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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Uber Technologies, Inc

UBER|90353T100

193598(+31.8%)

Value:

$14.1B(+59.2%)

LAM RESEARCH CORP

LRCX|512807306

193519(+18.3%)

Value:

$14.1B(+19.1%)

STARBUCKS CORP

SBUX|855244109

142746(+18.0%)

Value:

$14.0B(+26.8%)

BRISTOL MYERS SQUIBB CO

BMY|110122108

228935(+13.8%)

Value:

$14.0B(+22.7%)

SAP SE

SAP|803054204

51833(+13.5%)

Value:

$13.9B(+23.8%)

CONOCOPHILLIPS

COP|20825C104

131533(+4.1%)

Value:

$13.8B(+10.3%)

Intercontinental Exchange, Inc.

ICE|45866F104

79788(+12.0%)

Value:

$13.8B(+29.6%)

Chubb Ltd

CB|H1467J104

45010(+5.4%)

Value:

$13.6B(+15.2%)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

78193(+6.2%)

Value:

$13.0B(-10.7%)

Cigna Group

CI|125523100

39133(+16.1%)

Value:

$12.9B(+38.3%)

ALTRIA GROUP, INC.

MO|02209S103

213843(+11.3%)

Value:

$12.8B(+27.7%)

Duke Energy CORP

DUK|26441C204

104136(+8.9%)

Value:

$12.7B(+23.3%)

AMPHENOL CORP /DE/

APH|032095101

186607(+6.5%)

Value:

$12.2B(+0.6%)

ANALOG DEVICES INC

ADI|032654105

60679(+15.4%)

Value:

$12.2B(+9.5%)

NOVARTIS AG

NVS|66987V109

109549(+25.2%)

Value:

$12.2B(+43.5%)

Mondelez International, Inc.

MDLZ|609207105

177004(+25.4%)

Value:

$12.0B(+42.4%)

CINTAS CORP

CTAS|172908105

58353(+4.7%)

Value:

$12.0B(+17.8%)

MCKESSON CORP

MCK|58155Q103

17795(+8.6%)

Value:

$12.0B(+28.2%)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

8237(+9.7%)

Value:

$11.8B(+32.5%)

SCHWAB CHARLES CORP

SCHW|808513105

150263(+21.5%)

Value:

$11.8B(+28.5%)

