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 7 of 92

Sort by:

COLGATE PALMOLIVE CO

CL|194162103

100709(+13.6%)

Value:

$9.4B(+17.1%)

Shell plc

SHEL|780259305

127659(+24.0%)

Value:

$9.4B(+45.0%)

AUTOZONE INC

AZO|053332102

2446(+5.8%)

Value:

$9.3B(+26.0%)

Bank of New York Mellon Corp

BK|064058100

111079(+8.2%)

Value:

$9.3B(+18.1%)

AFLAC INC

AFL|001055102

83542(+2.5%)

Value:

$9.3B(+10.2%)

GE Vernova Inc.

GEV|36828A101

30281(+8.1%)

Value:

$9.2B(+0.3%)

MOODYS CORP /DE/

MCO|615369105

19823(+5.8%)

Value:

$9.2B(+4.1%)

Zoetis Inc.

ZTS|98978V103

55957(-0.1%)

Value:

$9.2B(+0.9%)

EMERSON ELECTRIC CO

EMR|291011104

83739(+11.7%)

Value:

$9.2B(-1.2%)

AMERIPRISE FINANCIAL INC

AMP|03076C106

18843(+2.4%)

Value:

$9.1B(-6.9%)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

35775(-3.6%)

Value:

$9.1B(-18.4%)

3M CO

MMM|88579Y101

61449(+14.3%)

Value:

$9.0B(+30.1%)

CUMMINS INC

CMI|231021106

28508(+5.3%)

Value:

$8.9B(-5.3%)

PAYCHEX INC

PAYX|704326107

57770(+11.3%)

Value:

$8.9B(+22.5%)

NOVO NORDISK A S

NVO|670100205

127725(+14.9%)

Value:

$8.9B(-7.2%)

ILLINOIS TOOL WORKS INC

ITW|452308109

35649(+6.9%)

Value:

$8.8B(+4.6%)

CVS HEALTH Corp

CVS|126650100

129696(+35.7%)

Value:

$8.8B(+104.9%)

WILLIAMS COMPANIES, INC.

WMB|969457100

145129(+4.8%)

Value:

$8.7B(+15.8%)

Parker-Hannifin Corp

PH|701094104

14241(+7.9%)

Value:

$8.7B(+3.1%)

Prologis, Inc.

PLD|74340W103

77296(+31.8%)

Value:

$8.6B(+39.4%)

