Vanguard Personalized Indexing Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Vanguard Personalized Indexing Management, LLC reported 1,839 stock positions worth $6.8 billion. Its top holding was Apple (AAPL) at 6.3% of the portfolio, followed by Microsoft (MSFT, 4.9%) and Nvidia (NVDA, 4.7%). Compared with Q4 2024, it opened 130 new positions, sold out of 99, added to 1,231 and reduced 457. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +9%) and the biggest sale Marvell Technology (MRVL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- OAKLAND, CA
- CIK
- 0001767306
- Portfolio Value
- $6.8B (Q1 2025)
- SEC Filing
- 0001420506-25-001056 ↗ filed May 14, 2025
Holdings Value
Holdings 1,839 stocks · $6.8B
| AAPL Apple Inc. | 6.26% | 1,911,310 | $424.6M | Add +6.9% |
| MSFT Microsoft Corp. | 4.90% | 885,062 | $332.2M | Add +1.1% |
| NVDA Nvidia Corp. | 4.69% | 2,937,727 | $318.4M | Add +4.3% |
| AMZN Amazon.com Inc. | 3.11% | 1,108,048 | $210.8M | Add +5.8% |
| META Meta Platforms Inc. Class A | 2.24% | 263,641 | $152.0M | Add +5.9% |
| GOOGL Alphabet Inc. Class A | 2.02% | 887,736 | $137.3M | Add +3.3% |
| AVGO Broadcom Inc. | 1.52% | 616,098 | $103.2M | Add +5.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.46% | 185,291 | $98.7M | Add +9.0% |
| JPM JPMorgan Chase & Co. | 1.32% | 365,278 | $89.6M | Add +5.1% |
| LLY Eli Lilly & Co. | 1.32% | 108,346 | $89.5M | Add +9.7% |
| V Visa Inc. Class A | 1.14% | 220,657 | $77.3M | Add +11.3% |
| TSLA Tesla Inc. | 1.11% | 290,502 | $75.3M | Add +0.3% |
| GOOG Alphabet Inc. Class C | 1.00% | 436,056 | $68.1M | Add +3.1% |
| MA Mastercard Inc. Class A | 0.88% | 109,454 | $60.0M | Add +8.8% |
| COST Costco Wholesale Corp. | 0.85% | 60,971 | $57.7M | Add +6.3% |
| NFLX Netflix Inc. | 0.80% | 57,902 | $54.0M | Add +5.6% |
| XOM Exxon Mobil Corp. | 0.78% | 447,408 | $53.2M | Add +10.8% |
| UNH Unitedhealth Group Inc. | 0.76% | 98,853 | $51.8M | Add +0.3% |
| WMT Walmart Inc. | 0.75% | 581,570 | $51.1M | Add +4.8% |
| ABBV Abbvie Inc. | 0.73% | 236,059 | $49.5M | Add +15.9% |
| PG The Procter & Gamble Co. | 0.72% | 286,103 | $48.8M | Add +4.2% |
| HD Home Depot Inc. | 0.65% | 120,403 | $44.1M | Add +4.5% |
| JNJ Johnson & Johnson | 0.58% | 236,151 | $39.2M | Add +41.3% |
| CSCO Cisco Systems Inc. | 0.48% | 531,393 | $32.8M | Add +10.1% |
| CVX Chevron Corp. | 0.47% | 192,506 | $32.2M | Add +18.6% |
| ORCL Oracle Corp. | 0.47% | 230,269 | $32.2M | Add +4.9% |
| KO The Coca-Cola Co. | 0.46% | 439,058 | $31.4M | Add +9.4% |
| ABT Abbott Laboratories | 0.44% | 227,097 | $30.1M | Add +13.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.43% | 702,795 | $29.3M | Add +2.7% |
| MCD McDonald's Corp. | 0.41% | 89,437 | $27.9M | Add +8.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.41% | 111,547 | $27.7M | Add +8.6% |
