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 $6.62 billion in total holdings as of December 31, 2024.
Vanguard Personalized Indexing Management, LLC owns shares of 1,806 different stocks, but just 294 companies or ETFs make up 80% of its holdings.
Approximately 7.22% of the portfolio was purchased this quarter.
About 2.20% of the portfolio was sold this quarter.
This quarter, Vanguard Personalized Indexing Management, LLC has purchased 1,775 new stocks and bought additional shares in 1,123 stocks.
Vanguard Personalized Indexing Management, LLC sold shares of 526 stocks and completely divested from 110 stocks this quarter.

Largest Holdings

Apple: $447,894,677
NVIDIA: $378,341,464
Microsoft: $369,183,843
Amazon.com: $229,815,155
Alphabet: $162,654,701

Largest New Holdings this Quarter

BLACKROCK INC: $17,339,972 Holding
ARISTA NETWORKS INC: $13,237,621 Holding
LAM RESEARCH CORP: $11,817,393 Holding
Chesapeake Energy: $1,486,779 Holding
SUPER MICRO COMPUTER INC: $1,313,810 Holding

Largest Purchases this Quarter

Apple: 78,636 shares (about $19.69M)
NVIDIA: 146,596 shares (about $19.69M)
Microsoft: 42,363 shares (about $17.86M)
Amazon.com: 79,736 shares (about $17.49M)
BLACKROCK INC: 16,915 shares (about $17.34M)

Largest Sales this Quarter

Johnson & Johnson: 33,972 shares (about $4.91M)
PepsiCo: 21,343 shares (about $3.25M)
Adobe: 5,194 shares (about $2.31M)
Pfizer: 81,402 shares (about $2.16M)
Exxon Mobil: 18,473 shares (about $1.99M)

