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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Public Storage

PSA|74460D109

12765(+8.9%)

Value:

$3.8B(+8.9%)

FIFTH THIRD BANCORP

FITB|316773100

97298(+7.2%)

Value:

$3.8B(-0.6%)

Synchrony Financial

SYF|87165B103

71984(+7.6%)

Value:

$3.8B(-12.3%)

DEUTSCHE BANK AKTIENGESELLSCHAFT

DB|D18190898

159797(+11.2%)

Value:

$3.8B(+55.4%)

SUMITOMO MITSUI FINANCIAL GROUP, INC.

SMFG|86562M209

245342(+9.1%)

Value:

$3.8B(+16.4%)

464287200

IVV|464287200

6713(+22.1%)

Value:

$3.8B(+16.5%)

Apollo Global Management, Inc.

APO|03769M106

27539(+22.8%)

Value:

$3.8B(+1.8%)

PPL Corp

PPL|69351T106

104360(+7.7%)

Value:

$3.8B(+19.8%)

MIZUHO FINANCIAL GROUP INC

MFG|60687Y109

683906(+7.2%)

Value:

$3.8B(+20.8%)

BP PLC

BP|055622104

110545(+9.7%)

Value:

$3.7B(+25.4%)

CrowdStrike Holdings, Inc.

CRWD|22788C105

10561(+5.7%)

Value:

$3.7B(+8.9%)

EQT Corp

EQT|26884L109

68674(+5.8%)

Value:

$3.7B(+22.6%)

Fidelity National Information Services, Inc.

FIS|31620M106

48599(+15.0%)

Value:

$3.6B(+6.4%)

XCEL ENERGY INC

XEL|98389B100

51206(+4.5%)

Value:

$3.6B(+9.6%)

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

EXPD|302130109

30117(+17.4%)

Value:

$3.6B(+27.5%)

Ferrari N.V.

RACE|N3167Y103

8379(+29.2%)

Value:

$3.6B(+30.1%)

INSULET CORP

PODD|45784P101

13610(+3.8%)

Value:

$3.6B(+4.4%)

WILLIS TOWERS WATSON PLC

WTW|G96629103

10528(+3.9%)

Value:

$3.6B(+12.1%)

WEC ENERGY GROUP, INC.

WEC|92939U106

32380(+6.2%)

Value:

$3.5B(+23.1%)

ROCKWELL AUTOMATION, INC

ROK|773903109

13647(+3.8%)

Value:

$3.5B(-6.1%)

