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
$124B
$2.81 Million 0.05% of portfolio
35,045
Q3 2024 Added 10.0%
$95.8B
$2.88 Million 0.05% of portfolio
228,366
Q3 2024 Added 7.99%
$29B
$3.28 Million 0.05% of portfolio
65,655
Q3 2024 Added 5.97%
$14.5B
$3.34 Million 0.05% of portfolio
56,118
Q3 2024 Added 12.27%
$25.6B
$2.8 Million 0.05% of portfolio
43,590
Q3 2024 Added 11.1%
$33.4B
$2.74 Million 0.05% of portfolio
9,315
Q3 2024 Added 15.01%
$8.6B
$2.78 Million 0.05% of portfolio
77,656
Q3 2024 Added 16.03%
$38.3B
$2.76 Million 0.05% of portfolio
42,307
Q3 2024 Added 7.29%
$8.87B
$2.35 Million 0.04% of portfolio
116,917
Q3 2024 Added 7.75%
$7.09B
$2.15 Million 0.04% of portfolio
12,111
Q3 2024 Added 18.74%
$30.6B
$2.47 Million 0.04% of portfolio
8,978
Q3 2024 Added 25.51%
$111B
$2.4 Million 0.04% of portfolio
36,272
Q3 2024 Added 7.29%
$97.7B
$2.55 Million 0.04% of portfolio
20,403
Q3 2024 Added 1.48%
$29.4B
$2.44 Million 0.04% of portfolio
40,810
Q3 2024 Reduced 16.35%
$11.8B
$2.58 Million 0.04% of portfolio
12,958
Q3 2024 Added 21.11%
$20.6B
$2.25 Million 0.04% of portfolio
16,187
Q3 2024 Added 13.9%
$58.7B
$2.47 Million 0.04% of portfolio
228,128
Q3 2024 Added 6.68%
$79.9B
$2.54 Million 0.04% of portfolio
497,794
Q3 2024 Added 2.47%
$22.5B
$2.19 Million 0.04% of portfolio
11,299
Q3 2024 Reduced 14.8%
$89.1B
$2.69 Million 0.04% of portfolio
85,852
Q3 2024 Reduced 5.79%
$34.8B
$2.35 Million 0.04% of portfolio
10,923
Q3 2024 Added 22.33%
$31B
$2.39 Million 0.04% of portfolio
23,097
Q3 2024 Added 18.37%
$27.3B
$2.47 Million 0.04% of portfolio
12,725
Q3 2024 Added 24.27%
$22.9B
$2.31 Million 0.04% of portfolio
56,207
Q3 2024 Added 3.7%
$20.7B
$2.43 Million 0.04% of portfolio
14,919
Q3 2024 Added 27.7%
$27.3B
$2.61 Million 0.04% of portfolio
32,252
Q3 2024 Added 26.87%
$19.9B
$2.21 Million 0.04% of portfolio
31,235
Q3 2024 Added 15.93%
$45.4B
$2.61 Million 0.04% of portfolio
14,632
Q3 2024 Added 1.32%
$38.7B
$2.45 Million 0.04% of portfolio
9,498
Q3 2024 Reduced 11.03%
$31B
$2.56 Million 0.04% of portfolio
33,887
Q3 2024 Added 19.12%
$21.3B
$2.21 Million 0.04% of portfolio
92,312
Q3 2024 Added 10.86%
$75.2B
$2.48 Million 0.04% of portfolio
8,829
Q3 2024 Added 8.79%
$34.7B
$2.45 Million 0.04% of portfolio
20,685
Q3 2024 Added 6.28%
$29.1B
$2.28 Million 0.04% of portfolio
34,051
Q3 2024 Reduced 13.59%
$68B
$2.23 Million 0.04% of portfolio
15,902
Q3 2024 Added 18.28%
$23.7B
$2.61 Million 0.04% of portfolio
20,337
Q3 2024 Added 10.9%
$32.8B
$2.43 Million 0.04% of portfolio
27,882
Q3 2024 Added 2.34%
$17.1B
$2.16 Million 0.04% of portfolio
59,046
Q3 2024 Added 52.25%
$27.9B
$2.23 Million 0.04% of portfolio
30,002
Q3 2024 Added 14.58%
$11.8B
$2.14 Million 0.04% of portfolio
8,440
Q3 2024 Added 6.4%
$14.8B
$2.58 Million 0.04% of portfolio
41,629
Q3 2024 Added 22.25%
$42.4B
$2.48 Million 0.04% of portfolio
234,458
Q3 2024 Reduced 2.36%
$26.8B
$2.42 Million 0.04% of portfolio
30,643
Q3 2024 Added 7.9%
$8.19B
$2.29 Million 0.04% of portfolio
58,524
Q3 2024 Added 19.11%
$8.54B
$2.17 Million 0.04% of portfolio
30,054
Q3 2024 Reduced 8.62%
$19.5B
$2.2 Million 0.04% of portfolio
27,058
Q3 2024 Added 10.05%
$20.7B
$2.4 Million 0.04% of portfolio
18,394
Q3 2024 Added 73.02%
$92.2B
$2.4 Million 0.04% of portfolio
107,553
Q3 2024 Added 274.51%
$59.1B
$2.68 Million 0.04% of portfolio
147,326
Q3 2024 Added 6.81%

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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