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
$10.5B
$1.14 Million 0.02% of portfolio
8,712
Q1 2025 Reduced 1.1%
$8.8B
$1.12 Million 0.02% of portfolio
62,012
Q1 2025 Added 1.21%
$11.5B
$1.1 Million 0.02% of portfolio
27,114
Q1 2025 Reduced 2.48%
$8.03B
$1.04 Million 0.02% of portfolio
10,042
Q1 2025 Reduced 22.13%
$2.79B
$1.01 Million 0.02% of portfolio
25,945
Q1 2025 Added 14.87%
$9.57B
$1 Million 0.02% of portfolio
6,192
Q1 2025 Reduced 13.57%
$9.23B
$991,000 0.02% of portfolio
61,158
Q1 2025 Added 32.87%
$14.6B
$1.41 Million 0.02% of portfolio
7,936
Q1 2025 Added 5.81%
$7.25B
$998,000 0.02% of portfolio
5,249
Q1 2025 Added 3.29%
$16.8B
$1.25 Million 0.02% of portfolio
23,923
Q1 2025 Added 11.38%
$64.5B
$1.27 Million 0.02% of portfolio
26,766
Q1 2025 Added 0.56%
$35.4B
$1.11 Million 0.02% of portfolio
57,097
Q1 2025 Added 31.93%
$16B
$1.25 Million 0.02% of portfolio
36,599
Q1 2025 Added 38.02%
$8.45B
$1.02 Million 0.02% of portfolio
14,567
Q1 2025 Added 0.23%
$2.02B
$1.07 Million 0.02% of portfolio
18,276
Q1 2025 Reduced 13.8%
$3.73B
$1.12 Million 0.02% of portfolio
18,431
Q1 2025 Reduced 5.7%
$7.24B
$1.19 Million 0.02% of portfolio
9,382
Q1 2025 Added 15.9%
$18.3B
$1.48 Million 0.02% of portfolio
11,845
Q1 2025 Added 9.27%
$11.9B
$1.44 Million 0.02% of portfolio
14,071
Q1 2025 Added 0.41%
$10.1B
$1.18 Million 0.02% of portfolio
2,769
Q1 2025 Added 0.69%
$12.6B
$1.35 Million 0.02% of portfolio
11,010
Q1 2025 Added 7.17%
$27.6B
$1.14 Million 0.02% of portfolio
27,768
Q1 2025 Added 22.25%
$6.43B
$1.2 Million 0.02% of portfolio
21,062
Q1 2025 Reduced 15.27%
$18.4B
$1.53 Million 0.02% of portfolio
19,616
Q1 2025 Reduced 9.29%
$7.68B
$1.47 Million 0.02% of portfolio
9,757
Q1 2025 Added 21.89%
$28.8B
$1.64 Million 0.02% of portfolio
7,198
Q1 2025 Added 29.6%
$8.25B
$999,000 0.02% of portfolio
1,624
Q1 2025 Added 25.7%
$3.97B
$1.21 Million 0.02% of portfolio
10,742
Q1 2025 Added 18.28%
$10.7B
$1.01 Million 0.02% of portfolio
16,749
Q1 2025 Added 13.54%
$14.1B
$1.04 Million 0.02% of portfolio
100,227
Q1 2025 Added 19.75%
$4.37B
$999,000 0.02% of portfolio
23,989
Q1 2025 Reduced 0.83%
$7.71B
$1.37 Million 0.02% of portfolio
23,236
Q1 2025 Reduced 3.5%
$17.9B
$1.12 Million 0.02% of portfolio
3,486
Q1 2025 Reduced 4.13%
$7.56B
$1.01 Million 0.02% of portfolio
8,811
Q1 2025 Added 19.89%
$45B
$1.34 Million 0.02% of portfolio
60,927
Q1 2025 Added 4.84%
$12B
$1.12 Million 0.02% of portfolio
12,591
Q1 2025 Reduced 0.58%
$17.7B
$1.36 Million 0.02% of portfolio
4,297
Q1 2025 Reduced 2.39%
$16.2B
$1.41 Million 0.02% of portfolio
4,181
Q1 2025 Added 14.74%
$9.88B
$1.05 Million 0.02% of portfolio
16,262
Q1 2025 Reduced 9.15%
$61.3B
$1.64 Million 0.02% of portfolio
15,640
Q1 2025 Reduced 11.79%
$10.2B
$1.46 Million 0.02% of portfolio
7,231
Q1 2025 Added 11.42%
$0
$1.19 Million 0.02% of portfolio
36,214
Q1 2024 Added 12.15%
$4.71B
$1.01 Million 0.02% of portfolio
12,606
Q1 2025 Added 11.98%
$20.9B
$1.4 Million 0.02% of portfolio
18,605
Q1 2025 Reduced 13.48%
$16.1B
$1.34 Million 0.02% of portfolio
2,921
Q1 2025 Added 29.82%
$16.2B
$1.39 Million 0.02% of portfolio
41,840
Q1 2025 Added 12.54%
$8.28B
$1.12 Million 0.02% of portfolio
41,788
Q1 2025 Reduced 1.86%
$15.6B
$1.45 Million 0.02% of portfolio
30,745
Q1 2025 Added 4.12%
$13.4B
$1.24 Million 0.02% of portfolio
13,790
Q1 2025 Added 6.06%

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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