Vanguard Personalized Indexing Management, LLC Top Holdings and 13F Report (2025)

About Vanguard Personalized Indexing Management, LLC

Investment Activity

Vanguard Personalized Indexing Management, LLC has $6.78 billion in total holdings as of March 31, 2025.
Vanguard Personalized Indexing Management, LLC owns shares of 1,839 different stocks, but just 296 companies or ETFs make up 80% of its holdings.
Approximately 7.95% of the portfolio was purchased this quarter.
About 0.95% of the portfolio was sold this quarter.
This quarter, Vanguard Personalized Indexing Management, LLC has purchased 1,806 new stocks and bought additional shares in 1,229 stocks.
Vanguard Personalized Indexing Management, LLC sold shares of 454 stocks and completely divested from 102 stocks this quarter.

Largest Holdings

Apple: $424,559,353
Microsoft: $332,243,497
NVIDIA: $318,390,861
Amazon.com: $210,817,284
Meta Platforms: $151,951,942

Largest New Holdings this Quarter

922908744 - Vanguard Value ETF: $1,296,932 Holding
46432F339 - iShares MSCI USA Quality Factor ETF: $878,887 Holding
084670108 - Berkshire Hathaway: $798,442 Holding
754907103 - Rayonier: $676,995 Holding
80004C200 - SANDISK CORP: $645,873 Holding

Largest Purchases this Quarter

Apple: 122,734 shares (about $27.26M)
NVIDIA: 120,380 shares (about $13.05M)
Amazon.com: 60,529 shares (about $11.52M)
Johnson & Johnson: 69,074 shares (about $11.46M)
Meta Platforms: 14,734 shares (about $8.49M)

