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
$16.3B
$3.31 Million 0.05% of portfolio
1,080,617
Q1 2025 Reduced 4.68%
$37.7B
$3.62 Million 0.05% of portfolio
51,206
Q1 2025 Added 4.5%
$43.6B
$2.95 Million 0.04% of portfolio
31,036
Q1 2025 Added 17.91%
$323B
$2.65 Million 0.04% of portfolio
20,008
Q1 2025 Added 16.95%
$37.2B
$2.45 Million 0.04% of portfolio
9,088
Q1 2025 Added 5.99%
$24.7B
$2.43 Million 0.04% of portfolio
24,188
Q1 2025 Added 7.12%
$142B
$2.53 Million 0.04% of portfolio
41,121
Q1 2025 Added 41.39%
$33.2B
$2.68 Million 0.04% of portfolio
27,885
Q1 2025 Added 6.47%
$10.4B
$2.46 Million 0.04% of portfolio
11,745
Q1 2025 Reduced 10.48%
$21.4B
$2.79 Million 0.04% of portfolio
18,069
Q1 2025 Reduced 0.75%
$29.1B
$2.85 Million 0.04% of portfolio
13,265
Q1 2025 Reduced 2.74%
$69.7B
$2.54 Million 0.04% of portfolio
165,612
Q1 2025 Added 17.43%
$19.5B
$2.97 Million 0.04% of portfolio
21,702
Q1 2025 Added 0.2%
$107B
$2.4 Million 0.04% of portfolio
58,051
Q1 2025 Added 13.18%
$28.7B
$2.77 Million 0.04% of portfolio
13,261
Q1 2025 Added 9.83%
$18.3B
$2.44 Million 0.04% of portfolio
5,633
Q1 2025 Added 3.81%
$23.4B
$2.43 Million 0.04% of portfolio
16,423
Q1 2025 Added 18.68%
$20.8B
$2.57 Million 0.04% of portfolio
62,775
Q1 2025 Added 7.22%
$20.4B
$2.96 Million 0.04% of portfolio
39,343
Q1 2025 Added 7.29%
$20.6B
$2.81 Million 0.04% of portfolio
97,399
Q1 2025 Added 0.47%
$26.5B
$2.54 Million 0.04% of portfolio
12,236
Q1 2025 Added 15.05%
$29.3B
$2.56 Million 0.04% of portfolio
28,051
Q1 2025 Added 24.36%
$32.8B
$2.63 Million 0.04% of portfolio
38,497
Q1 2025 Reduced 3.15%
$25.4B
$2.75 Million 0.04% of portfolio
15,654
Q1 2025 Reduced 0.27%
$21.6B
$2.65 Million 0.04% of portfolio
75,790
Q1 2025 Reduced 7.73%
$2.64B
$2.41 Million 0.04% of portfolio
183,018
Q1 2025 Reduced 4.05%
$19.2B
$2.53 Million 0.04% of portfolio
42,869
Q1 2025 Added 40.8%
$22.6B
$2.94 Million 0.04% of portfolio
7,964
Q1 2025 Added 5.55%
$33.3B
$2.88 Million 0.04% of portfolio
11,831
Q1 2025 Added 4.66%
$26.5B
$2.73 Million 0.04% of portfolio
16,249
Q1 2025 Added 10.86%
$20.3B
$2.93 Million 0.04% of portfolio
19,760
Q1 2025 Added 7.02%
$41.9B
$2.87 Million 0.04% of portfolio
285,838
Q1 2025 Added 57.23%
$25.7B
$2.71 Million 0.04% of portfolio
37,091
Q1 2025 Added 10.45%
$16.7B
$2.9 Million 0.04% of portfolio
51,226
Q1 2025 Added 7.21%
$8B
$2.88 Million 0.04% of portfolio
57,241
Q1 2025 Reduced 4.17%
$11.7B
$2.31 Million 0.04% of portfolio
17,570
Q1 2025 Added 7.3%
$19.8B
$2.79 Million 0.04% of portfolio
110,138
Q1 2025 Added 14.17%
$24.8B
$2.78 Million 0.04% of portfolio
16,257
Q1 2025 Reduced 9.67%
$23.6B
$2.93 Million 0.04% of portfolio
190,103
Q1 2025 Reduced 15.03%
$49.9B
$2.42 Million 0.04% of portfolio
89,197
Q1 2025 Added 17.78%
$29.4B
$2.87 Million 0.04% of portfolio
10,837
Q1 2025 Added 20.04%
$16.9B
$2.69 Million 0.04% of portfolio
50,445
Q1 2025 Added 7.56%
$29.7B
$2.82 Million 0.04% of portfolio
15,981
Q1 2025 Reduced 12.33%
$0
$2.46 Million 0.04% of portfolio
17,543
Q1 2025 Reduced 0.26%
$24B
$2.95 Million 0.04% of portfolio
21,676
Q1 2025 Added 5.06%
$31.1B
$2.34 Million 0.04% of portfolio
43,277
Q1 2025 Reduced 0.65%
$46.7B
$2.84 Million 0.04% of portfolio
82,867
Q1 2025 Reduced 1.21%
$15.3B
$2.38 Million 0.04% of portfolio
148,620
Q1 2025 Added 6.7%
$69.5B
$2.69 Million 0.04% of portfolio
703,044
Q1 2025 Added 12.18%

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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