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
$2.21B
$263,000 0.0% of portfolio
6,969
Q1 2025 Added 5.27%
$127M
$26,000 0.0% of portfolio
22,883
Q1 2025 Added 35.05%
$66.6M
$24,000 0.0% of portfolio
10,883
Q1 2025 New
Veralto Corp
-
$0 0.0% of portfolio
-
Q1 2025 Added 6.69%
Veren Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 32.62%
$1.2B
$179,000 0.0% of portfolio
22,203
Q1 2025 Reduced 12.14%
$48.1M
$5,000 0.0% of portfolio
11,892
Q1 2025 New
$343M
$102,000 0.0% of portfolio
22,526
Q1 2025 Added 6.05%
$2.16B
$162,000 0.0% of portfolio
14,542
Q1 2025 Added 14.23%
$1.85B
$210,000 0.0% of portfolio
11,322
Q1 2025 Reduced 16.0%
$4.36B
$217,000 0.0% of portfolio
3,753
Q1 2025 New
$2.13B
$261,000 0.0% of portfolio
10,828
Q1 2025 New
$383M
$326,000 0.0% of portfolio
8,584
Q1 2025 Added 1.45%
Virgin Galactic Holdings Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
$2.04B
$304,000 0.0% of portfolio
19,123
Q1 2025 Reduced 9.32%
$4.24B
$285,000 0.0% of portfolio
6,137
Q1 2025 Reduced 7.92%
$229M
$127,000 0.0% of portfolio
82,455
Q1 2025 Added 46.06%
$2.3B
$208,000 0.0% of portfolio
2,446
Q1 2025 Added 17.94%
$3.66B
$302,000 0.0% of portfolio
9,634
Q1 2025 Added 39.54%
$3.81B
$269,000 0.0% of portfolio
8,399
Q1 2025 Reduced 7.93%
$2.32B
$95,000 0.0% of portfolio
10,121
Q1 2025 New
$2.03B
$318,000 0.0% of portfolio
4,140
Q1 2025 Added 24.51%
$1.85B
$262,000 0.0% of portfolio
8,490
Q1 2025 Added 20.75%
$6.47B
$221,000 0.0% of portfolio
2,874
Q1 2025 Added 1.05%
Wheels Up Experience Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
$6.08B
$226,000 0.0% of portfolio
8,140
Q1 2025 Added 12.65%
Wk Kellogg CO
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.94%
$188M
$59,000 0.0% of portfolio
19,402
Q1 2025 Added 52.53%
$3.37B
$288,000 0.0% of portfolio
3,804
Q1 2025 Added 1.28%
$3.3B
$249,000 0.0% of portfolio
4,816
Q1 2025 New
$19M
$9,000 0.0% of portfolio
18,878
Q1 2025 Reduced 33.86%
$272M
$6,000 0.0% of portfolio
25,201
Q1 2025 Added 13.22%
$8.93B
$139,000 0.0% of portfolio
10,138
Q1 2025 New
$83.8M
$26,000 0.0% of portfolio
16,966
Q1 2025 Added 5.67%
$2.34B
$138,000 0.0% of portfolio
10,178
Q1 2025 New
$4.15B
$295,000 0.0% of portfolio
4,419
Q1 2025 Reduced 0.61%
$14.3B
$214,000 0.0% of portfolio
10,787
Q1 2025 New
$6.51B
$203,000 0.0% of portfolio
6,185
Q1 2025 Added 11.93%

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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