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
$18.5B
$1.77 Million 0.03% of portfolio
8,951
Q1 2025 Added 10.7%
$10.7B
$1.78 Million 0.03% of portfolio
110,917
Q1 2025 Added 4.87%
$16.4B
$1.71 Million 0.03% of portfolio
19,574
Q1 2025 Added 6.83%
$27B
$1.88 Million 0.03% of portfolio
17,227
Q1 2025 Reduced 9.49%
$20.1B
$1.66 Million 0.03% of portfolio
10,703
Q1 2025 Added 20.6%
$15.6B
$1.67 Million 0.03% of portfolio
12,164
Q1 2025 Added 6.08%
$15.3B
$1.9 Million 0.03% of portfolio
15,735
Q1 2025 Added 0.47%
$60.6B
$1.88 Million 0.03% of portfolio
45,132
Q1 2025 Added 29.09%
$51.1B
$2.14 Million 0.03% of portfolio
36,666
Q1 2025 Added 11.62%
$28B
$2.12 Million 0.03% of portfolio
39,145
Q1 2025 Added 21.24%
$11.4B
$1.67 Million 0.03% of portfolio
10,200
Q1 2025 Added 3.07%
$24.4B
$2.16 Million 0.03% of portfolio
9,833
Q1 2025 Added 2.96%
$88.1B
$1.68 Million 0.03% of portfolio
12,844
Q1 2025 Added 13.93%
$11.4B
$2.07 Million 0.03% of portfolio
26,663
Q1 2025 Added 2.24%
$17.8B
$2.01 Million 0.03% of portfolio
58,015
Q1 2025 Reduced 7.66%
$12B
$1.66 Million 0.03% of portfolio
25,758
Q1 2025 Added 25.54%
$17.2B
$2.02 Million 0.03% of portfolio
20,547
Q1 2025 Added 5.66%
$24.2B
$1.92 Million 0.03% of portfolio
8,457
Q1 2025 Added 20.16%
$32.1B
$2.23 Million 0.03% of portfolio
40,757
Q1 2025 Reduced 18.81%
$128B
$1.79 Million 0.03% of portfolio
29,863
Q1 2025 Added 85.0%
$15.1B
$1.88 Million 0.03% of portfolio
12,630
Q1 2025 Added 2.13%
$20.6B
$1.89 Million 0.03% of portfolio
19,349
Q1 2025 Added 8.93%
$16.1B
$1.82 Million 0.03% of portfolio
28,548
Q1 2025 Added 11.45%
$23.7B
$2.25 Million 0.03% of portfolio
6,138
Q1 2025 Added 13.92%
$19.7B
$1.98 Million 0.03% of portfolio
277,471
Q1 2025 Added 17.73%
$12.8B
$2.16 Million 0.03% of portfolio
7,014
Q1 2025 Reduced 1.81%
$11.3B
$1.74 Million 0.03% of portfolio
9,249
Q1 2025 Added 2.7%
$17.3B
$1.83 Million 0.03% of portfolio
27,972
Q1 2025 Reduced 2.24%
$0
$1.85 Million 0.03% of portfolio
6,743
Q1 2025 Reduced 4.52%
$7.89B
$1.8 Million 0.03% of portfolio
48,592
Q1 2025 Reduced 8.32%
$9.82B
$1.66 Million 0.03% of portfolio
148,573
Q1 2025 Added 7.09%
$24.1B
$2.17 Million 0.03% of portfolio
202,389
Q1 2025 Added 32.15%
$14.9B
$2.24 Million 0.03% of portfolio
4,403
Q1 2025 Added 14.66%
$16.9B
$1.81 Million 0.03% of portfolio
8,098
Q1 2025 Reduced 25.24%
$39.8B
$1.68 Million 0.03% of portfolio
21,594
Q1 2025 Added 26.73%
$13.1B
$1.99 Million 0.03% of portfolio
31,545
Q1 2025 Added 11.14%
$18.7B
$2.05 Million 0.03% of portfolio
39,446
Q1 2025 Added 11.07%
$19.9B
$1.78 Million 0.03% of portfolio
15,693
Q1 2025 Reduced 21.46%
$8.89B
$1.33 Million 0.02% of portfolio
5,066
Q1 2025 Added 2.53%
$15.5B
$1.06 Million 0.02% of portfolio
11,433
Q1 2025 Reduced 11.99%
$7.54B
$1.52 Million 0.02% of portfolio
122,508
Q1 2025 Added 23.42%
$14.1B
$1.35 Million 0.02% of portfolio
29,969
Q1 2025 Added 8.34%
$5.95B
$1.25 Million 0.02% of portfolio
16,160
Q1 2025 Added 4.94%
$6.56B
$1.12 Million 0.02% of portfolio
22,782
Q1 2025 Added 7.16%
$11.3B
$1.17 Million 0.02% of portfolio
53,318
Q1 2025 Added 11.52%
$12B
$1.65 Million 0.02% of portfolio
17,818
Q1 2025 Added 13.87%
$11B
$1.47 Million 0.02% of portfolio
40,316
Q1 2025 Added 4.46%
$11.4B
$1.07 Million 0.02% of portfolio
11,657
Q1 2025 Added 20.87%
$7.17B
$1.04 Million 0.02% of portfolio
93,847
Q1 2025 Reduced 12.49%

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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