% of portfolio
34,891
Q3 2024 Added 19.38%
$170B
$17.5 Million 0.29% of portfolio
62,905
Q3 2024 Added 11.07%
$150B
$17.8 Million 0.29% of portfolio
69,992
Q3 2024 Added 15.14%
$175B
$17.4 Million 0.29% of portfolio
143,866
Q3 2024 Added 10.2%
$154B
$14.9 Million 0.25% of portfolio
15,724
Q3 2024 Added 19.79%
$140B
$15.4 Million 0.25% of portfolio
26,311
Q3 2024 Added 12.3%
$202B
$15.1 Million 0.25% of portfolio
124,344
Q3 2024 Added 17.68%
$139B
$15.4 Million 0.25% of portfolio
131,004
Q3 2024 Added 9.16%
$144B
$15.2 Million 0.25% of portfolio
61,813
Q3 2024 Added 19.59%
$279B
$15.4 Million 0.25% of portfolio
273,491
Q3 2024 Added 4.69%
$199B
$14.8 Million 0.24% of portfolio
3,516
Q3 2024 Reduced 3.09%
$94.5B
$14.9 Million 0.24% of portfolio
28,631
Q3 2024 Added 7.08%
$199B
$14.7 Million 0.24% of portfolio
29,682
Q3 2024 Added 10.61%
$238B
$14.7 Million 0.24% of portfolio
123,474
Q3 2024 Added 7.85%
$116B
$14.8 Million 0.24% of portfolio
31,797
Q3 2024 Added 7.94%
$163B
$14.3 Million 0.23% of portfolio
650,098
Q3 2024 Added 17.84%
$146B
$13.7 Million 0.23% of portfolio
37,985
Q3 2024 Added 8.26%
$152B
$13.7 Million 0.22% of portfolio
66,112
Q3 2024 Added 5.1%
$124B
$12.6 Million 0.21% of portfolio
45,537
Q3 2024 Added 17.94%
$129B
$13 Million 0.21% of portfolio
155,721
Q3 2024 Added 7.52%
$208B
$12.8 Million 0.21% of portfolio
133,595
Q3 2024 Reduced 3.89%
$9.55B
$12.7 Million 0.21% of portfolio
15,614
Q3 2024 Added 5.54%
$223B
$13 Million 0.21% of portfolio
124,540
Q3 2024 Added 9.24%
$117B
$12.6 Million 0.21% of portfolio
36,969
Q3 2024 Added 14.06%
$977B
$12.8 Million 0.21% of portfolio
73,904
Q3 2024 Added 9.91%
$138B
$12.8 Million 0.21% of portfolio
170,593
Q3 2024 Added 15.34%
$110B
$12.3 Million 0.2% of portfolio
54,948
Q3 2024 Added 13.29%
$140B
$12.4 Million 0.2% of portfolio
428,838
Q3 2024 Added 19.94%
$95.3B
$12.1 Million 0.2% of portfolio
31,230
Q3 2024 Added 8.99%
$82.2B
$12 Million 0.2% of portfolio
61,296
Q3 2024 Added 18.4%
$109B
$11.8 Million 0.19% of portfolio
51,235
Q3 2024 Added 12.64%
$262B
$11.7 Million 0.19% of portfolio
14,023
Q3 2024 Added 2.92%
$117B
$11.5 Million 0.19% of portfolio
39,724
Q3 2024 Added 10.42%
$132B
$11.7 Million 0.19% of portfolio
187,011
Q3 2024 Added 6.05%
$111B
$11.8 Million 0.19% of portfolio
140,901
Q3 2024 Added 33.04%
$95.6B
$11.9 Million 0.19% of portfolio
29,233
Q3 2024 Added 8.84%
$113B
$11.8 Million 0.19% of portfolio
121,507
Q3 2024 Added 7.88%
$293B
$11.3 Million 0.19% of portfolio
54,748
Q3 2024 Added 15.14%
$98.7B
$11.8 Million 0.19% of portfolio
33,959
Q3 2024 Added 11.9%
$42.2B
$10.7 Million 0.18% of portfolio
163,742
Q3 2024 Added 13.2%
$117B
$11.1 Million 0.18% of portfolio
29,021
Q3 2024 Added 11.4%
$22.2B
$11.1 Million 0.18% of portfolio
54,018
Q3 2024 Added 357.35%
$87B
$11 Million 0.18% of portfolio
68,390
Q3 2024 Added 12.47%
$88.3B
$11 Million 0.18% of portfolio
149,745
Q3 2024 Added 14.22%
$222B
$11.2 Million 0.18% of portfolio
97,749
Q3 2024 Added 40.09%
$79.7B
$11.1 Million 0.18% of portfolio
10,605
Q3 2024 Added 10.94%
$93.5B
$10.4 Million 0.17% of portfolio
44,678
Q3 2024 Added 15.61%

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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