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
$2.96B
$5.16 Million 0.08% of portfolio
25,415
Q4 2024 Added 5.87%
$40.9B
$5.1 Million 0.08% of portfolio
28,765
Q4 2024 Added 9.11%
$36.9B
$5.46 Million 0.08% of portfolio
88,106
Q4 2024 Added 0.3%
$47.5B
$5.2 Million 0.08% of portfolio
39,662
Q4 2024 Added 2.46%
$44.7B
$5.47 Million 0.08% of portfolio
9,122
Q4 2024 Added 6.14%
$18.4B
$5.19 Million 0.08% of portfolio
29,446
Q4 2024 Added 1.97%
$36.4B
$5.45 Million 0.08% of portfolio
17,247
Q4 2024 Added 6.79%
$32.6B
$5.49 Million 0.08% of portfolio
24,005
Q4 2024 Added 2.77%
$44.8B
$5.18 Million 0.08% of portfolio
29,000
Q4 2024 Added 0.62%
$173B
$5.37 Million 0.08% of portfolio
78,226
Q4 2024 Added 5.41%
$53.7B
$5.29 Million 0.08% of portfolio
121,905
Q4 2024 Added 3.68%
$100B
$5.18 Million 0.08% of portfolio
170,905
Q4 2024 Added 8.79%
$50.7B
$4.86 Million 0.08% of portfolio
39,634
Q4 2024 Reduced 1.91%
$0
$4.89 Million 0.08% of portfolio
9,078
Q4 2024 Added 212.6%
$0
$5.1 Million 0.08% of portfolio
43,452
Q4 2024 Reduced 5.28%
$10.6B
$5.37 Million 0.08% of portfolio
28,999
Q4 2024 Added 3.02%
$26.6B
$4.26 Million 0.07% of portfolio
34,241
Q4 2024 Added 3.1%
$39.1B
$4.21 Million 0.07% of portfolio
23,374
Q4 2024 Added 7.56%
$38B
$4.63 Million 0.07% of portfolio
7,785
Q4 2024 Added 8.73%
$43.1B
$4.34 Million 0.07% of portfolio
105,859
Q4 2024 Added 9.03%
$64.9B
$4.26 Million 0.07% of portfolio
18,768
Q4 2024 Reduced 3.04%
$38.4B
$4.7 Million 0.07% of portfolio
25,369
Q4 2024 Added 17.43%
$56.5B
$4.36 Million 0.07% of portfolio
20,269
Q4 2024 Added 5.58%
$38.6B
$4.65 Million 0.07% of portfolio
52,162
Q4 2024 Added 19.89%
$38.8B
$4.21 Million 0.07% of portfolio
88,604
Q4 2024 Added 8.54%
$88.1B
$4.29 Million 0.07% of portfolio
95,549
Q4 2024 Added 6.05%
$28.1B
$4.52 Million 0.07% of portfolio
74,770
Q4 2024 Added 9.81%
$28B
$4.58 Million 0.07% of portfolio
27,966
Q4 2024 Added 1.53%
$65.4B
$4.37 Million 0.07% of portfolio
26,064
Q4 2024 Added 4.36%
$37.1B
$4.58 Million 0.07% of portfolio
60,071
Q4 2024 Added 5.58%
$43.8B
$4.53 Million 0.07% of portfolio
61,125
Q4 2024 Added 25.55%
$40.1B
$4.46 Million 0.07% of portfolio
30,500
Q4 2024 Added 9.38%
$17.2B
$4.59 Million 0.07% of portfolio
60,496
Q4 2024 Added 119.53%
$74.1B
$4.42 Million 0.07% of portfolio
140,969
Q4 2024 Reduced 0.72%
$44.4B
$4.25 Million 0.07% of portfolio
112,894
Q4 2024 Added 22.08%
$54.9B
$4.59 Million 0.07% of portfolio
120,585
Q4 2024 Reduced 2.59%
$41B
$4.84 Million 0.07% of portfolio
23,452
Q4 2024 Added 4.63%
$20.3B
$4.78 Million 0.07% of portfolio
223,726
Q4 2024 Added 7.68%
$231B
$4.78 Million 0.07% of portfolio
96,679
Q4 2024 Added 13.35%
$34.6B
$4.51 Million 0.07% of portfolio
10,919
Q4 2024 Added 9.79%
$93.2B
$4.54 Million 0.07% of portfolio
226,195
Q4 2024 Reduced 7.19%
$35.8B
$4.33 Million 0.07% of portfolio
11,311
Q4 2024 Added 32.23%
$172B
$4.6 Million 0.07% of portfolio
392,011
Q4 2024 Added 13.69%
$30.5B
$4.58 Million 0.07% of portfolio
87,135
Q4 2024 Added 10.01%
$53.4B
$4.51 Million 0.07% of portfolio
19,211
Q4 2024 Added 4.36%
$45.5B
$4.37 Million 0.07% of portfolio
88,404
Q4 2024 Added 44.65%
$58.6B
$4.45 Million 0.07% of portfolio
39,032
Q4 2024 Added 4.14%
$40.7B
$4.82 Million 0.07% of portfolio
57,010
Q4 2024 Added 7.39%
$23.2B
$4.24 Million 0.07% of portfolio
38,967
Q4 2024 Reduced 6.11%

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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