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
TAK
Takeda Pharmaceutical CO LTD

Healthcare
55.7K
+ 55.38%
$12.89 - $15.19 $718K - $847K
156K $2.32M
LYG
Lloyds Banking Group PLC

Financial Services
76.3K
+ 12.18%
$2.58 - $3.9 $197K - $298K
703K $2.69M
NSC
Norfolk Southern Corp

Industrials
3.94K
+ 20.5%
$227.69 - $259.76 $897K - $1.02M
23.2K $5.48M
NOC
Northrop Grumman Corp

Industrials
730
+ 5.22%
$433.45 - $513.82 $316K - $375K
14.7K $7.54M
ZS
Zscaler, Inc.

Technology
4.22K
+ 56.42%
$181.66 - $216.87 $766K - $914K
11.7K $2.32M
APD
Air Products & Chemicals, Inc.

Basic Materials
2.77K
+ 11.52%
$283.24 - $338.07 $784K - $936K
26.8K $7.9M
ITT
Itt Inc.

Industrials
9.63K
+ 42.55%
$128.71 - $153.88 $1.24M - $1.48M
32.3K $4.17M
WMT
Walmart Inc.

Consumer Defensive
26.8K
+ 4.83%
$84.5 - $105.05 $2.26M - $2.82M
582K $51.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.09K
+ 303.34%
$302.31 - $337.54 $934K - $1.04M
4.11K $1.26M
TD
Toronto Dominion Bank

Financial Services
13.7K
+ 85.0%
$53.12 - $61.15 $729K - $839K
29.9K $1.79M
D
Dominion Energy, Inc

Utilities
12.1K
+ 11.57%
$52.85 - $57.43 $640K - $696K
117K $6.55M
TTWO
Take Two Interactive Software Inc

Communication Services
2.91K
+ 22.58%
$178.61 - $217.95 $520K - $634K
15.8K $3.27M
PFE
Pfizer Inc

Healthcare
51.6K
+ 14.84%
$25.01 - $27.13 $1.29M - $1.4M
399K $10.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.14K
New
$168.16 - $186.21 $865K - $958K
5.14K $878K
VUG
Vanguard Growth ETF

ETFs
2.51K
+ 169.43%
$369.1 - $427.61 $927K - $1.07M
3.99K $1.48M
AFL
Aflac Inc

Financial Services
2.05K
+ 2.52%
$100.99 - $111.19 $207K - $228K
83.5K $9.29M
C
Citigroup Inc

Financial Services
10.1K
+ 4.99%
$67.23 - $84.63 $680K - $856K
213K $15.1M
NET
Cloudflare, Inc.

Technology
5.91K
+ 17.25%
$110.71 - $176.5 $654K - $1.04M
40.2K $4.53M
PINS
Pinterest, Inc.

Communication Services
23.5K
+ 44.34%
$29.79 - $40.0 $700K - $940K
76.5K $2.37M
RACE
Ferrari N.V.

Consumer Cyclical
1.89K
+ 29.19%
$413.73 - $508.15 $783K - $962K
8.38K $3.59M
XPEV
Xpeng Inc.

Consumer Cyclical
23.5K
+ 62.28%
$11.55 - $26.34 $272K - $620K
61.3K $1.27M
NUE
Nucor Corp

Basic Materials
5.65K
+ 16.77%
$114.48 - $142.52 $646K - $805K
39.3K $4.73M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
GRMN
Garmin LTD

Technology
2.44K
+ 10.39%
$204.55 - $241.93 $498K - $590K
25.9K $5.62M
EXPD
Expeditors International Of Washington Inc

Industrials
4.47K
+ 17.44%
$109.09 - $126.48 $488K - $566K
30.1K $3.62M
WCN
Waste Connections, Inc.

Industrials
2.2K
+ 14.89%
$169.89 - $195.19 $374K - $430K
17K $3.32M
BP
Bp PLC

Energy
9.8K
+ 9.72%
$29.93 - $35.31 $293K - $346K
111K $3.74M
UNM
Unum Group

Financial Services
3.11K
+ 5.27%
$71.8 - $83.34 $223K - $259K
62.1K $5.06M
CCI
Crown Castle International Corp

Real Estate
1.71K
+ 4.06%
$84.33 - $106.39 $144K - $182K
43.8K $4.57M
VEEV
Veeva Systems Inc

Healthcare
2.05K
+ 16.28%
$210.58 - $246.8 $431K - $506K
14.6K $3.39M
IVW
Ishares S&P 500 Growth ETF

ETFs
8.57K
+ 123.14%
$92.45 - $106.69 $792K - $914K
15.5K $1.44M
LNG
Cheniere Energy, Inc.

Energy
1.68K
+ 8.28%
$209.32 - $253.66 $351K - $426K
21.9K $5.08M
WPM
Wheaton Precious Metals Corp.

Basic Materials
4.56K
+ 26.73%
$55.75 - $77.63 $254K - $354K
21.6K $1.68M
ALC
Alcon Inc

Healthcare
4.72K
+ 17.91%
$82.73 - $96.8 $390K - $456K
31K $2.95M
COF
Capital One Financial Corp

Financial Services
3.74K
+ 8.82%
$163.87 - $209.82 $613K - $785K
46.2K $8.28M
BRO
Brown & Brown, Inc.

Financial Services
1.39K
+ 5.79%
$100.54 - $124.4 $140K - $173K
25.4K $3.16M
EQT
Eqt Corp

Energy
3.8K
+ 5.85%
$46.16 - $54.25 $175K - $206K
68.7K $3.67M
VTR
Ventas, Inc.

Real Estate
3.48K
+ 7.84%
$56.9 - $70.47 $198K - $245K
47.9K $3.29M
UBS
Ubs Group Ag

Financial Services
20.4K
+ 11.92%
$30.28 - $35.78 $617K - $729K
191K $5.86M
RYN
Rayonier Inc

Real Estate
24.3K
New
$24.95 - $28.24 $606K - $686K
24.3K $676K
BCS
Barclays PLC

Financial Services
24.6K
+ 17.43%
$12.69 - $16.25 $312K - $399K
166K $2.54M
DFS
Discover Financial Services

Financial Services
4.41K
+ 13.17%
$152.99 - $203.25 $675K - $897K
37.9K $6.47M
E
Eni Spa

Energy
14.7K
+ 25.11%
$27.51 - $31.47 $405K - $463K
73.3K $2.27M
MPWR
Monolithic Power Systems Inc

Technology
1.25K
+ 23.22%
$565.7 - $720.25 $706K - $899K
6.62K $3.84M
WEC
Wec Energy Group, Inc.

Utilities
1.89K
+ 6.2%
$92.12 - $108.98 $174K - $206K
32.4K $3.53M
MFG
Mizuho Financial Group Inc

Financial Services
46.1K
+ 7.23%
$4.83 - $6.04 $223K - $278K
684K $3.77M
ENTG
Entegris Inc

Technology
8.43K
+ 107.83%
$87.48 - $109.53 $737K - $923K
16.2K $1.42M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
654
+ 3.08%
$132.75 - $177.12 $86.8K - $116K
21.9K $3.35M
AEM
Agnico Eagle Mines LTD

Basic Materials
2.22K
+ 16.85%
$79.66 - $108.41 $176K - $240K
15.4K $1.67M
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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