Vanguard Personalized Indexing Management, LLC

13F Filings History

Latest 13F report
Q2 2025 - Jul 25, 2025
Value $
$8.86B
Signature - Title
Marc Stewart - Chief Compliance Officer
Location
Oakland, CA
Summary
This page shows a list of all the recent 13F filings made by Vanguard Personalized Indexing Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Vanguard Personalized Indexing Management, LLC reported 1945 stock holdings with total value $8.86B as of Q2 2025. Top holdings included NVDA, MSFT, AAPL, AMZN, and META.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 1,945 $8.86B +$1.43B -$59.4M +$1.37B NVDA, MSFT, AAPL, AMZN, META 13F-HR 7/25/2025, 09:54 AM
Q1 2025 1,839 $6.78B +$539M -$64.7M +$474M AAPL, MSFT, NVDA, AMZN, META 13F-HR 5/13/2025, 06:14 PM
Q4 2024 1,806 $6.62B +$478M -$145M +$333M AAPL, NVDA, MSFT, AMZN, GOOGL 13F-HR 2/10/2025, 01:44 PM
Q3 2024 1,775 $6.21B +$721M -$56.8M +$665M AAPL, MSFT, NVDA, AMZN, META 13F-HR 11/12/2024, 09:34 AM
Q2 2024 1,692 $5.23B +$833M -$50.5M +$783M MSFT, AAPL, NVDA, AMZN, GOOGL 13F-HR 8/12/2024, 09:18 AM
Q1 2024 1,624 $4.66B +$499M -$107M +$392M MSFT, AAPL, NVDA, AMZN, GOOGL 13F-HR 5/9/2024, 02:28 PM
Q4 2023 24 $43.6M $0 $0 RTX, TGT, TRV, FTNT, TTE New Holdings 6/4/2024, 09:37 AM
Q4 2023 1,558 $3.9B +$368M -$192M +$176M AAPL, MSFT, AMZN, NVDA, GOOGL 13F-HR 2/7/2024, 06:04 PM
Q3 2023 1,576 $3.35B +$269M -$72.6M +$196M AAPL, MSFT, NVDA, AMZN, GOOGL 13F-HR 11/8/2023, 03:44 PM
Q2 2023 1,466 $3.26B +$251M -$67.8M +$184M AAPL, MSFT, NVDA, AMZN, GOOGL 13F-HR 7/28/2023, 01:38 PM
Q1 2023 1,466 $2.88B +$416M -$87.2M +$329M AAPL, MSFT, AMZN, NVDA, GOOGL 13F-HR 5/10/2023, 05:01 PM
Q4 2022 1,279 $2.42B +$235M -$133M +$101M AAPL, MSFT, AMZN, GOOGL, UNH 13F-HR 2/10/2023, 08:21 AM
Q3 2022 1,231 $2.21B +$313M -$39.9M +$273M AAPL, MSFT, AMZN, TSLA, GOOGL 13F-HR 11/14/2022, 07:04 AM
Q2 2022 1,262 $2.16B +$555M -$39.6M +$515M AAPL, MSFT, AMZN, GOOGL, GOOG Restatement 8/12/2022, 04:52 PM
Q1 2022 1,210 $2.07B +$553M -$120M +$433M AAPL, MSFT, AMZN, GOOGL, TSLA 13F-HR 5/16/2022, 02:29 PM
Q4 2021 1,055 $1.69B +$534M -$22.7M +$511M AAPL, MSFT, AMZN, GOOGL, TSLA 13F-HR 2/23/2022, 01:13 PM
Q3 2021 976 $1.11B +$236M -$75.2M +$161M AAPL, MSFT, AMZN, GOOGL, META 13F-HR 11/8/2021, 05:53 PM
Q2 2021 896 $955M +$323M -$74.7M +$249M AAPL, MSFT, AMZN, GOOGL, META Restatement 8/10/2021, 06:16 PM
Q1 2021 722 $660M +$193M -$12.1M +$181M AAPL, MSFT, AMZN, GOOGL, META 13F-HR 4/28/2021, 01:30 PM
Q4 2020 557 $460M +$83M -$13.8M +$69.2M AAPL, MSFT, AMZN, GOOGL, VEA Restatement 1/19/2021, 07:59 PM
Q3 2020 468 $355M +$134M -$2.28M +$132M AAPL, MSFT, AMZN, GOOGL, VEA 13F-HR 10/26/2020, 04:52 PM
Q2 2020 350 $220M +$69.9M -$23.4M +$46.5M MSFT, AAPL, AMZN, GOOGL, JNJ 13F-HR 7/27/2020, 05:13 PM
Q1 2020 269 $171M MSFT, AAPL, SCHE, CHT, JNJ 13F-HR 5/12/2020, 06:24 PM