Vanguard Personalized Indexing Management, LLC Purchases in Q1 2025

Vanguard Personalized Indexing Management, LLC

  • $6.61 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
15.2K
+ 8.96%
$442.66 - $534.52 $6.75M - $8.15M
185K $98.7M
JNJ
Johnson & Johnson

Healthcare
69.1K
+ 41.34%
$142.06 - $167.7 $9.81M - $11.6M
236K $39.2M
V
Visa Inc.

Financial Services
22.5K
+ 11.35%
$306.92 - $362.71 $6.9M - $8.16M
221K $77.3M
ABBV
Abb Vie Inc.

Healthcare
32.3K
+ 15.88%
$169.2 - $216.66 $5.47M - $7.01M
236K $49.5M
LLY
Eli Lilly & CO

Healthcare
9.58K
+ 9.7%
$725.72 - $929.72 $6.95M - $8.91M
108K $89.5M
XOM
Exxon Mobil Corp

Energy
43.8K
+ 10.85%
$105.44 - $118.93 $4.62M - $5.21M
447K $53.2M
PM
Philip Morris International Inc.

Consumer Defensive
22.9K
+ 16.86%
$117.15 - $158.79 $2.69M - $3.64M
159K $25.3M
CVX
Chevron Corp

Energy
30.3K
+ 18.65%
$146.71 - $167.97 $4.44M - $5.08M
193K $32.2M
ABT
Abbott Laboratories

Healthcare
26.6K
+ 13.27%
$111.1 - $140.22 $2.96M - $3.73M
227K $30.1M
MA
Mastercard Inc

Financial Services
8.8K
+ 8.75%
$504.67 - $576.31 $4.44M - $5.07M
109K $60M
JPM
Jpmorgan Chase & CO

Financial Services
17.8K
+ 5.13%
$225.19 - $279.95 $4.01M - $4.99M
365K $89.6M
AMGN
Amgen Inc

Healthcare
11K
+ 20.79%
$258.59 - $327.36 $2.84M - $3.6M
63.9K $19.9M
GE
General Electric CO

Industrials
12.1K
+ 11.68%
$168.59 - $212.13 $2.04M - $2.57M
116K $23.1M
T
At&T Inc.

Communication Services
65.9K
+ 9.24%
$21.56 - $28.28 $1.42M - $1.86M
780K $22.1M
PGR
Progressive Corp

Financial Services
9.36K
+ 12.94%
$235.61 - $291.22 $2.2M - $2.72M
81.7K $23.1M
ELV
Elevance Health, Inc.

Healthcare
8.32K
+ 31.21%
$365.9 - $436.25 $3.04M - $3.63M
35K $15.2M
UBER
Uber Technologies, Inc

Technology
46.7K
+ 31.83%
$63.17 - $81.49 $2.95M - $3.81M
194K $14.1M
IBM
International Business Machines Corp

Technology
8.83K
+ 8.59%
$217.4 - $264.74 $1.92M - $2.34M
112K $27.7M
META
Meta Platforms, Inc.

Communication Services
14.7K
+ 5.92%
$576.36 - $736.67 $8.49M - $10.9M
264K $152M
COST
Costco Wholesale Corp

Consumer Defensive
3.64K
+ 6.34%
$890.62 - $1076.86 $3.24M - $3.92M
61K $57.7M
NFLX
Netflix Inc

Communication Services
3.06K
+ 5.59%
$828.4 - $1058.6 $2.54M - $3.24M
57.9K $54M
RTX
Raytheon Technologies Corp

Industrials
19K
+ 12.71%
$114.1 - $135.66 $2.16M - $2.57M
168K $22.3M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
4.58K
+ 14.7%
$402.49 - $513.76 $1.85M - $2.36M
35.8K $17.3M
PLTR
Palantir Technologies Inc.

Technology
35.5K
+ 17.79%
$64.98 - $124.62 $2.31M - $4.43M
235K $19.9M
CVS
Cvs Health Corp

Healthcare
34.1K
+ 35.74%
$44.22 - $68.64 $1.51M - $2.34M
130K $8.79M
GILD
Gilead Sciences, Inc.

