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
$11.8B
$1.11 Million 0.02% of portfolio
15,029
Q1 2025 Added 2.19%
$13.1B
$1.62 Million 0.02% of portfolio
8,209
Q1 2025 Reduced 1.91%
$10.5B
$1.17 Million 0.02% of portfolio
4,864
Q1 2025 Reduced 3.03%
$6.74B
$1.12 Million 0.02% of portfolio
28,683
Q1 2025 Added 66.95%
$14.7B
$1.26 Million 0.02% of portfolio
10,926
Q1 2025 Added 8.87%
$13.2B
$1.3 Million 0.02% of portfolio
30,689
Q1 2025 Reduced 1.99%
$8.55B
$1.07 Million 0.02% of portfolio
7,461
Q1 2025 Added 2.73%
$7.97B
$1.23 Million 0.02% of portfolio
3,525
Q1 2025 Reduced 6.94%
$0
$1.19 Million 0.02% of portfolio
50,678
Q4 2024 Added 92.96%
$0
$1.08 Million 0.02% of portfolio
5,246
Q1 2025 Added 19.61%
$12.9B
$1.47 Million 0.02% of portfolio
18,360
Q1 2025 Reduced 1.42%
$8.68B
$1.49 Million 0.02% of portfolio
70,279
Q1 2025 Added 7.38%
$8.82B
$1.34 Million 0.02% of portfolio
20,445
Q1 2025 Added 8.76%
$11.1B
$1.35 Million 0.02% of portfolio
11,378
Q1 2025 Reduced 5.27%
$16.9B
$1.54 Million 0.02% of portfolio
4,566
Q1 2025 Added 3.7%
$21.2B
$1.36 Million 0.02% of portfolio
16,292
Q1 2025 Added 9.28%
$15.8B
$1.13 Million 0.02% of portfolio
8,792
Q1 2025 Added 4.08%
$36.1B
$1.44 Million 0.02% of portfolio
25,210
Q1 2025 Added 4.25%
$7.95B
$1.24 Million 0.02% of portfolio
26,489
Q1 2025 Added 4.08%
$7.08B
$1.35 Million 0.02% of portfolio
22,521
Q1 2025 Added 13.63%
$13.5B
$1.05 Million 0.02% of portfolio
10,141
Q1 2025 Added 3.17%
$15.7B
$1.09 Million 0.02% of portfolio
34,421
Q1 2025 Reduced 5.3%
$24.4B
$1.61 Million 0.02% of portfolio
3,236
Q1 2025 Added 9.81%
$27.3B
$1.38 Million 0.02% of portfolio
177,561
Q1 2025 Reduced 0.86%
$18.5B
$1.29 Million 0.02% of portfolio
9,573
Q1 2025 Added 8.39%
$14.5B
$1.42 Million 0.02% of portfolio
17,161
Q1 2025 Reduced 10.61%
$12.5B
$1.36 Million 0.02% of portfolio
8,186
Q1 2025 Reduced 1.86%
$17.4B
$1.59 Million 0.02% of portfolio
21,941
Q1 2025 Added 20.13%
$9.21B
$1.3 Million 0.02% of portfolio
32,683
Q1 2025 Reduced 12.52%
$13.8B
$1.55 Million 0.02% of portfolio
14,685
Q1 2025 Reduced 0.05%
$12.3B
$1.16 Million 0.02% of portfolio
3,806
Q1 2025 Added 15.19%
$18B
$1.14 Million 0.02% of portfolio
13,692
Q1 2025 Added 11.95%
$19.7B
$1.6 Million 0.02% of portfolio
24,320
Q1 2025 Added 26.26%
$13.3B
$1.49 Million 0.02% of portfolio
32,914
Q1 2025 Reduced 1.8%
$7.46B
$1.63 Million 0.02% of portfolio
49,297
Q1 2025 Added 9.31%
$13B
$1.1 Million 0.02% of portfolio
26,109
Q1 2025 Added 7.54%
$7.42B
$1.08 Million 0.02% of portfolio
7,777
Q1 2025 Added 43.09%
$0
$1.48 Million 0.02% of portfolio
3,993
Q1 2025 Added 169.43%
$0
$1.3 Million 0.02% of portfolio
7,508
Q1 2025 New
$0
$1.54 Million 0.02% of portfolio
30,331
Q1 2025 Added 5.85%
$0
$1.11 Million 0.02% of portfolio
3,586
Q1 2025 Added 38.46%
$11.2B
$1.47 Million 0.02% of portfolio
168,707
Q1 2025 Reduced 7.05%
$30B
$1.37 Million 0.02% of portfolio
146,415
Q1 2025 Added 9.56%
$10.4B
$1.32 Million 0.02% of portfolio
25,608
Q1 2025 Added 13.31%
$10.1B
$1.01 Million 0.02% of portfolio
6,521
Q1 2025 Reduced 2.7%
$20.5B
$1.11 Million 0.02% of portfolio
27,336
Q1 2025 Reduced 1.9%
$19.4B
$1.49 Million 0.02% of portfolio
50,813
Q1 2025 Added 21.19%
$30B
$1.46 Million 0.02% of portfolio
100,418
Q1 2025 Added 24.03%
$15.1B
$1.27 Million 0.02% of portfolio
61,347
Q1 2025 Added 62.28%

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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