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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Cushman & Wakefield plc

CWK|G2717B108

36810(+134.5%)

Value:

$376.2M(+83.2%)

CASELLA WASTE SYSTEMS INC

CWST|147448104

3372(+0.7%)

Value:

$376.1M(+6.2%)

HARLEY-DAVIDSON, INC.

HOG|412822108

14867(-29.6%)

Value:

$375.4M(-41.0%)

Shift4 Payments, Inc.

FOUR|82452J109

4586(-9.1%)

Value:

$374.7M(-28.4%)

AVIENT CORP

AVNT|05368V106

10078(+9.5%)

Value:

$374.5M(-0.4%)

SELECTIVE INSURANCE GROUP INC

SIGI|816300107

4083(-16.2%)

Value:

$373.8M(-17.9%)

KORN FERRY

KFY|500643200

5483(-1.7%)

Value:

$371.9M(-1.2%)

TELUS CORP

TU|87971M103

25932(+14.1%)

Value:

$371.9M(+20.6%)

Sabra Health Care REIT, Inc.

SBRA|78573L106

21213(+0.7%)

Value:

$370.6M(+1.6%)

KITE REALTY GROUP TRUST

KRG|49803T300

16533(-18.1%)

Value:

$369.8M(-27.4%)

MDU RESOURCES GROUP INC

MDU|552690109

21679(+47.5%)

Value:

$366.6M(+38.4%)

Valaris Ltd

VAL|G9460G101

9330(-24.3%)

Value:

$366.3M(-32.8%)

315912808

5361

Value:

$364.9M

ASHLAND INC.

ASH|044186104

6152(+55.2%)

Value:

$364.8M(+28.8%)

MSA Safety Inc

MSA|553498106

2473(-0.1%)

Value:

$362.8M(-11.6%)

Aurora Innovation, Inc.

AUR|051774107

53798(+53.7%)

Value:

$361.8M(+64.1%)

MERIT MEDICAL SYSTEMS INC

MMSI|589889104

3419(+2.5%)

Value:

$361.4M(+12.1%)

AMERICOLD REALTY TRUST

COLD|03064D108

16746(+25.5%)

Value:

$359.4M(+25.8%)

Installed Building Products, Inc.

IBP|45780R101

2091(+62.5%)

Value:

$358.5M(+58.8%)

COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP

SBS|20441A102

20031(+58.6%)

Value:

$357.8M(+97.6%)

