Vanguard Personalized Indexing Management, LLC Top Holdings and 13F Report (2024)

About Vanguard Personalized Indexing Management, LLC

Investment Activity

Vanguard Personalized Indexing Management, LLC has $6.21 billion in total holdings as of September 30, 2024.
Vanguard Personalized Indexing Management, LLC owns shares of 1,775 different stocks, but just 308 companies or ETFs make up 80% of its holdings.
Approximately 11.77% of the portfolio was purchased this quarter.
About 0.91% of the portfolio was sold this quarter.
This quarter, Vanguard Personalized Indexing Management, LLC has purchased 1,692 new stocks and bought additional shares in 1,262 stocks.
Vanguard Personalized Indexing Management, LLC sold shares of 353 stocks and completely divested from 59 stocks this quarter.

Largest Holdings

Apple: $398,415,237
Microsoft: $358,661,682
NVIDIA: $324,335,945
Amazon.com: $180,327,123
Meta Platforms: $135,903,335

Largest New Holdings this Quarter

FERGUSON ENTERPRISES INC: $4,814,520 Holding
TE CONNECTIVITY PLC: $4,185,314 Holding
SMURFIT WESTROCK PLC: $1,252,383 Holding
iShares MSCI USA ESG Select ETF: $962,358 Holding
SIRIUSXM HOLDINGS INC: $767,374 Holding

Largest Purchases this Quarter

Broadcom: 493,182 shares (about $85.07M)
Apple: 143,018 shares (about $33.32M)
Microsoft: 60,411 shares (about $25.99M)
NVIDIA: 179,565 shares (about $21.81M)
Meta Platforms: 27,763 shares (about $15.89M)

