Vanguard Personalized Indexing Management, LLC Portfolio Holdings

Vanguard Personalized Indexing Management, LLC

  • $8.6 Billion
  • Q2 2025

Vanguard Personalized Indexing Management, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $8.6 Billion distributed in 1980 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $549M, Microsoft Corp with a value of $545M, Apple Inc. with a value of $437M, Amazon Com Inc with a value of $287M, and Meta Platforms, Inc. with a value of $229M.

Examining the 13F form we can see an increase of $1.99B in the current position value, from $6.61B to 8.6B.

Vanguard Personalized Indexing Management, LLC is based out at Oakland, CA

Below you can find more details about Vanguard Personalized Indexing Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $8.6 Billion
Technology: $2.82 Billion
Financial Services: $1.23 Billion
Consumer Cyclical: $885 Million
Communication Services: $811 Million
Healthcare: $799 Million
Industrials: $723 Million
Consumer Defensive: $461 Million
Energy: $283 Million
Other: $596 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$549 Million 6.39% of portfolio
3,477,711
Q2 2025 Added 18.38%
$3.95T
$545 Million 6.33% of portfolio
1,094,697
Q2 2025 Added 23.69%
$3.69T
$437 Million 5.08% of portfolio
2,129,345
Q2 2025 Added 11.41%
$2.26T
$287 Million 3.34% of portfolio
1,307,345
Q2 2025 Added 17.99%
$1.78T
$229 Million 2.66% of portfolio
309,979
Q2 2025 Added 17.58%
$127B
$211 Million 2.45% of portfolio
764,338
Q2 2025 Added 24.06%
$1.21T
$180 Million 2.09% of portfolio
1,021,416
Q2 2025 Added 15.06%
$859B
$128 Million 1.49% of portfolio
442,656
Q2 2025 Added 21.18%
$1.08T
$117 Million 1.36% of portfolio
368,423
Q2 2025 Added 26.82%
$621B
$106 Million 1.23% of portfolio
217,916
Q2 2025 Added 17.61%
$1.24T
$96.6 Million 1.12% of portfolio
544,549
Q2 2025 Added 24.88%
$608B
$94.3 Million 1.1% of portfolio
121,020
Q2 2025 Added 11.7%
$545B
$93.4 Million 1.09% of portfolio
69,723
Q2 2025 Added 20.42%
$551B
$93.3 Million 1.08% of portfolio
262,665
Q2 2025 Added 19.04%
$548B
$73.3 Million 0.85% of portfolio
130,490
Q2 2025 Added 19.22%
$439B
$71.7 Million 0.83% of portfolio
72,460
Q2 2025 Added 18.84%
$684B
$59.3 Million 0.69% of portfolio
271,221
Q2 2025 Added 17.78%
$442B
$54.3 Million 0.63% of portfolio
504,007
Q2 2025 Added 12.65%
$368B
$51.6 Million 0.6% of portfolio
323,679
Q2 2025 Added 13.13%
$351B
$50.8 Million 0.59% of portfolio
273,739
Q2 2025 Added 15.96%
$405B
$50.4 Million 0.59% of portfolio
137,415
Q2 2025 Added 14.13%
$293B
$43.1 Million 0.5% of portfolio
621,032
Q2 2025 Added 16.87%
$381B
$40.9 Million 0.48% of portfolio
864,230
Q2 2025 Added 22.97%
$452B
$40.9 Million 0.48% of portfolio
267,704
Q2 2025 Added 13.36%
$367B
$40.1 Million 0.47% of portfolio
294,476
Q2 2025 Added 25.17%
$210B
$38.5 Million 0.45% of portfolio
130,618
Q2 2025 Added 17.1%
$229B
$37.9 Million 0.44% of portfolio
278,752
Q2 2025 Added 22.75%
$306B
$37.1 Million 0.43% of portfolio
523,732
Q2 2025 Added 19.29%
$261B
$37.1 Million 0.43% of portfolio
203,550
Q2 2025 Added 27.96%
$306B
$35 Million 0.41% of portfolio
135,932
Q2 2025 Added 17.53%
$201B
$34.4 Million 0.4% of portfolio
43,639
Q2 2025 Added 31.8%
$172B
$33.8 Million 0.39% of portfolio
32,905
Q2 2025 Added 17.51%
$232B
$32.7 Million 0.38% of portfolio
120,042
Q2 2025 Added 16.73%
$169B
$31.2 Million 0.36% of portfolio
57,477
Q2 2025 Added 20.24%
$222B
$30.7 Million 0.36% of portfolio
105,136
Q2 2025 Added 17.55%
$245B
$31.4 Million 0.36% of portfolio
100,498
Q2 2025 Added 1.66%
$302B
$31 Million 0.36% of portfolio
386,414
Q2 2025 Added 18.93%
$254B
$29.9 Million 0.35% of portfolio
42,207
Q2 2025 Added 19.17%
$217B
$29.6 Million 0.34% of portfolio
5,118
Q2 2025 Added 22.18%
$229B
$29 Million 0.34% of portfolio
198,621
Q2 2025 Added 18.18%
$282B
$28.6 Million 0.33% of portfolio
201,264
Q2 2025 Added 25.57%
$203B
$27.8 Million 0.32% of portfolio
958,928
Q2 2025 Added 22.98%
$218B
$27.5 Million 0.32% of portfolio
70,798
Q2 2025 Added 15.58%
$162B
$26.6 Million 0.31% of portfolio
145,277
Q2 2025 Added 31.75%
$145B
$26.5 Million 0.31% of portfolio
74,239
Q2 2025 Added 17.44%
$227B
$26.1 Million 0.3% of portfolio
81,777
Q2 2025 Added 16.58%
$302B
$26 Million 0.3% of portfolio
181,580
Q2 2025 Reduced 5.68%
$203B
$25.5 Million 0.3% of portfolio
322,630
Q2 2025 Added 8.94%
$250B
$26 Million 0.3% of portfolio
184,436
Q2 2025 Added 31.48%

Summary

  • Portfolio
  • No. of Stocks 1,980
  • Current Value $8.6 Billion
  • Prior Value $6.61 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 220 stocks
  • Additional Purchases 1,367 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 345 stocks
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