Vanguard Personalized Indexing Management, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 1,839
Total Value: 6357701948
Accession Number: 0001420506-25-001056
Form Type: 13F-HR
CIK: 0001767306
Manager Name: Vanguard Personalized Indexing Management, LLC

Data Enrichment

97% identified

1,784 identified55 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,839 positions • $6,357,701.948K total value

1,839 positions

Manager:

SEC FilingSEC DataHachi Filing

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MICROSOFT CORP

MSFT|594918104

885062(+1.1%)

Value:

$332.2B(-9.9%)

NVIDIA CORP

NVDA|67066G104

2937727(+4.3%)

Value:

$318.4B(-15.8%)

AMAZON COM INC

AMZN|023135106

1108048(+5.8%)

Value:

$210.8B(-8.3%)

Meta Platforms, Inc.

META|30303M102

263641(+5.9%)

Value:

$152.0B(+4.3%)

Alphabet Inc.

GOOGL|02079K305

887736(+3.3%)

Value:

$137.3B(-15.6%)

Broadcom Inc.

AVGO|11135F101

616098(+5.4%)

Value:

$103.2B(-23.9%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

185291(+9.0%)

Value:

$98.7B(+28.0%)

JPMORGAN CHASE & CO

JPM|46625H100

365278(+5.1%)

Value:

$89.6B(+7.6%)

ELI LILLY & Co

LLY|532457108

108346(+9.7%)

Value:

$89.5B(+17.4%)

VISA INC.

V|92826C839

220657(+11.3%)

Value:

$77.3B(+23.5%)

Tesla, Inc.

TSLA|88160R101

290502(+0.3%)

Value:

$75.3B(-35.6%)

Alphabet Inc.

GOOG|02079K107

436056(+3.1%)

Value:

$68.1B(-15.4%)

Mastercard Inc

MA|57636Q104

109454(+8.7%)

Value:

$60.0B(+13.2%)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

60971(+6.3%)

Value:

$57.7B(+9.8%)

NETFLIX INC

NFLX|64110L106

57902(+5.6%)

Value:

$54.0B(+10.5%)

EXXON MOBIL CORP

XOM|30231G102

447408(+10.8%)

Value:

$53.2B(+22.6%)

UNITEDHEALTH GROUP INC

UNH|91324P102

98853(+0.2%)

Value:

$51.8B(+3.8%)

Walmart Inc.

WMT|931142103

581570(+4.8%)

Value:

$51.1B(+1.9%)

AbbVie Inc.

ABBV|00287Y109

236059(+15.9%)

Value:

$49.5B(+36.6%)

PROCTER & GAMBLE Co

PG|742718109

286103(+4.2%)

Value:

$48.8B(+5.9%)