| CRM Salesforce Inc. | 0.41% | 102,838 | $27.6M | Add +4.6% |
| MRK Merck & Co. Inc. | 0.39% | 296,146 | $26.6M | Add +1.0% |
| PM Philip Morris International | 0.37% | 159,077 | $25.3M | Add +16.9% |
| ACN Accenture PLC Class A | 0.36% | 77,352 | $24.1M | Add +0.7% |
| ISRG Intuitive Surgical Inc. | 0.35% | 47,803 | $23.7M | Add +3.6% |
| LIN Linde PLC | 0.35% | 50,413 | $23.5M | Add +17.6% |
| WFC Wells Fargo & Co. | 0.34% | 324,918 | $23.3M | Add +5.1% |
| GE General Electric filed as GE AEROSPACE | 0.34% | 115,657 | $23.1M | Add +11.7% |
| PGR Progressive Corp. | 0.34% | 81,654 | $23.1M | Add +12.9% |
| NOW ServiceNow Inc. | 0.33% | 28,001 | $22.3M | Add +1.4% |
| RTX RTX Corp. | 0.33% | 168,064 | $22.3M | Add +12.7% |
| T AT&T Inc. | 0.33% | 779,744 | $22.1M | Add +9.2% |
| ADBE Adobe Inc. | 0.31% | 54,841 | $21.0M | Add +10.7% |
| INTU Intuit Inc. | 0.30% | 33,111 | $20.3M | Add +11.1% |
| CAT Caterpillar Inc. | 0.30% | 61,257 | $20.2M | Add +5.7% |
| TXN Texas Instruments Inc. | 0.30% | 112,033 | $20.1M | Add +12.6% |
| SPGI S&P Global Inc. | 0.29% | 39,370 | $20.0M | Add +10.7% |
| AMGN Amgen Inc. | 0.29% | 63,853 | $19.9M | Add +20.8% |
| PLTR Palantir Technologies Inc. Class A | 0.29% | 235,257 | $19.9M | Add +17.8% |
| GS Goldman Sachs Group Inc. | 0.29% | 35,418 | $19.3M | Add +12.9% |
| BKNG Booking Holdings Inc. | 0.28% | 4,189 | $19.3M | Add +10.7% |
| TMO Thermo Fisher Scientific Inc. | 0.28% | 38,738 | $19.3M | Add +8.1% |
| PEP Pepsico Inc. | 0.28% | 125,928 | $18.9M | Add +14.0% |
| AXP American Express Co. | 0.28% | 70,148 | $18.9M | Add +1.9% |
| BLK BlackRock Inc. | 0.27% | 19,632 | $18.6M | Add +16.1% |
| QCOM Qualcomm Inc. | 0.27% | 120,271 | $18.5M | Add +13.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.27% | 149,496 | $18.2M | Add +8.1% |
| GILD Gilead Sciences Inc. | 0.27% | 162,316 | $18.2M | Add +8.1% |
| BSX Boston Scientific Corp. | 0.27% | 179,332 | $18.1M | Add +8.8% |
| VZ Verizon Communications Inc. | 0.26% | 391,662 | $17.8M | Add +12.7% |
| LOW Lowe's Cos Inc. | 0.26% | 74,651 | $17.4M | Add +4.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.26% | 35,762 | $17.3M | Add +14.7% |
| ETN Eaton Corp. PLC | 0.25% | 63,212 | $17.2M | Add +0.2% |
| NEE Nextera Energy Inc. | 0.25% | 239,673 | $17.0M | Add +10.1% |
| TMUS T-Mobile US Inc. | 0.25% | 62,995 | $16.8M | Add +8.6% |
| UNP Union Pacific Corp. | 0.25% | 71,037 | $16.8M | Add +11.2% |
| AMD Advanced Micro Devices | 0.24% | 160,281 | $16.5M | Add +8.5% |
| MS Morgan Stanley | 0.24% | 140,275 | $16.4M | Add +6.1% |
| ADP Automatic Data Processing | 0.24% | 53,434 | $16.3M | Add +9.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.24% | 165,221 | $16.3M | Add +3.2% |
| SYK Stryker Corp. | 0.24% | 43,433 | $16.2M | Add +6.2% |