Largest Sales this Quarter

Vanguard Total World Stock ETF: 13,578 shares (about $1.57M)
General Mills: 20,888 shares (about $1.25M)
Lockheed Martin: 1,990 shares (about $888.96K)
Agilent Technologies: 6,589 shares (about $770.78K)
Conagra Brands: 26,012 shares (about $693.74K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$424,559,353	$27,262,907 ▲	6.9%	1,911,310	6.3%	Computer and Technology
MSFT Microsoft	$332,243,497	$3,447,207 ▲	1.0%	885,062	4.9%	Computer and Technology
NVDA NVIDIA	$318,390,861	$13,046,785 ▲	4.3%	2,937,727	4.7%	Computer and Technology
AMZN Amazon.com	$210,817,284	$11,516,251 ▲	5.8%	1,108,048	3.1%	Retail/Wholesale
META Meta Platforms	$151,951,942	$8,492,078 ▲	5.9%	263,641	2.2%	Computer and Technology
GOOGL Alphabet	$137,279,468	$4,406,157 ▲	3.3%	887,736	2.0%	Computer and Technology
AVGO Broadcom	$103,153,206	$5,274,376 ▲	5.4%	616,098	1.5%	Computer and Technology
BRK.B Berkshire Hathaway	$98,682,466	$8,115,469 ▲	9.0%	185,291	1.5%	Finance
JPM JPMorgan Chase & Co.	$89,602,676	$4,371,000 ▲	5.1%	365,278	1.3%	Finance
LLY Eli Lilly and Company	$89,483,914	$7,911,380 ▲	9.7%	108,346	1.3%	Medical
V Visa	$77,331,553	$7,880,103 ▲	11.3%	220,657	1.1%	Business Services
TSLA Tesla	$75,286,492	$248,794 ▲	0.3%	290,502	1.1%	Auto/Tires/Trucks
GOOG Alphabet	$68,125,056	$2,068,955 ▲	3.1%	436,056	1.0%	Computer and Technology
MA Mastercard	$59,994,036	$4,825,657 ▲	8.7%	109,454	0.9%	Business Services
COST Costco Wholesale	$57,665,329	$3,439,812 ▲	6.3%	60,971	0.9%	Retail/Wholesale
NFLX Netflix	$53,995,383	$2,857,274 ▲	5.6%	57,902	0.8%	Consumer Discretionary
XOM Exxon Mobil	$53,210,272	$5,208,067 ▲	10.8%	447,408	0.8%	Energy
UNH UnitedHealth Group	$51,774,185	$127,271 ▲	0.2%	98,853	0.8%	Medical
WMT Walmart	$51,055,986	$2,352,507 ▲	4.8%	581,570	0.8%	Retail/Wholesale
ABBV AbbVie	$49,458,983	$6,776,492 ▲	15.9%	236,059	0.7%	Medical
PG Procter & Gamble	$48,757,722	$1,956,594 ▲	4.2%	286,103	0.7%	Consumer Staples
HD Home Depot	$44,126,473	$1,909,045 ▲	4.5%	120,403	0.7%	Retail/Wholesale
JNJ Johnson & Johnson	$39,163,258	$11,455,225 ▲	41.3%	236,151	0.6%	Medical
CSCO Cisco Systems	$32,792,249	$2,999,228 ▲	10.1%	531,393	0.5%	Computer and Technology
CVX Chevron	$32,204,402	$5,061,872 ▲	18.6%	192,506	0.5%	Energy
ORCL Oracle	$32,193,938	$1,509,250 ▲	4.9%	230,269	0.5%	Computer and Technology
KO Coca-Cola	$31,445,323	$2,701,577 ▲	9.4%	439,058	0.5%	Consumer Staples
ABT Abbott Laboratories	$30,124,405	$3,529,417 ▲	13.3%	227,097	0.4%	Medical
BAC Bank of America	$29,327,631	$762,949 ▲	2.7%	702,795	0.4%	Finance
MCD McDonald's	$27,937,308	$2,214,381 ▲	8.6%	89,437	0.4%	Retail/Wholesale
IBM International Business Machines	$27,737,400	$2,195,180 ▲	8.6%	111,547	0.4%	Computer and Technology
CRM Salesforce	$27,597,536	$1,215,399 ▲	4.6%	102,838	0.4%	Computer and Technology
MRK Merck & Co., Inc.	$26,582,037	$260,483 ▲	1.0%	296,146	0.4%	Medical
PM Philip Morris International	$25,250,338	$3,642,384 ▲	16.9%	159,077	0.4%	Consumer Staples
ACN Accenture	$24,137,032	$175,991 ▲	0.7%	77,352	0.4%	Computer and Technology
ISRG Intuitive Surgical	$23,675,214	$816,694 ▲	3.6%	47,803	0.3%	Medical
LINDE PLC	$23,474,215	$3,515,568 ▲	17.6%	50,413	0.3%	SHS
WFC Wells Fargo & Company	$23,325,887	$1,134,714 ▲	5.1%	324,918	0.3%	Finance
GE GE Aerospace	$23,148,668	$2,421,807 ▲	11.7%	115,657	0.3%	Industrials
PGR Progressive	$23,108,856	$2,647,554 ▲	12.9%	81,654	0.3%	Finance
NOW ServiceNow	$22,292,533	$300,142 ▲	1.4%	28,001	0.3%	Computer and Technology
RTX RTX	$22,261,711	$2,510,112 ▲	12.7%	168,064	0.3%	Aerospace
T AT&T	$22,051,164	$1,864,840 ▲	9.2%	779,744	0.3%	Computer and Technology
ADBE Adobe	$21,033,151	$2,038,077 ▲	10.7%	54,841	0.3%	Computer and Technology
INTU Intuit	$20,329,940	$2,025,565 ▲	11.1%	33,111	0.3%	Computer and Technology
CAT Caterpillar	$20,202,405	$1,097,566 ▲	5.7%	61,257	0.3%	Industrials
TXN Texas Instruments	$20,132,340	$2,254,697 ▲	12.6%	112,033	0.3%	Computer and Technology
SPGI S&P Global	$20,003,865	$1,937,890 ▲	10.7%	39,370	0.3%	Business Services
AMGN Amgen	$19,893,248	$3,423,908 ▲	20.8%	63,853	0.3%	Medical
PALANTIR TECHNOLOGIES INC	$19,855,696	$2,999,155 ▲	17.8%	235,257	0.3%	CL A
GS The Goldman Sachs Group	$19,348,257	$2,204,799 ▲	12.9%	35,418	0.3%	Finance
