Vanguard Personalized Indexing Management, LLC Portfolio Holdings

Vanguard Personalized Indexing Management, LLC

  • $9.45 Billion
  • Q3 2025

Vanguard Personalized Indexing Management, LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $9.45 Billion distributed in 1985 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $664M, Microsoft Corp with a value of $581M, Apple Inc. with a value of $572M, Amazon Com Inc with a value of $297M, and Alphabet Inc. with a value of $263M.

Examining the 13F form we can see an increase of $856M in the current position value, from $8.6B to 9.45B.

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 $9.45 Billion
Technology: $3.22 Billion
Financial Services: $1.3 Billion
Consumer Cyclical: $990 Million
Communication Services: $929 Million
Healthcare: $840 Million
Industrials: $762 Million
Consumer Defensive: $448 Million
Energy: $309 Million
Other: $652 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$270B
$9.87 Million 0.1% of portfolio
138,013
Q3 2025 Added 5.91%
$284B
$8.86 Million 0.09% of portfolio
124,835
Q3 2025 Added 6.12%
$272B
$8.78 Million 0.09% of portfolio
45,959
Q3 2025 Added 3.95%
$205B
$7.76 Million 0.08% of portfolio
52,694
Q3 2025 Added 11.88%
$418B
$5.43 Million 0.06% of portfolio
30,361
Q3 2025 Added 14.86%
$453B
$1.51 Million 0.02% of portfolio
2
Q2 2025 Added 100.0%

Summary

  • Portfolio
  • No. of Stocks 1,985
  • Current Value $9.45 Billion
  • Prior Value $8.6 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 125 stocks
  • Additional Purchases 1,139 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 689 stocks
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