Instrument	Shares		Other Manager	Value
Uber Technologies, Inc(UBERcusip90353T100)	193.6K	QoQ +31.82% (+46.7K) YoY +37.23% (+52.5K)	All Managers (Combined)	$14.1M	QoQ +59.23% (+$5.2M) YoY +29.87% (+$3.2M)
Lam Research Corp(LRCXcusip512807306)	193.5K	QoQ +18.28% (+29.9K) YoY NEW(+193.5K)	All Managers (Combined)	$14.1M	QoQ +19.05% (+$2.3M) YoY NEW(+$14.1M)
Starbucks Corp(SBUXcusip855244109)	142.7K	QoQ +17.99% (+21.8K) YoY +31.50% (+34.2K)	All Managers (Combined)	$14.0M	QoQ +26.84% (+$3.0M) YoY +41.14% (+$4.1M)
Bristol Myers Squibb Co(BMYcusip110122108)	228.9K	QoQ +13.76% (+27.7K) YoY +76.12% (+99.0K)	All Managers (Combined)	$14.0M	QoQ +22.67% (+$2.6M) YoY +98.08% (+$6.9M)
Sap Se(SAPcusip803054204)	51.8K	QoQ +13.54% (+6.2K) YoY +51.08% (+17.5K)	All Managers (Combined)	$13.9M	QoQ +23.79% (+$2.7M) YoY +107.95% (+$7.2M)
Conocophillips(COPcusip20825C104)	131.5K	QoQ +4.14% (+5.2K) YoY +40.70% (+38.1K)	All Managers (Combined)	$13.8M	QoQ +10.28% (+$1.3M) YoY +16.09% (+$1.9M)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	79.8K	QoQ +11.99% (+8.5K) YoY +46.14% (+25.2K)	All Managers (Combined)	$13.8M	QoQ +29.65% (+$3.1M) YoY +83.43% (+$6.3M)
Chubb Ltd(CBcusipH1467J104)	45.0K	QoQ +5.39% (+2.3K) YoY +45.44% (+14.1K)	All Managers (Combined)	$13.6M	QoQ +15.18% (+$1.8M) YoY +69.50% (+$5.6M)
Taiwan Semiconductor Manufacturing Co Ltd(TSMcusip874039100)	78.2K	QoQ +6.20% (-4.6K) YoY +28.22% (+17.2K)	All Managers (Combined)	$13.0M	QoQ -10.72% (-$1.6M) YoY +56.45% (+$4.7M)
Cigna Group(CIcusip125523100)	39.1K	QoQ +16.08% (+5.4K) YoY +44.69% (+12.1K)	All Managers (Combined)	$12.9M	QoQ +38.30% (+$3.6M) YoY +31.06% (+$3.1M)
Altria Group, Inc.(MOcusip02209S103)	213.8K	QoQ +11.28% (+21.7K) YoY +104.65% (+109.4K)	All Managers (Combined)	$12.8M	QoQ +27.73% (+$2.8M) YoY +181.59% (+$8.3M)
Duke Energy Corp(DUKcusip26441C204)	104.1K	QoQ +8.94% (+8.6K) YoY +82.02% (+46.9K)	All Managers (Combined)	$12.7M	QoQ +23.33% (+$2.4M) YoY +129.57% (+$7.2M)
Amphenol Corp /De/(APHcusip032095101)	186.6K	QoQ +6.54% (+11.5K) YoY +203.64% (+125.2K)	All Managers (Combined)	$12.2M	QoQ +0.61% (+$75.2K) YoY +72.65% (+$5.2M)
Analog Devices Inc(ADIcusip032654105)	60.7K	QoQ +15.39% (+8.1K) YoY +60.28% (+22.8K)	All Managers (Combined)	$12.2M	QoQ +9.54% (+$1.1M) YoY +63.43% (+$4.7M)
Novartis Ag(NVScusip66987V109)	109.5K	QoQ +25.21% (+22.1K) YoY +87.52% (+51.1K)	All Managers (Combined)	$12.2M	QoQ +43.45% (+$3.7M) YoY +116.11% (+$6.6M)
Mondelez International, Inc.(MDLZcusip609207105)	177.0K	QoQ +25.36% (+35.8K) YoY +40.46% (+51.0K)	All Managers (Combined)	$12.0M	QoQ +42.41% (+$3.6M) YoY +36.14% (+$3.2M)
Cintas Corp(CTAScusip172908105)	58.4K	QoQ +4.73% (+2.6K) YoY +484.75% (+48.4K)	All Managers (Combined)	$12.0M	QoQ +17.82% (+$1.8M) YoY +74.93% (+$5.1M)
Mckesson Corp(MCKcusip58155Q103)	17.8K	QoQ +8.59% (+1.4K) YoY +31.15% (+4.2K)	All Managers (Combined)	$12.0M	QoQ +28.24% (+$2.6M) YoY +64.40% (+$4.7M)
O Reilly Automotive Inc(ORLYcusip67103H107)	8.2K	QoQ +9.65% (+725) YoY +35.94% (+2.2K)	All Managers (Combined)	$11.8M	QoQ +32.47% (+$2.9M) YoY +72.51% (+$5.0M)
Schwab Charles Corp(SCHWcusip808513105)	150.3K	QoQ +21.47% (+26.6K) YoY +48.79% (+49.3K)	All Managers (Combined)	$11.8M	QoQ +28.48% (+$2.6M) YoY +61.00% (+$4.5M)