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
ULCC
Frontier Group Holdings, Inc.

Industrials
21.7K
+ 145.35%
$4.34 - $10.06 $94.4K - $219K
36.7K $159K
CNS
Cohen & Steers, Inc.

Financial Services
1.13K
+ 34.78%
$75.52 - $92.6 $85.5K - $105K
4.39K $352K
EW
Edwards Lifesciences Corp

Healthcare
2.02K
+ 3.3%
$67.95 - $76.19 $137K - $154K
63.1K $4.58M
MLI
Mueller Industries Inc

Industrials
1.18K
+ 9.67%
$76.14 - $82.67 $90.1K - $97.9K
13.4K $1.02M
TRP
Tc Energy Corp

Energy
890
+ 6.94%
$44.29 - $49.27 $39.4K - $43.9K
13.7K $647K
MTH
Meritage Homes Corp

Consumer Cyclical
7.62K
+ 129.06%
$69.41 - $152.01 $529K - $1.16M
13.5K $958K
MNDY
Monday.Com Ltd.

Technology
113
+ 3.97%
$213.0 - $327.92 $24.1K - $37.1K
2.96K $719K
ELP
Energy CO Of Parana

Utilities
2.69K
+ 13.01%
$5.78 - $7.54 $15.6K - $20.3K
23.4K $171K
NRZ
New Residential Investment Corp.

Real Estate
6.66K
+ 9.03%
N/A
80.4K $583K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
7.95K
+ 13.48%
$10.61 - $16.49 $84.4K - $131K
66.9K $833K
OLN
Olin Corp

Basic Materials
8.99K
+ 50.58%
$23.36 - $34.41 $210K - $309K
26.8K $648K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
2.31K
+ 39.68%
$30.79 - $38.48 $71.1K - $88.9K
8.13K $259K
UEC
Uranium Energy Corp

Energy
10.1K
New
$4.77 - $8.2 $48.3K - $83.1K
10.1K $48K
VB
Vanguard Small Cap ETF

ETFs
390
+ 18.67%
$217.89 - $252.64 $85K - $98.5K
2.48K $549K
VRNS
Varonis Systems Inc

Technology
1.76K
+ 29.92%
$39.16 - $46.84 $69K - $82.6K
7.66K $309K
AMCR
Amcor PLC

Consumer Cyclical
2.35K
+ 2.83%
$9.33 - $10.39 $21.9K - $24.4K
85.2K $826K
AMPY
Amplify Energy Corp.

Energy
19.5K
+ 169.12%
$3.72 - $6.53 $72.4K - $127K
31K $115K
PRGO
Perrigo CO PLC

Healthcare
701
+ 6.2%
$23.5 - $29.47 $16.5K - $20.7K
12K $336K
CGAU
Centerra Gold Inc.

Basic Materials
5.52K
+ 35.52%
$5.5 - $6.93 $30.4K - $38.3K
21.1K $133K
GDS
Gds Holdings LTD

Technology
1.1K
+ 9.7%
$19.92 - $48.5 $22K - $53.5K
12.5K $315K
GSHD
Goosehead Insurance, Inc.

Financial Services
182
+ 8.36%
$98.59 - $123.84 $17.9K - $22.5K
2.36K $278K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
1.99K
+ 11.93%
$68.37 - $87.97 $136K - $175K
18.7K $1.28M
SNA
Snap On Inc

Industrials
163
+ 3.7%
$324.09 - $358.62 $52.8K - $58.5K
4.57K $1.54M
STWD
Starwood Property Trust, Inc.

Real Estate
596
+ 1.53%
$18.41 - $20.53 $11K - $12.2K
39.5K $780K
TERN
Terns Pharmaceuticals, Inc.

Healthcare
16.2K
New
$2.76 - $5.79 $44.8K - $94K
16.2K $44K
BILI
Bilibili Inc.

Communication Services
1.26K
+ 6.67%
$15.97 - $24.1 $20K - $30.2K
20.1K $383K
APAM
Artisan Partners Asset Management Inc.

Financial Services
3.36K
+ 14.87%
$38.51 - $45.32 $129K - $152K
25.9K $1.01M
CFLT
Confluent, Inc.

Technology
4.51K
+ 31.99%
$23.44 - $37.65 $106K - $170K
18.6K $435K
BGS
B&G Foods, Inc.

Consumer Defensive
5.89K
+ 37.97%
$5.62 - $7.87 $33.1K - $46.3K
21.4K $146K
CCS
Century Communities, Inc.

Consumer Cyclical
957
+ 25.12%
$66.87 - $78.83 $64K - $75.4K
4.77K $319K
CMTG
Claros Mortgage Trust, Inc.

Real Estate
10.8K
New
$2.21 - $4.48 $23.8K - $48.2K
10.8K $40K
NINE
Nine Energy Service, Inc.

Energy
35.6K
+ 104.02%
$0.99 - $1.48 $35.2K - $52.7K
69.8K $78K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
545
+ 10.34%
$154.39 - $176.55 $84.1K - $96.2K
5.82K $913K
ADGI
Adagio Therapeutics, Inc.

Healthcare
11.8K
New
N/A
11.8K $39K
MMSI
Merit Medical Systems Inc

Healthcare
85
+ 2.55%
$95.64 - $110.29 $8.13K - $9.37K
3.42K $361K
RDFN
Redfin Corp

Real Estate
976
+ 4.34%
$5.82 - $11.39 $5.68K - $11.1K
23.5K $216K
SSP
E.W. Scripps CO

Communication Services
10.2K
+ 95.58%
$1.41 - $3.36 $14.4K - $34.3K
20.9K $61K
EB
Eventbrite, Inc.

Technology
18K
New
$2.11 - $3.68 $37.9K - $66.1K
18K $37K
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
3.87K
+ 17.09%
$6.22 - $8.25 $24K - $31.9K
26.5K $192K
CSAN
Cosan S.A.

Energy
7.33K
+ 54.01%
$4.71 - $5.84 $34.5K - $42.8K
20.9K $109K
DOCN
Digital Ocean Holdings, Inc.

Technology
1.2K
+ 16.66%
$33.39 - $46.69 $40.2K - $56.2K
8.43K $281K
FHI
Federated Hermes, Inc.

Financial Services
1.02K
+ 4.96%
$37.58 - $41.51 $38.4K - $42.5K
21.6K $882K
POR
Portland General Electric CO

Utilities
353
+ 1.8%
$40.56 - $45.24 $14.3K - $16K
20K $890K
ASGN
Asgn Inc

Technology
2.05K
+ 43.44%
$63.02 - $93.96 $129K - $193K
6.78K $427K
HPP
Hudson Pacific Properties, Inc.

Real Estate
12.3K
+ 47.38%
$2.51 - $3.3 $30.7K - $40.4K
38.1K $112K
ITOT
Ishares Core S&P Total U.S. St

ETFs
390
+ 20.22%
$120.29 - $134.6 $46.9K - $52.5K
2.32K $282K
VIAV
Viavi Solutions Inc.

Technology
1.81K
+ 14.23%
$9.71 - $12.8 $17.6K - $23.2K
14.5K $162K
WTI
W&T Offshore Inc

Energy
26K
+ 46.06%
$1.44 - $1.89 $37.4K - $49.1K
82.5K $127K
WSBC
Wesbanco Inc

Financial Services
1.46K
+ 20.75%
$30.36 - $37.08 $44.3K - $54.1K
8.49K $262K
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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