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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HOME DEPOT, INC.

HD|437076102

120403(+4.5%)

Value:

$44.1B(-1.5%)

JOHNSON & JOHNSON

JNJ|478160104

236151(+41.3%)

Value:

$39.2B(+62.1%)

CISCO SYSTEMS, INC.

CSCO|17275R102

531393(+10.1%)

Value:

$32.8B(+14.7%)

CHEVRON CORP

CVX|166764100

192506(+18.6%)

Value:

$32.2B(+37.0%)

ORACLE CORP

ORCL|68389X105

230269(+4.9%)

Value:

$32.2B(-12.0%)

COCA COLA CO

KO|191216100

439058(+9.4%)

Value:

$31.4B(+25.8%)

ABBOTT LABORATORIES

ABT|002824100

227097(+13.3%)

Value:

$30.1B(+32.8%)

BANK OF AMERICA CORP /DE/

BAC|060505104

702795(+2.7%)

Value:

$29.3B(-2.5%)

MCDONALDS CORP

MCD|580135101

89437(+8.6%)

Value:

$27.9B(+17.0%)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

111547(+8.6%)

Value:

$27.7B(+26.0%)

Salesforce, Inc.

CRM|79466L302

102838(+4.6%)

Value:

$27.6B(-16.0%)

Merck & Co., Inc.

MRK|58933Y105

296146(+1.0%)

Value:

$26.6B(-8.9%)

Philip Morris International Inc.

PM|718172109

159077(+16.9%)

Value:

$25.3B(+54.1%)

Accenture plc

ACN|G1151C101

77352(+0.7%)

Value:

$24.1B(-10.6%)

INTUITIVE SURGICAL INC

ISRG|46120E602

47803(+3.6%)

Value:

$23.7B(-1.7%)

LINDE PLC

LIN|G54950103

50413(+17.6%)

Value:

$23.5B(+30.8%)

WELLS FARGO & COMPANY/MN

WFC|949746101

324918(+5.1%)

Value:

$23.3B(+7.4%)

GENERAL ELECTRIC CO

GE|369604301

115657(+11.7%)

Value:

$23.1B(+34.0%)

PROGRESSIVE CORP/OH/

PGR|743315103

81654(+12.9%)

Value:

$23.1B(+33.4%)

ServiceNow, Inc.

NOW|81762P102

28001(+1.4%)

Value:

$22.3B(-23.9%)