BKNG Booking	$19,296,918	$1,865,660 ▲	10.7%	4,189	0.3%	Retail/Wholesale
TMO Thermo Fisher Scientific	$19,276,032	$1,440,055 ▲	8.1%	38,738	0.3%	Medical
PEP PepsiCo	$18,881,611	$2,317,019 ▲	14.0%	125,928	0.3%	Consumer Staples
AXP American Express	$18,873,309	$352,186 ▲	1.9%	70,148	0.3%	Finance
BLACKROCK INC	$18,581,535	$2,571,619 ▲	16.1%	19,632	0.3%	COM
QCOM QUALCOMM	$18,474,816	$2,222,428 ▲	13.7%	120,271	0.3%	Computer and Technology
TJX TJX Companies	$18,208,659	$1,361,849 ▲	8.1%	149,496	0.3%	Retail/Wholesale
GILD Gilead Sciences	$18,187,519	$1,355,694 ▲	8.1%	162,316	0.3%	Medical
BSX Boston Scientific	$18,091,046	$1,468,210 ▲	8.8%	179,332	0.3%	Medical
VZ Verizon Communications	$17,765,805	$2,004,279 ▲	12.7%	391,662	0.3%	Computer and Technology
LOW Lowe's Companies	$17,410,760	$686,859 ▲	4.1%	74,651	0.3%	Retail/Wholesale
VRTX Vertex Pharmaceuticals	$17,337,992	$2,222,397 ▲	14.7%	35,762	0.3%	Medical
ETN Eaton	$17,182,991	$39,416 ▲	0.2%	63,212	0.3%	Industrials
NEE NextEra Energy	$16,990,390	$1,563,122 ▲	10.1%	239,673	0.3%	Utilities
TMUS T-Mobile US	$16,801,311	$1,331,676 ▲	8.6%	62,995	0.2%	Computer and Technology
UNP Union Pacific	$16,781,878	$1,690,779 ▲	11.2%	71,037	0.2%	Transportation
AMD Advanced Micro Devices	$16,467,283	$1,288,977 ▲	8.5%	160,281	0.2%	Computer and Technology
MS Morgan Stanley	$16,365,867	$940,126 ▲	6.1%	140,275	0.2%	Finance
ADP Automatic Data Processing	$16,325,718	$1,446,993 ▲	9.7%	53,434	0.2%	Business Services
DIS Walt Disney	$16,307,323	$499,521 ▲	3.2%	165,221	0.2%	Consumer Discretionary
SYK Stryker	$16,167,989	$945,890 ▲	6.2%	43,433	0.2%	Medical
AMAT Applied Materials	$16,001,633	$929,782 ▲	6.2%	110,265	0.2%	Computer and Technology
HON Honeywell International	$15,570,423	$73,054 ▲	0.5%	73,532	0.2%	Multi-Sector Conglomerates
CMCSA Comcast	$15,393,637	$275,569 ▲	1.8%	417,172	0.2%	Consumer Discretionary
ELV Elevance Health	$15,209,969	$3,617,962 ▲	31.2%	34,969	0.2%	Medical
C Citigroup	$15,118,947	$717,993 ▲	5.0%	212,973	0.2%	Finance
PANW Palo Alto Networks	$14,823,848	$1,925,503 ▲	14.9%	86,872	0.2%	Computer and Technology
MMC Marsh & McLennan Companies	$14,560,787	$745,268 ▲	5.4%	59,668	0.2%	Finance
FI Fiserv	$14,391,850	$2,077,115 ▲	16.9%	65,172	0.2%	Business Services
DE Deere & Company	$14,348,188	$1,636,172 ▲	12.9%	30,570	0.2%	Industrials
UBER Uber Technologies	$14,105,526	$3,405,616 ▲	31.8%	193,598	0.2%	Computer and Technology
LAM RESEARCH CORP	$14,068,812	$2,174,599 ▲	18.3%	193,519	0.2%	COM NEW
SBUX Starbucks	$14,001,939	$2,135,515 ▲	18.0%	142,746	0.2%	Retail/Wholesale
BMY Bristol-Myers Squibb	$13,962,773	$1,689,548 ▲	13.8%	228,935	0.2%	Medical
SAP SAP	$13,914,158	$1,659,777 ▲	13.5%	51,833	0.2%	Computer and Technology
COP ConocoPhillips	$13,813,587	$549,674 ▲	4.1%	131,533	0.2%	Energy
ICE Intercontinental Exchange	$13,763,477	$1,474,190 ▲	12.0%	79,788	0.2%	Finance
CB Chubb	$13,592,496	$695,177 ▲	5.4%	45,010	0.2%	Finance
TSM Taiwan Semiconductor Manufacturing	$12,980,030	$758,620 ▲	6.2%	78,193	0.2%	Computer and Technology
CI The Cigna Group	$12,874,741	$1,783,507 ▲	16.1%	39,133	0.2%	Medical
MO Altria Group	$12,834,872	$1,301,715 ▲	11.3%	213,843	0.2%	Consumer Staples
DUK Duke Energy	$12,701,426	$1,042,962 ▲	8.9%	104,136	0.2%	Utilities
APH Amphenol	$12,239,582	$751,335 ▲	6.5%	186,607	0.2%	Computer and Technology
ADI Analog Devices	$12,237,102	$1,632,918 ▲	15.4%	60,679	0.2%	Computer and Technology
NVS Novartis	$12,212,495	$2,459,466 ▲	25.2%	109,549	0.2%	Medical
MDLZ Mondelez International	$12,009,729	$2,430,253 ▲	25.4%	177,004	0.2%	Consumer Staples
CTAS Cintas	$11,993,318	$541,984 ▲	4.7%	58,353	0.2%	Business Services
MCK McKesson	$11,975,889	$947,572 ▲	8.6%	17,795	0.2%	Medical
ORLY O'Reilly Automotive	$11,800,161	$1,038,620 ▲	9.7%	8,237	0.2%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Vanguard Personalized Indexing Management, LLC Top Holdings and 13F Report (2025)

About Vanguard Personalized Indexing Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Vanguard Personalized Indexing Management, LLC Top Holdings and 13F Report (2025)

About Vanguard Personalized Indexing Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofVanguard Personalized Indexing Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools