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
$72.3B
$9.73 Million 0.15% of portfolio
21,049
Q4 2024 Added 3.32%
$156B
$9.56 Million 0.15% of portfolio
111,158
Q4 2024 Reduced 9.97%
$103B
$9.21 Million 0.14% of portfolio
52,038
Q4 2024 Added 32.73%
$64.2B
$9.29 Million 0.14% of portfolio
74,971
Q4 2024 Added 12.11%
$96B
$9.34 Million 0.14% of portfolio
16,387
Q4 2024 Added 10.76%
$84.5B
$8.87 Million 0.14% of portfolio
18,739
Q4 2024 Added 5.43%
$88.5B
$8.91 Million 0.14% of portfolio
7,512
Q4 2024 Added 3.87%
$141B
$9.22 Million 0.14% of portfolio
347,436
Q4 2024 Reduced 18.98%
$141B
$9.15 Million 0.14% of portfolio
123,698
Q4 2024 Added 12.16%
$99.2B
$9.12 Million 0.14% of portfolio
110,759
Q4 2024 Added 5.96%
$99.2B
$9.31 Million 0.14% of portfolio
33,712
Q4 2024 Reduced 0.73%
$144B
$8.86 Million 0.14% of portfolio
146,856
Q4 2024 Reduced 13.91%
$93.6B
$9.27 Million 0.14% of portfolio
45,960
Q4 2024 Added 4.05%
$76.4B
$9.13 Million 0.14% of portfolio
56,020
Q4 2024 Reduced 8.61%
$69.4B
$8.43 Million 0.13% of portfolio
81,490
Q4 2024 Added 2.38%
$73.1B
$8.65 Million 0.13% of portfolio
9,174
Q4 2024 Added 17.6%
$66.3B
$8.63 Million 0.13% of portfolio
161,972
Q4 2024 Added 5.27%
$98.2B
$8.45 Million 0.13% of portfolio
28,141
Q4 2024 Reduced 3.74%
$75.7B
$8.45 Million 0.13% of portfolio
33,338
Q4 2024 Added 10.38%
$95.5B
$8.16 Million 0.13% of portfolio
12,942
Q4 2024 Reduced 5.56%
$52.9B
$8.56 Million 0.13% of portfolio
77,512
Q4 2024 Added 17.2%
$96.1B
$8.09 Million 0.13% of portfolio
96,099
Q4 2024 Added 5.17%
$92.8B
$8.43 Million 0.13% of portfolio
141,186
Q4 2024 Reduced 5.72%
$242B
$8.51 Million 0.13% of portfolio
87,487
Q4 2024 Reduced 10.5%
$77.3B
$8.4 Million 0.13% of portfolio
13,203
Q4 2024 Added 8.9%
$67B
$8.34 Million 0.13% of portfolio
17,177
Q4 2024 Added 0.23%
$100B
$7.75 Million 0.12% of portfolio
42,248
Q4 2024 Reduced 5.44%
$53.1B
$7.83 Million 0.12% of portfolio
31,864
Q4 2024 Added 9.61%
$66.9B
$7.89 Million 0.12% of portfolio
102,653
Q4 2024 Added 4.27%
$66.6B
$7.57 Million 0.12% of portfolio
42,438
Q4 2024 Added 6.87%
$94.3B
$7.56 Million 0.12% of portfolio
32,558
Q4 2024 Added 10.71%
$77.4B
$8.06 Million 0.12% of portfolio
88,623
Q4 2024 Added 0.44%
$68.4B
$8.05 Million 0.12% of portfolio
35,775
Q4 2024 Added 5.14%
$49.3B
$7.62 Million 0.12% of portfolio
7,234
Q4 2024 Added 7.84%
$116B
$7.57 Million 0.12% of portfolio
94,804
Q4 2024 Added 6.31%
$75.3B
$7.96 Million 0.12% of portfolio
93,227
Q4 2024 Added 4.04%
$69.4B
$7.65 Million 0.12% of portfolio
39,663
Q4 2024 Added 6.22%
$52.9B
$7.79 Million 0.12% of portfolio
33,749
Q4 2024 Added 5.17%
$61.3B
$7.53 Million 0.12% of portfolio
31,243
Q4 2024 Added 6.74%
$71.1B
$7.43 Million 0.12% of portfolio
58,983
Q4 2024 Added 4.16%
$72.1B
$7.49 Million 0.12% of portfolio
138,440
Q4 2024 Added 9.8%
$80.1B
$6.94 Million 0.11% of portfolio
53,746
Q4 2024 Added 7.93%
$64.8B
$6.97 Million 0.11% of portfolio
24,028
Q4 2024 Added 8.38%
$81.6B
$7.26 Million 0.11% of portfolio
20,222
Q4 2024 Added 6.31%
$71.6B
$7.4 Million 0.11% of portfolio
2,311
Q4 2024 Added 1.49%
$71.1B
$7.23 Million 0.11% of portfolio
30,836
Q4 2024 Reduced 7.35%
$79.5B
$6.98 Million 0.11% of portfolio
55,766
Q4 2024 Added 7.21%
$71.9B
$6.91 Million 0.11% of portfolio
49,563
Q4 2024 Reduced 1.98%
$63.2B
$7.06 Million 0.11% of portfolio
86,197
Q4 2024 Added 5.85%

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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