Largest Sales this Quarter

Intel: 71,056 shares (about $1.67M)
General Dynamics: 4,632 shares (about $1.40M)
West Pharmaceutical Services: 3,876 shares (about $1.16M)
NIKE: 12,144 shares (about $1.07M)
Chevron: 6,935 shares (about $1.02M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$398,415,237	$33,323,129 ▲	9.1%	1,709,940	6.4%	Computer and Technology
MSFT Microsoft	$358,661,682	$25,994,835 ▲	7.8%	833,516	5.8%	Computer and Technology
NVDA NVIDIA	$324,335,945	$21,806,370 ▲	7.2%	2,670,751	5.2%	Computer and Technology
AMZN Amazon.com	$180,327,123	$14,841,567 ▲	9.0%	967,783	2.9%	Retail/Wholesale
META Meta Platforms	$135,903,335	$15,892,626 ▲	13.2%	237,411	2.2%	Computer and Technology
GOOGL Alphabet	$131,220,062	$5,238,858 ▲	4.2%	791,199	2.1%	Computer and Technology
AVGO Broadcom	$93,438,918	$85,073,877 ▲	1,017.0%	541,675	1.5%	Computer and Technology
LLY Eli Lilly and Company	$87,555,030	$7,792,749 ▲	9.8%	98,827	1.4%	Medical
BRK.B Berkshire Hathaway	$72,790,535	$8,205,050 ▲	12.7%	158,151	1.2%	Finance
JPM JPMorgan Chase & Co.	$69,267,840	$7,805,816 ▲	12.7%	328,502	1.1%	Finance
TSLA Tesla	$68,698,340	$14,422,366 ▲	26.6%	262,578	1.1%	Auto/Tires/Trucks
GOOG Alphabet	$67,531,692	$3,080,976 ▲	4.8%	403,922	1.1%	Computer and Technology
UNH UnitedHealth Group	$59,360,113	$10,341,216 ▲	21.1%	101,526	1.0%	Medical
V Visa	$50,004,861	$2,613,399 ▲	5.5%	181,869	0.8%	Business Services
XOM Exxon Mobil	$49,477,274	$7,541,800 ▲	18.0%	422,090	0.8%	Oils/Energy
COST Costco Wholesale	$48,917,795	$5,449,396 ▲	12.5%	55,180	0.8%	Retail/Wholesale
MA Mastercard	$47,256,581	$5,309,823 ▲	12.7%	95,700	0.8%	Business Services
PG Procter & Gamble	$45,129,668	$3,546,269 ▲	8.5%	260,564	0.7%	Consumer Staples
HD Home Depot	$43,829,160	$6,387,557 ▲	17.1%	108,167	0.7%	Retail/Wholesale
WMT Walmart	$42,782,372	$5,471,778 ▲	14.7%	529,813	0.7%	Retail/Wholesale
ABBV AbbVie	$38,841,464	$6,085,530 ▲	18.6%	196,686	0.6%	Medical
NFLX Netflix	$36,748,697	$3,850,627 ▲	11.7%	51,812	0.6%	Consumer Discretionary
ORCL Oracle	$35,564,284	$2,821,989 ▲	8.6%	208,711	0.6%	Computer and Technology
JNJ Johnson & Johnson	$32,582,029	$8,327,946 ▲	34.3%	201,049	0.5%	Medical
MRK Merck & Co., Inc.	$30,385,899	$772,434 ▼	-2.5%	267,576	0.5%	Medical
KO Coca-Cola	$28,335,442	$3,071,796 ▲	12.2%	394,315	0.5%	Consumer Staples
ADBE Adobe	$28,333,224	$3,770,445 ▲	15.4%	54,721	0.5%	Computer and Technology
ACN Accenture	$25,751,716	$4,115,920 ▲	19.0%	72,852	0.4%	Computer and Technology
BAC Bank of America	$25,518,240	$1,502,917 ▲	6.3%	643,102	0.4%	Finance
AMD Advanced Micro Devices	$25,173,117	$1,040,594 ▲	4.3%	153,420	0.4%	Computer and Technology
CRM Salesforce	$24,544,138	$3,273,026 ▲	15.4%	89,672	0.4%	Computer and Technology
TMO Thermo Fisher Scientific	$24,162,458	$2,743,963 ▲	12.8%	39,062	0.4%	Medical
MCD McDonald's	$23,564,844	$4,155,654 ▲	21.4%	77,386	0.4%	Retail/Wholesale
CSCO Cisco Systems	$23,162,311	$3,045,037 ▲	15.1%	435,218	0.4%	Computer and Technology
NOW ServiceNow	$22,720,684	$3,767,104 ▲	19.9%	25,404	0.4%	Computer and Technology
PEP PepsiCo	$22,415,725	$1,891,642 ▲	9.2%	131,818	0.4%	Consumer Staples
ISRG Intuitive Surgical	$21,686,792	$2,785,460 ▲	14.7%	44,145	0.3%	Medical
LINDE PLC	$21,657,120	$2,397,657 ▲	12.4%	45,416	0.3%	SHS
AMAT Applied Materials	$21,210,792	$1,419,198 ▲	7.2%	104,978	0.3%	Computer and Technology
CAT Caterpillar	$20,859,375	$1,689,652 ▲	8.8%	53,332	0.3%	Industrial Products
TXN Texas Instruments	$20,732,301	$2,108,678 ▲	11.3%	100,364	0.3%	Computer and Technology
CVX Chevron	$20,703,243	$1,021,319 ▼	-4.7%	140,580	0.3%	Oils/Energy
IBM International Business Machines	$19,795,887	$3,295,188 ▲	20.0%	89,542	0.3%	Computer and Technology
ABT Abbott Laboratories	$19,580,094	$2,498,303 ▲	14.6%	171,740	0.3%	Medical
ETN Eaton	$19,364,490	$1,483,202 ▲	8.3%	58,425	0.3%	Industrial Products
GE General Electric	$18,778,933	$2,369,878 ▲	14.4%	99,581	0.3%	Transportation
AXP American Express	$18,601,433	$1,587,884 ▲	9.3%	68,589	0.3%	Finance
QCOM QUALCOMM	$18,410,348	$1,544,569 ▲	9.2%	108,264	0.3%	Computer and Technology
INTU Intuit	$18,355,025	$3,516,748 ▲	23.7%	29,557	0.3%	Computer and Technology
NEE NextEra Energy	$18,346,897	$1,977,579 ▲	12.1%	217,046	0.3%	Utilities
LOW Lowe's Companies	$18,319,271	$2,611,273 ▲	16.6%	67,636	0.3%	Retail/Wholesale
