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
BMY
Bristol Myers Squibb CO

Healthcare
27.7K
+ 13.77%
$53.9 - $63.11 $1.49M - $1.75M
229K $14M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3.05K
+ 5.39%
$208.48 - $244.03 $637K - $745K
59.7K $14.6M
HCA
Hca Healthcare, Inc.

Healthcare
3.63K
+ 12.91%
$296.7 - $345.55 $1.08M - $1.26M
31.8K $11M
MDT
Medtronic PLC

Healthcare
17.6K
+ 18.55%
$79.84 - $94.5 $1.4M - $1.66M
112K $10.1M
TXN
Texas Instruments Inc

Technology
12.5K
+ 12.61%
N/A
112K $21.8M
PLD
Prologis, Inc.

Real Estate
18.6K
+ 31.78%
$103.59 - $124.04 $1.93M - $2.31M
77.3K $8.64M
DUK
Duke Energy Corp

Utilities
8.55K
+ 8.95%
$105.87 - $121.97 $905K - $1.04M
104K $12.7M
ED
Consolidated Edison Inc

Utilities
10.9K
+ 20.96%
$88.0 - $110.59 $962K - $1.21M
63.1K $6.98M
SPGI
S&P Global Inc.

Financial Services
3.81K
+ 10.73%
$478.26 - $543.77 $1.82M - $2.07M
39.4K $20M
SONY
Sony Group Corp

Technology
41K
+ 14.18%
$19.88 - $25.64 $815K - $1.05M
330K $8.38M
UNP
Union Pacific Corp

Industrials
7.16K
+ 11.2%
$225.21 - $254.42 $1.61M - $1.82M
71K $16.8M
SO
Southern CO

Utilities
12.2K
+ 11.01%
$80.96 - $92.96 $987K - $1.13M
123K $11.3M
AJG
Arthur J. Gallagher & Co.

Financial Services
2.21K
+ 9.96%
$275.89 - $345.24 $609K - $762K
24.4K $8.41M
AZN
Astrazeneca PLC

Healthcare
18.1K
+ 18.66%
$65.37 - $77.96 $1.19M - $1.41M
115K $8.48M
MMM
3 M CO

Industrials
7.7K
+ 14.33%
$129.7 - $155.12 $999K - $1.19M
61.4K $9.02M
PEP
Pepsico Inc

Consumer Defensive
15.5K
+ 13.99%
$142.64 - $156.42 $2.2M - $2.42M
126K $18.9M
ADP
Automatic Data Processing Inc

Industrials
4.74K
+ 9.73%
$286.85 - $318.64 $1.36M - $1.51M
53.4K $16.3M
CME
Cme Group Inc.

Financial Services
3.6K
+ 11.04%
$225.82 - $266.54 $812K - $958K
36.2K $9.59M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.36K
+ 47.98%
$507.05 - $563.67 $2.21M - $2.46M
13.4K $6.9M
ROP
Roper Technologies Inc

Industrials
2.03K
+ 17.88%
$502.71 - $593.81 $1.02M - $1.2M
13.4K $7.89M
AZO
Autozone Inc

Consumer Cyclical
135
+ 5.84%
$3193.96 - $3828.11 $431K - $517K
2.45K $9.33M
MU
Micron Technology Inc

Technology
19.2K
+ 19.93%
$86.89 - $109.38 $1.66M - $2.1M
115K $10M
SNY
Sanofi

Healthcare
24.8K
+ 34.38%
$48.15 - $59.42 $1.2M - $1.48M
97K $5.38M
UNH
Unitedhealth Group Inc

Healthcare
243
+ 0.25%
$461.52 - $548.18 $112K - $133K
98.9K $51.8M
WM
Waste Management Inc

Industrials
2.02K
+ 4.4%
$200.54 - $233.78 $405K - $473K
48K $11.1M
CTAS
Cintas Corp

Industrials
2.64K
+ 4.73%
$182.09 - $208.14 $480K - $549K
58.4K $12M
CB
Chubb LTD

Financial Services
2.3K
+ 5.39%
$257.71 - $301.99 $593K - $695K
45K $13.6M
SAN
Banco Santander, S.A.

Financial Services
86.3K
+ 16.84%
$4.46 - $7.14 $385K - $616K
599K $4.01M
PAYX
Paychex Inc

Industrials
5.88K
+ 11.32%
$136.06 - $154.52 $799K - $908K
57.8K $8.91M
FTNT
Fortinet, Inc.

Technology
15.4K
+ 17.77%
$92.49 - $114.57 $1.42M - $1.76M
102K $9.81M
VRSN
Verisign Inc

Technology
3.93K
+ 29.79%
$205.1 - $254.74 $806K - $1M
17.1K $4.35M
WFC
Wells Fargo & Company

Financial Services
15.8K
+ 5.11%
$66.78 - $81.42 $1.06M - $1.29M
325K $23.3M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
62.9K
+ 16.04%
$11.66 - $14.98 $733K - $942K
455K $6.2M
INTU
Intuit Inc

Technology
3.3K
+ 11.07%
$555.63 - $630.23 $1.83M - $2.08M
33.1K $20.3M
XYL
Xylem Inc.

Industrials
12.3K
+ 35.35%
$114.02 - $132.04 $1.4M - $1.62M
47.1K $5.62M
TDG
Trans Digm Group Inc

Industrials
755
+ 16.18%
$1251.32 - $1394.11 $945K - $1.05M
5.42K $7.5M
MSI
Motorola Solutions, Inc.

Technology
4.69K
+ 22.27%
$411.73 - $482.1 $1.93M - $2.26M
25.7K $11.3M
DVN
Devon Energy Corp

Energy
26.4K
+ 22.92%
$33.15 - $38.55 $877K - $1.02M
142K $5.3M
HIG
Hartford Financial Services Group, Inc.

Financial Services
5.7K
+ 10.06%
$106.31 - $123.73 $606K - $705K
62.3K $7.71M
YUM
Yum Brands Inc

Consumer Cyclical
4.68K
+ 14.14%
$123.25 - $162.53 $577K - $761K
37.8K $5.95M
TJX
Tjx Companies Inc

Consumer Cyclical
11.2K
+ 8.08%
$112.81 - $126.16 $1.26M - $1.41M
149K $18.2M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
38.9K
+ 15.86%
$9.49 - $14.83 $369K - $577K
284K $3.87M
EXC
Exelon Corp

Utilities
11.5K
+ 10.15%
$37.3 - $46.08 $427K - $528K
124K $5.73M
HSBC
Hsbc Holdings PLC

Financial Services
12K
+ 12.44%
$48.68 - $61.58 $586K - $741K
109K $6.24M
SLB
Schlumberger Limited

Energy
25.2K
+ 21.37%
$38.4 - $43.74 $967K - $1.1M
143K $5.98M
SYK
Stryker Corp

Healthcare
2.54K
+ 6.21%
$355.18 - $399.9 $903K - $1.02M
43.4K $16.2M
HWM
Howmet Aerospace Inc.

Industrials
5.08K
+ 13.31%
$110.79 - $139.39 $563K - $708K
43.3K $5.61M
AEP
American Electric Power CO Inc

Utilities
4.24K
+ 7.42%
$90.32 - $109.27 $383K - $463K
61.3K $6.7M
BK
Bank Of New York Mellon Corp

Financial Services
8.43K
+ 8.21%
$75.42 - $88.95 $635K - $749K
111K $9.32M
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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