Vanguard Personalized Indexing Management, LLC
Q1 2024 13F-HR Holdings
Net value change ($000)
+805,589
(20.9%)
New positions
151
Sold out positions
56
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown
Snapshot: Change Analysis
Compared to Q4 2023
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| NVDA | 100,763 | 99.1% |
| MSFT | 54,207 | 22.7% |
| AMZN | 35,956 | 33.3% |
| META | 31,713 | 51.6% |
| LLY | 18,925 | 44.5% |
| GOOGL | 16,977 | 21.1% |
| AVGO | 13,720 | 32.9% |
| BRK-B | 13,222 | 34.0% |
| JPM | 11,807 | 29.6% |
| RTX | 10,856 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| AAPL | -15,298 | -5.9% |
| TSLA | -10,456 | -23.0% |
| ADBE | -3,101 | -12.4% |
| SCHB | -2,114 | -84.0% |
| SCHWAB STRATEGIC TRUST | -1,626 | -100.0% |
| ITOT | -1,520 | -86.6% |
| BA | -1,501 | -17.2% |
| COO | -1,501 | -100.0% |
| SPLUNK INC | -1,464 | -100.0% |
| NKE | -1,384 | -13.2% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|