Healthcare
12.1K
+ 8.05%
$89.14 - $117.41 $1.08M - $1.42M
162K $18.2M
CSCO
Cisco Systems, Inc.

Technology
48.6K
+ 10.07%
$58.74 - $64.87 $2.85M - $3.15M
531K $32.8M
MCD
Mcdonalds Corp

Consumer Cyclical
7.09K
+ 8.61%
$279.74 - $321.29 $1.98M - $2.28M
89.4K $27.9M
TMUS
T Mobile Us, Inc.

Communication Services
4.99K
+ 8.61%
$211.3 - $272.83 $1.06M - $1.36M
63K $16.8M
VZ
Verizon Communications Inc

Communication Services
44.2K
+ 12.72%
$37.81 - $46.49 $1.67M - $2.05M
392K $17.8M
NVS
Novartis Ag

Healthcare
22.1K
+ 25.22%
$97.14 - $115.57 $2.14M - $2.55M
110K $12.2M
MDLZ
Mondelez International, Inc.

Consumer Defensive
35.8K
+ 25.37%
$56.12 - $68.15 $2.01M - $2.44M
177K $12M
CI
Cigna Corp

Healthcare
5.42K
+ 16.08%
$274.49 - $329.0 $1.49M - $1.78M
39.1K $12.9M
BSX
Boston Scientific Corp

Healthcare
14.6K
+ 8.83%
$89.38 - $106.18 $1.3M - $1.55M
179K $18.1M
INTC
Intel Corp

Technology
115K
+ 50.88%
$19.1 - $27.39 $2.2M - $3.15M
341K $7.75M
KLAC
Kla Corp

Technology
3.77K
+ 29.15%
$636.62 - $777.63 $2.4M - $2.93M
16.7K $11.4M
ICE
Intercontinental Exchange, Inc.

Financial Services
8.55K
+ 12.0%
$142.8 - $176.36 $1.22M - $1.51M
79.8K $13.8M
AIG
American International Group, Inc.

Financial Services
21.2K
+ 23.46%
$70.5 - $86.94 $1.5M - $1.85M
112K $9.72M
AMT
American Tower Corp

Real Estate
7.2K
+ 17.04%
$173.46 - $217.6 $1.25M - $1.57M
49.4K $10.8M
SBUX
Starbucks Corp

Consumer Cyclical
21.8K
+ 18.0%
$91.75 - $115.81 $2M - $2.52M
143K $14M
SHEL
Shell PLC

Energy
24.7K
+ 24.01%
$62.84 - $73.29 $1.55M - $1.81M
128K $9.35M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
725
+ 9.65%
$1187.71 - $1432.58 $861K - $1.04M
8.24K $11.8M
DE
Deere & CO

Industrials
3.49K
+ 12.87%
$408.57 - $509.27 $1.42M - $1.78M
30.6K $14.3M
MO
Altria Group, Inc.

Consumer Defensive
21.7K
+ 11.29%
$50.81 - $60.02 $1.1M - $1.3M
214K $12.8M
PG
Procter & Gamble CO

Consumer Defensive
11.5K
+ 4.18%
$158.56 - $176.26 $1.82M - $2.02M
286K $48.8M
SAP
Sap Se

Technology
6.18K
+ 13.54%
$241.4 - $293.69 $1.49M - $1.82M
51.8K $13.9M
MCK
Mckesson Corp

Healthcare
1.41K
+ 8.59%
$566.21 - $672.99 $797K - $948K
17.8K $12M
WELL
Welltower Inc.

Real Estate
6.64K
+ 11.25%
$124.05 - $156.86 $823K - $1.04M
65.6K $10.1M
SCHW
Schwab Charles Corp

Financial Services
26.6K
+ 21.48%
$71.24 - $83.64 $1.89M - $2.22M
150K $11.8M
Activity Summary
Buys All Purchases 1364 New Holdings 135 Increased Positions 1229 Sells All Sells 454 Reductions 454 Sold out 0 Options Calls 0 Puts 0
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