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
$15.3B
$3.19 Million 0.05% of portfolio
43,389
Q1 2025 Reduced 5.11%
$37.7B
$3.4 Million 0.05% of portfolio
14,043
Q1 2025 Added 11.5%
$29.2B
$3.16 Million 0.05% of portfolio
25,376
Q1 2025 Added 5.79%
$57.3B
$3.16 Million 0.05% of portfolio
18,344
Q1 2025 Added 9.14%
$34.6B
$3.38 Million 0.05% of portfolio
42,641
Q1 2025 Added 33.95%
$35.7B
$3.3 Million 0.05% of portfolio
75,580
Q1 2025 Added 1.08%
$27B
$3.17 Million 0.05% of portfolio
22,903
Q1 2025 Reduced 0.03%
$16B
$3.46 Million 0.05% of portfolio
50,222
Q1 2025 Added 3.11%
$18.7B
$3.62 Million 0.05% of portfolio
30,117
Q1 2025 Added 17.44%
$91.5B
$3.59 Million 0.05% of portfolio
8,379
Q1 2025 Added 29.19%
$49.6B
$3.63 Million 0.05% of portfolio
48,599
Q1 2025 Added 15.05%
$28.2B
$3.5 Million 0.05% of portfolio
8,334
Q1 2025 Added 3.54%
$26.5B
$3.47 Million 0.05% of portfolio
19,282
Q1 2025 Added 3.18%
$10.2B
$3.6 Million 0.05% of portfolio
189,555
Q1 2025 Added 2.07%
$26.3B
$3.37 Million 0.05% of portfolio
121,795
Q1 2025 Added 9.76%
$23B
$3.03 Million 0.05% of portfolio
9,165
Q1 2025 Reduced 1.43%
$34.4B
$3.15 Million 0.05% of portfolio
39,404
Q1 2025 Added 5.79%
$19.8B
$3.57 Million 0.05% of portfolio
13,610
Q1 2025 Added 3.81%
$29.5B
$3.37 Million 0.05% of portfolio
22,500
Q1 2025 Added 18.63%
$35.3B
$3 Million 0.05% of portfolio
98,583
Q1 2025 Reduced 1.77%
$30.2B
$3.25 Million 0.05% of portfolio
28,336
Q1 2025 Added 19.57%
$22B
$3.1 Million 0.05% of portfolio
33,734
Q1 2025 Reduced 8.53%
$27.4B
$3.25 Million 0.05% of portfolio
11,485
Q1 2025 Added 1.54%
$58.2B
$3.01 Million 0.05% of portfolio
96,745
Q1 2025 Added 17.02%
$27.4B
$3.28 Million 0.05% of portfolio
2,777
Q1 2025 Added 2.1%
$41.6B
$3.09 Million 0.05% of portfolio
63,830
Q1 2025 Added 35.16%
$43.7B
$3.09 Million 0.05% of portfolio
40,683
Q1 2025 Added 5.76%
$59.9B
$3.01 Million 0.05% of portfolio
15,853
Q1 2025 Added 31.49%
$5.37B
$3.25 Million 0.05% of portfolio
155,816
Q1 2025 Added 441.4%
$13.4B
$3.51 Million 0.05% of portfolio
24,600
Q1 2025 Added 13.83%
$7.98B
$3.29 Million 0.05% of portfolio
275,253
Q1 2025 Added 32.19%
$24B
$3.32 Million 0.05% of portfolio
36,188
Q1 2025 Added 11.91%
$40.8B
$3.53 Million 0.05% of portfolio
13,647
Q1 2025 Added 3.81%
$25.1B
$3.36 Million 0.05% of portfolio
47,083
Q1 2025 Reduced 7.27%
$67.9B
$3.03 Million 0.05% of portfolio
20,736
Q1 2025 Added 28.56%
$17.7B
$3.35 Million 0.05% of portfolio
21,921
Q1 2025 Added 3.08%
$38.5B
$3.27 Million 0.05% of portfolio
15,792
Q1 2025 Added 22.58%
$29.7B
$3.5 Million 0.05% of portfolio
50,729
Q1 2025 Added 3.94%
$40.1B
$3.39 Million 0.05% of portfolio
14,632
Q1 2025 Added 16.28%
$26.8B
$3.29 Million 0.05% of portfolio
47,894
Q1 2025 Added 7.84%
$47.5B
$3.32 Million 0.05% of portfolio
16,994
Q1 2025 Added 14.89%
$17.2B
$2.99 Million 0.05% of portfolio
8,109
Q1 2025 Added 9.24%
$34.7B
$3.53 Million 0.05% of portfolio
32,380
Q1 2025 Added 6.2%
$33.5B
$3.56 Million 0.05% of portfolio
10,528
Q1 2025 Added 3.93%
$16.1B
$3.31 Million 0.05% of portfolio
1,080,617
Q1 2025 Reduced 4.68%
$40B
$3.62 Million 0.05% of portfolio
51,206
Q1 2025 Added 4.5%
$43.5B
$2.95 Million 0.04% of portfolio
31,036
Q1 2025 Added 17.91%
$320B
$2.65 Million 0.04% of portfolio
20,008
Q1 2025 Added 16.95%
$40B
$2.45 Million 0.04% of portfolio
9,088
Q1 2025 Added 5.99%

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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