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
$79.7B
$7.13 Million 0.11% of portfolio
94,283
Q4 2024 Added 3.12%
$54.4B
$7.28 Million 0.11% of portfolio
51,894
Q4 2024 Added 23.34%
$68.3B
$7.26 Million 0.11% of portfolio
10,191
Q4 2024 Reduced 3.9%
$88B
$7.35 Million 0.11% of portfolio
21,635
Q4 2024 Reduced 0.61%
$47.7B
$6.86 Million 0.11% of portfolio
50,768
Q4 2024 Reduced 7.81%
$245B
$7.42 Million 0.11% of portfolio
38,106
Q4 2024 Added 15.21%
$55.8B
$6.33 Million 0.1% of portfolio
32,857
Q4 2024 Added 10.06%
$63.6B
$6.59 Million 0.1% of portfolio
90,554
Q4 2024 Added 2.69%
$229B
$6.37 Million 0.1% of portfolio
97,197
Q4 2024 Added 0.6%
$53B
$6.43 Million 0.1% of portfolio
94,126
Q4 2024 Reduced 3.73%
$46.3B
$6.39 Million 0.1% of portfolio
3,211
Q4 2024 Added 5.69%
$43.6B
$6.54 Million 0.1% of portfolio
90,917
Q4 2024 Added 9.31%
$62.9B
$6.7 Million 0.1% of portfolio
23,821
Q4 2024 Added 5.33%
$71.7B
$6.29 Million 0.1% of portfolio
22,162
Q4 2024 Added 4.8%
$35.1B
$6.74 Million 0.1% of portfolio
105,723
Q4 2024 Added 11.65%
$38.9B
$6.2 Million 0.1% of portfolio
56,643
Q4 2024 Added 3.26%
$47.8B
$6.5 Million 0.1% of portfolio
106,299
Q4 2024 Added 14.69%
$76.9B
$6.16 Million 0.1% of portfolio
22,096
Q4 2024 Added 0.58%
$78.8B
$6.57 Million 0.1% of portfolio
13,993
Q4 2024 Added 6.01%
$102B
$6.2 Million 0.1% of portfolio
58,654
Q4 2024 Reduced 21.51%
$261B
$6.46 Million 0.1% of portfolio
102,945
Q4 2024 Reduced 6.05%
$53.8B
$6.19 Million 0.1% of portfolio
35,938
Q4 2024 Added 6.25%
$80B
$6.17 Million 0.1% of portfolio
48,922
Q4 2024 Reduced 1.37%
$43.5B
$6.71 Million 0.1% of portfolio
9,525
Q4 2024 Added 0.95%
$62.8B
$6.15 Million 0.1% of portfolio
128,648
Q4 2024 Added 6.42%
$49.6B
$6.24 Million 0.1% of portfolio
45,255
Q4 2024 Added 2.02%
$13.1B
$5.95 Million 0.09% of portfolio
103,678
Q4 2024 Added 9.29%
$61.2B
$5.55 Million 0.09% of portfolio
171,971
Q4 2024 Reduced 0.11%
$43.4B
$5.81 Million 0.09% of portfolio
33,515
Q4 2024 Added 6.26%
$45.8B
$5.64 Million 0.09% of portfolio
104,712
Q4 2024 Added 1.44%
$74.2B
$6.09 Million 0.09% of portfolio
49,674
Q4 2024 Added 5.8%
$73.9B
$6.05 Million 0.09% of portfolio
22,962
Q4 2024 Reduced 0.9%
$61B
$5.89 Million 0.09% of portfolio
23,829
Q4 2024 Added 6.92%
$54.9B
$5.53 Million 0.09% of portfolio
70,033
Q4 2024 Added 10.59%
$63.8B
$5.55 Million 0.09% of portfolio
202,565
Q4 2024 Added 15.95%
$44B
$5.56 Million 0.09% of portfolio
55,419
Q4 2024 Added 9.08%
$33.7B
$5.7 Million 0.09% of portfolio
54,845
Q4 2024 Added 8.3%
$40.9B
$5.96 Million 0.09% of portfolio
50,257
Q4 2024 Added 9.92%
$75.4B
$5.58 Million 0.09% of portfolio
27,734
Q4 2024 Added 6.05%
$61.8B
$5.9 Million 0.09% of portfolio
11,347
Q4 2024 Reduced 4.59%
$43.5B
$5.54 Million 0.09% of portfolio
36,593
Q4 2024 Added 5.56%
$31.1B
$6.12 Million 0.09% of portfolio
289,044
Q4 2024 Added 466.44%
$108B
$5.68 Million 0.09% of portfolio
12,688
Q4 2024 Added 1.77%
$24.8B
$5.9 Million 0.09% of portfolio
50,201
Q4 2024 Added 4.59%
$74.7B
$5.91 Million 0.09% of portfolio
4,666
Q4 2024 Added 1.3%
$55B
$5.26 Million 0.08% of portfolio
57,067
Q4 2024 Added 8.44%
$41.6B
$5.09 Million 0.08% of portfolio
38,801
Q4 2024 Added 3.67%
$39.3B
$5.33 Million 0.08% of portfolio
69,307
Q4 2024 Added 10.78%
$43.8B
$5.47 Million 0.08% of portfolio
39,104
Q4 2024 Reduced 2.84%

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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