Instrument	Shares		Other Manager	Value
Cushman & Wakefield Plc(CWKcusipG2717B108)	36.8K	QoQ +134.47% (+21.1K) YoY +102.77% (+18.7K)	All Managers (Combined)	$376.2K	QoQ +83.20% (+$170.9K) YoY +98.12% (+$186.3K)
Casella Waste Systems Inc(CWSTcusip147448104)	3.4K	QoQ +0.74% (+25) YoY +38.65% (+940)	All Managers (Combined)	$376.1K	QoQ +6.18% (+$21.9K) YoY +56.40% (+$135.6K)
Harley-Davidson, Inc.(HOGcusip412822108)	14.9K	QoQ -29.57% (-6.2K) YoY -32.99% (-7.3K)	All Managers (Combined)	$375.4K	QoQ -40.97% (-$260.6K) YoY -61.31% (-$595.1K)
Shift4 Payments, Inc.(FOURcusip82452J109)	4.6K	QoQ -9.13% (-461) YoY +41.28% (+1.3K)	All Managers (Combined)	$374.7K	QoQ -28.45% (-$149.1K) YoY +74.72% (+$160.3K)
Avient Corp(AVNTcusip05368V106)	10.1K	QoQ +9.50% (-875) YoY +45.99% (+3.2K)	All Managers (Combined)	$374.5K	QoQ -0.40% (-$1.5K) YoY +25.00% (+$74.9K)
Selective Insurance Group Inc(SIGIcusip816300107)	4.1K	QoQ -16.17% (-788) YoY -7.30% (-322)	All Managers (Combined)	$373.8K	QoQ -17.94% (-$81.8K) YoY -22.27% (-$107.1K)
Korn Ferry(KFYcusip500643200)	5.5K	QoQ -1.73% (-97) YoY -8.52% (-511)	All Managers (Combined)	$371.9K	QoQ -1.18% (-$4.5K) YoY -5.64% (-$22.3K)
Telus Corp(TUcusip87971M103)	25.9K	QoQ +14.06% (+3.2K) YoY -29.64% (-10.9K)	All Managers (Combined)	$371.9K	QoQ +20.62% (+$63.6K) YoY -36.98% (-$218.2K)
Sabra Health Care Reit, Inc.(SBRAcusip78573L106)	21.2K	QoQ +0.67% (+142) YoY +13.27% (+2.5K)	All Managers (Combined)	$370.6K	QoQ +1.55% (+$5.7K) YoY +33.98% (+$94.0K)
Kite Realty Group Trust(KRGcusip49803T300)	16.5K	QoQ -18.09% (-3.7K) YoY +31.54% (+4.0K)	All Managers (Combined)	$369.8K	QoQ -27.40% (-$139.7K) YoY +35.73% (+$97.4K)
Mdu Resources Group Inc(MDUcusip552690109)	21.7K	QoQ +47.49% (+7.0K) YoY -7.54% (-1.8K)	All Managers (Combined)	$366.6K	QoQ +38.40% (+$101.7K) YoY -37.95% (-$224.3K)
Valaris Ltd(VALcusipG9460G101)	9.3K	QoQ -24.26% (-3.0K) YoY +31.03% (-2.2K)	All Managers (Combined)	$366.3K	QoQ -32.78% (-$178.7K) YoY -31.64% (-$169.6K)
(cusip315912808)✕	5.4K	QoQ NEW(+5.4K) YoY NEW(+5.4K)	All Managers (Combined)	$364.9K	QoQ NEW(+$364.9K) YoY NEW(+$364.9K)
Ashland Inc.(ASHcusip044186104)	6.2K	QoQ +55.19% (+2.2K) YoY -13.90% (-994)	All Managers (Combined)	$364.8K	QoQ +28.76% (+$81.5K) YoY -47.58% (-$331.1K)
Msa Safety Inc(MSAcusip553498106)	2.5K	QoQ -0.08% (-2) YoY -52.66% (-2.8K)	All Managers (Combined)	$362.8K	QoQ -11.58% (-$47.5K) YoY -64.12% (-$648.5K)
Aurora Innovation, Inc.(AURcusip051774107)	53.8K	QoQ +53.69% (+18.8K) YoY NEW(+53.8K)	All Managers (Combined)	$361.8K	QoQ +64.06% (+$141.3K) YoY NEW(+$361.8K)
Merit Medical Systems Inc(MMSIcusip589889104)	3.4K	QoQ +2.54% (+85) YoY -14.65% (-587)	All Managers (Combined)	$361.4K	QoQ +12.08% (+$39.0K) YoY +19.10% (-$58.0K)
Americold Realty Trust(COLDcusip03064D108)	16.7K	QoQ +25.48% (+3.4K) YoY NEW(+16.7K)	All Managers (Combined)	$359.4K	QoQ +25.83% (+$73.8K) YoY NEW(+$359.4K)
Installed Building Products, Inc.(IBPcusip45780R101)	2.1K	QoQ +62.47% (+804) YoY +72.66% (+880)	All Managers (Combined)	$358.5K	QoQ +58.83% (+$132.8K) YoY +14.42% (+$45.2K)
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp(SBScusip20441A102)	20.0K	QoQ +58.57% (+7.4K) YoY NEW(+20.0K)	All Managers (Combined)	$357.8K	QoQ +97.63% (+$176.7K) YoY NEW(+$357.8K)