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
IVE
Ishares S&P 500 Value ETF

ETFs
1.88K
+ 26.11%
$185.78 - $198.58 $349K - $373K
9.08K $1.73M
SHOP
Shopify Inc.

Technology
8.23K
+ 20.47%
$90.59 - $129.31 $745K - $1.06M
48.4K $4.62M
TSN
Tyson Foods, Inc.

Consumer Defensive
2.93K
+ 11.45%
$54.27 - $63.81 $159K - $187K
28.5K $1.82M
K
Kellogg CO

Consumer Defensive
3.29K
+ 6.62%
$81.06 - $82.9 $267K - $273K
53K $4.37M
MAN
Manpower Group Inc.

Industrials
5.94K
New
$53.77 - $62.66 $319K - $372K
5.94K $343K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
3.93K
+ 11.07%
$42.3 - $53.69 $166K - $211K
39.4K $2.05M
NMR
Nomura Holdings Inc

Financial Services
33.6K
+ 8.98%
$5.56 - $6.98 $187K - $235K
408K $2.51M
NDSN
Nordson Corp

Industrials
1.76K
+ 101.97%
$200.12 - $224.07 $352K - $395K
3.49K $703K
HEI
Heico Corp

Industrials
747
+ 15.79%
$219.6 - $270.85 $164K - $202K
5.48K $1.46M
CTRA
Coterra Energy Inc.

Energy
451
+ 0.47%
$25.51 - $29.83 $11.5K - $13.5K
97.4K $2.81M
FNV
Franco Nevada Corp

Basic Materials
928
+ 20.73%
$120.72 - $157.56 $112K - $146K
5.41K $851K
PUK
Prudential PLC

Financial Services
5.03K
+ 12.87%
$14.54 - $21.92 $73.2K - $110K
44.1K $948K
RIO
Rio Tinto PLC

Basic Materials
4.67K
+ 13.74%
$58.19 - $64.29 $272K - $300K
38.7K $2.32M
KEYS
Keysight Technologies, Inc.

Technology
3.53K
+ 18.63%
$148.16 - $185.11 $524K - $654K
22.5K $3.37M
VO
Vanguard Mid Cap ETF

ETFs
1.41K
+ 18.36%
$251.87 - $277.95 $355K - $392K
9.08K $2.35M
CVNA
Carvana Co.

Consumer Cyclical
1.19K
+ 9.83%
$166.52 - $285.33 $198K - $339K
13.3K $2.77M
OPCH
Option Care Health, Inc.

Healthcare
2.25K
+ 11.13%
$22.7 - $35.2 $51.2K - $79.3K
22.5K $786K
XEL
Xcel Energy Inc

Utilities
2.2K
+ 4.5%
$63.37 - $72.1 $140K - $159K
51.2K $3.62M
CHE
Chemed Corp

Healthcare
332
+ 25.7%
$521.84 - $615.32 $173K - $204K
1.62K $999K
PSA
Public Storage

Real Estate
1.05K
+ 8.93%
$288.99 - $313.98 $303K - $329K
12.8K $3.82M
LNT
Alliant Energy Corp

Utilities
2.38K
+ 7.94%
$56.66 - $66.04 $135K - $157K
32.3K $2.08M
WY
Weyerhaeuser CO

Real Estate
8.88K
+ 21.19%
$27.29 - $31.39 $242K - $279K
50.8K $1.49M
PCAR
Paccar Inc

Industrials
6.88K
+ 12.55%
$96.91 - $112.51 $667K - $775K
61.7K $6.01M
LRN
Stride, Inc.

Consumer Defensive
2.41K
New
$106.34 - $142.28 $256K - $343K
2.41K $305K
CRWD
Crowd Strike Holdings, Inc.

Technology
565
+ 5.65%
$308.86 - $455.36 $175K - $257K
10.6K $3.72M
CHT
Chunghwa Telecom CO LTD

Communication Services
3.83K
+ 3.96%
$36.78 - $39.46 $141K - $151K
101K $3.94M
IMO
Imperial Oil LTD

Energy
1.55K
+ 8.95%
$62.41 - $73.34 $96.9K - $114K
18.9K $1.37M
GH
Guardant Health, Inc.

Healthcare
6.98K
New
$31.77 - $49.94 $222K - $349K
6.98K $297K
MPW
Medical Properties Trust Inc

Real Estate
944
+ 0.67%
$3.83 - $6.21 $3.62K - $5.86K
141K $851K
ZM
Zoom Video Communications, Inc.

Technology
5.61K
+ 37.26%
$72.23 - $88.64 $405K - $497K
20.7K $1.52M
CASY
Caseys General Stores Inc

Consumer Cyclical
207
+ 3.81%
$378.71 - $442.54 $78.4K - $91.6K
5.63K $2.44M
VRT
Vertiv Holdings CO

Industrials
3.41K
+ 11.36%
N/A
33.4K $2.89M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
1.29K
+ 15.9%
$110.55 - $130.35 $142K - $168K
9.38K $1.19M
TM
Toyota Motor Corp

Consumer Cyclical
5.57K
+ 14.61%
$176.53 - $195.35 $983K - $1.09M
43.7K $7.71M
CUBE
Cube Smart

Real Estate
6.88K
+ 60.95%
$40.23 - $43.23 $277K - $297K
18.2K $776K
ALGM
Allegro Microsystems, Inc.

Technology
9.32K
+ 52.83%
$21.77 - $28.31 $203K - $264K
27K $677K
LAUR
Laureate Education, Inc.

Consumer Defensive
14.3K
New
$18.04 - $20.97 $258K - $300K
14.3K $292K
OLED
Universal Display Corp Pa

Technology
2.34K
+ 43.09%
$139.48 - $161.59 $327K - $378K
7.78K $1.08M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
2.55K
+ 11.66%
$61.25 - $72.83 $156K - $186K
24.4K $1.73M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.95K
+ 127.54%
$102.49 - $119.96 $302K - $354K
5.26K $550K
SU
Suncor Energy Inc

Energy
2.7K
+ 4.56%
$34.27 - $40.63 $92.4K - $110K
61.9K $2.4M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
2.82K
New
$89.88 - $110.11 $253K - $311K
2.82K $283K
LOGI
Logitech International S.A.

Technology
2.99K
+ 20.63%
$81.64 - $105.06 $244K - $314K
17.5K $1.47M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
9.51K
New
$25.2 - $68.74 $240K - $654K
9.51K $281K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.49K
New
$182.82 - $196.21 $272K - $292K
1.49K $279K
NTNX
Nutanix, Inc.

Technology
2.29K
+ 16.46%
$61.28 - $77.44 $140K - $177K
16.2K $1.13M
X
United States Steel Corp

Basic Materials
1.83K
+ 7.54%
$30.47 - $43.0 $55.8K - $78.7K
26.1K $1.1M
SNN
Smith & Nephew PLC

Healthcare
6.26K
+ 23.68%
$23.89 - $30.34 $150K - $190K
32.7K $927K
LPLA
Lpl Financial Holdings Inc.

Financial Services
829
+ 12.24%
$308.87 - $383.33 $256K - $318K
7.6K $2.49M
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
Track This Portfolio

Track Vanguard Personalized Indexing Management, LLC Portfolio

Follow Vanguard Personalized Indexing Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vanguard Personalized Indexing Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vanguard Personalized Indexing Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email