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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AGILENT TECHNOLOGIES, INC.

A|00846U101

28093(-19.0%)

Value:

$3.3B(-29.5%)

METTLER TOLEDO INTERNATIONAL INC/

MTD|592688105

2777(+2.1%)

Value:

$3.3B(-1.5%)

TAKE TWO INTERACTIVE SOFTWARE INC

TTWO|874054109

15792(+22.6%)

Value:

$3.3B(+38.0%)

GE HealthCare Technologies Inc.

GEHC|36266G107

40359(+13.7%)

Value:

$3.3B(+17.4%)

ORIX CORP

IX|686330101

155816(+441.4%)

Value:

$3.3B(+6.5%)

LENNAR CORP /NEW/

LEN|526057104

28336(+19.6%)

Value:

$3.3B(+0.6%)

lululemon athletica inc.

LULU|550021109

11485(+1.5%)

Value:

$3.3B(-24.8%)

Atlassian Corp

TEAM|049468101

15269(+14.4%)

Value:

$3.2B(-0.2%)

BEST BUY CO INC

BBY|086516101

43389(-5.1%)

Value:

$3.2B(-18.6%)

DTE ENERGY CO

DTE|233331107

22903(-0.0%)

Value:

$3.2B(+14.5%)

GSK plc

GSK|37733W204

81672(+25.8%)

Value:

$3.2B(+44.1%)

Coinbase Global, Inc.

COIN|19260Q107

18344(+9.1%)

Value:

$3.2B(-24.3%)

BROWN & BROWN, INC.

BRO|115236101

25376(+5.8%)

Value:

$3.2B(+29.0%)

Ingersoll Rand Inc.

IR|45687V106

39404(+5.8%)

Value:

$3.2B(-6.4%)

LOEWS CORP

L|540424108

33734(-8.5%)

Value:

$3.1B(-0.7%)

MICROCHIP TECHNOLOGY INC

MCHP|595017104

63830(+35.2%)

Value:

$3.1B(+14.1%)

NASDAQ, INC.

NDAQ|631103108

40683(+5.8%)

Value:

$3.1B(+3.8%)

HUBBELL INC

HUBB|443510607

9165(-1.4%)

Value:

$3.0B(-22.1%)

Snowflake Inc.

SNOW|833445109

20736(+28.6%)

Value:

$3.0B(+21.7%)

MANULIFE FINANCIAL CORP

MFC|56501R106

96745(+17.0%)

Value:

$3.0B(+18.7%)

