Vanguard Personalized Indexing Management, LLC Incresed Positions in Q1 2025

Vanguard Personalized Indexing Management, LLC

  • $6.61 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
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
LOGI
Logitech International S.A.

Technology
2.99K
+ 20.63%
$81.64 - $105.06 $244K - $314K
17.5K $1.47M
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
FICO
Fair Isaac Corp

Technology
400
+ 12.46%
$1695.35 - $2030.47 $678K - $812K
3.61K $6.66M
NXST
Nexstar Media Group, Inc.

Communication Services
1.1K
+ 34.73%
$146.34 - $182.75 $161K - $202K
4.28K $766K
ACGL
Arch Capital Group Ltd.

Financial Services
1.7K
+ 6.47%
$88.13 - $96.94 $149K - $164K
27.9K $2.68M
JD
Jd.Com, Inc.

Consumer Cyclical
3.56K
+ 19.94%
$33.1 - $45.21 $118K - $161K
21.4K $879K
PH
Parker Hannifin Corp

Industrials
1.04K
+ 7.86%
$591.65 - $707.05 $614K - $734K
14.2K $8.66M
HMC
Honda Motor CO LTD

Consumer Cyclical
13.5K
+ 17.78%
$26.9 - $30.41 $362K - $409K
89.2K $2.42M
TW
Tradeweb Markets Inc.

Financial Services
264
+ 2.13%
$123.42 - $148.46 $32.6K - $39.2K
12.6K $1.88M
CNP
Centerpoint Energy Inc

Utilities
1.51K
+ 3.38%
$30.87 - $36.25 $46.7K - $54.9K
46.2K $1.68M
EQH
Equitable Holdings, Inc.

Financial Services
1.89K
+ 5.92%
$47.64 - $55.68 $90K - $105K
33.8K $1.76M
FNF
Fidelity National Financial, Inc.

Financial Services
567
+ 2.34%
$54.25 - $65.27 $30.8K - $37K
24.8K $1.61M
MKL
Markel Corp

Financial Services
81
+ 11.36%
$1660.14 - $2059.83 $134K - $167K
794 $1.48M
LPL
Lg Display Co., Ltd.

Technology
80K
+ 83.43%
$3.08 - $3.49 $246K - $279K
176K $547K
ABC
Amerisourcebergen Corp

Healthcare
1.35K
+ 5.31%
N/A
26.7K $4.95M
DOX
Amdocs LTD

Technology
2.01K
+ 20.87%
$82.21 - $92.02 $165K - $185K
11.7K $1.07M
AES
Aes Corp

Utilities
23.2K
+ 23.42%
$9.93 - $13.23 $231K - $308K
123K $1.52M
LECO
Lincoln Electric Holdings Inc

Industrials
1.24K
+ 24.09%
$180.51 - $216.81 $225K - $270K
6.41K $1.21M
HII
Huntington Ingalls Industries, Inc.

Industrials
902
+ 23.13%
$159.75 - $208.61 $144K - $188K
4.8K $979K
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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