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

Search and click to pin securities to the top

Page 11 of 92

Sort by:

RESMED INC

RMD|761152107

26306(+9.6%)

Value:

$5.9B(+7.3%)

Verisk Analytics, Inc.

VRSK|92345Y106

19744(+16.4%)

Value:

$5.9B(+25.8%)

REALTY INCOME CORP

O|756109104

101109(+14.2%)

Value:

$5.9B(+24.1%)

UBS Group AG

UBS|H42097107

191277(+11.9%)

Value:

$5.9B(+13.1%)

COGNIZANT TECHNOLOGY SOLUTIONS CORP

CTSH|192446102

75607(+9.1%)

Value:

$5.8B(+8.5%)

ONEOK INC /NEW/

OKE|682680103

57889(+4.5%)

Value:

$5.7B(+3.2%)

UNITED PARCEL SERVICE INC

UPS|911312106

52145(+6.6%)

Value:

$5.7B(-7.0%)

EXELON CORP

EXC|30161N101

124351(+10.1%)

Value:

$5.7B(+34.8%)

FEDEX CORP

FDX|31428X106

23490(-1.4%)

Value:

$5.7B(-14.6%)

Hilton Worldwide Holdings Inc.

HLT|43300A203

25015(+5.0%)

Value:

$5.7B(-3.4%)

DoorDash, Inc.

DASH|25809K105

31110(+19.4%)

Value:

$5.7B(+30.0%)

PRUDENTIAL FINANCIAL INC

PRU|744320102

50877(+1.2%)

Value:

$5.7B(-4.6%)

Monster Beverage Corp

MNST|61174X109

96529(+10.8%)

Value:

$5.6B(+23.3%)

GARMIN LTD

GRMN|H2906T109

25889(+10.4%)

Value:

$5.6B(+16.2%)

Xylem Inc.

XYL|98419M100

47050(+35.3%)

Value:

$5.6B(+39.4%)

Howmet Aerospace Inc.

HWM|443201108

43265(+13.3%)

Value:

$5.6B(+34.4%)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

13342(+22.2%)

Value:

$5.6B(+24.1%)

American Water Works Company, Inc.

AWK|030420103

37844(+10.5%)

Value:

$5.6B(+31.0%)

CBRE GROUP, INC.

CBRE|12504L109

42285(+9.0%)

Value:

$5.5B(+8.6%)

Phillips 66

PSX|718546104

44486(+14.0%)

Value:

$5.5B(+23.5%)