AMGN Amgen	$18,151,874	$58,642 ▼	-0.3%	56,336	0.3%	Medical
CMCSA Comcast	$18,148,600	$2,210,050 ▲	13.9%	434,489	0.3%	Consumer Discretionary
SPGI S&P Global	$18,025,562	$2,926,680 ▲	19.4%	34,891	0.3%	Business Services
PGR Progressive	$17,761,086	$2,336,104 ▲	15.1%	69,992	0.3%	Finance
DHR Danaher	$17,488,887	$1,743,745 ▲	11.1%	62,905	0.3%	Multi-Sector Conglomerates
RTX RTX	$17,430,841	$1,613,733 ▲	10.2%	143,866	0.3%	Aerospace
WFC Wells Fargo & Company	$15,449,444	$691,661 ▲	4.7%	273,491	0.2%	Finance
TJX TJX Companies	$15,398,220	$1,292,471 ▲	9.2%	131,004	0.2%	Retail/Wholesale
LMT Lockheed Martin	$15,380,497	$1,684,717 ▲	12.3%	26,311	0.2%	Aerospace
UNP Union Pacific	$15,235,739	$2,495,375 ▲	19.6%	61,813	0.2%	Transportation
PM Philip Morris International	$15,095,398	$2,268,122 ▲	17.7%	124,344	0.2%	Consumer Staples
BLK BlackRock	$14,930,211	$2,466,846 ▲	19.8%	15,724	0.2%	Finance
ELV Elevance Health	$14,888,165	$984,883 ▲	7.1%	28,631	0.2%	Medical
BKNG Booking	$14,807,918	$471,697 ▼	-3.1%	3,516	0.2%	Retail/Wholesale
VRTX Vertex Pharmaceuticals	$14,788,167	$1,088,289 ▲	7.9%	31,797	0.2%	Medical
VZ Verizon Communications	$14,729,951	$1,376,492 ▲	10.3%	327,988	0.2%	Computer and Technology
NVO Novo Nordisk A/S	$14,702,143	$1,070,208 ▲	7.9%	123,474	0.2%	Medical
GS The Goldman Sachs Group	$14,696,102	$1,410,097 ▲	10.6%	29,682	0.2%	Finance
T AT&T	$14,302,140	$2,165,634 ▲	17.8%	650,098	0.2%	Computer and Technology
SYK Stryker	$13,722,325	$1,047,282 ▲	8.3%	37,985	0.2%	Medical
HON Honeywell International	$13,666,008	$663,539 ▲	5.1%	66,112	0.2%	Multi-Sector Conglomerates
BSX Boston Scientific	$13,049,384	$913,166 ▲	7.5%	155,721	0.2%	Medical
MS Morgan Stanley	$12,982,036	$1,098,480 ▲	9.2%	124,540	0.2%	Finance
DIS Walt Disney	$12,850,479	$520,098 ▼	-3.9%	133,595	0.2%	Consumer Discretionary
TSM Taiwan Semiconductor Manufacturing	$12,835,031	$1,157,174 ▲	9.9%	73,904	0.2%	Computer and Technology
UBER Uber Technologies	$12,821,825	$1,705,388 ▲	15.3%	170,593	0.2%	Computer and Technology
LRCX Lam Research	$12,742,500	$669,198 ▲	5.5%	15,614	0.2%	Computer and Technology
PANW Palo Alto Networks	$12,635,902	$1,557,570 ▲	14.1%	36,969	0.2%	Computer and Technology
ADP Automatic Data Processing	$12,601,590	$1,916,653 ▲	17.9%	45,537	0.2%	Business Services
PFE Pfizer	$12,410,574	$2,063,191 ▲	19.9%	428,838	0.2%	Medical
MMC Marsh & McLennan Companies	$12,258,405	$1,438,491 ▲	13.3%	54,948	0.2%	Finance
TT Trane Technologies	$12,140,085	$1,001,761 ▲	9.0%	31,230	0.2%	Construction
ZTS Zoetis	$11,975,947	$1,860,984 ▲	18.4%	61,296	0.2%	Medical
HCA HCA Healthcare	$11,881,282	$965,280 ▲	8.8%	29,233	0.2%	Medical
SBUX Starbucks	$11,845,730	$865,517 ▲	7.9%	121,507	0.2%	Retail/Wholesale
GILD Gilead Sciences	$11,813,125	$2,933,977 ▲	33.0%	140,901	0.2%	Medical
ADI Analog Devices	$11,792,821	$1,323,024 ▲	12.6%	51,235	0.2%	Computer and Technology
CI The Cigna Group	$11,764,669	$1,251,332 ▲	11.9%	33,959	0.2%	Medical
C Citigroup	$11,706,903	$668,005 ▲	6.1%	187,011	0.2%	Finance
ASML ASML	$11,684,295	$331,623 ▲	2.9%	14,023	0.2%	Computer and Technology
CB Chubb	$11,455,998	$1,081,462 ▲	10.4%	39,724	0.2%	Finance
TMUS T-Mobile US	$11,297,810	$1,485,587 ▲	15.1%	54,748	0.2%	Computer and Technology
NVS Novartis	$11,243,073	$3,217,680 ▲	40.1%	97,749	0.2%	Medical
REGN Regeneron Pharmaceuticals	$11,147,954	$1,099,553 ▲	10.9%	10,605	0.2%	Medical
ANET Arista Networks	$11,138,888	$1,139,566 ▲	11.4%	29,021	0.2%	Computer and Technology
CTAS Cintas	$11,121,208	$8,689,563 ▲	357.4%	54,018	0.2%	Industrial Products
MDLZ Mondelez International	$11,031,734	$1,373,653 ▲	14.2%	149,745	0.2%	Consumer Staples
ICE Intercontinental Exchange	$10,986,140	$1,217,969 ▲	12.5%	68,390	0.2%	Finance
APH Amphenol	$10,669,408	$1,244,163 ▲	13.2%	163,742	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Vanguard Personalized Indexing Management, LLC Top Holdings and 13F Report (2024)

About Vanguard Personalized Indexing Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Vanguard Personalized Indexing Management, LLC Top Holdings and 13F Report (2024)

About Vanguard Personalized Indexing Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofVanguard Personalized Indexing Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools