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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NXP Semiconductors N.V.

NXPI|N6596X109

15853(+31.5%)

Value:

$3.0B(+20.2%)

Kraft Heinz Co

KHC|500754106

98583(-1.8%)

Value:

$3.0B(-2.7%)

WATERS CORP /DE/

WAT|941848103

8109(+9.2%)

Value:

$3.0B(+8.5%)

BIOGEN INC.

BIIB|09062X103

21702(+0.2%)

Value:

$3.0B(-10.3%)

CMS ENERGY CORP

CMS|125896100

39343(+7.3%)

Value:

$3.0B(+20.9%)

JABIL INC

JBL|466313103

21676(+5.1%)

Value:

$2.9B(-0.7%)

ALCON INC

ALC|H01301128

31036(+17.9%)

Value:

$2.9B(+31.9%)

EMCOR Group, Inc.

EME|29084Q100

7964(+5.5%)

Value:

$2.9B(-14.1%)

SOUTHERN COPPER CORP/

SCCO|84265V105

31419(+2.9%)

Value:

$2.9B(+5.5%)

Extra Space Storage Inc.

EXR|30225T102

19760(+7.0%)

Value:

$2.9B(+6.2%)

Hewlett Packard Enterprise Co

HPE|42824C109

190103(-15.0%)

Value:

$2.9B(-38.6%)

REGIONS FINANCIAL CORP

RF|7591EP100

134297(+7.0%)

Value:

$2.9B(-1.2%)

OLD REPUBLIC INTERNATIONAL CORP

ORI|680223104

74278(-8.5%)

Value:

$2.9B(-0.8%)

Fox Corp

FOXA|35137L105

51226(+7.2%)

Value:

$2.9B(+24.9%)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

41111(+16.7%)

Value:

$2.9B(+13.2%)

Genpact LTD

G|G3922B107

57241(-4.2%)

Value:

$2.9B(+12.4%)

EQUIFAX INC

EFX|294429105

11831(+4.7%)

Value:

$2.9B(+0.0%)

HUMANA INC

HUM|444859102

10837(+20.0%)

Value:

$2.9B(+25.2%)

FORD MOTOR CO

F|345370860

285838(+57.2%)

Value:

$2.9B(+59.3%)

TYLER TECHNOLOGIES INC

TYL|902252105

4924(+14.8%)

Value:

$2.9B(+15.7%)

