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
$13B
$1.02 Million 0.02% of portfolio
47,978
Q1 2025 Reduced 5.74%
$19.6B
$1.17 Million 0.02% of portfolio
92,667
Q1 2025 Added 59.57%
$10.6B
$1.21 Million 0.02% of portfolio
2,494
Q1 2025 Reduced 4.0%
$107B
$1.43 Million 0.02% of portfolio
12,390
Q1 2025 Added 11.43%
$21.1B
$1.16 Million 0.02% of portfolio
45,632
Q1 2025 Added 10.46%
$32.5B
$1.32 Million 0.02% of portfolio
34,049
Q1 2025 Added 9.04%
$6.88B
$1.3 Million 0.02% of portfolio
24,750
Q1 2025 Added 14.52%
$16.3B
$1.34 Million 0.02% of portfolio
20,291
Q1 2025 Reduced 10.91%
$5.65B
$1.03 Million 0.02% of portfolio
11,629
Q1 2025 Added 21.49%
$19.9B
$1.62 Million 0.02% of portfolio
12,032
Q1 2025 Added 11.06%
$12.3B
$1.22 Million 0.02% of portfolio
14,349
Q1 2025 Added 8.35%
$11.8B
$1.21 Million 0.02% of portfolio
6,407
Q1 2025 Added 24.09%
$5.67B
$1.51 Million 0.02% of portfolio
41,950
Q1 2025 Added 22.74%
$9.21B
$1.07 Million 0.02% of portfolio
3,639
Q1 2025 Added 7.5%
$33B
$1.62 Million 0.02% of portfolio
12,400
Q1 2025 Added 15.27%
$10.7B
$1.06 Million 0.02% of portfolio
24,894
Q1 2025 Added 45.07%
$12.1B
$1.65 Million 0.02% of portfolio
9,539
Q1 2025 Reduced 13.26%
$26.1B
$1.48 Million 0.02% of portfolio
794
Q1 2025 Added 11.36%
$14.7B
$1.62 Million 0.02% of portfolio
23,306
Q1 2025 Reduced 0.63%
$9.28B
$1.05 Million 0.02% of portfolio
3,450
Q1 2025 Added 1.11%
$7.9B
$1.53 Million 0.02% of portfolio
61,756
Q1 2025 Added 5.58%
$13.1B
$1.01 Million 0.02% of portfolio
34,170
Q1 2025 Added 1.47%
$10.8B
$1.18 Million 0.02% of portfolio
41,494
Q1 2025 Added 34.08%
$10.5B
$1.47 Million 0.02% of portfolio
24,136
Q1 2025 Reduced 8.52%
$14.6B
$1.33 Million 0.02% of portfolio
7,600
Q1 2025 Added 2.49%
$12.9B
$1.17 Million 0.02% of portfolio
3,888
Q1 2025 Added 6.37%
$11.8B
$1.42 Million 0.02% of portfolio
52,431
Q1 2025 Reduced 2.77%
$4.4B
$1.02 Million 0.02% of portfolio
13,427
Q1 2025 Added 9.67%
$3.58B
$1.29 Million 0.02% of portfolio
45,540
Q1 2025 Reduced 11.82%
$7.52B
$1.19 Million 0.02% of portfolio
15,090
Q1 2025 Added 26.02%
$10.7B
$1.23 Million 0.02% of portfolio
45,071
Q1 2025 Added 8.13%
$17.4B
$1.13 Million 0.02% of portfolio
16,182
Q1 2025 Added 16.46%
$11.4B
$1.08 Million 0.02% of portfolio
20,625
Q1 2025 Added 3.58%
$8.6B
$1.05 Million 0.02% of portfolio
27,695
Q1 2025 Reduced 1.56%
$2.55B
$1.21 Million 0.02% of portfolio
81,445
Q1 2025 Added 0.47%
$7.24B
$1.02 Million 0.02% of portfolio
10,866
Q1 2025 Added 16.7%
$15.3B
$1.13 Million 0.02% of portfolio
5,187
Q1 2025 Added 11.89%
$129B
$1.54 Million 0.02% of portfolio
12,987
Q1 2025 Added 24.38%
$20.8B
$1.38 Million 0.02% of portfolio
34,568
Q1 2025 Added 48.05%
$9.69B
$1.19 Million 0.02% of portfolio
4,433
Q1 2025 Added 1.12%
$13.7B
$1.27 Million 0.02% of portfolio
16,181
Q1 2025 Added 0.4%
$8.25B
$1.26 Million 0.02% of portfolio
11,914
Q1 2025 Added 1.71%
$10.1B
$1.15 Million 0.02% of portfolio
12,098
Q1 2025 Reduced 5.38%
$12.1B
$1.2 Million 0.02% of portfolio
3,762
Q1 2025 Added 18.19%
$14.9B
$1.31 Million 0.02% of portfolio
27,475
Q1 2025 Added 62.44%
$9.82B
$1.29 Million 0.02% of portfolio
4,525
Q1 2025 Added 3.22%
$16.5B
$1.21 Million 0.02% of portfolio
27,341
Q1 2025 Added 1.62%
$6.52B
$1.07 Million 0.02% of portfolio
20,689
Q1 2025 Added 8.69%
$10.2B
$1.31 Million 0.02% of portfolio
32,889
Q1 2025 Reduced 4.3%

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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