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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FAIR ISAAC CORP

FICO|303250104

3611(+12.4%)

Value:

$6.7B(+4.2%)

DOMINION ENERGY, INC

D|25746U109

116830(+11.6%)

Value:

$6.6B(+16.1%)

Discover Financial Services

DFS|254709108

37928(+13.2%)

Value:

$6.5B(+11.5%)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

10061(-1.3%)

Value:

$6.4B(-12.1%)

KIMBERLY CLARK CORP

KMB|494368103

44726(+12.8%)

Value:

$6.4B(+22.4%)

COPART INC

CPRT|217204106

111523(+7.6%)

Value:

$6.3B(+6.1%)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

37866(+5.4%)

Value:

$6.3B(+1.6%)

CARRIER GLOBAL Corp

CARR|14448C104

98873(+5.0%)

Value:

$6.3B(-2.4%)

HSBC HOLDINGS PLC

HSBC|404280406

108707(+12.4%)

Value:

$6.2B(+30.6%)

Targa Resources Corp.

TRGP|87612G101

31129(+7.3%)

Value:

$6.2B(+20.6%)

MITSUBISHI UFJ FINANCIAL GROUP INC

MUFG|606822104

454909(+16.0%)

Value:

$6.2B(+35.0%)

UNITED RENTALS, INC.

URI|911363109

9812(+3.0%)

Value:

$6.1B(-8.3%)

NIKE, Inc.

NKE|654106103

96107(+1.9%)

Value:

$6.1B(-14.5%)

TotalEnergies SE

TTE|89151E109

93443(+19.4%)

Value:

$6.0B(+41.8%)

KINDER MORGAN, INC.

KMI|49456B101

211667(+4.5%)

Value:

$6.0B(+8.8%)

PACCAR INC

PCAR|693718108

61729(+12.6%)

Value:

$6.0B(+5.3%)

SCHLUMBERGER LIMITED/NV

SLB|806857108

143042(+21.4%)

Value:

$6.0B(+32.3%)

YUM BRANDS INC

YUM|988498101

37798(+14.1%)

Value:

$5.9B(+33.9%)

Johnson Controls International plc

JCI|G51502105

73935(+5.6%)

Value:

$5.9B(+7.1%)

PayPal Holdings, Inc.

PYPL|70450Y103

90534(-2.9%)

Value:

$5.9B(-25.8%)

