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
$9.75B
$1.43 Million 0.02% of portfolio
16,200
Q1 2025 Added 6.03%
$18.4B
$1.26 Million 0.02% of portfolio
3,286
Q1 2025 Added 31.33%
$8.88B
$1.05 Million 0.02% of portfolio
22,769
Q1 2025 Reduced 9.22%
$12B
$1.35 Million 0.02% of portfolio
13,339
Q1 2025 Added 7.2%
$11.9B
$1.42 Million 0.02% of portfolio
16,248
Q1 2025 Added 107.83%
$79.1B
$991,000 0.02% of portfolio
37,492
Q1 2025 Reduced 17.09%
$16.6B
$1.05 Million 0.02% of portfolio
2,501
Q1 2025 Added 19.49%
$6.19B
$1.32 Million 0.02% of portfolio
22,934
Q1 2025 Added 14.81%
$4.71B
$992,000 0.02% of portfolio
30,413
Q1 2025 Added 9.89%
$10B
$1.62 Million 0.02% of portfolio
41,088
Q1 2025 Reduced 0.35%
$13.7B
$1.55 Million 0.02% of portfolio
42,014
Q1 2025 Added 5.24%
$10.4B
$1.45 Million 0.02% of portfolio
16,899
Q1 2025 Added 13.15%
$3.96B
$1.01 Million 0.02% of portfolio
12,412
Q1 2025 Reduced 22.84%
$8.49B
$1.47 Million 0.02% of portfolio
7,461
Q1 2025 Added 20.14%
$16.2B
$1.62 Million 0.02% of portfolio
3,572
Q1 2025 Added 19.71%
$15.3B
$1.61 Million 0.02% of portfolio
24,772
Q1 2025 Added 2.34%
$10.9B
$1.49 Million 0.02% of portfolio
76,522
Q1 2025 Added 1.96%
$17.5B
$1.38 Million 0.02% of portfolio
10,919
Q1 2025 Added 1.09%
$19.9B
$1.1 Million 0.02% of portfolio
33,266
Q1 2025 Reduced 13.18%
$3.55B
$1.08 Million 0.02% of portfolio
57,047
Q1 2025 Reduced 2.3%
$8.31B
$1.45 Million 0.02% of portfolio
22,414
Q1 2025 Reduced 4.32%
$17.9B
$1.09 Million 0.02% of portfolio
9,176
Q1 2025 Added 5.51%
$22.4B
$1.53 Million 0.02% of portfolio
15,618
Q1 2025 Added 4.71%
$4.65B
$1.04 Million 0.02% of portfolio
14,194
Q1 2025 Added 5.58%
$6.9B
$1.07 Million 0.02% of portfolio
41,111
Q1 2025 Added 0.82%
$7.57B
$1.46 Million 0.02% of portfolio
22,912
Q1 2025 Added 6.61%
$9.51B
$1.52 Million 0.02% of portfolio
24,645
Q1 2025 Reduced 13.7%
$16.3B
$1.46 Million 0.02% of portfolio
5,478
Q1 2025 Added 15.79%
$16.3B
$1.04 Million 0.02% of portfolio
16,915
Q1 2025 Reduced 39.72%
$8.74B
$1.22 Million 0.02% of portfolio
7,532
Q1 2025 Added 3.72%
$15B
$1.44 Million 0.02% of portfolio
9,735
Q1 2025 Reduced 12.78%
$8.6B
$1.02 Million 0.02% of portfolio
178,524
Q1 2025 Added 7.61%
$5.85B
$1.02 Million 0.02% of portfolio
8,747
Q1 2025 Added 2.72%
$13.9B
$1 Million 0.02% of portfolio
5,533
Q1 2025 Reduced 11.47%
$46B
$1.37 Million 0.02% of portfolio
18,894
Q1 2025 Added 8.95%
$9.06B
$1.48 Million 0.02% of portfolio
10,918
Q1 2025 Added 7.41%
$20.8B
$1.12 Million 0.02% of portfolio
10,252
Q1 2025 Added 21.23%
$20.2B
$1.24 Million 0.02% of portfolio
15,953
Q1 2025 Added 1.16%
$9.24B
$1.05 Million 0.02% of portfolio
38,635
Q1 2025 Added 4.41%
$12.4B
$1.09 Million 0.02% of portfolio
8,280
Q1 2025 Added 17.65%
$0
$1.09 Million 0.02% of portfolio
2,326
Q1 2025 Added 3.56%
$20.6B
$1.45 Million 0.02% of portfolio
41,645
Q1 2025 Added 1.05%
$0
$1.44 Million 0.02% of portfolio
15,528
Q1 2025 Added 123.14%
$0
$1.11 Million 0.02% of portfolio
12,993
Q4 2024 Reduced 14.25%
$0
$1.26 Million 0.02% of portfolio
4,110
Q1 2025 Added 303.34%
$12.2B
$1.4 Million 0.02% of portfolio
59,369
Q1 2025 Added 5.71%
$7.08B
$1.11 Million 0.02% of portfolio
8,924
Q1 2025 Reduced 5.64%
$12.1B
$1.16 Million 0.02% of portfolio
21,588
Q1 2025 Added 10.53%
$11.6B
$1.57 Million 0.02% of portfolio
43,440
Q1 2025 Added 5.16%

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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