Instrument	Shares		Other Manager	Value
Nxp Semiconductors N.V.(NXPIcusipN6596X109)	15.9K	QoQ +31.49% (+3.8K) YoY +41.86% (+4.7K)	All Managers (Combined)	$3.0M	QoQ +20.23% (+$507.1K) YoY +8.82% (+$244.3K)
Kraft Heinz Co(KHCcusip500754106)	98.6K	QoQ -1.76% (-1.8K) YoY +21.59% (+17.5K)	All Managers (Combined)	$3.0M	QoQ -2.66% (-$82.1K) YoY +0.27% (+$8.3K)
Waters Corp /De/(WATcusip941848103)	8.1K	QoQ +9.24% (+686) YoY +55.25% (+2.9K)	All Managers (Combined)	$3.0M	QoQ +8.53% (+$234.9K) YoY +66.23% (+$1.2M)
Biogen Inc.(BIIBcusip09062X103)	21.7K	QoQ +0.20% (-44) YoY +108.55% (+11.3K)	All Managers (Combined)	$3.0M	QoQ -10.33% (-$342.2K) YoY +32.34% (+$725.9K)
Cms Energy Corp(CMScusip125896100)	39.3K	QoQ +7.29% (+2.7K) YoY +57.73% (+14.4K)	All Managers (Combined)	$3.0M	QoQ +20.90% (+$511.0K) YoY +96.34% (+$1.5M)
Jabil Inc(JBLcusip466313103)	21.7K	QoQ +5.06% (-1.0K) YoY +11.43% (+2.2K)	All Managers (Combined)	$2.9M	QoQ -0.66% (-$19.6K) YoY +13.20% (+$344.0K)
Alcon Inc(ALCcusipH01301128)	31.0K	QoQ +17.91% (+4.7K) YoY +62.82% (+12.0K)	All Managers (Combined)	$2.9M	QoQ +31.85% (+$711.8K) YoY +85.57% (+$1.4M)
Emcor Group, Inc.(EMEcusip29084Q100)	8.0K	QoQ +5.55% (-419) YoY +27.09% (+1.7K)	All Managers (Combined)	$2.9M	QoQ -14.05% (-$481.4K) YoY +34.14% (+$749.3K)
Southern Copper Corp/(SCCOcusip84265V105)	31.4K	QoQ +2.91% (+889) YoY +35.28% (+8.2K)	All Managers (Combined)	$2.9M	QoQ +5.53% (+$154.1K) YoY +18.70% (+$462.6K)
Extra Space Storage Inc.(EXRcusip30225T102)	19.8K	QoQ +7.02% (+1.3K) YoY +37.16% (+5.4K)	All Managers (Combined)	$2.9M	QoQ +6.22% (+$171.9K) YoY +38.55% (+$816.5K)
Hewlett Packard Enterprise Co(HPEcusip42824C109)	190.1K	QoQ -15.02% (-33.6K) YoY +8.85% (-15.5K)	All Managers (Combined)	$2.9M	QoQ -38.58% (-$1.8M) YoY -5.26% (-$163.1K)
Regions Financial Corp(RFcusip7591EP100)	134.3K	QoQ +6.97% (-8.8K) YoY +27.64% (+29.1K)	All Managers (Combined)	$2.9M	QoQ -1.16% (-$34.5K) YoY +31.82% (+$704.6K)
Old Republic International Corp(ORIcusip680223104)	74.3K	QoQ -8.50% (-6.9K) YoY +136.50% (+42.9K)	All Managers (Combined)	$2.9M	QoQ -0.84% (-$24.8K) YoY +201.94% (+$1.9M)
Fox Corp(FOXAcusip35137L105)	51.2K	QoQ +7.21% (+3.4K) YoY +99.97% (+25.6K)	All Managers (Combined)	$2.9M	QoQ +24.90% (+$578.2K) YoY +261.96% (+$2.1M)
Canadian Pacific Kansas City Ltd/Cn(CP.TOcusip13646K108)	41.1K	QoQ +16.67% (+5.9K) YoY +54.25% (+14.5K)	All Managers (Combined)	$2.9M	QoQ +13.19% (+$336.4K) YoY +22.83% (+$536.5K)
Genpact Ltd(GcusipG3922B107)	57.2K	QoQ -4.17% (-2.5K) YoY +78.32% (+25.1K)	All Managers (Combined)	$2.9M	QoQ +12.40% (-$318.3K) YoY +172.65% (+$1.8M)
Equifax Inc(EFXcusip294429105)	11.8K	QoQ +4.66% (+527) YoY +42.86% (+3.5K)	All Managers (Combined)	$2.9M	QoQ +0.02% (+$737) YoY +30.06% (+$666.1K)
Humana Inc(HUMcusip444859102)	10.8K	QoQ +20.03% (+1.8K) YoY +23.34% (-2.1K)	All Managers (Combined)	$2.9M	QoQ +25.17% (+$576.7K) YoY -5.87% (-$178.9K)
Ford Motor Co(Fcusip345370860)	285.8K	QoQ +57.23% (+104.0K) YoY +41.21% (+83.4K)	All Managers (Combined)	$2.9M	QoQ +59.29% (+$1.1M) YoY +6.65% (+$178.8K)
Tyler Technologies Inc(TYLcusip902252105)	4.9K	QoQ +14.77% (+634) YoY +74.98% (+2.1K)	All Managers (Combined)	$2.9M	QoQ +15.72% (+$389.0K) YoY +139.34% (+$1.7M)