SEC 13F Intelligence

Managers / Q2 2025 · view latest →

Vanguard Personalized Indexing Management, LLC

CIK 0001767306 · Part of the Vanguard family · 1611 TELEGRAPH AVE, SUITE 1100, OAKLAND, CA, 94612 · 510-462-5230

Reported Value
$8.9B
Q2 2025
Positions
1,980
Filings on Record
29
2019–present window
Filed
Jul 25, 2025
original filing

Summary

Vanguard Personalized Indexing Management, Llc reported $8.9B in U.S.-listed holdings across 1,980 positions for Q2 2025.

Its largest position, NVDA, represents 6.2% of the portfolio.

Compared with Q1 2025, the fund opened 220 new positions and exited 114.

Reported Value by Quarter

13F Reported Value
Q1 ’20: $171MQ1 ’20Q2 ’20: $220MQ3 ’20: $356MQ4 ’20: $460MQ1 ’21: $661MQ1 ’21Q2 ’21: $955MQ3 ’21: $1.1BQ4 ’21: $1.7BQ1 ’22: $2.1BQ1 ’22Q2 ’22: $2.2BQ3 ’22: $2.2BQ4 ’22: $2.42TQ1 ’23: $2.9BQ1 ’23Q2 ’23: $3.3BQ3 ’23: $3.3BQ4 ’23: $3.9BQ1 ’24: $4.7BQ1 ’24Q2 ’24: $5.3BQ3 ’24: $6.2BQ4 ’24: $6.6BQ1 ’25: $6.8BQ1 ’25Q2 ’25: $8.9BQ3 ’25: $9.8BQ4 ’25: $10.3BQ1 ’26: $10.2BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 89.6%Other: 3.8%ADR: 3.7%REIT: 1.8%ETP: 0.9%Other: 0.1%
  • Common Stock · 89.6% · $7.9B
  • Other · 3.8% · $339M
  • ADR · 3.7% · $327M
  • REIT · 1.8% · $159M
  • ETP · 0.9% · $82M
  • Other · 0.1% · $13M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2025

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$10.2B2,165May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$10.3B1,975Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$9.8B1,985Oct 31, 202513F-HRchanges · EDGAR ↗
Q2 2025$8.9B1,980Jul 25, 202513F-HRchanges · EDGAR ↗
Q1 2025$6.8B1,840May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$6.6B1,808Feb 10, 202513F-HRchanges · EDGAR ↗
Q3 2024$6.2B1,776Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$5.3B1,692Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$4.7B1,630May 9, 202413F-HRchanges · EDGAR ↗
Q4 2023$3.9B1,535Feb 8, 202413F-HRchanges · EDGAR ↗
Q3 2023$3.3B1,481Nov 8, 202313F-HRchanges · EDGAR ↗
Q2 2023$3.3B1,467Jul 28, 202313F-HRchanges · EDGAR ↗
Q1 2023$2.9B1,466May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$2.42T1,279Feb 10, 202313F-HRchanges · EDGAR ↗
Q3 2022$2.2B1,232Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$2.2B1,263Aug 12, 2022RESTATEMENTchanges · EDGAR ↗
Q1 2022$2.1B1,210May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.7B1,058Feb 23, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.1B976Nov 9, 202113F-HRchanges · EDGAR ↗
Q2 2021$955M896Aug 11, 2021RESTATEMENTchanges · EDGAR ↗
Q1 2021$661M724Apr 28, 202113F-HRchanges · EDGAR ↗
Q4 2020$460M557Jan 20, 2021RESTATEMENTchanges · EDGAR ↗
Q3 2020$356M470Oct 26, 202013F-HRchanges · EDGAR ↗
Q2 2020$220M350Jul 27, 202013F-HRchanges · EDGAR ↗
Q1 2020$171M269May 13, 202013F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.