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
CHTR
Charter Communications, Inc.

Communication Services
492
+ 4.39%
$334.89 - $384.77 $165K - $189K
11.7K $4.31M
STE
Steris PLC

Healthcare
1.42K
+ 20.16%
$202.46 - $232.74 $287K - $330K
8.46K $1.92M
NFG
National Fuel Gas CO

Energy
3.12K
+ 26.02%
$60.71 - $79.19 $189K - $247K
15.1K $1.19M
EVRG
Evergy, Inc.

Utilities
1.51K
+ 3.11%
$59.9 - $69.52 $90.7K - $105K
50.2K $3.46M
PFG
Principal Financial Group Inc

Financial Services
3.49K
+ 14.52%
$76.34 - $89.04 $266K - $311K
27.5K $2.32M
REXR
Rexford Industrial Realty, Inc.

Real Estate
11.5K
+ 66.95%
$37.17 - $41.44 $428K - $477K
28.7K $1.12M
CTSH
Cognizant Technology Solutions Corp

Technology
6.3K
+ 9.09%
$75.32 - $90.7 $475K - $571K
75.6K $5.78M
UMC
United Microelectronics Corp

Technology
41.8K
+ 17.73%
$5.69 - $7.15 $238K - $299K
277K $1.98M
MT
Arcelor Mittal

Basic Materials
3.04K
+ 4.83%
$21.82 - $33.93 $66.4K - $103K
66K $1.9M
WPC
W. P. Carey Inc.

Real Estate
3.16K
+ 11.14%
$53.5 - $65.05 $169K - $206K
31.5K $1.99M
CINF
Cincinnati Financial Corp

Financial Services
2.59K
+ 18.68%
$133.67 - $147.81 $346K - $382K
16.4K $2.43M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
5.75K
New
$74.34 - $81.0 $427K - $466K
5.75K $437K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
514
+ 5.99%
$233.07 - $290.7 $120K - $149K
9.09K $2.45M
CBRE
Cbre Group, Inc.

Real Estate
3.48K
+ 8.98%
$121.79 - $147.13 $424K - $513K
42.3K $5.53M
HALO
Halozyme Therapeutics, Inc.

Healthcare
1.42K
+ 6.61%
$47.74 - $65.16 $67.8K - $92.5K
22.9K $1.46M
IEFA
Ishares Tr

ETFs
4.22K
+ 19.62%
$69.57 - $78.65 $294K - $332K
25.7K $1.95M
LKQ
Lkq Corp

Consumer Cyclical
7.73K
+ 45.07%
$36.24 - $44.05 $280K - $341K
24.9K $1.06M
LNC
Lincoln National Corp

Financial Services
7.77K
+ 22.74%
$30.06 - $39.23 $234K - $305K
42K $1.51M
SCHX
Schwab Strategic Tr Us Large C

ETFs
28.8K
+ 14.72%
$21.75 - $24.28 $626K - $699K
224K $4.95M
WSO
Watsco Inc

Industrials
563
+ 14.66%
$463.86 - $530.75 $261K - $299K
4.4K $2.24M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
2.79K
+ 16.37%
$73.71 - $87.55 $206K - $245K
19.9K $1.73M
AEE
Ameren Corp

Utilities
1.61K
+ 7.12%
$86.87 - $103.67 $140K - $167K
24.2K $2.43M
AKAM
Akamai Technologies Inc

Technology
4.57K
+ 32.9%
N/A
18.5K $1.68M
EPD
Enterprise Products Partners L.P.

Energy
683
+ 0.48%
$31.75 - $34.14 $21.7K - $23.3K
142K $4.84M
FFIV
F5, Inc.

Technology
1.17K
+ 16.57%
$251.75 - $310.6 $293K - $362K
8.19K $2.18M
JKHY
Henry Jack & Associates Inc

Technology
1.86K
+ 18.13%
$166.47 - $191.28 $309K - $355K
12.1K $2.21M
SSB
South State Corp

Financial Services
4.75K
+ 93.59%
$89.4 - $108.33 $424K - $514K
9.82K $911K
IBN
Icici Bank LTD

Financial Services
1.03K
+ 0.47%
$27.55 - $31.67 $28.5K - $32.7K
223K $7.04M
ST
Sensata Technologies Holding PLC

Technology
16.5K
New
$24.27 - $30.0 $401K - $496K
16.5K $401K
WTW
Willis Towers Watson PLC

Financial Services
398
+ 3.93%
$306.61 - $340.78 $122K - $136K
10.5K $3.56M
RMD
Resmed Inc

Healthcare
2.3K
+ 9.59%
$219.7 - $257.65 $506K - $593K
26.3K $5.89M
DPZ
Dominos Pizza Inc

Consumer Cyclical
671
+ 29.82%
$402.33 - $489.71 $270K - $329K
2.92K $1.34M
JCI
Johnson Controls International PLC

Industrials
3.9K
+ 5.57%
$76.12 - $90.6 $297K - $354K
73.9K $5.92M
GLW
Corning Inc

Technology
12K
+ 13.51%
$44.91 - $54.25 $538K - $649K
101K $4.6M
MGV
Vanguard Mega Cap Value

ETFs
3K
+ 149.73%
$123.61 - $133.01 $371K - $399K
5K $644K
TYL
Tyler Technologies Inc

Technology
634
+ 14.78%
$553.41 - $646.74 $351K - $410K
4.92K $2.86M
ITW
Illinois Tool Works Inc

Industrials
2.31K
+ 6.93%
$244.9 - $274.48 $566K - $634K
35.6K $8.84M
MCHP
Microchip Technology Inc

Technology
16.6K
+ 35.16%
$48.41 - $64.3 $804K - $1.07M
63.8K $3.09M
NRG
Nrg Energy, Inc.

Utilities
2.76K
+ 12.46%
$84.82 - $113.33 $234K - $313K
24.9K $2.38M
RS
Reliance Steel & Aluminum CO

Basic Materials
242
+ 1.54%
$266.61 - $302.66 $64.5K - $73.2K
16K $4.61M
HLN
Haleon PLC

Healthcare
22.5K
+ 12.17%
$9.02 - $10.67 $203K - $240K
208K $2.14M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
9.84K
+ 7.09%
$9.19 - $12.93 $90.4K - $127K
149K $1.66M
BKR
Baker Hughes CO

Energy
1.23K
+ 1.16%
$41.16 - $48.85 $50.5K - $60K
107K $4.71M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
5.36K
New
$68.07 - $78.99 $365K - $423K
5.36K $364K
RGLD
Royal Gold Inc

Basic Materials
304
+ 3.07%
$132.55 - $163.51 $40.3K - $49.7K
10.2K $1.67M
CPRT
Copart Inc

Consumer Cyclical
7.85K
+ 7.57%
$52.3 - $59.83 $410K - $469K
112K $6.31M
MCO
Moodys Corp

Financial Services
1.08K
+ 5.78%
$437.8 - $527.48 $475K - $572K
19.8K $9.23M
BC
Brunswick Corp

Consumer Cyclical
7.52K
+ 171.78%
$53.49 - $70.51 $402K - $530K
11.9K $640K
UGI
Ugi Corp

Utilities
4.2K
+ 9.31%
$28.0 - $34.16 $118K - $143K
49.3K $1.63M
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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