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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RTX Corp

RTX|75513E101

168064(+12.7%)

Value:

$22.3B(+29.0%)

AT&T INC.

T|00206R102

779744(+9.2%)

Value:

$22.1B(+35.7%)

ADOBE INC.

ADBE|00724F101

54841(+10.7%)

Value:

$21.0B(-4.5%)

INTUIT INC.

INTU|461202103

33111(+11.1%)

Value:

$20.3B(+8.5%)

CATERPILLAR INC

CAT|149123101

61257(+5.7%)

Value:

$20.2B(-3.9%)

TEXAS INSTRUMENTS INC

TXN|882508104

112033(+12.6%)

Value:

$20.1B(+7.9%)

S&P Global Inc.

SPGI|78409V104

39370(+10.7%)

Value:

$20.0B(+13.0%)

AMGEN INC

AMGN|031162100

63853(+20.8%)

Value:

$19.9B(+44.4%)

Palantir Technologies Inc.

PLTR|69608A108

235257(+17.8%)

Value:

$19.9B(+31.4%)

GOLDMAN SACHS GROUP INC

GS|38141G104

35418(+12.9%)

Value:

$19.3B(+7.7%)

Booking Holdings Inc.

BKNG|09857L108

4189(+10.7%)

Value:

$19.3B(+2.6%)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

38738(+8.1%)

Value:

$19.3B(+3.4%)

PEPSICO INC

PEP|713448108

125928(+14.0%)

Value:

$18.9B(+12.4%)

AMERICAN EXPRESS CO

AXP|025816109

70148(+1.9%)

Value:

$18.9B(-7.6%)

BlackRock, Inc.

BLK|09290D101

19632(+16.1%)

Value:

$18.6B(+7.2%)

QUALCOMM INC/DE

QCOM|747525103

120271(+13.7%)

Value:

$18.5B(+13.7%)

TJX COMPANIES INC /DE/

TJX|872540109

149496(+8.1%)

Value:

$18.2B(+9.0%)

GILEAD SCIENCES, INC.

GILD|375558103

162316(+8.1%)

Value:

$18.2B(+31.1%)

BOSTON SCIENTIFIC CORP

BSX|101137107

179332(+8.8%)

Value:

$18.1B(+22.9%)

VERIZON COMMUNICATIONS INC

VZ|92343V104

391662(+12.7%)

Value:

$17.8B(+27.9%)