Instrument	Shares		Other Manager	Value
Agilent Technologies, Inc.(Acusip00846U101)	28.1K	QoQ -18.99% (-6.6K) YoY +9.76% (-2.5K)	All Managers (Combined)	$3.3M	QoQ -29.46% (-$1.4M) YoY -11.75% (-$437.7K)
Mettler Toledo International Inc/(MTDcusip592688105)	2.8K	QoQ +2.09% (-57) YoY +41.39% (+813)	All Managers (Combined)	$3.3M	QoQ -1.47% (-$49.0K) YoY +25.41% (+$664.6K)
Take Two Interactive Software Inc(TTWOcusip874054109)	15.8K	QoQ +22.58% (+2.9K) YoY +70.59% (+6.5K)	All Managers (Combined)	$3.3M	QoQ +38.00% (+$901.3K) YoY +138.08% (+$1.9M)
Ge Healthcare Technologies Inc.(GEHCcusip36266G107)	40.4K	QoQ +13.73% (+4.9K) YoY +45.88% (+12.7K)	All Managers (Combined)	$3.3M	QoQ +17.42% (+$483.4K) YoY +29.52% (+$742.5K)
Orix Corp(IXcusip686330101)	155.8K	QoQ +441.40% (+127.0K) YoY +685.95% (+136.0K)	All Managers (Combined)	$3.3M	QoQ +6.46% (+$197.7K) YoY +48.98% (+$1.1M)
Lennar Corp /New/(LENcusip526057104)	28.3K	QoQ +19.57% (+4.6K) YoY +22.94% (-5.3K)	All Managers (Combined)	$3.3M	QoQ +0.64% (+$20.8K) YoY -17.94% (-$711.4K)
Lululemon Athletica Inc.(LULUcusip550021109)	11.5K	QoQ +1.53% (-174) YoY +28.26% (-2.5K)	All Managers (Combined)	$3.3M	QoQ -24.84% (-$1.1M) YoY -7.05% (-$246.7K)
Atlassian Corp(TEAMcusip049468101)	15.3K	QoQ +14.43% (-1.9K) YoY +53.47% (+5.3K)	All Managers (Combined)	$3.2M	QoQ -0.22% (-$7.3K) YoY +66.92% (+$1.3M)
Best Buy Co Inc(BBYcusip086516101)	43.4K	QoQ -5.11% (-2.3K) YoY +38.29% (+12.0K)	All Managers (Combined)	$3.2M	QoQ -18.58% (-$729.3K) YoY +24.10% (+$620.3K)
Dte Energy Co(DTEcusip233331107)	22.9K	QoQ -0.02% (-6) YoY +44.17% (+7.0K)	All Managers (Combined)	$3.2M	QoQ +14.47% (-$400.5K) YoY +77.76% (+$1.4M)
Gsk Plc(GSKcusip37733W204)	81.7K	QoQ +25.79% (+16.7K) YoY +61.68% (+31.2K)	All Managers (Combined)	$3.2M	QoQ +44.09% (+$968.3K) YoY +46.11% (+$998.5K)
Coinbase Global, Inc.(COINcusip19260Q107)	18.3K	QoQ +9.14% (-1.5K) YoY +56.57% (+6.6K)	All Managers (Combined)	$3.2M	QoQ -24.29% (-$1.0M) YoY +1.71% (+$53.2K)
Brown & Brown, Inc.(BROcusip115236101)	25.4K	QoQ +5.79% (+1.4K) YoY +68.04% (+10.3K)	All Managers (Combined)	$3.2M	QoQ +29.00% (+$709.7K) YoY +138.79% (+$1.8M)
Ingersoll Rand Inc.(IRcusip45687V106)	39.4K	QoQ +5.79% (-2.2K) YoY +33.60% (+9.9K)	All Managers (Combined)	$3.2M	QoQ -6.40% (-$215.9K) YoY +12.60% (+$353.0K)
Loews Corp(Lcusip540424108)	33.7K	QoQ -8.52% (-3.1K) YoY +25.97% (+7.0K)	All Managers (Combined)	$3.1M	QoQ -0.72% (-$22.8K) YoY +47.89% (+$1.0M)
Microchip Technology Inc(MCHPcusip595017104)	63.8K	QoQ +35.16% (+16.6K) YoY +22.05% (-11.5K)	All Managers (Combined)	$3.1M	QoQ +14.09% (+$381.7K) YoY -34.13% (-$1.6M)
Nasdaq, Inc.(NDAQcusip631103108)	40.7K	QoQ +5.75% (+2.2K) YoY +45.61% (+12.7K)	All Managers (Combined)	$3.1M	QoQ +3.77% (+$112.2K) YoY +75.06% (+$1.3M)
Hubbell Inc(HUBBcusip443510607)	9.2K	QoQ -1.43% (-133) YoY +13.97% (-1.1K)	All Managers (Combined)	$3.0M	QoQ -22.12% (-$861.9K) YoY -9.12% (-$304.5K)
Snowflake Inc.(SNOWcusip833445109)	20.7K	QoQ +28.55% (+4.6K) YoY +39.63% (+5.9K)	All Managers (Combined)	$3.0M	QoQ +21.68% (+$540.1K) YoY +26.29% (+$631.0K)
Manulife Financial Corp(MFCcusip56501R106)	96.7K	QoQ +17.02% (+14.1K) YoY +70.22% (+39.9K)	All Managers (Combined)	$3.0M	QoQ +18.70% (+$474.8K) YoY +112.19% (+$1.6M)