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
$21.1B
$2.19 Million 0.04% of portfolio
44,873
Q3 2024 Added 10.32%
$34.6B
$2.72 Million 0.04% of portfolio
22,912
Q3 2024 Added 20.6%
$17.7B
$2.34 Million 0.04% of portfolio
19,548
Q3 2024 Reduced 1.55%
$16B
$2.29 Million 0.04% of portfolio
57,308
Q3 2024 Added 22.63%
$7.48B
$2.27 Million 0.04% of portfolio
59,663
Q3 2024 Added 7.47%
$12.6B
$2.14 Million 0.04% of portfolio
7,907
Q3 2024 Added 6.09%
$18.3B
$2.28 Million 0.04% of portfolio
136,275
Q3 2024 Added 18.78%
$23.3B
$2.18 Million 0.04% of portfolio
3,604
Q3 2024 Added 7.45%
$20.5B
$2.68 Million 0.04% of portfolio
33,881
Q3 2024 Added 17.34%
$38.8B
$2.32 Million 0.04% of portfolio
8,554
Q3 2024 Reduced 3.2%
$27.4B
$2.73 Million 0.04% of portfolio
28,442
Q3 2024 Added 7.41%
$38.2B
$2.35 Million 0.04% of portfolio
13,199
Q3 2024 Added 14.48%
$61.3B
$2.16 Million 0.04% of portfolio
73,044
Q3 2024 Added 4.5%
$63.1B
$2.25 Million 0.04% of portfolio
538,747
Q3 2024 Added 8.4%
$22.8B
$2.33 Million 0.04% of portfolio
8,626
Q3 2024 Added 20.56%
$39.8B
$2.65 Million 0.04% of portfolio
36,326
Q3 2024 Added 16.91%
$42.5B
$2.67 Million 0.04% of portfolio
135,166
Q3 2024 Added 13.62%
$28.8B
$2.33 Million 0.04% of portfolio
17,602
Q3 2024 Added 10.94%
$101B
$2.68 Million 0.04% of portfolio
37,675
Q3 2024 Reduced 10.59%
$17.8B
$2.32 Million 0.04% of portfolio
66,903
Q3 2024 Added 5.38%
$15.8B
$2.4 Million 0.04% of portfolio
21,698
Q3 2024 Added 11.49%
$17B
$2.67 Million 0.04% of portfolio
19,923
Q3 2024 Added 12.54%
$17.9B
$2.34 Million 0.04% of portfolio
15,136
Q3 2024 Added 8.49%
$25.4B
$2.41 Million 0.04% of portfolio
4,120
Q3 2024 Added 16.81%
$31.1B
$2.55 Million 0.04% of portfolio
44,737
Q3 2024 Added 0.43%
$17.1B
$2.51 Million 0.04% of portfolio
298,196
Q3 2024 Reduced 1.12%
$17B
$2.45 Million 0.04% of portfolio
6,840
Q3 2024 Added 5.18%
$0
$2.3 Million 0.04% of portfolio
8,703
Q2 2024 Added 31.72%
$30.4B
$2.45 Million 0.04% of portfolio
11,687
Q3 2024 Added 12.5%
$19.2B
$2.42 Million 0.04% of portfolio
12,734
Q3 2024 Reduced 5.59%
$32.7B
$2.33 Million 0.04% of portfolio
26,933
Q3 2024 Added 20.2%
$31B
$2.66 Million 0.04% of portfolio
79,904
Q3 2024 Added 12.79%
$37.8B
$2.6 Million 0.04% of portfolio
10,392
Q2 2024 Added 10.37%
$36.2B
$2.26 Million 0.04% of portfolio
12,406
Q3 2024 Added 12.12%
$48.8B
$2.5 Million 0.04% of portfolio
14,012
Q3 2024 Added 6.48%
$22.4B
$2.22 Million 0.04% of portfolio
6,156
Q3 2024 Added 18.32%
$31.8B
$2.51 Million 0.04% of portfolio
26,111
Q3 2024 Added 21.7%
$23.4B
$2.38 Million 0.04% of portfolio
7,926
Q3 2024 Reduced 32.84%
$9.06B
$2.18 Million 0.04% of portfolio
46,075
Q3 2024 Added 5.91%
$14.4B
$1.62 Million 0.03% of portfolio
17,782
Q3 2024 Added 36.85%
$17.7B
$1.74 Million 0.03% of portfolio
14,651
Q3 2024 Added 1.46%
$220B
$1.69 Million 0.03% of portfolio
15,909
Q3 2024 Added 22.31%
$15.6B
$1.64 Million 0.03% of portfolio
144,408
Q3 2024 Added 104.58%
$24.2B
$1.73 Million 0.03% of portfolio
19,791
Q3 2024 Added 18.69%
$7.44B
$1.83 Million 0.03% of portfolio
74,897
Q3 2024 Added 39.6%
$30.2B
$2.09 Million 0.03% of portfolio
13,397
Q3 2024 Added 12.14%
$7.65B
$1.9 Million 0.03% of portfolio
14,304
Q3 2024 Added 12.65%
$21.3B
$2.08 Million 0.03% of portfolio
212,937
Q3 2024 Reduced 3.71%
$8.55B
$1.54 Million 0.03% of portfolio
8,616
Q3 2024 Reduced 11.89%

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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