Instrument	Shares		Other Manager	Value
Colgate Palmolive Co(CLcusip194162103)	100.7K	QoQ +13.63% (+12.1K) YoY +62.31% (+38.7K)	All Managers (Combined)	$9.4M	QoQ +17.12% (+$1.4M) YoY +68.89% (+$3.8M)
Shell Plc(SHELcusip780259305)	127.7K	QoQ +24.00% (+24.7K) YoY +34.92% (+33.0K)	All Managers (Combined)	$9.4M	QoQ +45.04% (+$2.9M) YoY +47.48% (+$3.0M)
Autozone Inc(AZOcusip053332102)	2.4K	QoQ +5.84% (+135) YoY +24.28% (+478)	All Managers (Combined)	$9.3M	QoQ +26.03% (+$1.9M) YoY +50.36% (+$3.1M)
Bank Of New York Mellon Corp(BKcusip064058100)	111.1K	QoQ +8.20% (+8.4K) YoY +38.03% (+30.6K)	All Managers (Combined)	$9.3M	QoQ +18.12% (+$1.4M) YoY +100.92% (+$4.7M)
Aflac Inc(AFLcusip001055102)	83.5K	QoQ +2.51% (+2.1K) YoY +42.07% (+24.7K)	All Managers (Combined)	$9.3M	QoQ +10.19% (+$859.5K) YoY +83.98% (+$4.2M)
Ge Vernova Inc.(GEVcusip36828A101)	30.3K	QoQ +8.06% (+2.3K) YoY NEW(+30.3K)	All Managers (Combined)	$9.2M	QoQ +0.27% (+$25.4K) YoY NEW(+$9.2M)
Moodys Corp /De/(MCOcusip615369105)	19.8K	QoQ +5.78% (+1.1K) YoY +77.22% (+8.6K)	All Managers (Combined)	$9.2M	QoQ +4.07% (+$361.3K) YoY +109.98% (+$4.8M)
Zoetis Inc.(ZTScusip98978V103)	56.0K	QoQ -0.11% (-63) YoY +22.76% (+10.4K)	All Managers (Combined)	$9.2M	QoQ +0.94% (-$86.0K) YoY +19.45% (+$1.5M)
Emerson Electric Co(EMRcusip291011104)	83.7K	QoQ +11.69% (-8.8K) YoY +57.47% (+30.6K)	All Managers (Combined)	$9.2M	QoQ -1.18% (-$109.7K) YoY +52.22% (+$3.2M)
Ameriprise Financial Inc(AMPcusip03076C106)	18.8K	QoQ +2.43% (-448) YoY +37.62% (+5.2K)	All Managers (Combined)	$9.1M	QoQ -6.86% (-$672.1K) YoY +51.96% (+$3.1M)
Cadence Design Systems Inc(CDNScusip127387108)	35.8K	QoQ -3.61% (-1.3K) YoY +15.25% (-4.7K)	All Managers (Combined)	$9.1M	QoQ -18.41% (-$2.1M) YoY -5.82% (-$563.1K)
3m Co(MMMcusip88579Y101)	61.4K	QoQ +14.33% (+7.7K) YoY +75.00% (+26.3K)	All Managers (Combined)	$9.0M	QoQ +30.06% (+$2.1M) YoY +142.30% (+$5.3M)
Cummins Inc(CMIcusip231021106)	28.5K	QoQ +5.32% (-1.4K) YoY +35.10% (+7.4K)	All Managers (Combined)	$8.9M	QoQ -5.29% (-$499.7K) YoY +43.73% (+$2.7M)
Paychex Inc(PAYXcusip704326107)	57.8K	QoQ +11.32% (+5.9K) YoY +69.49% (+23.7K)	All Managers (Combined)	$8.9M	QoQ +22.48% (+$1.6M) YoY +112.95% (+$4.7M)
Novo Nordisk A S(NVOcusip670100205)	127.7K	QoQ +14.90% (-16.6K) YoY +26.21% (-26.5K)	All Managers (Combined)	$8.9M	QoQ -7.24% (-$692.5K) YoY -31.74% (-$4.1M)
Illinois Tool Works Inc(ITWcusip452308109)	35.6K	QoQ +6.93% (+2.3K) YoY +36.61% (+9.6K)	All Managers (Combined)	$8.8M	QoQ +4.58% (+$387.8K) YoY +26.27% (+$1.8M)
Cvs Health Corp(CVScusip126650100)	129.7K	QoQ +35.73% (+34.1K) YoY +17.22% (-19.1K)	All Managers (Combined)	$8.8M	QoQ +104.86% (+$4.5M) YoY -0.42% (-$37.3K)
Williams Companies, Inc.(WMBcusip969457100)	145.1K	QoQ +4.83% (+6.7K) YoY +68.97% (+59.2K)	All Managers (Combined)	$8.7M	QoQ +15.75% (+$1.2M) YoY +159.11% (+$5.3M)
Parker-Hannifin Corp(PHcusip701094104)	14.2K	QoQ +7.86% (+1.0K) YoY +57.58% (+5.2K)	All Managers (Combined)	$8.7M	QoQ +3.08% (+$258.9K) YoY +72.34% (+$3.6M)
Prologis, Inc.(PLDcusip74340W103)	77.3K	QoQ +31.78% (+18.6K) YoY +27.21% (+16.5K)	All Managers (Combined)	$8.6M	QoQ +39.38% (+$2.4M) YoY +9.21% (+$728.9K)