Instrument	Shares		Other Manager	Value
Rtx Corp(RTXcusip75513E101)	168.1K	QoQ +12.70% (+18.9K) YoY +50.98% (+56.8K)	All Managers (Combined)	$22.3M	QoQ +29.01% (+$5.0M) YoY +105.05% (+$11.4M)
At&T Inc.(Tcusip00206R102)	779.7K	QoQ +9.23% (+65.9K) YoY +66.58% (+311.7K)	All Managers (Combined)	$22.1M	QoQ +35.67% (+$5.8M) YoY +167.67% (+$13.8M)
Adobe Inc.(ADBEcusip00724F101)	54.8K	QoQ +10.72% (-5.3K) YoY +26.84% (-11.6K)	All Managers (Combined)	$21.0M	QoQ -4.49% (-$990.6K) YoY -3.59% (-$783.2K)
Intuit Inc.(INTUcusip461202103)	33.1K	QoQ +11.06% (+3.3K) YoY +36.48% (+8.9K)	All Managers (Combined)	$20.3M	QoQ +8.50% (+$1.6M) YoY +28.92% (+$4.6M)
Caterpillar Inc(CATcusip149123101)	61.3K	QoQ +5.74% (-3.3K) YoY +37.15% (+16.6K)	All Managers (Combined)	$20.2M	QoQ -3.86% (-$812.1K) YoY +23.43% (+$3.8M)
Texas Instruments Inc(TXNcusip882508104)	112.0K	QoQ +12.61% (+12.5K) YoY +39.60% (+31.8K)	All Managers (Combined)	$20.1M	QoQ +7.92% (+$1.5M) YoY +44.00% (+$6.2M)
S&P Global Inc.(SPGIcusip78409V104)	39.4K	QoQ +10.72% (+3.8K) YoY +44.34% (+12.1K)	All Managers (Combined)	$20.0M	QoQ +12.96% (+$2.3M) YoY +72.38% (+$8.4M)
Amgen Inc(AMGNcusip031162100)	63.9K	QoQ +20.78% (+11.0K) YoY +25.61% (+13.0K)	All Managers (Combined)	$19.9M	QoQ +44.38% (+$6.1M) YoY +37.64% (+$5.4M)
Palantir Technologies Inc.(PLTRcusip69608A108)	235.3K	QoQ +17.79% (+35.5K) YoY +98.32% (+116.6K)	All Managers (Combined)	$19.9M	QoQ +31.45% (+$4.8M) YoY +627.43% (+$17.1M)
Goldman Sachs Group Inc(GScusip38141G104)	35.4K	QoQ +12.86% (+4.0K) YoY +49.43% (+11.7K)	All Managers (Combined)	$19.3M	QoQ +7.66% (+$1.4M) YoY +95.44% (+$9.4M)
Booking Holdings Inc.(BKNGcusip09857L108)	4.2K	QoQ +10.70% (+405) YoY +36.44% (+1.1K)	All Managers (Combined)	$19.3M	QoQ +2.65% (+$498.7K) YoY +73.25% (+$8.2M)
Thermo Fisher Scientific Inc.(TMOcusip883556102)	38.7K	QoQ +8.07% (+2.9K) YoY +24.23% (+7.6K)	All Managers (Combined)	$19.3M	QoQ +3.37% (+$629.3K) YoY +6.36% (+$1.2M)
Pepsico Inc(PEPcusip713448108)	125.9K	QoQ +13.98% (+15.5K) YoY +14.55% (-16.0K)	All Managers (Combined)	$18.9M	QoQ +12.39% (+$2.1M) YoY -1.85% (-$356.6K)
American Express Co(AXPcusip025816109)	70.1K	QoQ +1.90% (-1.3K) YoY +16.62% (+10.0K)	All Managers (Combined)	$18.9M	QoQ -7.62% (-$1.6M) YoY +37.80% (+$5.2M)
Blackrock, Inc.(BLKcusip09290D101)	19.6K	QoQ +16.06% (+2.7K) YoY NEW(+19.6K)	All Managers (Combined)	$18.6M	QoQ +7.16% (+$1.2M) YoY NEW(+$18.6M)
Qualcomm Inc/De(QCOMcusip747525103)	120.3K	QoQ +13.67% (+14.5K) YoY +40.97% (+35.0K)	All Managers (Combined)	$18.5M	QoQ +13.66% (+$2.2M) YoY +27.91% (+$4.0M)
Tjx Companies Inc /De/(TJXcusip872540109)	149.5K	QoQ +8.08% (+11.2K) YoY +40.45% (+43.1K)	All Managers (Combined)	$18.2M	QoQ +8.96% (+$1.5M) YoY +68.68% (+$7.4M)
Gilead Sciences, Inc.(GILDcusip375558103)	162.3K	QoQ +8.05% (+12.1K) YoY +49.36% (+53.6K)	All Managers (Combined)	$18.2M	QoQ +31.07% (+$4.3M) YoY +128.48% (+$10.2M)
Boston Scientific Corp(BSXcusip101137107)	179.3K	QoQ +8.83% (+14.6K) YoY +43.83% (+54.6K)	All Managers (Combined)	$18.1M	QoQ +22.91% (+$3.4M) YoY +111.85% (+$9.6M)
Verizon Communications Inc(VZcusip92343V104)	391.7K	QoQ +12.71% (+44.2K) YoY +47.04% (+125.3K)	All Managers (Combined)	$17.8M	QoQ +27.85% (+$3.9M) YoY +58.96% (+$6.6M)