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
$24.9B
$2.54 Million 0.04% of portfolio
14,351
Q4 2024 Added 7.12%
$11B
$2.8 Million 0.04% of portfolio
13,120
Q4 2024 Added 1.25%
$21.3B
$2.54 Million 0.04% of portfolio
18,206
Q4 2024 Added 12.47%
$82.8B
$2.38 Million 0.04% of portfolio
245,368
Q4 2024 Added 7.56%
$114B
$2.34 Million 0.04% of portfolio
512,509
Q4 2024 Added 2.96%
$36.7B
$2.85 Million 0.04% of portfolio
12,595
Q4 2024 Added 15.31%
$34.7B
$2.45 Million 0.04% of portfolio
23,987
Q4 2024 Added 3.85%
$22.1B
$2.34 Million 0.04% of portfolio
94,073
Q4 2024 Added 12.28%
$17.3B
$2.46 Million 0.04% of portfolio
12,074
Q4 2024 Added 0.04%
$21.8B
$2.41 Million 0.04% of portfolio
13,855
Q4 2024 Added 5.85%
$20B
$2.56 Million 0.04% of portfolio
58,548
Q4 2024 Added 4.16%
$18B
$2.75 Million 0.04% of portfolio
16,944
Q4 2024 Added 13.57%
$21.5B
$2.44 Million 0.04% of portfolio
36,669
Q4 2024 Added 17.4%
$12.7B
$2.69 Million 0.04% of portfolio
97,025
Q4 2024 Reduced 6.36%
$29.6B
$2.58 Million 0.04% of portfolio
11,671
Q4 2024 Added 22.88%
$32.3B
$2.28 Million 0.04% of portfolio
31,834
Q4 2024 Reduced 6.06%
$29.4B
$2.66 Million 0.04% of portfolio
18,601
Q4 2024 Added 12.53%
$23.9B
$2.6 Million 0.04% of portfolio
22,556
Q4 2024 Added 9.05%
$48.8B
$2.45 Million 0.04% of portfolio
143,685
Q4 2024 Added 24.46%
$26.5B
$2.77 Million 0.04% of portfolio
22,909
Q4 2024 Added 12.65%
$22.2B
$2.43 Million 0.04% of portfolio
30,447
Q4 2024 Added 9.2%
$29.4B
$2.88 Million 0.04% of portfolio
11,304
Q4 2024 Reduced 6.92%
$27B
$2.31 Million 0.04% of portfolio
32,149
Q4 2024 Added 7.16%
$7.81B
$2.4 Million 0.04% of portfolio
8,662
Q4 2024 Added 2.63%
$25.6B
$2.73 Million 0.04% of portfolio
14,657
Q4 2024 Added 2.21%
$19.6B
$2.84 Million 0.04% of portfolio
25,645
Q4 2024 Reduced 3.01%
$19.5B
$2.76 Million 0.04% of portfolio
18,463
Q4 2024 Reduced 3.05%
$78.5B
$2.76 Million 0.04% of portfolio
6,486
Q4 2024 Added 5.95%
$25.7B
$2.52 Million 0.04% of portfolio
33,583
Q4 2024 Added 9.59%
$16.7B
$2.32 Million 0.04% of portfolio
47,780
Q4 2024 Added 10.01%
$9.17B
$2.57 Million 0.04% of portfolio
59,733
Q4 2024 Added 2.07%
$22.8B
$2.62 Million 0.04% of portfolio
96,472
Q4 2024 Reduced 15.46%
$33.5B
$2.29 Million 0.04% of portfolio
9,028
Q4 2024 Reduced 20.56%
$12.6B
$2.75 Million 0.04% of portfolio
20,614
Q4 2024 Added 12.07%
$76.2B
$2.36 Million 0.04% of portfolio
107,765
Q4 2024 Added 0.2%
$15B
$2.3 Million 0.04% of portfolio
13,017
Q4 2024 Added 4.5%
$18.9B
$2.52 Million 0.04% of portfolio
46,901
Q4 2024 Added 4.52%
$24.7B
$2.51 Million 0.04% of portfolio
23,856
Q4 2024 Added 4.12%
$0
$2.81 Million 0.04% of portfolio
17,589
Q4 2024 Reduced 9.08%
$5.96B
$2.67 Million 0.04% of portfolio
62,769
Q4 2024 Added 5.21%
$20.6B
$2.48 Million 0.04% of portfolio
43,561
Q4 2024 Reduced 4.71%
$47.8B
$2.69 Million 0.04% of portfolio
83,886
Q4 2024 Added 11.38%
$14.7B
$2.39 Million 0.04% of portfolio
139,284
Q4 2024 Added 2.21%
$19.6B
$2.27 Million 0.04% of portfolio
3,719
Q4 2024 Added 3.19%
$30.3B
$2.66 Million 0.04% of portfolio
14,124
Q4 2024 Added 7.01%
$58.1B
$2.54 Million 0.04% of portfolio
82,671
Q4 2024 Added 13.18%
$29.8B
$2.65 Million 0.04% of portfolio
5,125
Q4 2024 Reduced 0.19%
$26.9B
$2.71 Million 0.04% of portfolio
47,225
Q4 2024 Reduced 22.72%
$38.2B
$2.65 Million 0.04% of portfolio
71,272
Q4 2024 Reduced 13.79%

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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