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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$37.1B
$2.09 Million 0.03% of portfolio
67,977
Q1 2025 Added 10.73%
$71.6B
$1.65 Million 0.03% of portfolio
16,973
Q1 2025 Added 13.77%
$19.6B
$1.75 Million 0.03% of portfolio
5,138
Q1 2025 Added 17.33%
$27.3B
$2.02 Million 0.03% of portfolio
103,308
Q1 2025 Added 9.82%
$23.5B
$2.11 Million 0.03% of portfolio
9,335
Q1 2025 Added 12.69%
$24.2B
$2.19 Million 0.03% of portfolio
13,684
Q1 2025 Reduced 1.23%
$22.8B
$1.68 Million 0.03% of portfolio
46,244
Q1 2025 Added 3.38%
$23B
$1.84 Million 0.03% of portfolio
18,399
Q1 2025 Reduced 0.62%
$12.2B
$1.71 Million 0.03% of portfolio
8,678
Q1 2025 Added 3.62%
$15.7B
$2.06 Million 0.03% of portfolio
13,991
Q1 2025 Reduced 17.43%
$42.4B
$1.73 Million 0.03% of portfolio
19,855
Q1 2025 Added 16.37%
$10.8B
$1.89 Million 0.03% of portfolio
71,013
Q1 2025 Reduced 26.81%
$27.7B
$2.27 Million 0.03% of portfolio
12,394
Q1 2025 Added 6.19%
$34.9B
$1.83 Million 0.03% of portfolio
18,453
Q1 2025 Reduced 0.8%
$2.92B
$2.31 Million 0.03% of portfolio
20,672
Q1 2025 Reduced 18.66%
$15.5B
$1.92 Million 0.03% of portfolio
23,636
Q1 2025 Added 17.62%
$10.2B
$2.1 Million 0.03% of portfolio
21,804
Q1 2025 Reduced 0.73%
$54.7B
$2.27 Million 0.03% of portfolio
73,347
Q1 2025 Added 25.11%
$20.5B
$1.76 Million 0.03% of portfolio
33,798
Q1 2025 Added 5.92%
$26.5B
$2.29 Million 0.03% of portfolio
31,986
Q1 2025 Reduced 0.51%
$17.7B
$1.81 Million 0.03% of portfolio
6,630
Q1 2025 Added 10.68%
$9.57B
$1.94 Million 0.03% of portfolio
9,697
Q1 2025 Added 11.95%
$14.5B
$1.81 Million 0.03% of portfolio
4,888
Q1 2025 Reduced 5.49%
$17.6B
$2.18 Million 0.03% of portfolio
8,194
Q1 2025 Added 16.57%
$22.9B
$1.79 Million 0.03% of portfolio
44,263
Q1 2025 Reduced 13.6%
$14.4B
$1.82 Million 0.03% of portfolio
21,758
Q1 2025 Added 10.41%
$21.6B
$2.26 Million 0.03% of portfolio
12,089
Q1 2025 Added 19.08%
$51B
$2.14 Million 0.03% of portfolio
207,606
Q1 2025 Added 12.17%
$13.1B
$2.21 Million 0.03% of portfolio
12,098
Q1 2025 Added 18.13%
$23.5B
$1.99 Million 0.03% of portfolio
132,501
Q1 2025 Added 7.49%
$15.6B
$1.85 Million 0.03% of portfolio
30,556
Q1 2025 Added 1.14%
$77.6B
$1.76 Million 0.03% of portfolio
96,336
Q1 2025 Reduced 10.61%
$18.6B
$2.29 Million 0.03% of portfolio
13,833
Q1 2025 Added 6.27%
$29.4B
$2.16 Million 0.03% of portfolio
25,144
Q1 2025 Added 5.4%
$0
$1.73 Million 0.03% of portfolio
9,081
Q1 2025 Added 26.11%
$0
$1.93 Million 0.03% of portfolio
16,765
Q1 2025 Added 127.63%
$0
$1.95 Million 0.03% of portfolio
25,733
Q1 2025 Added 19.62%
$6.09B
$2.28 Million 0.03% of portfolio
63,062
Q1 2025 Added 0.47%
$11.4B
$2.19 Million 0.03% of portfolio
8,816
Q1 2025 Added 10.17%
$19.7B
$2.25 Million 0.03% of portfolio
4,017
Q1 2025 Added 8.01%
$18.9B
$2.12 Million 0.03% of portfolio
25,797
Q1 2025 Added 0.35%
$15.9B
$1.79 Million 0.03% of portfolio
12,629
Q1 2025 Added 5.9%
$52.1B
$1.92 Million 0.03% of portfolio
29,216
Q1 2025 Added 34.59%
$22.3B
$2.16 Million 0.03% of portfolio
24,632
Q1 2025 Reduced 1.97%
$16.1B
$1.65 Million 0.03% of portfolio
41,253
Q1 2025 Added 3.66%
$7.53B
$1.8 Million 0.03% of portfolio
42,141
Q1 2025 Added 8.87%
$22.9B
$2.3 Million 0.03% of portfolio
23,288
Q1 2025 Added 5.39%
$23.8B
$1.96 Million 0.03% of portfolio
270
Q1 2025 Added 28.57%
$23.3B
$2.21 Million 0.03% of portfolio
54,364
Q1 2025 Added 28.68%

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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