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
$131B
$10.1 Million 0.17% of portfolio
65,870
Q3 2024 Added 16.98%
$144B
$10.5 Million 0.17% of portfolio
99,866
Q3 2024 Added 5.61%
$122B
$10.3 Million 0.17% of portfolio
24,739
Q3 2024 Added 7.45%
$87.4B
$10.6 Million 0.17% of portfolio
13,704
Q3 2024 Added 14.55%
$83.4B
$9.58 Million 0.16% of portfolio
35,329
Q3 2024 Added 0.12%
$87.6B
$9.79 Million 0.16% of portfolio
84,905
Q3 2024 Added 16.42%
$107B
$9.48 Million 0.16% of portfolio
91,379
Q3 2024 Added 0.91%
$275B
$9.78 Million 0.16% of portfolio
42,707
Q3 2024 Added 13.17%
$69.7B
$8.9 Million 0.15% of portfolio
79,597
Q3 2024 Added 7.14%
$100B
$9.2 Million 0.15% of portfolio
180,162
Q3 2024 Added 16.41%
$1.63B
$8.98 Million 0.15% of portfolio
155,908
Q3 2024 Added 4.58%
$78.3B
$9.16 Million 0.15% of portfolio
88,231
Q3 2024 Added 14.8%
$76.5B
$8.85 Million 0.15% of portfolio
34,027
Q3 2024 Added 5.57%
$82.2B
$9.16 Million 0.15% of portfolio
20,373
Q3 2024 Added 11.62%
$106B
$9.44 Million 0.15% of portfolio
74,728
Q3 2024 Added 19.9%
$95.8B
$9.43 Million 0.15% of portfolio
104,531
Q3 2024 Added 9.51%
$123B
$8.32 Million 0.14% of portfolio
160,691
Q3 2024 Added 37.4%
$68.9B
$8.49 Million 0.14% of portfolio
33,284
Q3 2024 Added 9.45%
$79.5B
$8.24 Million 0.14% of portfolio
50,566
Q3 2024 Added 9.03%
$86.9B
$8.43 Million 0.14% of portfolio
17,774
Q3 2024 Added 18.11%
$74.7B
$8.33 Million 0.14% of portfolio
7,232
Q3 2024 Added 13.14%
$96.3B
$8.3 Million 0.14% of portfolio
21,768
Q3 2024 Added 19.71%
$82.8B
$8.68 Million 0.14% of portfolio
17,138
Q3 2024 Reduced 1.86%
$56B
$8.58 Million 0.14% of portfolio
55,068
Q3 2024 Added 12.42%
$59.9B
$7.9 Million 0.13% of portfolio
16,814
Q3 2024 Added 9.64%
$62.3B
$7.87 Million 0.13% of portfolio
97,773
Q3 2024 Added 12.9%
$50.9B
$8.08 Million 0.13% of portfolio
24,978
Q3 2024 Added 13.8%
$56.7B
$7.68 Million 0.13% of portfolio
40,247
Q3 2024 Added 15.22%
$81.8B
$7.92 Million 0.13% of portfolio
30,204
Q3 2024 Added 5.8%
$112B
$8.03 Million 0.13% of portfolio
89,180
Q3 2024 Added 1.0%
$92.4B
$8.08 Million 0.13% of portfolio
91,431
Q3 2024 Reduced 11.72%
$88.7B
$7.66 Million 0.13% of portfolio
12,124
Q3 2024 Added 18.48%
$56.9B
$7.64 Million 0.13% of portfolio
9,435
Q3 2024 Added 22.06%
$196B
$7.53 Million 0.12% of portfolio
96,621
Q3 2024 Added 3.37%
$53.1B
$7.15 Million 0.12% of portfolio
29,071
Q3 2024 Added 25.76%
$57.9B
$7.17 Million 0.12% of portfolio
2,277
Q3 2024 Added 8.38%
$62.9B
$7.07 Million 0.12% of portfolio
98,449
Q3 2024 Added 13.81%
$76.3B
$7.31 Million 0.12% of portfolio
66,875
Q3 2024 Added 2.14%
$89.3B
$7.31 Million 0.12% of portfolio
14,795
Q3 2024 Reduced 2.81%
$146B
$7.15 Million 0.12% of portfolio
110,283
Q3 2024 Added 0.43%
$234B
$7.23 Million 0.12% of portfolio
109,572
Q3 2024 Added 4.72%
$63.7B
$7.25 Million 0.12% of portfolio
56,627
Q3 2024 Added 11.04%
$70.7B
$6.81 Million 0.11% of portfolio
49,797
Q3 2024 Added 23.13%
$72.7B
$6.6 Million 0.11% of portfolio
22,171
Q3 2024 Added 9.72%
$56.8B
$6.46 Million 0.11% of portfolio
88,181
Q3 2024 Added 1.12%
$78.6B
$6.58 Million 0.11% of portfolio
19,021
Q3 2024 Added 18.36%
$82B
$6.49 Million 0.11% of portfolio
29,408
Q3 2024 Added 22.83%
$83.7B
$6.92 Million 0.11% of portfolio
7,801
Q3 2024 Added 16.12%
$79.5B
$6.51 Million 0.11% of portfolio
52,015
Q3 2024 Added 20.71%

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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