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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ASML HOLDING NV

ASML|N07059210

17674(+19.0%)

Value:

$11.7B(+13.8%)

DANAHER CORP /DE/

DHR|235851102

55461(+0.2%)

Value:

$11.4B(-10.5%)

KLA CORP

KLAC|482480100

16715(+29.1%)

Value:

$11.4B(+39.3%)

LOCKHEED MARTIN CORP

LMT|539830109

25378(-7.3%)

Value:

$11.3B(-14.8%)

SOUTHERN CO

SO|842587107

122954(+11.0%)

Value:

$11.3B(+24.0%)

Motorola Solutions, Inc.

MSI|620076307

25736(+22.3%)

Value:

$11.3B(+15.7%)

Trane Technologies plc

TT|G8994E103

33368(+5.2%)

Value:

$11.2B(-4.0%)

Blackstone Inc.

BX|09260D107

79588(+11.4%)

Value:

$11.1B(-9.7%)

WASTE MANAGEMENT INC

WM|94106L109

47982(+4.4%)

Value:

$11.1B(+19.8%)

HCA Healthcare, Inc.

HCA|40412C101

31774(+12.9%)

Value:

$11.0B(+30.0%)

AMERICAN TOWER CORP /MA/

AMT|03027X100

49449(+17.0%)

Value:

$10.8B(+38.9%)

PFIZER INC

PFE|717081103

398993(+14.8%)

Value:

$10.1B(+9.7%)

Medtronic plc

MDT|G5960L103

112391(+18.6%)

Value:

$10.1B(+33.4%)

WELLTOWER INC.

WELL|95040Q104

65619(+11.3%)

Value:

$10.1B(+35.2%)

MICRON TECHNOLOGY INC

MU|595112103

115256(+19.9%)

Value:

$10.0B(+23.8%)

Fortinet, Inc.

FTNT|34959E109

101953(+17.8%)

Value:

$9.8B(+20.0%)

Arista Networks, Inc.

ANET|040413205

126559(+5.7%)

Value:

$9.8B(-25.9%)

AMERICAN INTERNATIONAL GROUP, INC.

AIG|026874784

111802(+23.5%)

Value:

$9.7B(+47.4%)

CME GROUP INC.

CME|12572Q105

36153(+11.0%)

Value:

$9.6B(+26.8%)

Autodesk, Inc.

ADSK|052769106

36143(+13.4%)

Value:

$9.5B(+0.5%)