| AMAT Applied Materials Inc. | 0.24% | 110,265 | $16.0M | Add +6.2% |
| HON Honeywell International Inc. | 0.23% | 73,532 | $15.6M | Add +0.5% |
| CMCSA Comcast Corp. Class A | 0.23% | 417,172 | $15.4M | Add +1.8% |
| ELV Elevance Health Inc. | 0.22% | 34,969 | $15.2M | Add +31.2% |
| C Citigroup Inc. | 0.22% | 212,973 | $15.1M | Add +5.0% |
| PANW Palo Alto Networks Inc. | 0.22% | 86,872 | $14.8M | Add +14.9% |
| MRSH Marsh & McLennan Cos | 0.21% | 59,668 | $14.6M | Add +5.4% |
| FISV Fiserv Inc. | 0.21% | 65,172 | $14.4M | Add +16.9% |
| DE Deere & Co. | 0.21% | 30,570 | $14.3M | Add +12.9% |
| UBER Uber Technologies Inc. | 0.21% | 193,598 | $14.1M | Add +31.8% |
| LRCX Lam Research Corp. | 0.21% | 193,519 | $14.1M | Add +18.3% |
| SBUX Starbucks Corp. | 0.21% | 142,746 | $14.0M | Add +18.0% |
| BMY Bristol-Myers Squibb Co. | 0.21% | 228,935 | $14.0M | Add +13.8% |
| SAP Sap SE-Sponsored ADR | 0.21% | 51,833 | $13.9M | Add +13.5% |
| COP Conocophillips | 0.20% | 131,533 | $13.8M | Add +4.1% |
| ICE Intercontinental Exchange Inc. | 0.20% | 79,788 | $13.8M | Add +12.0% |
| CB Chubb Ltd. | 0.20% | 45,010 | $13.6M | Add +5.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.19% | 78,193 | $13.0M | Add +6.2% |
| CI The Cigna Group | 0.19% | 39,133 | $12.9M | Add +16.1% |
| MO Altria Group Inc. | 0.19% | 213,843 | $12.8M | Add +11.3% |
| DUK Duke Energy Corp. | 0.19% | 104,136 | $12.7M | Add +8.9% |
| APH Amphenol Corp. Class A | 0.18% | 186,607 | $12.2M | Add +6.5% |
| ADI Analog Devices Inc. | 0.18% | 60,679 | $12.2M | Add +15.4% |
| NVS Novartis AG-Sponsored ADR | 0.18% | 109,549 | $12.2M | Add +25.2% |
| MDLZ Mondelez International Inc. Class A | 0.18% | 177,004 | $12.0M | Add +25.4% |
| CTAS Cintas Corp. | 0.18% | 58,353 | $12.0M | Add +4.7% |
| MCK McKesson Corp. | 0.18% | 17,795 | $12.0M | Add +8.6% |
| ORLY O'reilly Automotive Inc. | 0.17% | 8,237 | $11.8M | Add +9.7% |
Portfolio Sells Q4 2024 → Q1 2025
| MRVL Marvell Technology Inc. | Reduce -1.5% | 0.07% | −0.06 |
| TTD Trade Desk Inc./the Class A | Reduce -18.8% | 0.03% | −0.06 |
| DECK Deckers Outdoor Corp. | Reduce -18.7% | 0.03% | −0.04 |
| CMG Chipotle Mexican Grill Inc. | Reduce -6.2% | 0.12% | −0.04 |
| CDNS Cadence Design SYS Inc. | Reduce -3.6% | 0.13% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -7.3% | 0.17% | −0.03 |
| PYPL PayPal Holdings Inc. | Reduce -2.9% | 0.09% | −0.03 |
| TGT Target Corp. | Reduce -6.2% | 0.07% | −0.03 |
| HPE Hewlett Packard Enterprise | Reduce -15.0% | 0.04% | −0.03 |
| ILMN Illumina Inc. | Reduce -40.2% | 0.01% | −0.03 |
| GIS General Mills Inc. | Reduce -19.8% | 0.07% | −0.03 |
| WST West Pharmaceutical Services | Reduce -25.2% | 0.03% | −0.03 |
| VT Vanguard Tot World STK ETF | Reduce -31.3% | 0.05% | −0.03 |
| SUM Summit Materials Inc. Class A | Sold out | 0.00% | −0.03 |