Instrument	Shares		Other Manager	Value
Home Depot, Inc.(HDcusip437076102)	120.4K	QoQ +4.52% (-5.2K) YoY +35.62% (+31.6K)	All Managers (Combined)	$44.1M	QoQ -1.52% (-$682.7K) YoY +29.57% (+$10.1M)
Johnson & Johnson(JNJcusip478160104)	236.2K	QoQ +41.34% (+69.1K) YoY +46.25% (+74.7K)	All Managers (Combined)	$39.2M	QoQ +62.07% (+$15.0M) YoY +53.32% (+$13.6M)
Cisco Systems, Inc.(CSCOcusip17275R102)	531.4K	QoQ +10.06% (+48.6K) YoY +53.18% (+184.5K)	All Managers (Combined)	$32.8M	QoQ +14.73% (+$4.2M) YoY +89.40% (+$15.5M)
Chevron Corp(CVXcusip166764100)	192.5K	QoQ +18.64% (+30.3K) YoY +46.67% (+61.3K)	All Managers (Combined)	$32.2M	QoQ +37.03% (+$8.7M) YoY +55.55% (+$11.5M)
Oracle Corp(ORCLcusip68389X105)	230.3K	QoQ +4.91% (-10.8K) YoY +33.53% (+57.8K)	All Managers (Combined)	$32.2M	QoQ -11.97% (-$4.4M) YoY +48.62% (+$10.5M)
Coca Cola Co(KOcusip191216100)	439.1K	QoQ +9.39% (+37.7K) YoY +44.00% (+134.2K)	All Managers (Combined)	$31.4M	QoQ +25.84% (+$6.5M) YoY +68.57% (+$12.8M)
Abbott Laboratories(ABTcusip002824100)	227.1K	QoQ +13.27% (+26.6K) YoY +60.96% (+86.0K)	All Managers (Combined)	$30.1M	QoQ +32.83% (+$7.4M) YoY +87.86% (+$14.1M)
Bank Of America Corp /De/(BACcusip060505104)	702.8K	QoQ +2.67% (-18.3K) YoY +38.42% (+195.1K)	All Managers (Combined)	$29.3M	QoQ -2.51% (-$756.7K) YoY +52.33% (+$10.1M)
Mcdonalds Corp(MCDcusip580135101)	89.4K	QoQ +8.60% (+7.1K) YoY +38.94% (+25.1K)	All Managers (Combined)	$27.9M	QoQ +17.03% (+$4.1M) YoY +53.93% (+$9.8M)
International Business Machines Corp(IBMcusip459200101)	111.5K	QoQ +8.59% (+8.8K) YoY +59.21% (+41.5K)	All Managers (Combined)	$27.7M	QoQ +26.02% (+$5.7M) YoY +107.32% (+$14.4M)
Salesforce, Inc.(CRMcusip79466L302)	102.8K	QoQ +4.60% (-4.5K) YoY +29.57% (+23.5K)	All Managers (Combined)	$27.6M	QoQ -16.03% (-$5.3M) YoY +15.45% (+$3.7M)
Merck & Co., Inc.(MRKcusip58933Y105)	296.1K	QoQ +0.98% (-2.9K) YoY +25.83% (-60.8K)	All Managers (Combined)	$26.6M	QoQ -8.87% (-$2.6M) YoY -14.39% (-$4.5M)
Philip Morris International Inc.(PMcusip718172109)	159.1K	QoQ +16.85% (+22.9K) YoY +89.41% (+75.1K)	All Managers (Combined)	$25.3M	QoQ +54.12% (+$8.9M) YoY +228.16% (+$17.6M)
Accenture Plc(ACNcusipG1151C101)	77.4K	QoQ +0.73% (-564) YoY +31.23% (+18.4K)	All Managers (Combined)	$24.1M	QoQ -10.64% (-$2.9M) YoY +18.14% (+$3.7M)
Intuitive Surgical Inc(ISRGcusip46120E602)	47.8K	QoQ +3.57% (-1.6K) YoY +45.96% (+15.1K)	All Managers (Combined)	$23.7M	QoQ -1.72% (-$415.1K) YoY +81.14% (+$10.6M)
Linde Plc(LINcusipG54950103)	50.4K	QoQ +17.61% (+7.5K) YoY +36.00% (+13.3K)	All Managers (Combined)	$23.5M	QoQ +30.80% (+$5.5M) YoY +36.39% (+$6.3M)
Wells Fargo & Company/Mn(WFCcusip949746101)	324.9K	QoQ +5.11% (+15.8K) YoY +43.46% (+98.4K)	All Managers (Combined)	$23.3M	QoQ +7.43% (+$1.6M) YoY +77.69% (+$10.2M)
General Electric Co(GEcusip369604301)	115.7K	QoQ +11.68% (+12.1K) YoY +53.23% (+40.2K)	All Managers (Combined)	$23.1M	QoQ +34.02% (+$5.9M) YoY +74.72% (+$9.9M)
Progressive Corp/Oh/(PGRcusip743315103)	81.7K	QoQ +12.93% (+9.4K) YoY +39.79% (+23.2K)	All Managers (Combined)	$23.1M	QoQ +33.39% (+$5.8M) YoY +91.29% (+$11.0M)
Servicenow, Inc.(NOWcusip81762P102)	28.0K	QoQ +1.36% (-377) YoY +39.01% (+7.9K)	All Managers (Combined)	$22.3M	QoQ -23.87% (-$7.0M) YoY +45.15% (+$6.9M)