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
$97.2M
$56,000 0.0% of portfolio
160,359
Q1 2025 Added 16.64%
$144M
$62,000 0.0% of portfolio
13,631
Q1 2025 New
$6.08B
$305,000 0.0% of portfolio
2,412
Q1 2025 New
$677M
$256,000 0.0% of portfolio
27,908
Q1 2025 Reduced 16.83%
$25.3M
$20,000 0.0% of portfolio
55,349
Q1 2025 New
Sunrise Communications Ag
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 26.01%
$1.75B
$99,000 0.0% of portfolio
16,976
Q1 2025 Reduced 27.46%
Super Micro Computer Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 47.45%
$44.3M
$14,000 0.0% of portfolio
22,056
Q1 2025 Added 111.79%
$12.5B
$181,000 0.0% of portfolio
19,523
Q1 2025 Reduced 18.95%
$2.35B
$232,000 0.0% of portfolio
3,469
Q1 2025 New
$2.57B
$262,000 0.0% of portfolio
4,120
Q1 2025 Reduced 26.45%
$857M
$69,000 0.0% of portfolio
23,487
Q1 2025 Reduced 1.65%
$7.03B
$248,000 0.0% of portfolio
18,847
Q1 2025 Added 15.39%
$309M
$14,000 0.0% of portfolio
10,632
Q1 2025 New
$853M
$155,000 0.0% of portfolio
69,361
Q1 2025 Added 4.55%
$4.19B
$219,000 0.0% of portfolio
3,070
Q1 2025 Reduced 0.07%
$1.2B
$120,000 0.0% of portfolio
15,192
Q1 2025 Reduced 12.33%
$191M
$40,000 0.0% of portfolio
15,108
Q1 2025 Reduced 11.15%
$3.66B
$270,000 0.0% of portfolio
7,746
Q1 2025 New
$24.8M
$19,000 0.0% of portfolio
34,513
Q1 2025 Added 206.37%
$134M
$44,000 0.0% of portfolio
16,238
Q1 2025 New
Tevogen Bio Hldgs Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 23.0%
$8B
$258,000 0.0% of portfolio
3,332
Q1 2025 Added 13.99%
$3.73B
$274,000 0.0% of portfolio
22,123
Q1 2025 Added 0.38%
Thomson Reuters Corp
-
$0 0.0% of portfolio
-
Q1 2025 Added 16.54%
$8.62B
$254,000 0.0% of portfolio
16,252
Q1 2025 Added 28.71%
Tko Group Holdings Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 8.06%
$1.41B
$232,000 0.0% of portfolio
7,390
Q1 2025 New
$1.37B
$261,000 0.0% of portfolio
15,843
Q1 2025 Added 2.43%
$3.45B
$318,000 0.0% of portfolio
6,709
Q1 2025 Added 60.5%
$3.09B
$259,000 0.0% of portfolio
8,132
Q1 2025 Added 39.68%
$128M
$27,000 0.0% of portfolio
17,120
Q1 2025 New
$1.88B
$218,000 0.0% of portfolio
5,562
Q1 2025 Reduced 5.18%
-
$0 0.0% of portfolio
-
Q1 2025 Added 1.79%
$24.5B
$236,000 0.0% of portfolio
762
Q1 2025 New
$3.25B
$110,000 0.0% of portfolio
35,939
Q1 2025 Added 20.54%
$1.27B
$103,000 0.0% of portfolio
16,515
Q1 2025 Added 4.53%
$776M
$144,000 0.0% of portfolio
13,646
Q1 2025 Reduced 2.19%
$1.01B
$128,000 0.0% of portfolio
25,424
Q1 2025 Reduced 7.48%
$1.27B
$101,000 0.0% of portfolio
11,841
Q1 2025 Added 1.8%
$4.67B
$272,000 0.0% of portfolio
5,930
Q1 2025 Added 7.31%
$183M
$16,000 0.0% of portfolio
25,058
Q1 2025 Added 107.67%
$2.23B
$48,000 0.0% of portfolio
10,132
Q1 2025 New
$2.21B
$212,000 0.0% of portfolio
11,172
Q1 2025 Reduced 48.12%
$437M
$74,000 0.0% of portfolio
13,712
Q1 2025 Added 26.06%
$0
$305,000 0.0% of portfolio
3,295
Q1 2025 Added 4.84%
$0
$216,000 0.0% of portfolio
2,624
Q3 2024 New
$5.57B
$309,000 0.0% of portfolio
7,656
Q1 2025 Added 29.92%

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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