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
$30.3B
$2.49 Million 0.04% of portfolio
7,603
Q1 2025 Added 12.24%
$19.8B
$2.31 Million 0.04% of portfolio
32,846
Q1 2025 Added 10.72%
$32.1B
$2.76 Million 0.04% of portfolio
15,437
Q1 2025 Added 9.3%
$34.6B
$2.64 Million 0.04% of portfolio
5,522
Q1 2025 Added 7.75%
$17.5B
$2.33 Million 0.04% of portfolio
13,897
Q1 2025 Added 2.06%
$17.3B
$2.8 Million 0.04% of portfolio
8,512
Q1 2025 Added 12.97%
$18.6B
$2.51 Million 0.04% of portfolio
407,678
Q1 2025 Added 8.98%
$35B
$2.38 Million 0.04% of portfolio
24,925
Q1 2025 Added 12.46%
$15.3B
$2.47 Million 0.04% of portfolio
23,479
Q1 2025 Added 33.22%
$11.3B
$2.91 Million 0.04% of portfolio
74,278
Q1 2025 Reduced 8.51%
$14.9B
$2.68 Million 0.04% of portfolio
32,344
Q1 2025 Reduced 2.65%
$29.4B
$2.67 Million 0.04% of portfolio
155,273
Q1 2025 Added 5.79%
$20.6B
$2.37 Million 0.04% of portfolio
76,524
Q1 2025 Added 44.34%
$19.1B
$2.32 Million 0.04% of portfolio
27,518
Q1 2025 Added 14.52%
$20.9B
$2.92 Million 0.04% of portfolio
134,297
Q1 2025 Added 6.97%
$96.4B
$2.32 Million 0.04% of portfolio
38,684
Q1 2025 Added 13.74%
$75.5B
$2.94 Million 0.04% of portfolio
31,419
Q1 2025 Added 2.91%
$51.3B
$2.4 Million 0.04% of portfolio
61,862
Q1 2025 Added 4.56%
$47.4B
$2.32 Million 0.04% of portfolio
156,353
Q1 2025 Added 55.38%
$19.3B
$2.44 Million 0.04% of portfolio
34,671
Q1 2025 Added 15.08%
$8.48B
$2.63 Million 0.04% of portfolio
1,987
Q1 2025 Reduced 4.7%
$24.4B
$2.86 Million 0.04% of portfolio
4,924
Q1 2025 Added 14.78%
$0
$2.35 Million 0.04% of portfolio
9,084
Q1 2025 Added 18.36%
$32.7B
$2.89 Million 0.04% of portfolio
33,398
Q1 2025 Added 11.36%
$35.2B
$2.8 Million 0.04% of portfolio
12,020
Q1 2025 Added 9.32%
$37.2B
$2.75 Million 0.04% of portfolio
15,170
Q1 2025 Added 6.62%
$10.8B
$2.63 Million 0.04% of portfolio
78,704
Q1 2025 Added 0.98%
$7.45B
$2.35 Million 0.04% of portfolio
47,189
Q1 2025 Added 0.47%
$42.6B
$2.32 Million 0.04% of portfolio
11,686
Q1 2025 Added 56.42%
$28.4B
$1.86 Million 0.03% of portfolio
18,242
Q1 2025 Added 6.89%
$6.99B
$1.89 Million 0.03% of portfolio
11,231
Q1 2025 Reduced 5.2%
$53.3B
$1.67 Million 0.03% of portfolio
15,361
Q1 2025 Added 16.85%
$14.4B
$1.68 Million 0.03% of portfolio
18,455
Q1 2025 Added 32.9%
$14.7B
$1.77 Million 0.03% of portfolio
11,154
Q1 2025 Added 10.75%
$15.3B
$2.08 Million 0.03% of portfolio
32,298
Q1 2025 Added 7.94%
$5.97B
$1.79 Million 0.03% of portfolio
85,186
Q1 2025 Reduced 15.87%
$25.9B
$1.9 Million 0.03% of portfolio
65,984
Q1 2025 Added 4.83%
$26.8B
$2.1 Million 0.03% of portfolio
43,769
Q1 2025 Added 3.98%
$29B
$2.3 Million 0.03% of portfolio
15,662
Q1 2025 Added 9.14%
$31.8B
$1.67 Million 0.03% of portfolio
2,814
Q1 2025 Added 1.48%
$21.7B
$2.04 Million 0.03% of portfolio
232,952
Q1 2025 Added 5.55%
$72.7B
$1.82 Million 0.03% of portfolio
19,018
Q1 2025 Reduced 11.9%
$19.1B
$2.31 Million 0.03% of portfolio
32,490
Q1 2025 Added 8.52%
$10.7B
$1.73 Million 0.03% of portfolio
24,426
Q1 2025 Added 11.66%
$14.8B
$1.9 Million 0.03% of portfolio
16,660
Q1 2025 Added 7.0%
$30.3B
$1.87 Million 0.03% of portfolio
32,739
Q1 2025 Reduced 6.95%
$15.8B
$1.73 Million 0.03% of portfolio
7,278
Q1 2025 Added 8.82%
$11.4B
$1.69 Million 0.03% of portfolio
25,126
Q1 2025 Added 2.34%
$62B
$1.79 Million 0.03% of portfolio
31,745
Q1 2025 Added 5.33%

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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