| VST Vistra Corp. | Reduce -9.3% | 0.07% | −0.02 |
| EQIX Equinix Inc. | Reduce -2.3% | 0.11% | −0.02 |
| A Agilent Technologies Inc. | Reduce -19.0% | 0.05% | −0.02 |
| MANH Manhattan Associates Inc. | Reduce -13.3% | 0.02% | −0.02 |
| PWR Quanta Services Inc. | Reduce -2.9% | 0.06% | −0.02 |
| XYZ Block Inc. | Reduce -7.0% | 0.03% | −0.02 |
| ROST Ross Stores Inc. | Reduce -5.3% | 0.07% | −0.02 |
| SRE Sempra | Reduce -7.3% | 0.05% | −0.02 |
| FDX FedEx Corp. | Reduce -1.4% | 0.08% | −0.02 |
| ALTM Arcadium Lithium PLC | Sold out | 0.00% | −0.02 |
| USB US Bancorp | Reduce -3.7% | 0.08% | −0.02 |
| TER Teradyne Inc. | Reduce -10.6% | 0.02% | −0.02 |
| REGN Regeneron Pharmaceuticals | Reduce -1.3% | 0.09% | −0.02 |
| HOLX Hologic Inc. | Reduce -39.7% | 0.02% | −0.02 |
| HUBB Hubbell Inc. | Reduce -1.4% | 0.04% | −0.01 |
| BA The Boeing Co. | Reduce -4.2% | 0.13% | −0.01 |
| AAL American Airlines Group Inc. | Reduce -12.5% | 0.01% | −0.01 |
| DDOG Datadog Inc. Class A | Reduce -0.8% | 0.03% | −0.01 |
| QGEN Qiagen N.V. | Reduce -53.3% | 0.01% | −0.01 |
| CAG Conagra Brands Inc. | Reduce -26.8% | 0.03% | −0.01 |
| IQV Iqvia Holdings Inc. | Reduce -12.3% | 0.04% | −0.01 |
| VTRS Viatris Inc. | Reduce -7.0% | 0.02% | −0.01 |
| BBY Best Buy Co. Inc. | Reduce -5.1% | 0.05% | −0.01 |
| NTAP Netapp Inc. | Reduce -2.0% | 0.03% | −0.01 |
| WIT Wipro Ltd.-ADR | Reduce -4.7% | 0.05% | −0.01 |
| CLX Clorox Company | Reduce -17.4% | 0.03% | −0.01 |
| CSX CSX Corp. | Reduce -2.1% | 0.07% | −0.01 |
| DOW Dow Inc. | Reduce -7.7% | 0.04% | −0.01 |
| ELF Elf Beauty Inc. | Reduce -11.3% | 0.01% | −0.01 |
| DEO Diageo PLC-Sponsored ADR | Reduce -11.8% | 0.02% | −0.01 |
| RDY Dr. Reddy's Laboratories-ADR | Reduce -4.0% | 0.04% | −0.01 |
| INFY Infosys Ltd.-SP ADR | Reduce -10.6% | 0.03% | −0.01 |
| SMAR Smartsheet Inc. Class A | Sold out | 0.00% | −0.01 |
| KNX Knight-Swift Transportation | Reduce -36.5% | 0.01% | −0.01 |
| HRL Hormel Foods Corp. | Reduce -43.7% | 0.01% | −0.01 |
| NBIX Neurocrine Biosciences Inc. | Reduce -23.7% | 0.01% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.B Berkshire Hathaway Inc. Class B | Add +9.0% | 1.46% | +0.29 |
| JNJ Johnson & Johnson | Add +41.3% | 0.58% | +0.21 |
| V Visa Inc. Class A | Add +11.3% | 1.14% | +0.19 |
| ABBV Abbvie Inc. | Add +15.9% | 0.73% | +0.18 |
| LLY Eli Lilly & Co. | Add +9.7% | 1.32% | +0.17 |
| XOM Exxon Mobil Corp. | Add +10.8% | 0.78% | +0.13 |
| PM Philip Morris International | Add +16.9% | 0.37% | +0.12 |
| CVX Chevron Corp. | Add +18.6% | 0.47% | +0.12 |
| ABT Abbott Laboratories | Add +13.3% | 0.44% | +0.10 |
| KO The Coca-Cola Co. | Add +9.4% | 0.46% | +0.09 |
| AMGN Amgen Inc. | Add +20.8% | 0.29% | +0.09 |
| MA Mastercard Inc. Class A | Add +8.8% | 0.88% | +0.08 |
