Vanguard Personalized Indexing Management, LLC Incresed Positions in Q3 2025

Vanguard Personalized Indexing Management, LLC

  • $9.45 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
3.1K
+ 2.37%
$550.18 - $598.96 $1.7M - $1.85M
134K $76M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.26K
+ 38.4%
$617.65 - $666.84 $2.01M - $2.17M
11.7K $7.82M
DHI
Horton D R Inc

Consumer Cyclical
4K
+ 8.98%
$129.82 - $184.04 $520K - $737K
48.6K $8.23M
SHOP
Shopify Inc.

Technology
4.05K
+ 7.33%
$112.11 - $157.12 $454K - $636K
59.3K $8.81M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.93K
+ 14.86%
$103.83 - $179.9 $408K - $707K
30.4K $5.43M
CDNS
Cadence Design Systems Inc

Technology
1.36K
+ 3.06%
$309.46 - $373.37 $419K - $506K
45.6K $16M
MPC
Marathon Petroleum Corp

Energy
3.28K
+ 5.0%
$158.59 - $198.69 $520K - $652K
69K $13.3M
VLO
Valero Energy Corp

Energy
3.29K
+ 6.69%
$131.77 - $175.63 $434K - $578K
52.5K $8.94M
WELL
Welltower Inc.

Real Estate
1.97K
+ 2.59%
$150.71 - $178.14 $296K - $350K
77.9K $13.9M
LHX
L3 Harris Technologies, Inc.

Industrials
2.31K
+ 8.44%
$252.18 - $305.41 $582K - $705K
29.6K $9.05M
NEE
Nextera Energy Inc

Utilities
5.51K
+ 1.89%
$69.77 - $77.54 $384K - $427K
297K $22.4M
XYL
Xylem Inc.

Industrials
8.96K
+ 18.96%
$129.67 - $147.5 $1.16M - $1.32M
56.2K $8.29M
WFC
Wells Fargo & Company

Financial Services
8.8K
+ 2.28%
$77.05 - $85.16 $678K - $749K
395K $33.1M
RBLX
Roblox Corp

Communication Services
4.16K
+ 8.88%
$100.65 - $141.56 $418K - $588K
51K $7.06M
IDXX
Idexx Laboratories Inc

Healthcare
994
+ 7.0%
$514.61 - $682.78 $512K - $679K
15.2K $9.7M
EBAY
Ebay Inc

Consumer Cyclical
199
+ 0.16%
$75.33 - $100.77 $15K - $20.1K
125K $11.4M
MO
Altria Group, Inc.

Consumer Defensive
2.48K
+ 0.97%
$57.75 - $67.68 $143K - $168K
258K $17M
EA
Electronic Arts Inc.

Communication Services
1.56K
+ 3.86%
$147.79 - $202.05 $231K - $316K
42K $8.48M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
595
+ 4.44%
$311.12 - $482.13 $185K - $287K
14K $6.38M
MDT
Medtronic PLC

Healthcare
10.7K
+ 8.93%
$87.67 - $95.74 $939K - $1.03M
131K $12.5M
AZO
Autozone Inc

Consumer Cyclical
41
+ 1.32%
$3649.42 - $4354.54 $150K - $179K
3.14K $13.5M
BHP
Bhp Group LTD

Basic Materials
22.4K
+ 24.44%
$48.67 - $56.22 $1.09M - $1.26M
114K $6.35M
MPWR
Monolithic Power Systems Inc

Technology
242
+ 2.69%
$711.24 - $922.81 $172K - $223K
9.24K $8.51M
AFL
Aflac Inc

Financial Services
11.6K
+ 12.41%
$98.09 - $111.7 $1.14M - $1.3M
105K $11.7M
UBS
Ubs Group Ag

Financial Services
13.8K
+ 7.62%
$33.77 - $42.38 $466K - $585K
195K $7.99M
CAG
Conagra Brands Inc.

Consumer Defensive
112K
+ 103.96%
$18.04 - $21.14 $2.02M - $2.36M
219K $4.01M
ITT
Itt Inc.

Industrials
6.06K
+ 18.21%
$155.93 - $182.88 $944K - $1.11M
39.3K $7.03M
AXP
American Express CO

Financial Services
2.2K
+ 2.7%
$294.27 - $342.31 $649K - $754K
84K $27.9M
NVS
Novartis Ag

Healthcare
6.92K
+ 5.51%
$113.5 - $129.73 $786K - $898K
133K $17M
PLD
Prologis, Inc.

Real Estate
9.5K
+ 13.52%
$104.08 - $115.35 $988K - $1.1M
79.7K $9.13M
SPG
Simon Property Group Inc

Real Estate
2.51K
+ 5.42%
$159.93 - $187.67 $401K - $470K
48.8K $9.15M
HSBC
Hsbc Holdings PLC

Financial Services
7.2K
+ 6.12%
$60.27 - $70.98 $434K - $511K
125K $8.86M
DUK
Duke Energy Corp

Utilities
8.09K
+ 6.7%
$116.31 - $125.93 $941K - $1.02M
129K $15.9M
SAN
Banco Santander, S.A.

Financial Services
11.7K
+ 1.64%
$8.27 - $10.48 $96.7K - $123K
725K $7.6M
AZN
Astrazeneca PLC

Healthcare
10.8K
+ 8.73%
$68.72 - $82.11 $741K - $885K
134K $10.3M
PH
Parker Hannifin Corp

Industrials
808
+ 4.63%
$697.13 - $769.67 $563K - $622K
18.3K $13.9M
IQV
Iqvia Holdings Inc.

Healthcare
3.88K
+ 14.38%
$157.68 - $200.82 $611K - $778K
30.8K $5.86M
CBRE
Cbre Group, Inc.

Real Estate
4.49K
+ 9.07%
$137.04 - $165.9 $615K - $745K
54K $8.51M
PFE
Pfizer Inc

Healthcare
36.9K
+ 7.32%
$23.29 - $25.88 $860K - $956K
541K $13.8M
RY
Royal Bank Of Canada

Financial Services
5.6K
+ 11.88%
$128.46 - $148.6 $719K - $832K
52.7K $7.76M
MCD
Mcdonalds Corp

Consumer Cyclical
1.05K
+ 1.0%
$291.67 - $316.99 $307K - $334K
106K $32.3M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
25.4K
+ 5.26%
$13.29 - $16.05 $338K - $408K
509K $8.11M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
8.2K
+ 2.51%
$14.73 - $19.31 $121K - $158K
335K $6.45M
FIX
Comfort Systems Usa Inc

Industrials
252
+ 6.07%
$521.66 - $825.18 $131K - $208K
4.4K $3.63M
PHM
Pultegroup Inc

Consumer Cyclical
905
+ 1.93%
$108.0 - $141.42 $97.7K - $128K
47.9K $6.32M
BKR
Baker Hughes CO

Energy
3.32K
+ 2.88%
$38.68 - $50.55 $128K - $168K
118K $5.77M
BDX
Becton Dickinson & CO

Healthcare
5.51K
+ 25.62%
$172.41 - $199.66 $949K - $1.1M
27K $5.05M
IX
Orix Corp

Financial Services
26.4K
+ 14.56%
$22.28 - $27.06 $588K - $715K
208K $5.43M
GMAB
Genmab A/S

Healthcare
26.6K
+ 50.44%
$20.3 - $30.67 $539K - $815K
79.3K $2.43M
Activity Summary
Buys All Purchases 1264 New Holdings 125 Increased Positions 1139 Sells All Sells 689 Reductions 689 Sold out 0 Options Calls 0 Puts 0
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