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
$105B
$11 Million 0.17% of portfolio
31,774
Q1 2025 Added 12.91%
$121B
$11.4 Million 0.17% of portfolio
16,715
Q1 2025 Added 29.15%
$125B
$11.3 Million 0.17% of portfolio
25,378
Q1 2025 Reduced 7.27%
$68.8B
$11.3 Million 0.17% of portfolio
25,736
Q1 2025 Added 22.27%
$97.2B
$11.3 Million 0.17% of portfolio
122,954
Q1 2025 Added 11.01%
$97.7B
$11.2 Million 0.17% of portfolio
33,368
Q1 2025 Added 5.23%
$96B
$11.1 Million 0.17% of portfolio
47,982
Q1 2025 Added 4.4%
$99.9B
$10.8 Million 0.16% of portfolio
49,449
Q1 2025 Added 17.04%
$64.1B
$9.72 Million 0.15% of portfolio
111,802
Q1 2025 Added 23.46%
$95.6B
$9.59 Million 0.15% of portfolio
36,153
Q1 2025 Added 11.04%
$80.1B
$9.81 Million 0.15% of portfolio
101,953
Q1 2025 Added 17.77%
$117B
$10.1 Million 0.15% of portfolio
112,391
Q1 2025 Added 18.55%
$124B
$10 Million 0.15% of portfolio
115,256
Q1 2025 Added 19.93%
$136B
$10.1 Million 0.15% of portfolio
398,993
Q1 2025 Added 14.84%
$69.9B
$10.1 Million 0.15% of portfolio
65,619
Q1 2025 Added 11.25%
$80.2B
$9.02 Million 0.14% of portfolio
61,449
Q1 2025 Added 14.33%
$55.1B
$9.12 Million 0.14% of portfolio
18,843
Q1 2025 Added 2.44%
$70.5B
$9.33 Million 0.14% of portfolio
2,446
Q1 2025 Added 5.84%
$72.7B
$9.32 Million 0.14% of portfolio
111,079
Q1 2025 Added 8.21%
$83.9B
$9.1 Million 0.14% of portfolio
35,775
Q1 2025 Reduced 3.61%
$76.7B
$9.44 Million 0.14% of portfolio
100,709
Q1 2025 Added 13.64%
$46.1B
$8.94 Million 0.14% of portfolio
28,508
Q1 2025 Added 5.33%
$75.1B
$9.18 Million 0.14% of portfolio
83,739
Q1 2025 Added 11.7%
$88.9B
$9.23 Million 0.14% of portfolio
19,823
Q1 2025 Added 5.78%
$242B
$9.35 Million 0.14% of portfolio
127,659
Q1 2025 Added 24.01%
$78.2B
$9.21 Million 0.14% of portfolio
55,957
Q1 2025 Reduced 0.11%
$72.8B
$8.35 Million 0.13% of portfolio
20,935
Q1 2025 Added 3.53%
$229B
$8.48 Million 0.13% of portfolio
115,337
Q1 2025 Added 18.66%
$53.1B
$8.89 Million 0.13% of portfolio
36,143
Q1 2025 Added 13.43%
$129B
$8.5 Million 0.13% of portfolio
49,856
Q1 2025 Reduced 4.19%
$77.1B
$8.28 Million 0.13% of portfolio
46,179
Q1 2025 Added 8.82%
$84.4B
$8.79 Million 0.13% of portfolio
129,696
Q1 2025 Added 35.74%
$76.8B
$8.55 Million 0.13% of portfolio
33,740
Q1 2025 Added 9.42%
$66.1B
$8.41 Million 0.13% of portfolio
24,370
Q1 2025 Added 9.96%
$76.5B
$8.84 Million 0.13% of portfolio
35,649
Q1 2025 Added 6.93%
$179B
$8.87 Million 0.13% of portfolio
127,725
Q1 2025 Added 14.9%
$86.2B
$8.66 Million 0.13% of portfolio
14,241
Q1 2025 Added 7.86%
$56B
$8.91 Million 0.13% of portfolio
57,770
Q1 2025 Added 11.32%
$101B
$8.64 Million 0.13% of portfolio
77,296
Q1 2025 Added 31.78%
$32.4B
$8.38 Million 0.13% of portfolio
330,035
Q1 2025 Added 14.18%
$77.1B
$8.47 Million 0.13% of portfolio
19,761
Q1 2025 Added 15.04%
$61.6B
$8.54 Million 0.13% of portfolio
32,274
Q1 2025 Added 3.3%
$71.8B
$8.67 Million 0.13% of portfolio
145,129
Q1 2025 Added 4.83%
$62.5B
$7.9 Million 0.12% of portfolio
26,797
Q1 2025 Added 11.52%
$53.1B
$7.63 Million 0.12% of portfolio
36,860
Q1 2025 Added 12.18%
$112B
$8.25 Million 0.12% of portfolio
31,128
Q1 2025 Added 7.36%
$1.4B
$7.84 Million 0.12% of portfolio
156,145
Q1 2025 Reduced 6.19%
$24.5B
$7.93 Million 0.12% of portfolio
102,234
Q1 2025 Added 12.45%
$79.5B
$8.16 Million 0.12% of portfolio
65,172
Q1 2025 Added 16.87%

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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