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
$29.9B
$4.55 Million 0.07% of portfolio
29,283
Q4 2024 Added 8.14%
$35B
$4.73 Million 0.07% of portfolio
88,521
Q4 2024 Added 5.85%
$16.9B
$4.24 Million 0.07% of portfolio
15,735
Q4 2024 Reduced 0.43%
$156B
$4.38 Million 0.07% of portfolio
36,369
Q4 2024 Added 8.9%
$59.4B
$4.52 Million 0.07% of portfolio
117,852
Q4 2024 Reduced 1.69%
$0
$4.53 Million 0.07% of portfolio
195,534
Q4 2024 Added 201.97%
$21.9B
$4.45 Million 0.07% of portfolio
50,774
Q4 2024 Added 14.23%
$115B
$4.27 Million 0.07% of portfolio
40,192
Q4 2024 Added 14.69%
$0
$4.76 Million 0.07% of portfolio
8,130
Q4 2024 Added 3.82%
$23.6B
$4.35 Million 0.07% of portfolio
66,888
Q4 2024 Added 1.88%
$23B
$4.74 Million 0.07% of portfolio
48,807
Q4 2024 Added 9.1%
$16B
$4.31 Million 0.07% of portfolio
58,999
Q4 2024 Added 5.13%
$46.2B
$4.67 Million 0.07% of portfolio
16,954
Q4 2024 Added 9.16%
$47.9B
$4.75 Million 0.07% of portfolio
18,416
Q4 2024 Added 4.44%
$44.3B
$4.44 Million 0.07% of portfolio
33,115
Q4 2024 Added 18.11%
$27.6B
$3.96 Million 0.06% of portfolio
11,733
Q4 2024 Added 13.12%
$16.3B
$3.92 Million 0.06% of portfolio
45,726
Q4 2024 Added 3.35%
$35.7B
$3.8 Million 0.06% of portfolio
32,155
Q4 2024 Added 26.55%
$59.3B
$3.84 Million 0.06% of portfolio
11,209
Q4 2024 Added 0.46%
$30.5B
$3.64 Million 0.06% of portfolio
96,763
Q4 2024 Added 30.61%
$26.5B
$3.81 Million 0.06% of portfolio
36,376
Q4 2024 Added 4.85%
$32.5B
$3.69 Million 0.06% of portfolio
34,252
Q4 2024 Added 6.2%
$24.7B
$4.17 Million 0.06% of portfolio
16,807
Q4 2024 Added 14.86%
$44.9B
$3.82 Million 0.06% of portfolio
42,113
Q4 2024 Reduced 14.2%
$24.1B
$3.78 Million 0.06% of portfolio
115,357
Q4 2024 Added 26.36%
$21.2B
$3.56 Million 0.06% of portfolio
61,981
Q4 2024 Added 10.98%
$26.6B
$3.84 Million 0.06% of portfolio
90,740
Q4 2024 Added 1.85%
$33.1B
$3.9 Million 0.06% of portfolio
8,049
Q4 2024 Added 3.68%
$28B
$3.69 Million 0.06% of portfolio
18,688
Q4 2024 Added 2.01%
$123B
$3.67 Million 0.06% of portfolio
57,446
Q4 2024 Added 12.79%
$53.9B
$4.18 Million 0.06% of portfolio
38,184
Q4 2024 Added 11.34%
$28.9B
$3.62 Million 0.06% of portfolio
110,964
Q4 2024 Added 4.88%
$17.8B
$3.89 Million 0.06% of portfolio
9,298
Q4 2024 Added 2.14%
$28B
$3.95 Million 0.06% of portfolio
5,665
Q4 2024 Added 6.77%
$32.9B
$3.58 Million 0.06% of portfolio
18,229
Q4 2024 Reduced 6.19%
$28B
$4.02 Million 0.06% of portfolio
49,697
Q4 2024 Added 0.43%
$39.8B
$4.15 Million 0.06% of portfolio
19,738
Q4 2024 Reduced 5.07%
$31.3B
$3.93 Million 0.06% of portfolio
33,668
Q4 2024 Reduced 0.87%
$42.5B
$3.69 Million 0.06% of portfolio
39,840
Q4 2024 Added 8.67%
$13.3B
$3.68 Million 0.06% of portfolio
21,611
Q4 2024 Reduced 0.77%
$20.7B
$3.66 Million 0.06% of portfolio
32,336
Q4 2024 Added 23.59%
$96.1B
$3.57 Million 0.06% of portfolio
78,507
Q4 2024 Added 6.35%
$29.9B
$3.76 Million 0.06% of portfolio
13,146
Q4 2024 Added 14.2%
$32.7B
$4.01 Million 0.06% of portfolio
40,847
Q4 2024 Added 7.33%
$37.6B
$4.1 Million 0.06% of portfolio
53,608
Q4 2024 Added 14.78%
$150B
$4.1 Million 0.06% of portfolio
72,278
Q4 2024 Added 1.45%
$16.6B
$4.01 Million 0.06% of portfolio
1,133,642
Q4 2024 Added 104.22%
$21.5B
$4.03 Million 0.06% of portfolio
34,762
Q4 2024 Reduced 4.21%
$48.2B
$3.43 Million 0.05% of portfolio
26,095
Q4 2024 Reduced 0.13%

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
Track This Portfolio

Track Vanguard Personalized Indexing Management, LLC Portfolio

Follow Vanguard Personalized Indexing Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vanguard Personalized Indexing Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vanguard Personalized Indexing Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email