Vanguard Personalized Indexing Management, LLC
CIK 1767306 · Holdings on Sep 30, 2024 · First reported Nov 12, 2024
Top ten holdings
Q3 2024- AAPL6.42%
- MSFT5.78%
- NVDA5.22%
- AMZN2.90%
- META2.19%
- GOOGL2.11%
- AVGO1.50%
- LLY1.41%
- BRK.B1.17%
- JPM1.12%
Share classes counted separately29.82%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MSFTWeight decreased · -0.76 pp6.54% → 5.78%Shares +60.41K (+7.81%)
- GOOGLWeight decreased · -0.52 pp2.63% → 2.11%Shares +31.59K (+4.16%)
- NVDAWeight decreased · -0.51 pp5.73% → 5.22%Shares +179.56K (+7.21%)
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 | $398.42M | 6.42% | 1.71M shares | 6.25% → 6.42%+0.17 pp +143.02K (+9.13%) | Added | ↗▾ |
| 02 | MSFTMICROSOFT CORP View history and evidence | $358.66M | 5.78% | 833.52K shares | 6.54% → 5.78%-0.76 pp +60.41K (+7.81%) | Added | ↗▾ |
| 03 | NVDANVIDIA CORP View history and evidence | $324.34M | 5.22% | 2.67M shares | 5.73% → 5.22%-0.51 pp +179.56K (+7.21%) | Added | ↗▾ |
| 04 | AMZNAMAZON.COM INC View history and evidence | $180.33M | 2.90% | 967.78K shares | 3.27% → 2.90%-0.37 pp +79.65K (+8.97%) | Added | ↗▾ |
| 05 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $135.90M | 2.19% | 237.41K shares | 1.99% → 2.19%+0.20 pp +27.76K (+13.24%) | Added | ↗▾ |
| 06 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $131.22M | 2.11% | 791.20K shares | 2.63% → 2.11%-0.52 pp +31.59K (+4.16%) | Added | ↗▾ |
| 07 | AVGOBROADCOM INC View history and evidence | $93.44M | 1.50% | 541.67K shares | 1.28% → 1.50%+0.22 pp +493.18K (+1017.02%) | Added | ↗▾ |
| 08 | LLYELI LILLY & CO View history and evidence | $87.56M | 1.41% | 98.83K shares | 1.53% → 1.41%-0.12 pp +8.80K (+9.77%) | Added | ↗▾ |
| 09 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $72.79M | 1.17% | 158.15K shares | 1.09% → 1.17%+0.08 pp +17.83K (+12.70%) | Added | ↗▾ |
| 10 | JPMJPMORGAN CHASE & CO View history and evidence | $69.27M | 1.12% | 328.50K shares | 1.11% → 1.12%+0.01 pp +37.02K (+12.70%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 57
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| G3421J106 FERGUSON PLC | Non-derivative | -22,931 | -$4.39M | SEC filing ↗ | SEC filing ↗ |
| H84989104 TE CONNECTIVITY LTD | Non-derivative | -26,931 | -$4.00M | SEC filing ↗ | SEC filing ↗ |
| VXUS VANGUARD TOTAL INTL STOCK | Non-derivative | -19,335 | -$1.17M | SEC filing ↗ | SEC filing ↗ |
3 / 57 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 2024-09-30
Data loaded 2026-09-23 · First reported 2024-11-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 6209686209
}Research all 1,775 reported holdings.
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