Instrument	Shares		Other Manager	Value
Resmed Inc(RMDcusip761152107)	26.3K	QoQ +9.58% (+2.3K) YoY +42.86% (+7.9K)	All Managers (Combined)	$5.9M	QoQ +7.26% (+$399.0K) YoY +61.49% (+$2.2M)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	19.7K	QoQ +16.45% (+2.8K) YoY +96.26% (+9.7K)	All Managers (Combined)	$5.9M	QoQ +25.83% (+$1.2M) YoY +147.79% (+$3.5M)
Realty Income Corp(Ocusip756109104)	101.1K	QoQ +14.22% (+12.6K) YoY +57.68% (+37.0K)	All Managers (Combined)	$5.9M	QoQ +24.05% (+$1.1M) YoY +69.08% (+$2.4M)
Ubs Group Ag(UBScusipH42097107)	191.3K	QoQ +11.92% (+20.4K) YoY +41.19% (+55.8K)	All Managers (Combined)	$5.9M	QoQ +13.06% (+$677.0K) YoY +40.77% (+$1.7M)
Cognizant Technology Solutions Corp(CTSHcusip192446102)	75.6K	QoQ +9.08% (+6.3K) YoY +74.88% (+32.4K)	All Managers (Combined)	$5.8M	QoQ +8.52% (+$454.2K) YoY +82.54% (+$2.6M)
Oneok Inc /New/(OKEcusip682680103)	57.9K	QoQ +4.45% (+2.5K) YoY +53.84% (+20.3K)	All Managers (Combined)	$5.7M	QoQ +3.22% (+$179.7K) YoY +90.41% (+$2.7M)
United Parcel Service Inc(UPScusip911312106)	52.1K	QoQ +6.58% (-3.2K) YoY -3.39% (-1.8K)	All Managers (Combined)	$5.7M	QoQ -7.02% (-$433.7K) YoY -28.50% (-$2.3M)
Exelon Corp(EXCcusip30161N101)	124.4K	QoQ +10.14% (+11.5K) YoY +70.57% (+51.4K)	All Managers (Combined)	$5.7M	QoQ +34.84% (+$1.5M) YoY +109.20% (+$3.0M)
Fedex Corp(FDXcusip31428X106)	23.5K	QoQ -1.38% (-331) YoY +23.29% (+4.4K)	All Managers (Combined)	$5.7M	QoQ -14.55% (-$975.2K) YoY +3.73% (+$206.1K)
Hilton Worldwide Holdings Inc.(HLTcusip43300A203)	25.0K	QoQ +4.97% (-1.2K) YoY +38.38% (+6.9K)	All Managers (Combined)	$5.7M	QoQ -3.35% (-$197.4K) YoY +47.62% (+$1.8M)
Doordash, Inc.(DASHcusip25809K105)	31.1K	QoQ +19.36% (+5.0K) YoY +59.71% (+11.6K)	All Managers (Combined)	$5.7M	QoQ +30.04% (+$1.3M) YoY +111.96% (+$3.0M)
Prudential Financial Inc(PRUcusip744320102)	50.9K	QoQ +1.23% (-620) YoY +27.60% (+11.0K)	All Managers (Combined)	$5.7M	QoQ -4.61% (-$275.0K) YoY +21.38% (+$1.0M)
Monster Beverage Corp(MNSTcusip61174X109)	96.5K	QoQ +10.78% (+9.4K) YoY +25.34% (+19.5K)	All Managers (Combined)	$5.6M	QoQ +23.34% (+$1.1M) YoY +23.73% (+$1.1M)
Garmin Ltd(GRMNcusipH2906T109)	25.9K	QoQ +10.39% (+2.4K) YoY +66.22% (+10.3K)	All Managers (Combined)	$5.6M	QoQ +16.21% (+$784.2K) YoY +142.43% (+$3.3M)
Xylem Inc.(XYLcusip98419M100)	47.0K	QoQ +35.34% (+12.3K) YoY +150.43% (+28.3K)	All Managers (Combined)	$5.6M	QoQ +39.36% (+$1.6M) YoY +131.48% (+$3.2M)
Howmet Aerospace Inc.(HWMcusip443201108)	43.3K	QoQ +13.30% (+5.1K) YoY +58.71% (+16.0K)	All Managers (Combined)	$5.6M	QoQ +34.39% (+$1.4M) YoY +200.90% (+$3.7M)
Idexx Laboratories Inc /De(IDXXcusip45168D104)	13.3K	QoQ +22.19% (+2.4K) YoY +37.48% (+3.6K)	All Managers (Combined)	$5.6M	QoQ +24.11% (+$1.1M) YoY +6.93% (+$363.5K)
American Water Works Company, Inc.(AWKcusip030420103)	37.8K	QoQ +10.52% (+3.6K) YoY +98.95% (+18.8K)	All Managers (Combined)	$5.6M	QoQ +30.96% (+$1.3M) YoY +140.15% (+$3.3M)
Cbre Group, Inc.(CBREcusip12504L109)	42.3K	QoQ +8.97% (+3.5K) YoY +48.52% (+13.8K)	All Managers (Combined)	$5.5M	QoQ +8.55% (+$435.8K) YoY +99.76% (+$2.8M)
Phillips 66(PSXcusip718546104)	44.5K	QoQ +13.97% (+5.5K) YoY +29.00% (-10.0K)	All Managers (Combined)	$5.5M	QoQ +23.52% (+$1.0M) YoY -2.48% (-$139.8K)