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	$447,894,677	$19,692,004 ▲	4.6%	1,788,576	6.8%	Computer and Technology
NVDA NVIDIA	$378,341,464	$19,686,373 ▲	5.5%	2,817,347	5.7%	Computer and Technology
MSFT Microsoft	$369,183,843	$17,856,045 ▲	5.1%	875,879	5.6%	Computer and Technology
AMZN Amazon.com	$229,815,155	$17,493,278 ▲	8.2%	1,047,519	3.5%	Retail/Wholesale
GOOGL Alphabet	$162,654,701	$12,880,729 ▲	8.6%	859,243	2.5%	Computer and Technology
META Meta Platforms	$145,737,828	$6,731,036 ▲	4.8%	248,907	2.2%	Computer and Technology
AVGO Broadcom	$135,532,950	$9,950,820 ▲	7.9%	584,596	2.0%	Computer and Technology
TSLA Tesla	$116,928,731	$10,889,150 ▲	10.3%	289,542	1.8%	Auto/Tires/Trucks
JPM JPMorgan Chase & Co.	$83,289,432	$4,544,184 ▲	5.8%	347,459	1.3%	Finance
GOOG Alphabet	$80,520,323	$3,597,594 ▲	4.7%	422,813	1.2%	Computer and Technology
BRK.B Berkshire Hathaway	$77,081,374	$5,394,921 ▲	7.5%	170,053	1.2%	Finance
LLY Eli Lilly and Company	$76,247,871	$46,320 ▼	-0.1%	98,767	1.2%	Medical
V Visa	$62,630,350	$5,152,406 ▲	9.0%	198,172	0.9%	Business Services
MA Mastercard	$52,998,626	$2,606,490 ▲	5.2%	100,650	0.8%	Business Services
COST Costco Wholesale	$52,534,249	$1,973,677 ▲	3.9%	57,334	0.8%	Retail/Wholesale
WMT Walmart	$50,123,753	$2,255,137 ▲	4.7%	554,773	0.8%	Retail/Wholesale
UNH UnitedHealth Group	$49,883,098	$1,475,095 ▼	-2.9%	98,610	0.8%	Medical
NFLX Netflix	$48,878,048	$2,697,126 ▲	5.8%	54,838	0.7%	Consumer Discretionary
PG Procter & Gamble	$46,040,730	$2,356,842 ▲	5.4%	274,622	0.7%	Consumer Staples
HD Home Depot	$44,809,152	$2,733,423 ▲	6.5%	115,194	0.7%	Retail/Wholesale
XOM Exxon Mobil	$43,417,036	$1,987,139 ▼	-4.4%	403,617	0.7%	Oils/Energy
ORCL Oracle	$36,573,134	$1,793,546 ▲	5.2%	219,474	0.6%	Computer and Technology
ABBV AbbVie	$36,200,126	$1,249,224 ▲	3.6%	203,716	0.5%	Medical
CRM Salesforce	$32,867,878	$2,887,628 ▲	9.6%	98,309	0.5%	Computer and Technology
BAC Bank of America	$30,084,312	$1,819,970 ▲	6.4%	684,512	0.5%	Finance
NOW ServiceNow	$29,285,416	$2,353,520 ▲	8.7%	27,624	0.4%	Computer and Technology
MRK Merck & Co., Inc.	$29,171,907	$2,553,452 ▲	9.6%	293,244	0.4%	Medical
CSCO Cisco Systems	$28,581,208	$2,816,320 ▲	10.9%	482,791	0.4%	Computer and Technology
ACN Accenture	$27,013,563	$1,384,661 ▲	5.4%	76,788	0.4%	Computer and Technology
KO Coca-Cola	$24,987,314	$437,191 ▲	1.8%	401,337	0.4%	Consumer Staples
JNJ Johnson & Johnson	$24,162,996	$4,913,096 ▼	-16.9%	167,077	0.4%	Medical
ISRG Intuitive Surgical	$24,090,354	$1,048,609 ▲	4.6%	46,154	0.4%	Medical
MCD McDonald's	$23,871,713	$1,438,425 ▲	6.4%	82,348	0.4%	Retail/Wholesale
CVX Chevron	$23,500,169	$3,138,416 ▲	15.4%	162,248	0.4%	Oils/Energy
ABT Abbott Laboratories	$22,677,431	$3,251,914 ▲	16.7%	200,490	0.3%	Medical
ADBE Adobe	$22,023,757	$2,309,677 ▼	-9.5%	49,527	0.3%	Computer and Technology
IBM International Business Machines	$22,009,486	$2,823,421 ▲	14.7%	102,719	0.3%	Computer and Technology
WFC Wells Fargo & Company	$21,711,978	$2,502,013 ▲	13.0%	309,112	0.3%	Finance
CAT Caterpillar	$21,014,487	$1,667,621 ▲	8.6%	57,929	0.3%	Industrial Products
ETN Eaton	$20,929,836	$1,540,525 ▲	7.9%	63,067	0.3%	Industrial Products
AXP American Express	$20,430,835	$74,198 ▲	0.4%	68,839	0.3%	Finance
BKNG Booking	$18,798,265	$1,331,378 ▲	7.6%	3,784	0.3%	Retail/Wholesale
INTU Intuit	$18,737,145	$160,270 ▲	0.9%	29,812	0.3%	Computer and Technology
TXN Texas Instruments	$18,654,802	$164,635 ▼	-0.9%	99,486	0.3%	Computer and Technology
TMO Thermo Fisher Scientific	$18,646,741	$1,674,066 ▼	-8.2%	35,844	0.3%	Medical
GS The Goldman Sachs Group	$17,970,479	$973,482 ▲	5.7%	31,382	0.3%	Finance
LINDE PLC	$17,945,571	$1,068,872 ▼	-5.6%	42,863	0.3%	SHS
AMD Advanced Micro Devices	$17,844,806	$686,687 ▼	-3.7%	147,735	0.3%	Computer and Technology
DIS Walt Disney	$17,833,909	$2,958,028 ▲	19.9%	160,160	0.3%	Consumer Discretionary
SPGI S&P Global	$17,707,782	$331,187 ▲	1.9%	35,556	0.3%	Business Services
LOW Lowe's Companies	$17,697,472	$1,004,500 ▲	6.0%	71,706	0.3%	Retail/Wholesale