Instrument	Shares		Other Manager	Value
Microsoft Corp(MSFTcusip594918104)	885.1K	QoQ +1.14% (-10.0K) YoY +26.94% (+187.9K)	All Managers (Combined)	$332.2M	QoQ -9.92% (-$36.6M) YoY +13.26% (+$38.9M)
Nvidia Corp(NVDAcusip67066G104)	2.9M	QoQ +4.27% (-120.4K) YoY +1210.87% (+2.7M)	All Managers (Combined)	$318.4M	QoQ -15.84% (-$60.0M) YoY +57.23% (+$115.9M)
Amazon Com Inc(AMZNcusip023135106)	1.1M	QoQ +5.77% (-60.5K) YoY +38.97% (+310.7K)	All Managers (Combined)	$210.8M	QoQ -8.26% (-$19.0M) YoY +46.58% (+$67.0M)
Meta Platforms, Inc.(METAcusip30303M102)	263.6K	QoQ +5.91% (+14.7K) YoY +37.45% (+71.8K)	All Managers (Combined)	$152.0M	QoQ +4.26% (+$6.2M) YoY +63.15% (+$58.8M)
Alphabet Inc.(GOOGLcusip02079K305)	887.7K	QoQ +3.31% (-28.5K) YoY +37.47% (+242.0K)	All Managers (Combined)	$137.3M	QoQ -15.60% (-$25.4M) YoY +40.85% (+$39.8M)
Broadcom Inc.(AVGOcusip11135F101)	616.1K	QoQ +5.38% (-31.5K) YoY +1372.47% (+574.3K)	All Managers (Combined)	$103.2M	QoQ -23.89% (-$32.4M) YoY +86.00% (+$47.7M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	185.3K	QoQ +8.96% (+15.2K) YoY +49.56% (+61.4K)	All Managers (Combined)	$98.7M	QoQ +28.02% (+$21.6M) YoY +89.41% (+$46.6M)
Jpmorgan Chase & Co(JPMcusip46625H100)	365.3K	QoQ +5.12% (+17.8K) YoY +41.62% (+107.4K)	All Managers (Combined)	$89.6M	QoQ +7.57% (+$6.3M) YoY +73.44% (+$37.9M)
Eli Lilly & Co(LLYcusip532457108)	108.3K	QoQ +9.69% (+9.6K) YoY +37.12% (+29.3K)	All Managers (Combined)	$89.5M	QoQ +17.35% (+$13.2M) YoY +45.57% (+$28.0M)
Visa Inc.(Vcusip92826C839)	220.7K	QoQ +11.34% (+22.5K) YoY +38.00% (+60.8K)	All Managers (Combined)	$77.3M	QoQ +23.47% (+$14.7M) YoY +73.30% (+$32.7M)
Tesla, Inc.(TSLAcusip88160R101)	290.5K	QoQ +0.33% (-960) YoY +46.01% (+91.5K)	All Managers (Combined)	$75.3M	QoQ -35.61% (-$41.6M) YoY +115.25% (+$40.3M)
Alphabet Inc.(GOOGcusip02079K107)	436.1K	QoQ +3.13% (-13.2K) YoY +25.25% (+87.9K)	All Managers (Combined)	$68.1M	QoQ -15.39% (-$12.4M) YoY +28.51% (+$15.1M)
Mastercard Inc(MAcusip57636Q104)	109.5K	QoQ +8.74% (+8.8K) YoY +33.32% (+27.4K)	All Managers (Combined)	$60.0M	QoQ +13.19% (+$7.0M) YoY +51.75% (+$20.5M)
Costco Wholesale Corp /New(COSTcusip22160K105)	61.0K	QoQ +6.34% (+3.6K) YoY +40.65% (+17.6K)	All Managers (Combined)	$57.7M	QoQ +9.76% (+$5.1M) YoY +81.57% (+$25.9M)
Netflix Inc(NFLXcusip64110L106)	57.9K	QoQ +5.58% (+3.1K) YoY +38.73% (+16.2K)	All Managers (Combined)	$54.0M	QoQ +10.46% (+$5.1M) YoY +113.01% (+$28.6M)
Exxon Mobil Corp(XOMcusip30231G102)	447.4K	QoQ +10.84% (+43.8K) YoY +68.19% (+181.4K)	All Managers (Combined)	$53.2M	QoQ +22.55% (+$9.8M) YoY +72.08% (+$22.3M)
Unitedhealth Group Inc(UNHcusip91324P102)	98.9K	QoQ +0.24% (+243) YoY +23.18% (+18.6K)	All Managers (Combined)	$51.8M	QoQ +3.79% (+$1.9M) YoY +30.41% (+$12.1M)
Walmart Inc.(WMTcusip931142103)	581.6K	QoQ +4.83% (+26.8K) YoY +50.06% (+194.0K)	All Managers (Combined)	$51.1M	QoQ +1.85% (+$932.2K) YoY +118.94% (+$27.7M)
Abbvie Inc.(ABBVcusip00287Y109)	236.1K	QoQ +15.87% (+32.3K) YoY +56.77% (+85.5K)	All Managers (Combined)	$49.5M	QoQ +36.62% (+$13.3M) YoY +80.38% (+$22.0M)
Procter & Gamble Co(PGcusip742718109)	286.1K	QoQ +4.18% (+11.5K) YoY +37.73% (+78.4K)	All Managers (Combined)	$48.8M	QoQ +5.90% (+$2.7M) YoY +44.67% (+$15.1M)