| GE General Electric | Add +11.7% | 0.34% | +0.08 |
| T AT&T Inc. | Add +9.2% | 0.33% | +0.08 |
| PGR Progressive Corp. | Add +12.9% | 0.34% | +0.08 |
| IBM Intl Business Machines Corp. | Add +8.6% | 0.41% | +0.08 |
| ELV Elevance Health Inc. | Add +31.2% | 0.22% | +0.08 |
| LIN Linde PLC | Add +17.6% | 0.35% | +0.08 |
| UBER Uber Technologies Inc. | Add +31.8% | 0.21% | +0.07 |
| RTX RTX Corp. | Add +12.7% | 0.33% | +0.07 |
| VRTX Vertex Pharmaceuticals Inc. | Add +14.7% | 0.26% | +0.07 |
| CVS CVS Health Corp. | Add +35.7% | 0.13% | +0.06 |
| PLTR Palantir Technologies Inc. Class A | Add +17.8% | 0.29% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +5.1% | 1.32% | +0.06 |
| GILD Gilead Sciences Inc. | Add +8.1% | 0.27% | +0.06 |
| NFLX Netflix Inc. | Add +5.6% | 0.80% | +0.06 |
| COST Costco Wholesale Corp. | Add +6.3% | 0.85% | +0.06 |
| TMUS T-Mobile US Inc. | Add +8.6% | 0.25% | +0.05 |
| VZ Verizon Communications Inc. | Add +12.7% | 0.26% | +0.05 |
| CSCO Cisco Systems Inc. | Add +10.1% | 0.48% | +0.05 |
| NVS Novartis AG-Sponsored ADR | Add +25.2% | 0.18% | +0.05 |
| MCD McDonald's Corp. | Add +8.6% | 0.41% | +0.05 |
| MDLZ Mondelez International Inc. Class A | Add +25.4% | 0.18% | +0.05 |
| CI The Cigna Group | Add +16.1% | 0.19% | +0.05 |
| INTC Intel Corp. | Add +50.9% | 0.11% | +0.05 |
| BSX Boston Scientific Corp. | Add +8.8% | 0.27% | +0.04 |
| KLAC KLA Corp. | Add +29.1% | 0.17% | +0.04 |
| AIG American International Group | Add +23.5% | 0.14% | +0.04 |
| ICE Intercontinental Exchange Inc. | Add +12.0% | 0.20% | +0.04 |
| AMT American Tower Corp. | Add +17.0% | 0.16% | +0.04 |
| SHEL Shell PLC-ADR | Add +24.0% | 0.14% | +0.04 |
| SBUX Starbucks Corp. | Add +18.0% | 0.21% | +0.04 |
| ORLY O'reilly Automotive Inc. | Add +9.7% | 0.17% | +0.04 |
| META Meta Platforms Inc. Class A | Add +5.9% | 2.24% | +0.04 |
| FISV Fiserv Inc. | Add +16.9% | 0.21% | +0.04 |
| DE Deere & Co. | Add +12.9% | 0.21% | +0.04 |
| MO Altria Group Inc. | Add +11.3% | 0.19% | +0.04 |
| WELL Welltower Inc. | Add +11.3% | 0.15% | +0.04 |
| MCK McKesson Corp. | Add +8.6% | 0.18% | +0.04 |
| SAP Sap SE-Sponsored ADR | Add +13.5% | 0.21% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,242 | $12.2B | NVDA, AAPL, GOOGL, MSFT, AMZN |
| Q1 2026 | 2,165 | $10.2B | NVDA, AAPL, MSFT, GOOGL, AMZN |
| Q4 2025 | 1,975 | $10.3B | NVDA, AAPL, MSFT, GOOGL, AMZN |
| Q3 2025 | 1,985 | $9.8B | NVDA, MSFT, AAPL, AMZN, GOOGL |
| Q2 2025 | 1,945 | $8.9B | NVDA, MSFT, AAPL, AMZN, META |
| Q1 2025 | 1,839 | $6.8B | AAPL, MSFT, NVDA, AMZN, META |
| Q4 2024 | 1,806 | $6.6B | AAPL, NVDA, MSFT, AMZN, GOOGL |
| Q3 2024 | 1,775 | $6.2B | AAPL, MSFT, NVDA, AMZN, META |
| Q2 2024 | 1,692 | $5.3B | MSFT, AAPL, NVDA, AMZN, GOOGL |
| Q1 2024 | 1,630 | $4.7B | MSFT, AAPL, NVDA, AMZN, GOOGL |