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

Search and click to pin securities to the top

Page 4 of 92

Sort by:

LOWES COMPANIES INC

LOW|548661107

74651(+4.1%)

Value:

$17.4B(-1.6%)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

35762(+14.7%)

Value:

$17.3B(+38.1%)

Eaton Corp plc

ETN|G29183103

63212(+0.2%)

Value:

$17.2B(-17.9%)

NEXTERA ENERGY INC

NEE|65339F101

239673(+10.1%)

Value:

$17.0B(+8.9%)

T-Mobile US, Inc.

TMUS|872590104

62995(+8.6%)

Value:

$16.8B(+31.2%)

UNION PACIFIC CORP

UNP|907818108

71037(+11.2%)

Value:

$16.8B(+15.2%)

ADVANCED MICRO DEVICES INC

AMD|007903107

160281(+8.5%)

Value:

$16.5B(-7.7%)

MORGAN STANLEY

MS|617446448

140275(+6.1%)

Value:

$16.4B(-1.5%)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

53434(+9.7%)

Value:

$16.3B(+14.5%)

Walt Disney Co

DIS|254687106

165221(+3.1%)

Value:

$16.3B(-8.6%)

STRYKER CORP

SYK|863667101

43433(+6.2%)

Value:

$16.2B(+9.8%)

APPLIED MATERIALS INC /DE

AMAT|038222105

110265(+6.2%)

Value:

$16.0B(-5.3%)

HONEYWELL INTERNATIONAL INC

HON|438516106

73532(+0.5%)

Value:

$15.6B(-5.8%)

COMCAST CORP

CMCSA|20030N101

417172(+1.8%)

Value:

$15.4B(+0.1%)

Elevance Health, Inc.

ELV|036752103

34969(+31.2%)

Value:

$15.2B(+54.7%)

CITIGROUP INC

C|172967424

212973(+5.0%)

Value:

$15.1B(+5.9%)

Palo Alto Networks Inc

PANW|697435105

86872(+14.9%)

Value:

$14.8B(+7.8%)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

59668(+5.4%)

Value:

$14.6B(+21.1%)

FISERV INC

FI|337738108

65172(+16.9%)

Value:

$14.4B(+25.6%)

DEERE & CO

DE|244199105

30570(+12.9%)

Value:

$14.3B(+25.0%)

