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 Market Cap. of $50 Millions to $300 Millions
