Vanguard Personalized Indexing Management, LLC Reduced Holdings in Q1 2025

Vanguard Personalized Indexing Management, LLC

  • $6.61 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OMC
Omnicom Group Inc.

Communication Services
-880
- 2.65%
$79.43 - $88.34 $69.9K - $77.7K
32.3K $2.68M
MTN
Vail Resorts Inc

Consumer Cyclical
-633
- 23.09%
$153.58 - $184.72 $97.2K - $117K
2.11K $337K
NWL
Newell Brands Inc.

Consumer Defensive
-7.18K
- 20.59%
$6.2 - $10.66 $44.5K - $76.5K
27.7K $171K
CBSH
Commerce Bancshares Inc

Financial Services
-2.8K
- 23.69%
$58.85 - $68.59 $165K - $192K
9.01K $560K
KIM
Kimco Realty Corp

Real Estate
-2.92K
- 5.74%
$20.15 - $23.42 $58.8K - $68.4K
48K $1.02M
FRT
Federal Realty Investment Trust

Real Estate
-942
- 16.53%
$94.7 - $111.82 $89.2K - $105K
4.76K $465K
RGA
Reinsurance Group Of America Inc

Financial Services
-160
- 1.91%
$186.01 - $231.1 $29.8K - $37K
8.21K $1.62M
BDX
Becton Dickinson & CO

Healthcare
-912
- 4.86%
$222.79 - $249.08 $203K - $227K
17.9K $4.09M
SHG
Shinhan Financial Group CO LTD

Financial Services
-4.81K
- 7.66%
N/A
58K $2.01M
SYNA
Synaptics Inc

Technology
-1.48K
- 26.45%
$61.71 - $87.87 $91.5K - $130K
4.12K $262K
DBX
Dropbox, Inc.

Technology
-791
- 1.86%
$24.55 - $33.27 $19.4K - $26.3K
41.8K $1.12M
CNX
Cnx Resources Corp

Energy
-6
- 0.02%
$27.38 - $37.32 $164 - $224
31.1K $980K
PK
Park Hotels & Resorts Inc.

Real Estate
-7.69K
- 33.16%
$10.68 - $14.19 $82.1K - $109K
15.5K $165K
NYT
New York Times CO

Communication Services
-2.2K
- 10.49%
$46.9 - $55.89 $103K - $123K
18.7K $928K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
-7.5K
- 25.36%
$14.03 - $17.33 $105K - $130K
22.1K $326K
CAMT
Camtek LTD

Technology
-519
- 9.06%
$58.63 - $107.14 $30.4K - $55.6K
5.21K $305K
PL
Planet Labs Pbc

Industrials
-32.8K
- 49.3%
$3.38 - $6.49 $111K - $213K
33.7K $113K
AVB
Avalonbay Communities Inc

Real Estate
-373
- 2.74%
$207.86 - $228.08 $77.5K - $85.1K
13.3K $2.85M
SON
Sonoco Products CO

Consumer Cyclical
-2.98K
- 40.7%
$44.71 - $49.22 $133K - $147K
4.35K $205K
FOUR
Shift4 Payments, Inc.

Technology
-461
- 9.13%
$81.71 - $125.66 $37.7K - $57.9K
4.59K $374K
AAL
American Airlines Group Inc.

Industrials
-13.4K
- 12.49%
N/A
93.8K $1.04M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-5.65K
- 29.23%
$21.23 - $23.75 $120K - $134K
13.7K $294K
STNG
Scorpio Tankers Inc.

Energy
-1.46K
- 20.11%
$37.58 - $56.62 $54.8K - $82.6K
5.79K $217K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-155
- 1.86%
$166.63 - $185.86 $25.8K - $28.8K
8.19K $1.36M
KRG
Kite Realty Group Trust

Real Estate
-3.65K
- 18.1%
$21.24 - $25.05 $77.6K - $91.5K
16.5K $369K
SLGN
Silgan Holdings Inc

Consumer Cyclical
-2.5K
- 21.66%
$48.82 - $56.15 $122K - $141K
9.05K $462K
ATR
Aptargroup, Inc.

Healthcare
-616
- 11.2%
$141.7 - $159.83 $87.3K - $98.5K
4.88K $724K
KB
Kb Financial Group Inc.

Financial Services
-284
- 0.65%
$53.14 - $62.87 $15.1K - $17.9K
43.3K $2.34M
LITE
Lumentum Holdings Inc.

Technology
-408
- 7.98%
$57.41 - $100.38 $23.4K - $41K
4.7K $293K
W
Wayfair Inc.

Consumer Cyclical
-723
- 7.93%
$30.07 - $50.1 $21.7K - $36.2K
8.4K $269K
VBR
Vanguard Small Cap Value ETF

ETFs
-551
- 20.96%
$183.02 - $207.75 $101K - $114K
2.08K $387K
IEMG
Ishares Inc

ETFs
-2.47K
- 27.48%
N/A
6.52K $349K
SEE
Sealed Air Corp

Consumer Cyclical
-2.72K
- 24.47%
$28.9 - $35.65 $78.5K - $96.8K
8.38K $242K
ALV
Autoliv Inc

Consumer Cyclical
-1.05K
- 14.37%
$87.68 - $102.7 $92.2K - $108K
6.26K $554K
RGEN
Repligen Corp

Healthcare
-137
- 2.1%
$127.24 - $174.24 $17.4K - $23.9K
6.39K $813K
CHH
Choice Hotels International Inc

Consumer Cyclical
-737
- 25.95%
$127.89 - $155.97 $94.3K - $115K
2.1K $279K
CPRI
Capri Holdings LTD

Consumer Cyclical
-5.11K
- 29.41%
$19.02 - $25.84 $97.2K - $132K
12.3K $242K
EA
Electronic Arts Inc.

Communication Services
-470
- 1.54%
$116.53 - $146.29 $54.8K - $68.8K
30K $4.34M
FLO
Flowers Foods Inc

Consumer Defensive
-1.34K
- 2.3%
$18.05 - $20.78 $24.2K - $27.8K
57K $1.08M
NOV
Nov Inc.

Energy
-10.6K
- 16.59%
$13.99 - $16.43 $148K - $174K
53.1K $808K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
-138
- 1.01%
$25.0 - $39.76 $3.45K - $5.49K
13.6K $339K
CMA
Comerica Inc

Financial Services
-842
- 3.5%
$56.11 - $68.38 $47.2K - $57.6K
23.2K $1.37M
RUN
Sunrun Inc.

Technology
-6.43K
- 27.46%
$5.86 - $11.37 $37.7K - $73.1K
17K $99K
IONS
Ionis Pharmaceuticals Inc

Healthcare
-1.96K
- 15.96%
$30.17 - $34.97 $59.1K - $68.5K
10.3K $311K
ARCC
Ares Capital Corp

Financial Services
-5.46K
- 29.5%
$21.28 - $23.81 $116K - $130K
13K $289K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-1.13K
- 8.12%
$31.92 - $38.83 $36.2K - $44K
12.8K $424K
RDN
Radian Group Inc

Financial Services
-4.39K
- 17.34%
$30.6 - $34.58 $134K - $152K
20.9K $691K
MTZ
Mastec Inc

Industrials
-69
- 1.34%
$108.66 - $160.79 $7.5K - $11.1K
5.08K $592K
WAL
Western Alliance Bancorporation

Financial Services
-353
- 2.96%
$72.65 - $94.0 $25.6K - $33.2K
11.6K $888K
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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