Instrument	Shares		Other Manager	Value
Lowes Companies Inc(LOWcusip548661107)	74.7K	QoQ +4.10% (-2.9K) YoY +35.47% (+19.5K)	All Managers (Combined)	$17.4M	QoQ -1.62% (-$286.7K) YoY +24.03% (+$3.4M)
Vertex Pharmaceuticals Inc / Ma(VRTXcusip92532F100)	35.8K	QoQ +14.70% (+4.6K) YoY +43.12% (+10.8K)	All Managers (Combined)	$17.3M	QoQ +38.09% (+$4.8M) YoY +65.99% (+$6.9M)
Eaton Corp Plc(ETNcusipG29183103)	63.2K	QoQ +0.22% (-145) YoY +32.21% (+15.4K)	All Managers (Combined)	$17.2M	QoQ -17.90% (-$3.7M) YoY +14.93% (+$2.2M)
Nextera Energy Inc(NEEcusip65339F101)	239.7K	QoQ +10.13% (+22.1K) YoY +46.69% (+76.3K)	All Managers (Combined)	$17.0M	QoQ +8.90% (+$1.4M) YoY +62.71% (+$6.5M)
T-Mobile Us, Inc.(TMUScusip872590104)	63.0K	QoQ +8.60% (+5.0K) YoY +40.58% (+18.2K)	All Managers (Combined)	$16.8M	QoQ +31.23% (+$4.0M) YoY +129.72% (+$9.5M)
Union Pacific Corp(UNPcusip907818108)	71.0K	QoQ +11.20% (+7.2K) YoY +38.49% (+19.7K)	All Managers (Combined)	$16.8M	QoQ +15.20% (+$2.2M) YoY +33.03% (+$4.2M)
Advanced Micro Devices Inc(AMDcusip007903107)	160.3K	QoQ +8.49% (-12.5K) YoY +18.87% (-25.4K)	All Managers (Combined)	$16.5M	QoQ -7.71% (-$1.4M) YoY -32.33% (-$7.9M)
Morgan Stanley(MScusip617446448)	140.3K	QoQ +6.09% (-8.1K) YoY +47.84% (+45.4K)	All Managers (Combined)	$16.4M	QoQ -1.54% (-$256.5K) YoY +83.19% (+$7.4M)
Automatic Data Processing Inc(ADPcusip053015103)	53.4K	QoQ +9.72% (+4.7K) YoY +71.88% (+22.3K)	All Managers (Combined)	$16.3M	QoQ +14.52% (+$2.1M) YoY +110.28% (+$8.6M)
Walt Disney Co(DIScusip254687106)	165.2K	QoQ +3.15% (-5.1K) YoY +25.85% (+33.9K)	All Managers (Combined)	$16.3M	QoQ -8.56% (-$1.5M) YoY +1.51% (+$243.5K)
Stryker Corp(SYKcusip863667101)	43.4K	QoQ +6.21% (+2.5K) YoY +38.52% (+12.1K)	All Managers (Combined)	$16.2M	QoQ +9.81% (+$1.4M) YoY +44.09% (+$4.9M)
Applied Materials Inc /De(AMATcusip038222105)	110.3K	QoQ +6.16% (-6.4K) YoY +23.06% (-20.7K)	All Managers (Combined)	$16.0M	QoQ -5.26% (-$888.8K) YoY -13.40% (-$2.5M)
Honeywell International Inc(HONcusip438516106)	73.5K	QoQ +0.47% (-345) YoY +15.75% (+10.0K)	All Managers (Combined)	$15.6M	QoQ -5.81% (-$961.8K) YoY +19.42% (+$2.5M)
Comcast Corp(CMCSAcusip20030N101)	417.2K	QoQ +1.82% (+7.5K) YoY +18.48% (+65.1K)	All Managers (Combined)	$15.4M	QoQ +0.11% (+$17.4K) YoY +0.85% (+$130.2K)
Elevance Health, Inc.(ELVcusip036752103)	35.0K	QoQ +31.21% (+8.3K) YoY +59.82% (+13.1K)	All Managers (Combined)	$15.2M	QoQ +54.70% (+$5.4M) YoY +34.05% (+$3.9M)
Citigroup Inc(Ccusip172967424)	213.0K	QoQ +4.98% (+10.1K) YoY +39.93% (+60.8K)	All Managers (Combined)	$15.1M	QoQ +5.88% (+$839.7K) YoY +57.08% (+$5.5M)
Palo Alto Networks Inc(PANWcusip697435105)	86.9K	QoQ +14.92% (+11.3K) YoY +222.58% (+59.9K)	All Managers (Combined)	$14.8M	QoQ +7.77% (+$1.1M) YoY +93.73% (+$7.2M)
Marsh & Mclennan Companies, Inc.(MMCcusip571748102)	59.7K	QoQ +5.39% (+3.1K) YoY +35.45% (+15.6K)	All Managers (Combined)	$14.6M	QoQ +21.08% (+$2.5M) YoY +60.47% (+$5.5M)
Fiserv Inc(FIcusip337738108)	65.2K	QoQ +16.86% (+9.4K) YoY +82.18% (+29.4K)	All Managers (Combined)	$14.4M	QoQ +25.63% (+$2.9M) YoY +151.73% (+$8.7M)
Deere & Co(DEcusip244199105)	30.6K	QoQ +12.87% (+3.5K) YoY +39.82% (+8.7K)	All Managers (Combined)	$14.3M	QoQ +25.03% (+$2.9M) YoY +59.77% (+$5.4M)