Instrument	Shares		Other Manager	Value
Public Storage(PSAcusip74460D109)	12.8K	QoQ +8.93% (+1.0K) YoY +37.67% (+3.5K)	All Managers (Combined)	$3.8M	QoQ +8.88% (+$311.7K) YoY +42.05% (+$1.1M)
Fifth Third Bancorp(FITBcusip316773100)	97.3K	QoQ +7.22% (-6.6K) YoY +26.94% (+20.7K)	All Managers (Combined)	$3.8M	QoQ -0.58% (-$22.4K) YoY +33.73% (+$962.1K)
Synchrony Financial(SYFcusip87165B103)	72.0K	QoQ +7.61% (-5.1K) YoY +37.38% (+19.6K)	All Managers (Combined)	$3.8M	QoQ -12.34% (-$536.9K) YoY +68.66% (+$1.6M)
Deutsche Bank Aktiengesellschaft(DBcusipD18190898)	159.8K	QoQ +11.21% (+16.1K) YoY +51.97% (+54.7K)	All Managers (Combined)	$3.8M	QoQ +55.43% (+$1.4M) YoY +129.65% (+$2.1M)
Sumitomo Mitsui Financial Group, Inc.(SMFGcusip86562M209)	245.3K	QoQ +9.06% (+20.4K) YoY +39.96% (+70.1K)	All Managers (Combined)	$3.8M	QoQ +16.36% (+$533.4K) YoY +83.84% (+$1.7M)
(IVVcusip464287200)	6.7K	QoQ +22.09% (+1.2K) YoY +53.40% (+2.3K)	All Managers (Combined)	$3.8M	QoQ +16.54% (+$535.5K) YoY +63.96% (+$1.5M)
Apollo Global Management, Inc.(APOcusip03769M106)	27.5K	QoQ +22.81% (+5.1K) YoY +77.52% (+12.0K)	All Managers (Combined)	$3.8M	QoQ +1.82% (+$67.7K) YoY +116.18% (+$2.0M)
Ppl Corp(PPLcusip69351T106)	104.4K	QoQ +7.70% (+7.5K) YoY +41.50% (+30.6K)	All Managers (Combined)	$3.8M	QoQ +19.82% (+$623.4K) YoY +85.60% (+$1.7M)
Mizuho Financial Group Inc(MFGcusip60687Y109)	683.9K	QoQ +7.22% (+46.1K) YoY +62.78% (+263.8K)	All Managers (Combined)	$3.8M	QoQ +20.82% (+$649.5K) YoY +125.36% (+$2.1M)
Bp Plc(BPcusip055622104)	110.5K	QoQ +9.72% (+9.8K) YoY +42.56% (+33.0K)	All Managers (Combined)	$3.7M	QoQ +25.42% (+$757.1K) YoY +27.84% (+$813.5K)
Crowdstrike Holdings, Inc.(CRWDcusip22788C105)	10.6K	QoQ +5.65% (+565) YoY +41.15% (+3.1K)	All Managers (Combined)	$3.7M	QoQ +8.87% (+$303.4K) YoY +55.23% (+$1.3M)
Eqt Corp(EQTcusip26884L109)	68.7K	QoQ +5.84% (+3.8K) YoY +102.94% (+34.8K)	All Managers (Combined)	$3.7M	QoQ +22.65% (+$677.6K) YoY +192.50% (+$2.4M)
Fidelity National Information Services, Inc.(FIScusip31620M106)	48.6K	QoQ +15.04% (+6.4K) YoY +62.32% (+18.7K)	All Managers (Combined)	$3.6M	QoQ +6.37% (+$217.4K) YoY +63.41% (+$1.4M)
Xcel Energy Inc(XELcusip98389B100)	51.2K	QoQ +4.49% (+2.2K) YoY +44.36% (+15.7K)	All Managers (Combined)	$3.6M	QoQ +9.55% (+$316.3K) YoY +90.12% (+$1.7M)
Expeditors International Of Washington Inc(EXPDcusip302130109)	30.1K	QoQ +17.43% (+4.5K) YoY +41.22% (+8.8K)	All Managers (Combined)	$3.6M	QoQ +27.48% (+$780.9K) YoY +39.68% (+$1.0M)
Ferrari N.V.(RACEcusipN3167Y103)	8.4K	QoQ +29.18% (+1.9K) YoY +80.50% (+3.7K)	All Managers (Combined)	$3.6M	QoQ +30.09% (+$829.4K) YoY +77.15% (+$1.6M)
Insulet Corp(PODDcusip45784P101)	13.6K	QoQ +3.81% (+500) YoY +32.49% (+3.3K)	All Managers (Combined)	$3.6M	QoQ +4.42% (+$151.5K) YoY +103.00% (+$1.8M)
Willis Towers Watson Plc(WTWcusipG96629103)	10.5K	QoQ +3.92% (+398) YoY +46.58% (+3.3K)	All Managers (Combined)	$3.6M	QoQ +12.12% (+$384.8K) YoY +80.13% (+$1.6M)
Wec Energy Group, Inc.(WECcusip92939U106)	32.4K	QoQ +6.19% (+1.9K) YoY +37.99% (+8.9K)	All Managers (Combined)	$3.5M	QoQ +23.06% (+$661.3K) YoY +83.12% (+$1.6M)
Rockwell Automation, Inc(ROKcusip773903109)	13.6K	QoQ +3.81% (-501) YoY +32.50% (+3.3K)	All Managers (Combined)	$3.5M	QoQ -6.14% (-$230.9K) YoY +17.52% (+$525.8K)