Instrument	Shares		Other Manager	Value
Fair Isaac Corp(FICOcusip303250104)	3.6K	QoQ +12.45% (+400) YoY +67.95% (+1.5K)	All Managers (Combined)	$6.7M	QoQ +4.16% (+$266.4K) YoY +147.86% (+$4.0M)
Dominion Energy, Inc(Dcusip25746U109)	116.8K	QoQ +11.57% (+12.1K) YoY +47.66% (+37.7K)	All Managers (Combined)	$6.6M	QoQ +16.15% (+$910.9K) YoY +68.32% (+$2.7M)
Discover Financial Services(DFScusip254709108)	37.9K	QoQ +13.16% (+4.4K) YoY +38.10% (+10.5K)	All Managers (Combined)	$6.5M	QoQ +11.51% (+$668.5K) YoY +79.82% (+$2.9M)
Regeneron Pharmaceuticals, Inc.(REGNcusip75886F107)	10.1K	QoQ -1.27% (-130) YoY +19.34% (-1.6K)	All Managers (Combined)	$6.4M	QoQ -12.09% (-$878.0K) YoY -21.35% (-$1.7M)
Kimberly Clark Corp(KMBcusip494368103)	44.7K	QoQ +12.76% (+5.1K) YoY +60.27% (+16.8K)	All Managers (Combined)	$6.4M	QoQ +22.38% (+$1.2M) YoY +76.22% (+$2.8M)
Copart Inc(CPRTcusip217204106)	111.5K	QoQ +7.56% (+7.8K) YoY +32.67% (+27.5K)	All Managers (Combined)	$6.3M	QoQ +6.06% (+$361.0K) YoY +29.63% (+$1.4M)
Simon Property Group Inc /De/(SPGcusip828806109)	37.9K	QoQ +5.36% (+1.9K) YoY +42.55% (+11.3K)	All Managers (Combined)	$6.3M	QoQ +1.61% (+$100.0K) YoY +51.29% (+$2.1M)
Carrier Global Corp(CARRcusip14448C104)	98.9K	QoQ +5.04% (-4.7K) YoY +26.55% (+20.7K)	All Managers (Combined)	$6.3M	QoQ -2.43% (-$156.5K) YoY +38.02% (+$1.7M)
Hsbc Holdings Plc(HSBCcusip404280406)	108.7K	QoQ +12.44% (+12.0K) YoY +65.30% (+42.9K)	All Managers (Combined)	$6.2M	QoQ +30.55% (+$1.5M) YoY +141.20% (+$3.7M)
Targa Resources Corp.(TRGPcusip87612G101)	31.1K	QoQ +7.34% (+2.1K) YoY +44.47% (+9.6K)	All Managers (Combined)	$6.2M	QoQ +20.55% (+$1.1M) YoY +158.61% (+$3.8M)
Mitsubishi Ufj Financial Group Inc(MUFGcusip606822104)	454.9K	QoQ +16.04% (+62.9K) YoY +52.97% (+157.5K)	All Managers (Combined)	$6.2M	QoQ +34.95% (+$1.6M) YoY +103.81% (+$3.2M)
United Rentals, Inc.(URIcusip911363109)	9.8K	QoQ +3.01% (-287) YoY +46.31% (+3.1K)	All Managers (Combined)	$6.1M	QoQ -8.35% (-$560.5K) YoY +27.16% (+$1.3M)
Nike, Inc.(NKEcusip654106103)	96.1K	QoQ +1.93% (-1.8K) YoY -0.52% (-506)	All Managers (Combined)	$6.1M	QoQ -14.48% (-$1.0M) YoY -32.80% (-$3.0M)
Totalenergies Se(TTEcusip89151E109)	93.4K	QoQ +19.45% (+15.2K) YoY +63.50% (+36.3K)	All Managers (Combined)	$6.0M	QoQ +41.78% (+$1.8M) YoY +53.66% (+$2.1M)
Kinder Morgan, Inc.(KMIcusip49456B101)	211.7K	QoQ +4.49% (+9.1K) YoY +100.55% (+106.1K)	All Managers (Combined)	$6.0M	QoQ +8.80% (+$488.6K) YoY +211.99% (+$4.1M)
Paccar Inc(PCARcusip693718108)	61.7K	QoQ +12.55% (+6.9K) YoY +27.15% (-13.2K)	All Managers (Combined)	$6.0M	QoQ +5.35% (+$305.6K) YoY -0.06% (-$4.0K)
Schlumberger Limited/Nv(SLBcusip806857108)	143.0K	QoQ +21.37% (+25.2K) YoY +30.90% (-33.8K)	All Managers (Combined)	$6.0M	QoQ +32.32% (+$1.5M) YoY -0.16% (-$9.9K)
Yum Brands Inc(YUMcusip988498101)	37.8K	QoQ +14.14% (+4.7K) YoY +38.67% (+10.5K)	All Managers (Combined)	$5.9M	QoQ +33.88% (+$1.5M) YoY +57.38% (+$2.2M)
Johnson Controls International Plc(JCIcusipG51502105)	73.9K	QoQ +5.57% (+3.9K) YoY +55.10% (+26.3K)	All Managers (Combined)	$5.9M	QoQ +7.14% (+$395.2K) YoY +90.22% (+$2.8M)
Paypal Holdings, Inc.(PYPLcusip70450Y103)	90.5K	QoQ -2.88% (-2.7K) YoY +24.49% (+17.8K)	All Managers (Combined)	$5.9M	QoQ -25.75% (-$2.0M) YoY +21.26% (+$1.0M)