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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808524201

SCHX|808524201

224322(+14.7%)

Value:

$5.0B(+9.3%)

CARDINAL HEALTH INC

CAH|14149Y108

35901(+11.6%)

Value:

$4.9B(+30.1%)

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

60002(+5.2%)

Value:

$4.9B(+2.5%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

8764(+7.8%)

Value:

$4.9B(+2.9%)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

141652(+0.5%)

Value:

$4.8B(+9.4%)

Vistra Corp.

VST|92840M102

41027(-9.3%)

Value:

$4.8B(-22.8%)

WILLIAMS SONOMA INC

WSM|969904101

30253(+4.3%)

Value:

$4.8B(-10.9%)

HESS CORP

HES|42809H107

29803(+16.2%)

Value:

$4.8B(+39.6%)

NUCOR CORP

NUE|670346105

39315(+16.8%)

Value:

$4.7B(+20.4%)

DuPont de Nemours, Inc.

DD|26614N102

63217(+5.2%)

Value:

$4.7B(+3.1%)

OLD DOMINION FREIGHT LINE, INC.

ODFL|679580100

28529(-3.1%)

Value:

$4.7B(-9.1%)

Baker Hughes Co

BKR|05722G100

107087(+1.2%)

Value:

$4.7B(+8.4%)

Marvell Technology, Inc.

MRVL|573874104

76328(-1.5%)

Value:

$4.7B(-45.1%)

UNILEVER PLC

UL|904767704

78901(+9.2%)

Value:

$4.7B(+14.7%)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

22141(+12.2%)

Value:

$4.6B(+11.7%)

SHOPIFY INC.

SHOP|82509L107

48421(+20.5%)

Value:

$4.6B(+8.2%)

RELIANCE, INC.

RS|759509102

15977(+1.5%)

Value:

$4.6B(+8.9%)

RELX PLC

RELX|759530108

91373(+16.4%)

Value:

$4.6B(+29.2%)

Otis Worldwide Corp

OTIS|68902V107

44626(+12.0%)

Value:

$4.6B(+24.8%)

CORNING INC /NY

GLW|219350105

100573(+13.5%)

Value:

$4.6B(+9.3%)

Instrument	Shares		Other Manager	Value
(SCHXcusip808524201)	224.3K	QoQ +14.72% (+28.8K) YoY +253.47% (+160.9K)	All Managers (Combined)	$5.0M	QoQ +9.27% (+$420.5K) YoY +25.76% (+$1.0M)
Cardinal Health Inc(CAHcusip14149Y108)	35.9K	QoQ +11.64% (+3.7K) YoY +47.95% (+11.6K)	All Managers (Combined)	$4.9M	QoQ +30.05% (+$1.1M) YoY +82.16% (+$2.2M)
Public Service Enterprise Group Inc(PEGcusip744573106)	60.0K	QoQ +5.24% (+3.0K) YoY +39.23% (+16.9K)	All Managers (Combined)	$4.9M	QoQ +2.52% (+$121.4K) YoY +71.60% (+$2.1M)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	8.8K	QoQ +7.79% (+634) YoY +20.13% (+1.5K)	All Managers (Combined)	$4.9M	QoQ +2.88% (+$137.7K) YoY +28.49% (+$1.1M)
Enterprise Products Partners L.P.(EPDcusip293792107)	141.7K	QoQ +0.48% (+683) YoY +8.54% (+11.2K)	All Managers (Combined)	$4.8M	QoQ +9.39% (+$415.2K) YoY +26.99% (+$1.0M)
Vistra Corp.(VSTcusip92840M102)	41.0K	QoQ -9.34% (-4.2K) YoY +5.79% (+2.2K)	All Managers (Combined)	$4.8M	QoQ -22.77% (-$1.4M) YoY +78.38% (+$2.1M)
Williams Sonoma Inc(WSMcusip969904101)	30.3K	QoQ +4.32% (-1.3K) YoY +148.44% (+18.1K)	All Managers (Combined)	$4.8M	QoQ -10.93% (-$587.0K) YoY +23.69% (+$916.4K)
Hess Corp(HEScusip42809H107)	29.8K	QoQ +16.23% (+4.2K) YoY +28.01% (+6.5K)	All Managers (Combined)	$4.8M	QoQ +39.57% (+$1.3M) YoY +33.96% (+$1.2M)
Nucor Corp(NUEcusip670346105)	39.3K	QoQ +16.77% (+5.6K) YoY +40.88% (-11.4K)	All Managers (Combined)	$4.7M	QoQ +20.40% (+$801.8K) YoY -14.32% (-$791.2K)
Dupont De Nemours, Inc.(DDcusip26614N102)	63.2K	QoQ +5.23% (+3.1K) YoY +47.51% (+20.4K)	All Managers (Combined)	$4.7M	QoQ +3.07% (+$140.8K) YoY +43.68% (+$1.4M)
Old Dominion Freight Line, Inc.(ODFLcusip679580100)	28.5K	QoQ -3.11% (-917) YoY +20.54% (-4.9K)	All Managers (Combined)	$4.7M	QoQ -9.12% (-$474.1K) YoY -9.05% (-$470.2K)
Baker Hughes Co(BKRcusip05722G100)	107.1K	QoQ +1.16% (+1.2K) YoY +38.48% (+29.8K)	All Managers (Combined)	$4.7M	QoQ +8.38% (+$364.2K) YoY +81.68% (+$2.1M)
Marvell Technology, Inc.(MRVLcusip573874104)	76.3K	QoQ -1.52% (-1.2K) YoY +53.55% (+26.6K)	All Managers (Combined)	$4.7M	QoQ -45.10% (-$3.9M) YoY +33.38% (+$1.2M)
Unilever Plc(ULcusip904767704)	78.9K	QoQ +9.16% (+6.6K) YoY +50.01% (+26.3K)	All Managers (Combined)	$4.7M	QoQ +14.65% (+$600.4K) YoY +77.99% (+$2.1M)
L3harris Technologies, Inc. /De/(LHXcusip502431109)	22.1K	QoQ +12.17% (+2.4K) YoY +36.12% (+5.9K)	All Managers (Combined)	$4.6M	QoQ +11.66% (+$483.9K) YoY +33.70% (+$1.2M)
Shopify Inc.(SHOPcusip82509L107)	48.4K	QoQ +20.47% (+8.2K) YoY +53.03% (+16.8K)	All Managers (Combined)	$4.6M	QoQ +8.18% (+$349.6K) YoY +89.34% (+$2.2M)
Reliance, Inc.(RScusip759509102)	16.0K	QoQ +1.53% (+242) YoY +13.36% (-1.9K)	All Managers (Combined)	$4.6M	QoQ +8.88% (+$376.6K) YoY -2.04% (-$96.5K)
Relx Plc(RELXcusip759530108)	91.4K	QoQ +16.38% (+12.9K) YoY +61.71% (+34.9K)	All Managers (Combined)	$4.6M	QoQ +29.17% (+$1.0M) YoY +88.31% (+$2.2M)
Otis Worldwide Corp(OTIScusip68902V107)	44.6K	QoQ +12.01% (+4.8K) YoY +35.99% (+11.8K)	All Managers (Combined)	$4.6M	QoQ +24.82% (+$915.8K) YoY +41.38% (+$1.3M)
Corning Inc /Ny(GLWcusip219350105)	100.6K	QoQ +13.50% (+12.0K) YoY +63.07% (+38.9K)	All Managers (Combined)	$4.6M	QoQ +9.35% (+$393.7K) YoY +126.50% (+$2.6M)