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
$218B
$19.3 Million 0.29% of portfolio
4,189
Q1 2025 Added 10.7%
$210B
$19.3 Million 0.29% of portfolio
35,418
Q1 2025 Added 12.86%
$182B
$18.9 Million 0.29% of portfolio
125,928
Q1 2025 Added 13.99%
$162B
$19.3 Million 0.29% of portfolio
38,738
Q1 2025 Added 8.07%
$138B
$18.2 Million 0.28% of portfolio
162,316
Q1 2025 Added 8.05%
$179B
$18.5 Million 0.28% of portfolio
120,271
Q1 2025 Added 13.67%
$146B
$18.2 Million 0.28% of portfolio
149,496
Q1 2025 Added 8.08%
$142B
$18.1 Million 0.27% of portfolio
179,332
Q1 2025 Added 8.83%
$185B
$17.8 Million 0.27% of portfolio
391,662
Q1 2025 Added 12.72%
$129B
$17.2 Million 0.26% of portfolio
63,212
Q1 2025 Added 0.23%
$140B
$17.4 Million 0.26% of portfolio
74,651
Q1 2025 Added 4.11%
$143B
$17 Million 0.26% of portfolio
239,673
Q1 2025 Added 10.13%
$116B
$17.3 Million 0.26% of portfolio
35,762
Q1 2025 Added 14.7%
$199B
$16.5 Million 0.25% of portfolio
160,281
Q1 2025 Added 8.49%
$131B
$16.3 Million 0.25% of portfolio
53,434
Q1 2025 Added 9.73%
$216B
$16.3 Million 0.25% of portfolio
165,221
Q1 2025 Added 3.16%
$295B
$16.8 Million 0.25% of portfolio
62,995
Q1 2025 Added 8.61%
$139B
$16.8 Million 0.25% of portfolio
71,037
Q1 2025 Added 11.2%
$149B
$16 Million 0.24% of portfolio
110,265
Q1 2025 Added 6.17%
$152B
$15.6 Million 0.24% of portfolio
73,532
Q1 2025 Added 0.47%
$146B
$16.2 Million 0.24% of portfolio
43,433
Q1 2025 Added 6.21%
$151B
$15.1 Million 0.23% of portfolio
212,973
Q1 2025 Added 4.99%
$157B
$15.4 Million 0.23% of portfolio
417,172
Q1 2025 Added 1.82%
$91B
$15.2 Million 0.23% of portfolio
34,969
Q1 2025 Added 31.21%
$156B
$14.3 Million 0.22% of portfolio
30,570
Q1 2025 Added 12.87%
$108B
$14.6 Million 0.22% of portfolio
59,668
Q1 2025 Added 5.39%
$58.6B
$14.8 Million 0.22% of portfolio
86,872
Q1 2025 Added 14.93%
$106B
$14 Million 0.21% of portfolio
228,935
Q1 2025 Added 13.77%
$119B
$13.6 Million 0.21% of portfolio
45,010
Q1 2025 Added 5.39%
$116B
$13.8 Million 0.21% of portfolio
131,533
Q1 2025 Added 4.14%
$98B
$13.8 Million 0.21% of portfolio
79,788
Q1 2025 Added 12.0%
$356B
$13.9 Million 0.21% of portfolio
51,833
Q1 2025 Added 13.54%
$99.4B
$14 Million 0.21% of portfolio
142,746
Q1 2025 Added 18.0%
$171B
$14.1 Million 0.21% of portfolio
193,598
Q1 2025 Added 31.83%
$1.1T
$13 Million 0.2% of portfolio
78,193
Q1 2025 Added 6.21%
$105B
$12.8 Million 0.19% of portfolio
213,843
Q1 2025 Added 11.29%
$55B
$12.2 Million 0.19% of portfolio
186,607
Q1 2025 Added 6.54%
$120B
$12.2 Million 0.19% of portfolio
60,679
Q1 2025 Added 15.4%
$89.6B
$12.7 Million 0.19% of portfolio
104,136
Q1 2025 Added 8.95%
$95.7B
$12.9 Million 0.19% of portfolio
39,133
Q1 2025 Added 16.08%
$312B
$11.7 Million 0.18% of portfolio
17,674
Q1 2025 Added 19.02%
$22.6B
$12 Million 0.18% of portfolio
58,353
Q1 2025 Added 4.73%
$101B
$12 Million 0.18% of portfolio
17,795
Q1 2025 Added 8.59%
$92.2B
$12 Million 0.18% of portfolio
177,004
Q1 2025 Added 25.37%
$255B
$12.2 Million 0.18% of portfolio
109,549
Q1 2025 Added 25.22%
$5.76B
$11.8 Million 0.18% of portfolio
8,237
Q1 2025 Added 9.65%
$160B
$11.8 Million 0.18% of portfolio
150,263
Q1 2025 Added 21.48%
$101B
$11.1 Million 0.17% of portfolio
79,588
Q1 2025 Added 11.44%
$147B
$11.4 Million 0.17% of portfolio
55,461
Q1 2025 Added 0.17%

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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