Vanguard Personalized Indexing Management, LLC Portfolio Holdings

Vanguard Personalized Indexing Management, LLC

  • $6.61 Billion
  • Q1 2025

Vanguard Personalized Indexing Management, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $6.61 Billion distributed in 1840 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $425M, Microsoft Corp with a value of $332M, Nvidia Corp with a value of $318M, Amazon Com Inc with a value of $211M, and Meta Platforms, Inc. with a value of $152M.

Examining the 13F form we can see an increase of $146M in the current position value, from $6.46B to 6.61B.

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 $6.61 Billion
Technology: $1.93 Billion
Financial Services: $981 Million
Healthcare: $729 Million
Consumer Cyclical: $680 Million
Communication Services: $579 Million
Industrials: $552 Million
Consumer Defensive: $382 Million
Energy: $269 Million
Other: $503 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.24T
$425 Million 6.43% of portfolio
1,911,310
Q1 2025 Added 6.86%
$3.52T
$332 Million 5.03% of portfolio
885,062
Q1 2025 Added 1.05%
$355B
$318 Million 4.82% of portfolio
2,937,727
Q1 2025 Added 4.27%
$2.21T
$211 Million 3.19% of portfolio
1,108,048
Q1 2025 Added 5.78%
$1.5T
$152 Million 2.3% of portfolio
263,641
Q1 2025 Added 5.92%
$993B
$137 Million 2.08% of portfolio
887,736
Q1 2025 Added 3.32%
$98.9B
$103 Million 1.56% of portfolio
616,098
Q1 2025 Added 5.39%
$648B
$98.7 Million 1.49% of portfolio
185,291
Q1 2025 Added 8.96%
$782B
$89.6 Million 1.36% of portfolio
365,278
Q1 2025 Added 5.13%
$735B
$89.5 Million 1.35% of portfolio
108,346
Q1 2025 Added 9.7%
$599B
$77.3 Million 1.17% of portfolio
220,657
Q1 2025 Added 11.35%
$974B
$75.3 Million 1.14% of portfolio
290,502
Q1 2025 Added 0.33%
$1.08T
$68.1 Million 1.03% of portfolio
436,056
Q1 2025 Added 3.13%
$557B
$60 Million 0.91% of portfolio
109,454
Q1 2025 Added 8.75%
$445B
$57.7 Million 0.87% of portfolio
60,971
Q1 2025 Added 6.34%
$545B
$54 Million 0.82% of portfolio
57,902
Q1 2025 Added 5.59%
$284B
$51.8 Million 0.78% of portfolio
98,853
Q1 2025 Added 0.25%
$265B
$51.1 Million 0.77% of portfolio
581,570
Q1 2025 Added 4.83%
$334B
$49.5 Million 0.75% of portfolio
236,059
Q1 2025 Added 15.88%
$385B
$48.8 Million 0.74% of portfolio
286,103
Q1 2025 Added 4.18%
$374B
$44.1 Million 0.67% of portfolio
120,403
Q1 2025 Added 4.52%
$406B
$39.2 Million 0.59% of portfolio
236,151
Q1 2025 Added 41.34%
$271B
$32.8 Million 0.5% of portfolio
531,393
Q1 2025 Added 10.07%
$276B
$32.2 Million 0.49% of portfolio
192,506
Q1 2025 Added 18.65%
$478B
$32.2 Million 0.49% of portfolio
230,269
Q1 2025 Added 4.92%
$310B
$31.4 Million 0.48% of portfolio
439,058
Q1 2025 Added 9.4%
$234B
$30.1 Million 0.46% of portfolio
227,097
Q1 2025 Added 13.27%
$360B
$29.3 Million 0.44% of portfolio
702,795
Q1 2025 Added 2.67%
$244B
$27.7 Million 0.42% of portfolio
111,547
Q1 2025 Added 8.59%
$224B
$27.9 Million 0.42% of portfolio
89,437
Q1 2025 Added 8.61%
$272B
$27.6 Million 0.42% of portfolio
102,838
Q1 2025 Added 4.61%
$201B
$26.6 Million 0.4% of portfolio
296,146
Q1 2025 Added 0.99%
$280B
$25.3 Million 0.38% of portfolio
159,077
Q1 2025 Added 16.86%
$199B
$24.1 Million 0.37% of portfolio
77,352
Q1 2025 Added 0.73%
$186B
$23.7 Million 0.36% of portfolio
47,803
Q1 2025 Added 3.57%
$275B
$23.1 Million 0.35% of portfolio
115,657
Q1 2025 Added 11.68%
$159B
$23.1 Million 0.35% of portfolio
81,654
Q1 2025 Added 12.94%
$290B
$23.3 Million 0.35% of portfolio
324,918
Q1 2025 Added 5.11%
$207B
$22.3 Million 0.34% of portfolio
168,064
Q1 2025 Added 12.71%
$207B
$22.3 Million 0.34% of portfolio
28,001
Q1 2025 Added 1.36%
$199B
$22.1 Million 0.33% of portfolio
779,744
Q1 2025 Added 9.24%
$177B
$21.8 Million 0.33% of portfolio
112,033
Q1 2025 Added 12.61%
$194B
$21 Million 0.32% of portfolio
54,841
Q1 2025 Added 10.73%
$189B
$20.2 Million 0.31% of portfolio
61,257
Q1 2025 Added 5.74%
$215B
$20.3 Million 0.31% of portfolio
33,111
Q1 2025 Added 11.07%
$155B
$19.9 Million 0.3% of portfolio
63,853
Q1 2025 Added 20.79%
$259B
$19.9 Million 0.3% of portfolio
235,257
Q1 2025 Added 17.79%
$168B
$20 Million 0.3% of portfolio
39,370
Q1 2025 Added 10.73%
$225B
$18.9 Million 0.29% of portfolio
70,148
Q1 2025 Added 1.9%

Summary

  • Portfolio
  • No. of Stocks 1,840
  • Current Value $6.61 Billion
  • Prior Value $6.46 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 135 stocks
  • Additional Purchases 1,229 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 454 stocks
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