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
$20.6B
$2.27 Million 0.04% of portfolio
22,098
Q4 2024 Added 4.85%
$49.9B
$2.51 Million 0.04% of portfolio
12,056
Q4 2024 Reduced 19.55%
$16.9B
$2.86 Million 0.04% of portfolio
33,224
Q4 2024 Reduced 2.23%
$17.6B
$2.66 Million 0.04% of portfolio
42,247
Q4 2024 Reduced 15.26%
$25.7B
$2.27 Million 0.04% of portfolio
19,033
Q4 2024 Added 8.13%
$46.8B
$2.49 Million 0.04% of portfolio
16,130
Q4 2024 Added 14.14%
$72.3B
$2.78 Million 0.04% of portfolio
30,530
Q4 2024 Added 2.73%
$15.9B
$2.7 Million 0.04% of portfolio
21,267
Q4 2024 Reduced 1.99%
$34.5B
$2.37 Million 0.04% of portfolio
12,883
Q4 2024 Added 5.24%
$13B
$2.42 Million 0.04% of portfolio
19,198
Q4 2024 Reduced 3.64%
$10.2B
$2.31 Million 0.04% of portfolio
2,085
Q4 2024 Added 17.13%
$24.2B
$2.47 Million 0.04% of portfolio
4,290
Q4 2024 Added 4.13%
$18.8B
$2.34 Million 0.04% of portfolio
5,388
Q4 2024 Added 2.8%
$14B
$2.52 Million 0.04% of portfolio
7,143
Q4 2024 Added 4.43%
$32.5B
$2.65 Million 0.04% of portfolio
12,583
Q4 2024 Added 7.67%
$27.5B
$2.62 Million 0.04% of portfolio
44,414
Q4 2024 Added 1.89%
$32.7B
$2.6 Million 0.04% of portfolio
29,991
Q4 2024 Added 11.35%
$31.4B
$2.76 Million 0.04% of portfolio
94,542
Q4 2024 Added 18.32%
$31B
$2.83 Million 0.04% of portfolio
10,995
Q4 2024 Added 5.8%
$33B
$2.7 Million 0.04% of portfolio
14,228
Q4 2024 Added 14.69%
$50.2B
$2.54 Million 0.04% of portfolio
14,792
Q4 2024 Added 5.57%
$22.1B
$2.75 Million 0.04% of portfolio
7,423
Q4 2024 Added 20.58%
$34.4B
$2.87 Million 0.04% of portfolio
30,491
Q4 2024 Added 16.77%
$8.1B
$2.44 Million 0.04% of portfolio
77,942
Q4 2024 Added 0.37%
$7.46B
$2.55 Million 0.04% of portfolio
46,967
Q4 2024 Added 1.94%
$25.1B
$1.63 Million 0.03% of portfolio
17,066
Q4 2024 Added 9.21%
$6.39B
$2.19 Million 0.03% of portfolio
11,847
Q4 2024 Reduced 2.18%
$10.6B
$1.68 Million 0.03% of portfolio
27,661
Q4 2024 Added 4.71%
$46.5B
$2.23 Million 0.03% of portfolio
26,321
Q4 2024 Reduced 9.07%
$12.4B
$2.1 Million 0.03% of portfolio
10,071
Q4 2024 Reduced 10.07%
$16.1B
$1.77 Million 0.03% of portfolio
29,921
Q4 2024 Added 25.54%
$33.2B
$2.02 Million 0.03% of portfolio
8,574
Q4 2024 Reduced 4.5%
$25.9B
$2.01 Million 0.03% of portfolio
22,581
Q4 2024 Added 14.1%
$26.4B
$2.13 Million 0.03% of portfolio
42,094
Q4 2024 Added 3.15%
$32.7B
$1.71 Million 0.03% of portfolio
2,773
Q4 2024 Added 22.92%
$18.8B
$2.22 Million 0.03% of portfolio
220,712
Q4 2024 Added 3.65%
$64.4B
$2.1 Million 0.03% of portfolio
21,587
Q4 2024 Added 13.31%
$60.9B
$1.87 Million 0.03% of portfolio
141,031
Q4 2024 Added 16.24%
$18.9B
$1.75 Million 0.03% of portfolio
29,938
Q4 2024 Added 9.61%
$92.8B
$1.86 Million 0.03% of portfolio
51,293
Q4 2024 Added 31.12%
$15.6B
$1.91 Million 0.03% of portfolio
6,688
Q4 2024 Added 2.01%
$10.5B
$1.83 Million 0.03% of portfolio
24,551
Q4 2024 Added 1.24%
$50.9B
$1.91 Million 0.03% of portfolio
30,138
Q4 2024 Added 11.22%
$35.6B
$1.9 Million 0.03% of portfolio
61,392
Q4 2024 Added 13.99%
$17.6B
$1.62 Million 0.03% of portfolio
4,379
Q4 2024 Added 1.27%
$16.2B
$2.15 Million 0.03% of portfolio
5,426
Q4 2024 Added 5.22%
$24B
$1.62 Million 0.03% of portfolio
8,284
Q4 2024 Added 6.52%
$6.15B
$1.72 Million 0.03% of portfolio
24,857
Q4 2024 Added 13.49%
$15.6B
$1.85 Million 0.03% of portfolio
21,625
Q4 2024 Added 12.37%

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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