BLACKROCK INC	$17,339,972	$17,339,972 ▲	New Holding	16,915	0.3%	COM
PGR Progressive	$17,323,623	$552,782 ▲	3.3%	72,299	0.3%	Finance
GE General Electric	$17,272,019	$663,147 ▲	4.0%	103,557	0.3%	Transportation
RTX RTX	$17,255,384	$607,295 ▲	3.6%	149,114	0.3%	Aerospace
AMAT Applied Materials	$16,890,387	$182,145 ▼	-1.1%	103,858	0.3%	Computer and Technology
PEP PepsiCo	$16,798,823	$3,245,416 ▼	-16.2%	110,475	0.3%	Consumer Staples
TJX TJX Companies	$16,709,872	$883,244 ▲	5.6%	138,315	0.3%	Retail/Wholesale
MS Morgan Stanley	$16,622,359	$965,155 ▲	6.2%	132,217	0.3%	Finance
HON Honeywell International	$16,532,189	$1,598,170 ▲	10.7%	73,187	0.2%	Multi-Sector Conglomerates
PM Philip Morris International	$16,383,294	$1,418,449 ▲	9.5%	136,130	0.2%	Consumer Staples
QCOM QUALCOMM	$16,253,541	$378,061 ▼	-2.3%	105,803	0.2%	Computer and Technology
T AT&T	$16,253,240	$1,450,537 ▲	9.8%	713,802	0.2%	Computer and Technology
NEE NextEra Energy	$15,601,319	$41,365 ▲	0.3%	217,623	0.2%	Utilities
CMCSA Comcast	$15,376,205	$930,182 ▼	-5.7%	409,704	0.2%	Consumer Discretionary
PALANTIR TECHNOLOGIES INC	$15,105,010	$2,765,947 ▲	22.4%	199,722	0.2%	CL A
SYK Stryker	$14,723,245	$1,046,671 ▲	7.7%	40,892	0.2%	Medical
BSX Boston Scientific	$14,718,009	$808,973 ▲	5.8%	164,778	0.2%	Medical
UNP Union Pacific	$14,567,240	$471,360 ▲	3.3%	63,880	0.2%	Transportation
TSM Taiwan Semiconductor Manufacturing	$14,539,888	$55,495 ▼	-0.4%	73,623	0.2%	Computer and Technology
C Citigroup	$14,279,278	$1,115,543 ▲	8.5%	202,859	0.2%	Finance
ADP Automatic Data Processing	$14,255,080	$925,301 ▲	6.9%	48,698	0.2%	Business Services
VZ Verizon Communications	$13,895,639	$779,329 ▲	5.9%	347,476	0.2%	Computer and Technology
GILD Gilead Sciences	$13,875,661	$860,526 ▲	6.6%	150,217	0.2%	Medical
AMGN Amgen	$13,778,101	$905,195 ▼	-6.2%	52,863	0.2%	Medical
PANW Palo Alto Networks	$13,754,247	$7,027,243 ▲	104.5%	75,588	0.2%	Computer and Technology
LMT Lockheed Martin	$13,299,332	$513,643 ▲	4.0%	27,368	0.2%	Aerospace
ARISTA NETWORKS INC	$13,237,621	$13,237,621 ▲	New Holding	119,765	0.2%	COM SHS
TMUS T-Mobile US	$12,802,751	$718,254 ▲	5.9%	58,002	0.2%	Computer and Technology
DHR Danaher	$12,709,927	$1,729,885 ▼	-12.0%	55,369	0.2%	Medical
VRTX Vertex Pharmaceuticals	$12,555,195	$249,268 ▼	-1.9%	31,178	0.2%	Medical
COP ConocoPhillips	$12,525,153	$2,621,378 ▲	26.5%	126,299	0.2%	Oils/Energy
BX Blackstone	$12,313,627	$956,248 ▲	8.4%	71,416	0.2%	Finance
APH Amphenol	$12,164,393	$792,430 ▲	7.0%	175,152	0.2%	Computer and Technology
MMC Marsh & McLennan Companies	$12,025,233	$353,871 ▲	3.0%	56,614	0.2%	Finance
LAM RESEARCH CORP	$11,817,393	$11,817,393 ▲	New Holding	163,607	0.2%	COM NEW
CB Chubb	$11,800,215	$824,479 ▲	7.5%	42,708	0.2%	Finance
TT Trane Technologies	$11,712,133	$177,289 ▲	1.5%	31,710	0.2%	Construction
DE Deere & Company	$11,475,294	$993,559 ▲	9.5%	27,084	0.2%	Industrial Products
FI Fiserv	$11,455,343	$770,523 ▲	7.2%	55,766	0.2%	Business Services
BMY Bristol-Myers Squibb	$11,381,776	$2,293,063 ▲	25.2%	201,233	0.2%	Medical
SAP SAP	$11,239,587	$724,603 ▲	6.9%	45,650	0.2%	Computer and Technology
ADI Analog Devices	$11,171,314	$286,177 ▲	2.6%	52,582	0.2%	Computer and Technology
CDNS Cadence Design Systems	$11,151,870	$536,636 ▲	5.1%	37,115	0.2%	Computer and Technology
SBUX Starbucks	$11,038,993	$48,545 ▼	-0.4%	120,975	0.2%	Retail/Wholesale
ICE Intercontinental Exchange	$10,615,773	$424,977 ▲	4.2%	71,242	0.2%	Finance
DUK Duke Energy	$10,298,307	$1,150,661 ▲	12.6%	95,585	0.2%	Utilities
ASML ASML	$10,291,209	$572,465 ▲	5.9%	14,849	0.2%	Computer and Technology
CTAS Cintas	$10,179,166	$310,220 ▲	3.1%	55,716	0.2%	Business Services
MO Altria Group	$10,047,779	$627,114 ▲	6.7%	192,155	0.2%	Consumer Staples

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

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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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