Vanguard Personalized Indexing Management, LLC
CIK 1767306 · Holdings on Dec 31, 2023 · First reported Feb 8, 2024
Top ten holdings
Q4 2023- AAPL6.61%
- MSFT6.14%
- AMZN2.77%
- NVDA2.61%
- GOOGL2.06%
- META1.58%
- GOOG1.24%
- TSLA1.17%
- LLY1.09%
- AVGO1.07%
Share classes counted separately26.34%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MSFTWeight increased · +0.46 pp5.68% → 6.14%Shares +34.19K (+5.68%)
- AMZNWeight increased · +0.33 pp2.44% → 2.77%Shares +69.08K (+10.78%)
- TSLAWeight decreased · -0.26 pp1.43% → 1.17%Shares -8.37K (-4.38%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $257.45M | 6.61% | 1.34M shares | 6.49% → 6.61%+0.12 pp +68.43K (+5.39%) | Added | ↗▾ |
| 02 | MSFTMICROSOFT CORP View history and evidence | $239.12M | 6.14% | 635.88K shares | 5.68% → 6.14%+0.46 pp +34.19K (+5.68%) | Added | ↗▾ |
| 03 | AMZNAMAZON.COM INC View history and evidence | $107.86M | 2.77% | 709.91K shares | 2.44% → 2.77%+0.33 pp +69.08K (+10.78%) | Added | ↗▾ |
| 04 | NVDANVIDIA CORP View history and evidence | $101.73M | 2.61% | 205.42K shares | 2.59% → 2.61%+0.02 pp +5.91K (+2.96%) | Added | ↗▾ |
| 05 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $80.48M | 2.06% | 576.15K shares | 2.02% → 2.06%+0.04 pp +60.79K (+11.80%) | Added | ↗▾ |
| 06 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $61.42M | 1.58% | 173.53K shares | 1.46% → 1.58%+0.12 pp +10.42K (+6.39%) | Added | ↗▾ |
| 07 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $48.28M | 1.24% | 342.58K shares | 1.43% → 1.24%-0.19 pp -20.65K (-5.69%) | Reduced | ↗▾ |
| 08 | TSLATESLA INC View history and evidence | $45.43M | 1.17% | 182.84K shares | 1.43% → 1.17%-0.26 pp -8.37K (-4.38%) | Reduced | ↗▾ |
| 09 | LLYELI LILLY & CO View history and evidence | $42.54M | 1.09% | 72.99K shares | 1.16% → 1.09%-0.07 pp +796 (+1.10%) | Added | ↗▾ |
| 10 | AVGOBROADCOM INC View history and evidence | $41.74M | 1.07% | 37.39K shares | 0.91% → 1.07%+0.16 pp +643 (+1.75%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 102
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ATVI ACTIVISION BLIZZARD INC | Non-derivative | -52,424 | -$4.91M | SEC filing ↗ | SEC filing ↗ |
| VMW VMWARE INC-CLASS A | Non-derivative | -16,025 | -$2.67M | SEC filing ↗ | SEC filing ↗ |
| HZNP HORIZON THERAPEUTICS PLC | Non-derivative | -22,313 | -$2.58M | SEC filing ↗ | SEC filing ↗ |
3 / 102 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1767306 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-08
Amendments and versions
{
"amendments_merged": [
{
"action": "MERGE_ADD",
"accession": "0001171520-24-000221",
"cover_total": 43604881,
"filing_date": "2024-06-04",
"claimed_type": "NEW HOLDINGS",
"confidential": false,
"positions_added": 24,
"positions_restated": 0,
"positions_cancelled": 0
}
],
"prior_versions": null,
"cover_table_value": 3853945904
}Research all 1,559 reported holdings.
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