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
$3 Million 0.05% of portfolio
13,638
Q4 2024 Added 9.73%
$124B
$3.14 Million 0.05% of portfolio
64,297
Q4 2024 Reduced 7.56%
$19.9B
$3.31 Million 0.05% of portfolio
21,658
Q4 2024 Added 91.68%
$30.3B
$2.99 Million 0.05% of portfolio
35,186
Q4 2024 Added 13.79%
$104B
$2.98 Million 0.05% of portfolio
100,750
Q4 2024 Added 17.35%
$34B
$2.96 Million 0.05% of portfolio
48,823
Q4 2024 Reduced 5.02%
$43.9B
$3.54 Million 0.05% of portfolio
62,164
Q4 2024 Added 6.46%
$76.7B
$3.42 Million 0.05% of portfolio
9,996
Q4 2024 Added 13.22%
$26.2B
$3.09 Million 0.05% of portfolio
39,751
Q4 2024 Added 16.74%
$24.5B
$2.94 Million 0.05% of portfolio
15,696
Q4 2024 Added 4.5%
$24.2B
$3.3 Million 0.05% of portfolio
82,136
Q4 2024 Added 41.01%
$2.19B
$3.01 Million 0.05% of portfolio
190,742
Q4 2024 Added 373.22%
$17.7B
$3.42 Million 0.05% of portfolio
7,545
Q4 2024 Added 5.57%
$19.5B
$2.99 Million 0.05% of portfolio
64,879
Q4 2024 Added 9.88%
$15.6B
$3 Million 0.05% of portfolio
48,708
Q4 2024 Added 17.0%
$44.8B
$3.41 Million 0.05% of portfolio
42,243
Q4 2024 Added 10.94%
$24.9B
$3.05 Million 0.05% of portfolio
17,998
Q4 2024 Added 13.21%
$49.1B
$3.41 Million 0.05% of portfolio
25,641
Q4 2024 Reduced 4.63%
$32B
$3.37 Million 0.05% of portfolio
37,247
Q4 2024 Added 10.47%
$18B
$3.42 Million 0.05% of portfolio
13,110
Q4 2024 Added 3.05%
$0
$3.24 Million 0.05% of portfolio
5,498
Q4 2024 Added 13.71%
$10.6B
$3.23 Million 0.05% of portfolio
22,629
Q4 2024 Added 3.89%
$18.3B
$2.97 Million 0.05% of portfolio
20,632
Q4 2024 Added 5.55%
$26.9B
$3.05 Million 0.05% of portfolio
18,966
Q4 2024 Added 6.5%
$37B
$3.08 Million 0.05% of portfolio
100,358
Q4 2024 Added 5.41%
$29B
$3.23 Million 0.05% of portfolio
23,698
Q4 2024 Reduced 4.91%
$21.6B
$3.12 Million 0.05% of portfolio
36,879
Q4 2024 Added 8.85%
$10.8B
$2.97 Million 0.05% of portfolio
10,997
Q4 2024 Added 1.18%
$103B
$3.22 Million 0.05% of portfolio
1,896
Q4 2024 Reduced 4.34%
$26.5B
$3.33 Million 0.05% of portfolio
2,720
Q4 2024 Added 3.07%
$2.7B
$3.44 Million 0.05% of portfolio
11,884
Q4 2024 Added 27.98%
$72B
$3.12 Million 0.05% of portfolio
637,802
Q4 2024 Added 18.39%
$27.2B
$3.18 Million 0.05% of portfolio
5,375
Q4 2024 Reduced 18.83%
$36.8B
$2.97 Million 0.05% of portfolio
38,469
Q4 2024 Added 5.9%
$19.2B
$2.92 Million 0.05% of portfolio
25,128
Q4 2024 Added 6.09%
$12B
$2.94 Million 0.05% of portfolio
81,184
Q4 2024 Added 5.95%
$5.01B
$3.06 Million 0.05% of portfolio
28,780
Q4 2024 Added 0.35%
$33.8B
$2.96 Million 0.05% of portfolio
146,774
Q4 2024 Added 8.59%
$26.3B
$3.15 Million 0.05% of portfolio
96,890
Q4 2024 Added 8.56%
$51.7B
$3.51 Million 0.05% of portfolio
11,718
Q4 2024 Added 1.73%
$20B
$2.95 Million 0.05% of portfolio
125,545
Q4 2024 Added 2.14%
$140B
$3.48 Million 0.05% of portfolio
72,217
Q4 2024 Reduced 9.07%
$108B
$3.26 Million 0.05% of portfolio
224,956
Q4 2024 Reduced 1.49%
$5.94B
$3.46 Million 0.05% of portfolio
65,244
Q4 2024 Added 419.29%
$16.5B
$3.55 Million 0.05% of portfolio
10,832
Q4 2024 Added 36.66%
$36.9B
$3.16 Million 0.05% of portfolio
10,130
Q4 2024 Added 8.75%
$38.1B
$3.31 Million 0.05% of portfolio
49,002
Q4 2024 Added 15.82%
$6.92B
$2.34 Million 0.04% of portfolio
101,253
Q4 2024 Added 35.19%
$35.1B
$2.42 Million 0.04% of portfolio
26,190
Q4 2024 Reduced 0.09%

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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