Instrument	Shares		Other Manager	Value
Asml Holding Nv(ASMLcusipN07059210)	17.7K	QoQ +19.02% (+2.8K) YoY +46.13% (-5.6K)	All Managers (Combined)	$11.7M	QoQ +13.79% (+$1.4M) YoY -0.21% (-$25.5K)
Danaher Corp /De/(DHRcusip235851102)	55.5K	QoQ +0.16% (-92) YoY +6.62% (-3.4K)	All Managers (Combined)	$11.4M	QoQ -10.54% (-$1.3M) YoY -12.46% (-$1.6M)
Kla Corp(KLACcusip482480100)	16.7K	QoQ +29.15% (+3.8K) YoY +56.93% (+6.1K)	All Managers (Combined)	$11.4M	QoQ +39.33% (+$3.2M) YoY +52.71% (+$3.9M)
Lockheed Martin Corp(LMTcusip539830109)	25.4K	QoQ -7.27% (-2.0K) YoY +28.50% (+5.6K)	All Managers (Combined)	$11.3M	QoQ -14.75% (-$2.0M) YoY +26.20% (+$2.4M)
Southern Co(SOcusip842587107)	123.0K	QoQ +11.01% (+12.2K) YoY +54.38% (+43.3K)	All Managers (Combined)	$11.3M	QoQ +23.99% (+$2.2M) YoY +97.87% (+$5.6M)
Motorola Solutions, Inc.(MSIcusip620076307)	25.7K	QoQ +22.26% (+4.7K) YoY +48.94% (+8.5K)	All Managers (Combined)	$11.3M	QoQ +15.65% (+$1.5M) YoY +83.44% (+$5.1M)
Trane Technologies Plc(TTcusipG8994E103)	33.4K	QoQ +5.22% (-1.7K) YoY +33.42% (+8.4K)	All Managers (Combined)	$11.2M	QoQ -4.01% (-$469.8K) YoY +49.74% (+$3.7M)
Blackstone Inc.(BXcusip09260D107)	79.6K	QoQ +11.44% (-8.2K) YoY +55.03% (+28.3K)	All Managers (Combined)	$11.1M	QoQ -9.65% (-$1.2M) YoY +64.96% (+$4.4M)
Waste Management Inc(WMcusip94106L109)	48.0K	QoQ +4.39% (+2.0K) YoY +18.37% (+7.4K)	All Managers (Combined)	$11.1M	QoQ +19.77% (+$1.8M) YoY +28.56% (+$2.5M)
Hca Healthcare, Inc.(HCAcusip40412C101)	31.8K	QoQ +12.90% (+3.6K) YoY +36.00% (+8.4K)	All Managers (Combined)	$11.0M	QoQ +29.98% (+$2.5M) YoY +40.90% (+$3.2M)
American Tower Corp /Ma/(AMTcusip03027X100)	49.4K	QoQ +17.04% (+7.2K) YoY +34.04% (+12.6K)	All Managers (Combined)	$10.8M	QoQ +38.86% (+$3.0M) YoY +47.62% (+$3.5M)
Pfizer Inc(PFEcusip717081103)	399.0K	QoQ +14.83% (+51.6K) YoY +28.80% (+89.2K)	All Managers (Combined)	$10.1M	QoQ +9.68% (+$893.0K) YoY +17.62% (+$1.5M)
Medtronic Plc(MDTcusipG5960L103)	112.4K	QoQ +18.55% (+17.6K) YoY +66.19% (+44.8K)	All Managers (Combined)	$10.1M	QoQ +33.36% (+$2.5M) YoY +71.35% (+$4.2M)
Welltower Inc.(WELLcusip95040Q104)	65.6K	QoQ +11.25% (+6.6K) YoY +43.03% (+19.7K)	All Managers (Combined)	$10.1M	QoQ +35.24% (+$2.6M) YoY +134.52% (+$5.8M)
Micron Technology Inc(MUcusip595112103)	115.3K	QoQ +19.93% (+19.2K) YoY +44.99% (+35.8K)	All Managers (Combined)	$10.0M	QoQ +23.82% (+$1.9M) YoY +6.86% (+$643.7K)
Fortinet, Inc.(FTNTcusip34959E109)	102.0K	QoQ +17.76% (+15.4K) YoY +56.66% (+36.9K)	All Managers (Combined)	$9.8M	QoQ +19.98% (+$1.6M) YoY +120.76% (+$5.4M)
Arista Networks, Inc.(ANETcusip040413205)	126.6K	QoQ +5.67% (-6.8K) YoY NEW(+126.6K)	All Managers (Combined)	$9.8M	QoQ -25.92% (-$3.4M) YoY NEW(+$9.8M)
American International Group, Inc.(AIGcusip026874784)	111.8K	QoQ +23.46% (+21.2K) YoY +38.09% (+30.8K)	All Managers (Combined)	$9.7M	QoQ +47.44% (+$3.1M) YoY +53.58% (+$3.4M)
Cme Group Inc.(CMEcusip12572Q105)	36.2K	QoQ +11.04% (+3.6K) YoY +36.50% (+9.7K)	All Managers (Combined)	$9.6M	QoQ +26.84% (+$2.0M) YoY +68.20% (+$3.9M)
Autodesk, Inc.(ADSKcusip052769106)	36.1K	QoQ +13.42% (+4.3K) YoY +84.87% (+16.6K)	All Managers (Combined)	$9.5M	QoQ +0.46% (+$44.2K) YoY +85.85% (+$4.4M)