Vanguard Personalized Indexing Management, LLC Portfolio Holdings

Vanguard Personalized Indexing Management, LLC

  • $6.61 Billion
  • Q1 2025

Vanguard Personalized Indexing Management, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $6.61 Billion distributed in 1840 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $425M, Microsoft Corp with a value of $332M, Nvidia Corp with a value of $318M, Amazon Com Inc with a value of $211M, and Meta Platforms, Inc. with a value of $152M.

Examining the 13F form we can see an increase of $146M in the current position value, from $6.46B to 6.61B.

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 $6.61 Billion
Technology: $1.93 Billion
Financial Services: $981 Million
Healthcare: $729 Million
Consumer Cyclical: $680 Million
Communication Services: $579 Million
Industrials: $552 Million
Consumer Defensive: $382 Million
Energy: $269 Million
Other: $503 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$39.2B
$5.89 Million 0.09% of portfolio
26,306
Q1 2025 Added 9.59%
$50B
$5.98 Million 0.09% of portfolio
143,042
Q1 2025 Added 21.37%
$37.5B
$6.24 Million 0.09% of portfolio
31,129
Q1 2025 Added 7.34%
$122B
$5.86 Million 0.09% of portfolio
191,277
Q1 2025 Added 11.92%
$74.8B
$5.74 Million 0.09% of portfolio
52,145
Q1 2025 Added 6.59%
$60.7B
$6.15 Million 0.09% of portfolio
9,812
Q1 2025 Added 3.01%
$46.5B
$5.88 Million 0.09% of portfolio
19,744
Q1 2025 Added 16.46%
$23.6B
$5.62 Million 0.09% of portfolio
47,050
Q1 2025 Added 35.35%
$41.5B
$5.95 Million 0.09% of portfolio
37,798
Q1 2025 Added 14.14%
$25.5B
$5.58 Million 0.08% of portfolio
37,844
Q1 2025 Added 10.52%
$46.4B
$5.53 Million 0.08% of portfolio
42,285
Q1 2025 Added 8.98%
$56.4B
$5.08 Million 0.08% of portfolio
21,948
Q1 2025 Added 8.28%
$23.6B
$5.09 Million 0.08% of portfolio
46,223
Q1 2025 Added 27.07%
$50.3B
$4.98 Million 0.08% of portfolio
39,138
Q1 2025 Added 0.09%
$21.8B
$5.3 Million 0.08% of portfolio
141,798
Q1 2025 Added 22.92%
$17.9B
$5.05 Million 0.08% of portfolio
59,068
Q1 2025 Reduced 2.36%
$77.6B
$5.61 Million 0.08% of portfolio
43,265
Q1 2025 Added 13.31%
$45.8B
$5.6 Million 0.08% of portfolio
13,342
Q1 2025 Added 22.19%
$88.6B
$5.46 Million 0.08% of portfolio
22,936
Q1 2025 Added 3.8%
$43.4B
$5.42 Million 0.08% of portfolio
9,576
Q1 2025 Added 4.98%
$64.4B
$5.48 Million 0.08% of portfolio
23,150
Q1 2025 Added 20.5%
$59.8B
$5.49 Million 0.08% of portfolio
44,486
Q1 2025 Added 13.97%
$126B
$5.38 Million 0.08% of portfolio
97,042
Q1 2025 Added 34.38%
$48.7B
$4.97 Million 0.08% of portfolio
47,642
Q1 2025 Reduced 6.16%
$60.3B
$5.38 Million 0.08% of portfolio
130,730
Q1 2025 Added 7.24%
$16B
$5.06 Million 0.08% of portfolio
62,111
Q1 2025 Added 5.27%
$68.4B
$5.23 Million 0.08% of portfolio
123,873
Q1 2025 Reduced 3.71%
$54.1B
$5.46 Million 0.08% of portfolio
41,316
Q1 2025 Added 4.24%
$47.7B
$5.31 Million 0.08% of portfolio
22,739
Q1 2025 Added 23.47%
$50.4B
$4.44 Million 0.07% of portfolio
8,437
Q1 2025 Added 8.38%
$45.8B
$4.71 Million 0.07% of portfolio
107,087
Q1 2025 Added 1.16%
$41.5B
$4.95 Million 0.07% of portfolio
35,901
Q1 2025 Added 11.65%
$38.4B
$4.95 Million 0.07% of portfolio
26,716
Q1 2025 Added 5.31%
$61B
$4.31 Million 0.07% of portfolio
11,701
Q1 2025 Added 4.39%
$54.2B
$4.53 Million 0.07% of portfolio
40,159
Q1 2025 Added 17.25%
$47.1B
$4.6 Million 0.07% of portfolio
100,573
Q1 2025 Added 13.51%
$49.3B
$4.57 Million 0.07% of portfolio
43,824
Q1 2025 Added 4.06%
$73.6B
$4.95 Million 0.07% of portfolio
168,312
Q1 2025 Reduced 2.13%
$51.8B
$4.32 Million 0.07% of portfolio
30,161
Q1 2025 Added 4.85%
$37.5B
$4.72 Million 0.07% of portfolio
63,217
Q1 2025 Added 5.24%
$46.9B
$4.58 Million 0.07% of portfolio
63,143
Q1 2025 Added 3.3%
$42.4B
$4.34 Million 0.07% of portfolio
30,030
Q1 2025 Reduced 1.54%
$69.2B
$4.84 Million 0.07% of portfolio
141,652
Q1 2025 Added 0.48%
$63.7B
$4.6 Million 0.07% of portfolio
121,592
Q1 2025 Added 0.84%
$46.1B
$4.76 Million 0.07% of portfolio
29,803
Q1 2025 Added 16.23%
$27.2B
$4.37 Million 0.07% of portfolio
52,986
Q1 2025 Added 6.62%
$52.3B
$4.63 Million 0.07% of portfolio
22,141
Q1 2025 Added 12.17%
$63.1B
$4.7 Million 0.07% of portfolio
76,328
Q1 2025 Reduced 1.53%
$120B
$4.38 Million 0.07% of portfolio
2,246
Q1 2025 Added 18.46%

Summary

  • Portfolio
  • No. of Stocks 1,840
  • Current Value $6.61 Billion
  • Prior Value $6.46 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 135 stocks
  • Additional Purchases 1,229 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 454 stocks
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