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
$76.9B
$7 Million 0.11% of portfolio
23,170
Q3 2024 Reduced 16.66%
$37.9B
$6.99 Million 0.11% of portfolio
94,691
Q3 2024 Added 15.21%
$78B
$6.9 Million 0.11% of portfolio
153,867
Q3 2024 Added 5.3%
$59.5B
$6.97 Million 0.11% of portfolio
6,708
Q3 2024 Added 15.04%
$37.6B
$6.45 Million 0.11% of portfolio
54,855
Q3 2024 Added 6.56%
$104B
$6.6 Million 0.11% of portfolio
220,999
Q3 2024 Added 4.31%
$65.9B
$6.72 Million 0.11% of portfolio
81,433
Q3 2024 Added 24.57%
$75.7B
$6.97 Million 0.11% of portfolio
13,200
Q3 2024 Added 12.43%
$98B
$6.99 Million 0.11% of portfolio
89,604
Q3 2024 Added 17.46%
$82.4B
$6.9 Million 0.11% of portfolio
37,342
Q3 2024 Added 13.49%
$58.2B
$6.62 Million 0.11% of portfolio
11,893
Q3 2024 Added 3.57%
$70.1B
$6.57 Million 0.11% of portfolio
4,606
Q3 2024 Added 9.04%
$60.3B
$6.85 Million 0.11% of portfolio
29,270
Q3 2024 Added 15.61%
$96.4B
$6.76 Million 0.11% of portfolio
49,604
Q3 2024 Added 0.51%
$87.1B
$5.96 Million 0.1% of portfolio
39,207
Q3 2024 Reduced 9.21%
$69.4B
$5.95 Million 0.1% of portfolio
39,710
Q3 2024 Added 4.01%
$72.7B
$5.94 Million 0.1% of portfolio
172,154
Q3 2024 Added 3.22%
$48.1B
$5.97 Million 0.1% of portfolio
103,224
Q3 2024 Added 11.63%
$58.3B
$5.91 Million 0.1% of portfolio
3,038
Q3 2024 Added 13.61%
$46.9B
$5.94 Million 0.1% of portfolio
83,171
Q3 2024 Added 8.84%
$75B
$6.19 Million 0.1% of portfolio
22,615
Q3 2024 Added 13.05%
$72.9B
$6.4 Million 0.1% of portfolio
82,505
Q3 2024 Added 14.37%
$62.5B
$6.18 Million 0.1% of portfolio
123,789
Q3 2024 Added 8.34%
$62.2B
$5.95 Million 0.1% of portfolio
21,146
Q3 2024 Added 14.51%
$26.3B
$6.13 Million 0.1% of portfolio
6,622
Q3 2024 Added 26.91%
$122B
$6.07 Million 0.1% of portfolio
163,150
Q3 2024 Added 18.02%
$29.2B
$5.96 Million 0.1% of portfolio
41,501
Q3 2024 Added 5.98%
$237B
$5.91 Million 0.1% of portfolio
33,075
Q3 2024 Added 7.11%
$53.3B
$5.66 Million 0.09% of portfolio
29,854
Q3 2024 Added 5.38%
$49.7B
$5.4 Million 0.09% of portfolio
52,623
Q3 2024 Added 12.66%
$74.6B
$5.66 Million 0.09% of portfolio
90,100
Q3 2024 Reduced 7.8%
$33.4B
$5.72 Million 0.09% of portfolio
87,844
Q3 2024 Added 11.66%
$79.8B
$5.77 Million 0.09% of portfolio
46,949
Q3 2024 Added 4.94%
$98.6B
$5.72 Million 0.09% of portfolio
243,712
Q3 2024 Reduced 22.57%
$46B
$5.51 Million 0.09% of portfolio
38,709
Q3 2024 Added 5.13%
$41.2B
$5.31 Million 0.09% of portfolio
92,683
Q3 2024 Added 6.52%
$90.9B
$5.46 Million 0.09% of portfolio
21,969
Q3 2024 Reduced 6.14%
$24B
$5.73 Million 0.09% of portfolio
28,877
Q3 2024 Added 15.39%
$51.1B
$5.65 Million 0.09% of portfolio
42,075
Q3 2024 Added 4.05%
$46.2B
$5.54 Million 0.09% of portfolio
45,721
Q3 2024 Added 7.89%
$35.1B
$5.3 Million 0.09% of portfolio
83,629
Q3 2024 Added 13.02%
$67.2B
$5.25 Million 0.09% of portfolio
26,152
Q3 2024 Added 6.14%
$34.9B
$5.7 Million 0.09% of portfolio
23,357
Q3 2024 Added 13.45%
$48.4B
$5.22 Million 0.09% of portfolio
34,665
Q3 2024 Added 7.45%
$60.2B
$5.69 Million 0.09% of portfolio
32,090
Q3 2024 Added 13.54%
$59.2B
$5.72 Million 0.09% of portfolio
33,823
Q3 2024 Added 11.28%
$55B
$5.26 Million 0.09% of portfolio
47,999
Q3 2024 Added 8.08%
$75.4B
$5.53 Million 0.09% of portfolio
120,886
Q3 2024 Added 39.39%
$54.4B
$5.46 Million 0.09% of portfolio
40,407
Q3 2024 Added 5.11%

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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