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
$121B
$4.38 Million 0.07% of portfolio
2,246
Q1 2025 Added 18.46%
$3.66B
$4.58 Million 0.07% of portfolio
15,885
Q1 2025 Added 33.67%
$32B
$4.73 Million 0.07% of portfolio
39,315
Q1 2025 Added 16.77%
$18.8B
$4.72 Million 0.07% of portfolio
28,529
Q1 2025 Reduced 3.11%
$39.7B
$4.61 Million 0.07% of portfolio
44,626
Q1 2025 Added 12.01%
$39.6B
$4.94 Million 0.07% of portfolio
60,002
Q1 2025 Added 5.25%
$23.9B
$4.35 Million 0.07% of portfolio
42,272
Q1 2025 Added 8.48%
$18.4B
$4.61 Million 0.07% of portfolio
15,977
Q1 2025 Added 1.54%
$102B
$4.61 Million 0.07% of portfolio
91,373
Q1 2025 Added 16.39%
$48.6B
$4.43 Million 0.07% of portfolio
34,636
Q1 2025 Reduced 5.35%
$0
$4.95 Million 0.07% of portfolio
224,322
Q1 2025 Added 14.72%
$128B
$4.62 Million 0.07% of portfolio
48,421
Q1 2025 Added 20.47%
$0
$4.9 Million 0.07% of portfolio
8,764
Q1 2025 Added 7.8%
$160B
$4.7 Million 0.07% of portfolio
78,901
Q1 2025 Added 9.16%
$29.5B
$4.35 Million 0.07% of portfolio
17,132
Q1 2025 Added 29.79%
$68.6B
$4.82 Million 0.07% of portfolio
41,027
Q1 2025 Reduced 9.34%
$55.3B
$3.93 Million 0.06% of portfolio
32,889
Q1 2025 Added 26.04%
$41.3B
$3.99 Million 0.06% of portfolio
23,152
Q1 2025 Reduced 0.95%
$30.1B
$4.2 Million 0.06% of portfolio
13,260
Q1 2025 Added 13.01%
$81.4B
$3.77 Million 0.06% of portfolio
27,539
Q1 2025 Added 22.81%
$90.9B
$3.87 Million 0.06% of portfolio
284,281
Q1 2025 Added 15.86%
$133B
$4.01 Million 0.06% of portfolio
598,820
Q1 2025 Added 16.84%
$49.7B
$4.09 Million 0.06% of portfolio
17,856
Q1 2025 Reduced 4.86%
$129B
$4.14 Million 0.06% of portfolio
85,273
Q1 2025 Added 32.62%
$92.6B
$3.74 Million 0.06% of portfolio
110,545
Q1 2025 Added 9.72%
$34.3B
$3.94 Million 0.06% of portfolio
100,591
Q1 2025 Added 3.96%
$51.4B
$4.15 Million 0.06% of portfolio
65,942
Q1 2025 Added 6.08%
$100B
$3.72 Million 0.06% of portfolio
10,561
Q1 2025 Added 5.65%
$56.9B
$3.81 Million 0.06% of portfolio
159,797
Q1 2025 Added 11.21%
$25.9B
$4.29 Million 0.06% of portfolio
26,834
Q1 2025 Reduced 4.05%
$19.7B
$3.67 Million 0.06% of portfolio
68,674
Q1 2025 Added 5.85%
$22.8B
$4.16 Million 0.06% of portfolio
66,916
Q1 2025 Added 7.96%
$27.3B
$3.81 Million 0.06% of portfolio
97,298
Q1 2025 Added 7.23%
$142B
$3.83 Million 0.06% of portfolio
57,651
Q1 2025 Added 0.36%
$27.9B
$3.89 Million 0.06% of portfolio
6,811
Q1 2025 Added 20.23%
$0
$3.77 Million 0.06% of portfolio
6,713
Q1 2025 Added 22.1%
$12.6B
$4.17 Million 0.06% of portfolio
32,258
Q1 2025 Added 42.55%
$69.5B
$3.77 Million 0.06% of portfolio
683,906
Q1 2025 Added 7.23%
$34.4B
$3.84 Million 0.06% of portfolio
6,623
Q1 2025 Added 23.22%
$41.7B
$4.05 Million 0.06% of portfolio
83,909
Q1 2025 Added 17.73%
$40.9B
$3.86 Million 0.06% of portfolio
78,293
Q1 2025 Reduced 11.44%
$24.8B
$3.77 Million 0.06% of portfolio
104,360
Q1 2025 Added 7.71%
$53.4B
$3.82 Million 0.06% of portfolio
12,765
Q1 2025 Added 8.93%
$49.9B
$4.25 Million 0.06% of portfolio
16,740
Q1 2025 Reduced 2.94%
$31.6B
$4.06 Million 0.06% of portfolio
29,229
Q1 2025 Reduced 0.18%
$179B
$3.97 Million 0.06% of portfolio
35,232
Q1 2025 Reduced 3.13%
$36.4B
$3.96 Million 0.06% of portfolio
44,256
Q1 2025 Added 8.35%
$103B
$3.79 Million 0.06% of portfolio
245,342
Q1 2025 Added 9.06%
$27.4B
$3.81 Million 0.06% of portfolio
71,984
Q1 2025 Added 7.62%

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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