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
$38.7B
$3.65 Million 0.06% of portfolio
46,706
Q3 2024 Added 8.65%
$32.2B
$3.66 Million 0.06% of portfolio
12,564
Q3 2024 Added 4.14%
$38.6B
$3.6 Million 0.06% of portfolio
555,099
Q3 2024 Added 5.01%
$39.6B
$3.92 Million 0.06% of portfolio
28,037
Q3 2024 Reduced 6.38%
$54.9B
$3.31 Million 0.05% of portfolio
26,130
Q3 2024 Added 2.69%
$43.2B
$2.9 Million 0.05% of portfolio
28,948
Q3 2024 Added 31.45%
$18.3B
$2.85 Million 0.05% of portfolio
11,199
Q3 2024 Added 22.42%
$30.5B
$3.3 Million 0.05% of portfolio
10,372
Q3 2024 Added 8.63%
$36.7B
$2.93 Million 0.05% of portfolio
26,214
Q3 2024 Added 11.74%
$32.3B
$2.8 Million 0.05% of portfolio
12,429
Q3 2024 Added 7.63%
$45.2B
$2.86 Million 0.05% of portfolio
7,160
Q3 2024 Added 12.68%
$32.1B
$2.81 Million 0.05% of portfolio
25,409
Q3 2024 Added 3.37%
$24.4B
$2.96 Million 0.05% of portfolio
13,089
Q3 2024 Reduced 0.24%
$8.04B
$2.98 Million 0.05% of portfolio
21,902
Q3 2024 Added 13.24%
$29.6B
$2.94 Million 0.05% of portfolio
74,085
Q3 2024 Reduced 14.31%
$28.7B
$2.88 Million 0.05% of portfolio
15,020
Q3 2024 Added 5.72%
$2.37B
$3.2 Million 0.05% of portfolio
40,307
Q3 2024 Added 11.33%
$43.6B
$3.21 Million 0.05% of portfolio
48,684
Q3 2024 Reduced 21.46%
$24.1B
$3.08 Million 0.05% of portfolio
7,147
Q3 2024 Added 3.79%
$79.9B
$2.88 Million 0.05% of portfolio
6,122
Q3 2024 Added 17.55%
$51.8B
$3.19 Million 0.05% of portfolio
38,079
Q3 2024 Added 15.08%
$22.2B
$2.9 Million 0.05% of portfolio
11,631
Q3 2024 Added 14.76%
$30.9B
$2.87 Million 0.05% of portfolio
18,319
Q3 2024 Added 30.87%
$28.7B
$3.31 Million 0.05% of portfolio
114,112
Q3 2024 Added 27.43%
$123B
$3.19 Million 0.05% of portfolio
50,930
Q3 2024 Added 9.94%
$10.2B
$3.27 Million 0.05% of portfolio
172,293
Q3 2024 Added 11.01%
$26.1B
$3.05 Million 0.05% of portfolio
15,898
Q3 2024 Added 3.87%
$44.4B
$3.12 Million 0.05% of portfolio
98,369
Q3 2024 Added 22.44%
$34.7B
$2.82 Million 0.05% of portfolio
5,306
Q3 2024 Reduced 1.98%
$42.4B
$3.31 Million 0.05% of portfolio
33,718
Q3 2024 Added 2.69%
$18.5B
$2.96 Million 0.05% of portfolio
12,722
Q3 2024 Added 7.7%
$0
$2.79 Million 0.05% of portfolio
4,835
Q3 2024 Reduced 0.86%
$0
$2.93 Million 0.05% of portfolio
19,346
Q3 2024 Reduced 0.47%
$12.9B
$3.26 Million 0.05% of portfolio
21,781
Q3 2024 Added 150.47%
$26.6B
$2.82 Million 0.05% of portfolio
45,716
Q3 2024 Added 6.06%
$46.1B
$2.82 Million 0.05% of portfolio
75,314
Q3 2024 Added 18.09%
$30.7B
$2.83 Million 0.05% of portfolio
17,809
Q3 2024 Added 37.17%
$38.7B
$3.34 Million 0.05% of portfolio
95,203
Q3 2024 Added 11.43%
$17.9B
$3.06 Million 0.05% of portfolio
10,869
Q3 2024 Added 11.18%
$37B
$2.76 Million 0.05% of portfolio
5,135
Q3 2024 Added 3.44%
$26.8B
$2.93 Million 0.05% of portfolio
23,685
Q3 2024 Added 14.88%
$47B
$3.15 Million 0.05% of portfolio
61,117
Q3 2024 Reduced 8.27%
$27B
$3.33 Million 0.05% of portfolio
28,679
Q3 2024 Added 19.72%
$25.4B
$2.95 Million 0.05% of portfolio
89,249
Q3 2024 Added 9.28%
$27.9B
$2.85 Million 0.05% of portfolio
26,163
Q3 2024 Reduced 16.2%
$35.9B
$3.32 Million 0.05% of portfolio
27,080
Q3 2024 Reduced 8.05%
$24.8B
$2.87 Million 0.05% of portfolio
122,918
Q3 2024 Added 9.29%
$34.3B
$3.09 Million 0.05% of portfolio
11,511
Q3 2024 Added 3.08%
$21.3B
$2.95 Million 0.05% of portfolio
26,924
Q3 2024 Added 7.68%

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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