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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ECOLAB INC.

ECL|278865100

33740(+9.4%)

Value:

$8.6B(+18.4%)

TRAVELERS COMPANIES, INC.

TRV|89417E109

32274(+3.3%)

Value:

$8.5B(+13.4%)

BOEING CO

BA|097023105

49856(-4.2%)

Value:

$8.5B(-7.7%)

ASTRAZENECA PLC

AZN|046353108

115337(+18.7%)

Value:

$8.5B(+33.1%)

SYNOPSYS INC

SNPS|871607107

19761(+15.0%)

Value:

$8.5B(+1.6%)

Arthur J. Gallagher & Co.

AJG|363576109

24370(+10.0%)

Value:

$8.4B(+33.7%)

Sony Group Corp

SONY|835699307

330035(+14.2%)

Value:

$8.4B(+37.0%)

Aon plc

AON|G0403H108

20935(+3.5%)

Value:

$8.4B(+15.0%)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

46179(+8.8%)

Value:

$8.3B(+9.4%)

AppLovin Corp

APP|03831W108

31128(+7.4%)

Value:

$8.2B(-12.2%)

SHERWIN WILLIAMS CO

SHW|824348106

22737(+5.1%)

Value:

$7.9B(+8.0%)

FASTENAL CO

FAST|311900104

102234(+12.4%)

Value:

$7.9B(+21.3%)

Air Products & Chemicals, Inc.

APD|009158106

26797(+11.5%)

Value:

$7.9B(+13.4%)

ROPER TECHNOLOGIES INC

ROP|776696106

13376(+17.9%)

Value:

$7.9B(+33.7%)

General Motors Co

GM|37045V100

167566(+3.5%)

Value:

$7.9B(-8.7%)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

156145(-6.2%)

Value:

$7.8B(-21.9%)

INTEL CORP

INTC|458140100

341292(+50.9%)

Value:

$7.8B(+70.9%)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

62339(+10.1%)

Value:

$7.7B(+24.5%)

TOYOTA MOTOR CORP/

TM|892331307

43674(+14.6%)

Value:

$7.7B(+4.0%)

KROGER CO

KR|501044101

113796(+7.0%)

Value:

$7.7B(+18.5%)

Instrument	Shares		Other Manager	Value
Ecolab Inc.(ECLcusip278865100)	33.7K	QoQ +9.41% (+2.9K) YoY +18.03% (+5.2K)	All Managers (Combined)	$8.6M	QoQ +18.38% (+$1.3M) YoY +29.60% (+$2.0M)
Travelers Companies, Inc.(TRVcusip89417E109)	32.3K	QoQ +3.29% (+1.0K) YoY +30.88% (+7.6K)	All Managers (Combined)	$8.5M	QoQ +13.40% (+$1.0M) YoY +50.40% (+$2.9M)
Boeing Co(BAcusip097023105)	49.9K	QoQ -4.19% (-2.2K) YoY +33.02% (+12.4K)	All Managers (Combined)	$8.5M	QoQ -7.68% (-$707.7K) YoY +17.55% (+$1.3M)
Astrazeneca Plc(AZNcusip046353108)	115.3K	QoQ +18.66% (+18.1K) YoY +87.31% (+53.8K)	All Managers (Combined)	$8.5M	QoQ +33.11% (+$2.1M) YoY +103.21% (+$4.3M)
Synopsys Inc(SNPScusip871607107)	19.8K	QoQ +15.04% (+2.6K) YoY +31.88% (-4.8K)	All Managers (Combined)	$8.5M	QoQ +1.64% (+$137.5K) YoY -1.02% (-$88.2K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	24.4K	QoQ +9.96% (+2.2K) YoY +43.21% (+7.4K)	All Managers (Combined)	$8.4M	QoQ +33.74% (+$2.1M) YoY +97.74% (+$4.2M)
Sony Group Corp(SONYcusip835699307)	330.0K	QoQ +14.18% (+41.0K) YoY +720.57% (+289.8K)	All Managers (Combined)	$8.4M	QoQ +37.00% (+$2.3M) YoY +142.99% (+$4.9M)
Aon Plc(AONcusipG0403H108)	20.9K	QoQ +3.52% (+713) YoY +38.64% (+5.8K)	All Managers (Combined)	$8.4M	QoQ +15.03% (+$1.1M) YoY +65.79% (+$3.3M)
Capital One Financial Corp(COFcusip14040H105)	46.2K	QoQ +8.81% (+3.7K) YoY +34.36% (+11.8K)	All Managers (Combined)	$8.3M	QoQ +9.41% (+$712.5K) YoY +61.80% (+$3.2M)
Applovin Corp(APPcusip03831W108)	31.1K	QoQ +7.36% (-2.1K) YoY +40.65% (+9.0K)	All Managers (Combined)	$8.2M	QoQ -12.15% (-$1.1M) YoY +438.43% (+$6.7M)
Sherwin Williams Co(SHWcusip824348106)	22.7K	QoQ +5.09% (+1.1K) YoY +30.17% (+5.3K)	All Managers (Combined)	$7.9M	QoQ +7.95% (+$585.2K) YoY +30.87% (+$1.9M)
Fastenal Co(FASTcusip311900104)	102.2K	QoQ +12.44% (+11.3K) YoY +70.48% (+42.3K)	All Managers (Combined)	$7.9M	QoQ +21.26% (+$1.4M) YoY +71.39% (+$3.3M)
Air Products & Chemicals, Inc.(APDcusip009158106)	26.8K	QoQ +11.52% (+2.8K) YoY +49.00% (+8.8K)	All Managers (Combined)	$7.9M	QoQ +13.39% (+$933.7K) YoY +81.38% (+$3.5M)
Roper Technologies Inc(ROPcusip776696106)	13.4K	QoQ +17.88% (+2.0K) YoY +32.00% (+3.2K)	All Managers (Combined)	$7.9M	QoQ +33.69% (+$2.0M) YoY +38.77% (+$2.2M)
General Motors Co(GMcusip37045V100)	167.6K	QoQ +3.45% (-5.6K) YoY +32.64% (+41.2K)	All Managers (Combined)	$7.9M	QoQ -8.66% (-$747.6K) YoY +37.56% (+$2.2M)
Chipotle Mexican Grill Inc(CMGcusip169656105)	156.1K	QoQ -6.19% (-10.3K) YoY +5954.47% (+153.6K)	All Managers (Combined)	$7.8M	QoQ -21.88% (-$2.2M) YoY +4.58% (+$343.5K)
Intel Corp(INTCcusip458140100)	341.3K	QoQ +50.88% (+115.1K) YoY +11.96% (-36.5K)	All Managers (Combined)	$7.8M	QoQ +70.90% (+$3.2M) YoY -42.43% (-$5.7M)
Hartford Insurance Group, Inc.(HIGcusip416515104)	62.3K	QoQ +10.05% (+5.7K) YoY +34.24% (+15.9K)	All Managers (Combined)	$7.7M	QoQ +24.47% (+$1.5M) YoY +61.18% (+$2.9M)
Toyota Motor Corp/(TMcusip892331307)	43.7K	QoQ +14.61% (+5.6K) YoY +47.53% (+14.1K)	All Managers (Combined)	$7.7M	QoQ +3.96% (+$293.9K) YoY +3.47% (+$259.2K)
Kroger Co(KRcusip501044101)	113.8K	QoQ +7.05% (+7.5K) YoY +59.19% (+42.3K)	All Managers (Combined)	$7.7M	QoQ +18.50% (+$1.2M) YoY +88.61% (+$3.6M)