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
$69.5B
$7.88 Million 0.12% of portfolio
167,566
Q1 2025 Added 3.45%
$39.7B
$7.71 Million 0.12% of portfolio
62,339
Q1 2025 Added 10.06%
$90.7B
$7.75 Million 0.12% of portfolio
341,292
Q1 2025 Added 50.88%
$46.8B
$7.7 Million 0.12% of portfolio
113,796
Q1 2025 Added 7.05%
$60.7B
$7.89 Million 0.12% of portfolio
13,376
Q1 2025 Added 17.88%
$93.5B
$7.94 Million 0.12% of portfolio
22,737
Q1 2025 Added 5.09%
$254B
$7.71 Million 0.12% of portfolio
43,674
Q1 2025 Added 14.61%
$36.3B
$6.98 Million 0.11% of portfolio
63,093
Q1 2025 Added 20.96%
$102B
$7.36 Million 0.11% of portfolio
36,500
Q1 2025 Added 2.03%
$69.1B
$7.26 Million 0.11% of portfolio
56,586
Q1 2025 Added 13.91%
$82.6B
$7.3 Million 0.11% of portfolio
8,959
Q1 2025 Reduced 2.34%
$76.2B
$7.42 Million 0.11% of portfolio
27,226
Q1 2025 Added 18.57%
$54.8B
$7.59 Million 0.11% of portfolio
7,685
Q1 2025 Added 6.23%
$116B
$7.04 Million 0.11% of portfolio
223,336
Q1 2025 Added 0.47%
$81.1B
$7.39 Million 0.11% of portfolio
50,700
Q1 2025 Added 2.29%
$63.4B
$6.96 Million 0.11% of portfolio
86,742
Q1 2025 Added 0.63%
$72.5B
$7.54 Million 0.11% of portfolio
42,884
Q1 2025 Added 8.12%
$68.8B
$7.23 Million 0.11% of portfolio
35,208
Q1 2025 Added 4.32%
$134B
$7.02 Million 0.11% of portfolio
12,756
Q1 2025 Added 0.54%
$77.7B
$7.5 Million 0.11% of portfolio
5,421
Q1 2025 Added 16.18%
$52.3B
$6.7 Million 0.1% of portfolio
61,303
Q1 2025 Added 7.42%
$12B
$6.31 Million 0.1% of portfolio
111,523
Q1 2025 Added 7.57%
$54.7B
$6.47 Million 0.1% of portfolio
37,928
Q1 2025 Added 13.17%
$46.3B
$6.55 Million 0.1% of portfolio
116,830
Q1 2025 Added 11.57%
$43.3B
$6.88 Million 0.1% of portfolio
101,599
Q1 2025 Added 15.31%
$45.1B
$6.66 Million 0.1% of portfolio
3,611
Q1 2025 Added 12.46%
$44.9B
$6.36 Million 0.1% of portfolio
44,726
Q1 2025 Added 12.77%
$56.1B
$6.38 Million 0.1% of portfolio
10,061
Q1 2025 Reduced 1.28%
$78.3B
$6.88 Million 0.1% of portfolio
28,413
Q1 2025 Added 2.45%
$52.7B
$6.29 Million 0.1% of portfolio
37,866
Q1 2025 Added 5.36%
$173B
$6.41 Million 0.1% of portfolio
93,443
Q1 2025 Added 19.45%
$0
$6.9 Million 0.1% of portfolio
13,434
Q1 2025 Added 47.98%
$60B
$6.27 Million 0.09% of portfolio
98,873
Q1 2025 Added 5.04%
$42B
$5.78 Million 0.09% of portfolio
75,607
Q1 2025 Added 9.09%
$77B
$5.69 Million 0.09% of portfolio
31,110
Q1 2025 Added 19.36%
$42.6B
$5.73 Million 0.09% of portfolio
124,351
Q1 2025 Added 10.15%
$59.3B
$5.73 Million 0.09% of portfolio
23,490
Q1 2025 Reduced 1.39%
$40.3B
$5.62 Million 0.09% of portfolio
25,889
Q1 2025 Added 10.39%
$68.6B
$5.69 Million 0.09% of portfolio
25,015
Q1 2025 Added 4.98%
$238B
$6.24 Million 0.09% of portfolio
108,707
Q1 2025 Added 12.44%
$70.9B
$5.92 Million 0.09% of portfolio
73,935
Q1 2025 Added 5.57%
$61.5B
$6.04 Million 0.09% of portfolio
211,667
Q1 2025 Added 4.49%
$167B
$6.2 Million 0.09% of portfolio
454,909
Q1 2025 Added 16.04%
$33.2B
$5.65 Million 0.09% of portfolio
96,529
Q1 2025 Added 10.78%
$80.5B
$6.1 Million 0.09% of portfolio
96,107
Q1 2025 Added 1.93%
$36.5B
$5.74 Million 0.09% of portfolio
57,889
Q1 2025 Added 4.46%
$33B
$6.01 Million 0.09% of portfolio
61,729
Q1 2025 Added 12.55%
$86.5B
$5.91 Million 0.09% of portfolio
90,534
Q1 2025 Reduced 2.89%
$39.5B
$5.68 Million 0.09% of portfolio
50,877
Q1 2025 Added 1.23%

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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