Vanguard Personalized Indexing Management, LLC

CIK

1767306

Location

OAKLAND, CA

Portfolio Value

Mid $9,946,168,930

Diversification

Diversified

Filing Date

Global Rank

#417 / 8,623 ▲ 9 · as of Mar 2026

Top Industry

Semiconductors 12.1%

3Y Alpha vs SPY

-0.4%

Period ended 4 months ago

Filed May 14, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+65.7%

SPY

+67.9%

Annualised alpha

-0.5%

Max drawdown

−19.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

2,092 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.6%

−0.2 pts

Top 5

23.0%

−2.5 pts

Top 10

31.7%

−3.5 pts

HHI

149

Diversified−26

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.3%	$3,215,070,552	337
Financial Services	13.9%	$1,380,684,300	285
Healthcare	9.9%	$980,142,584	314
Consumer Cyclical	9.8%	$970,027,915	229
Industrials	9.4%	$939,114,168	275
Communication Services	8.1%	$804,398,972	87
Consumer Defensive	5.0%	$498,487,689	105
Energy	4.5%	$449,303,485	125
Utilities	2.6%	$255,128,513	70
Basic Materials	2.5%	$250,506,431	131
Real Estate	1.9%	$192,467,398	128
Unclassified	0.1%	$10,836,923	6

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
LPL	LG Display Co., Ltd.	+168,097	612,237	$2,375,479
NVDA	Nvidia Corp	+107,490	3,744,688	$653,073,587
T	At&T Inc.	+87,006	994,247	$28,823,220
FITB	Fifth Third Bancorp	+75,428	194,598	$9,041,023
PFE	Pfizer Inc	+71,903	598,547	$16,807,199
PLUG	Plug Power Inc	+65,908	109,688	$247,894
OWL	Blue Owl Capital Inc.	+63,891	107,692	$983,227
HBAN	Huntington Bancshares Inc /Md/	+62,484	251,121	$3,930,043
NVX	NOVONIX Ltd	+61,688	109,097	$75,276
CMCSA	Comcast Corp	+56,794	444,457	$12,760,360
COTY	Coty Inc.	+54,646	99,155	$199,301
CDE	Coeur Mining, Inc.	+52,897	114,657	$2,152,111
SKM	Sk Telecom Co Ltd	+52,872	164,181	$4,808,861
VZ	Verizon Communications Inc	+52,798	455,385	$22,860,327
SM	SM Energy Co	+47,582	70,645	$2,202,711
BDN	Brandywine Realty Trust	+46,175	64,329	$174,331
AAPL	Apple Inc.	+43,045	2,361,852	$599,414,419
KO	Coca Cola Co	+42,558	559,042	$42,515,144
ABEV	Ambev S.A.	+38,440	132,603	$387,200
INTC	Intel Corp	+35,247	450,425	$19,877,255
PKX	Posco Holdings Inc.	+35,227	87,444	$5,114,599
DEFT	Defi Technologies, Inc.	+34,281	53,001	$29,309
XOM	ExxonMobil Holdings Corp	+33,154	570,305	$96,757,946
NFLX	Netflix Inc	+31,139	734,209	$70,594,195
KOS	Kosmos Energy Ltd.	+31,038	47,175	$131,146
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WIT	Wipro Ltd	−285,051	1,157,790	$2,454,514
PSKY	Paramount Skydance Corp	−151,483	64,336	$580,310
EPD	Enterprise Products Partners L.P.	−123,865	27,730	$1,049,303
MFG	Mizuho Financial Group Inc	−93,305	630,955	$5,009,782
LYG	Lloyds Banking Group plc	−88,753	762,631	$3,836,033
INFY	Infosys Ltd	−72,715	160,841	$2,172,961
SAN	Banco Santander, S.A.	−69,371	657,990	$7,422,127
NMR	Nomura Holdings Inc	−61,055	351,457	$2,772,995
CAG	Conagra Brands Inc.	−60,381	162,599	$2,556,056
IX	Orix Corp	−46,666	134,695	$4,039,503
RNW	ReNew Energy Global plc	−44,213	49,382	$226,169
SONY	Sony Group Corp	−43,331	313,983	$6,499,448
VOD	Vodafone Group Public Ltd Co	−42,400	101,309	$1,521,661
HMC	Honda Motor Co Ltd	−39,722	61,238	$1,488,695
FLO	Flowers Foods Inc	−39,053	95,087	$774,959
MSFT	Microsoft Corp	−36,697	1,101,572	$407,768,907
MUFG	Mitsubishi Ufj Financial Group Inc	−36,389	469,765	$7,971,912
DB	Deutsche Bank Aktiengesellschaft	−33,721	126,727	$3,773,930
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	−30,628	300,405	$6,506,772
HAFN	Hafnia Ltd	−28,520	86,236	$655,393
SMFG	Sumitomo Mitsui Financial Group, Inc.	−27,409	200,534	$3,960,546
ERIC	Ericsson Lm Telephone Co	−26,184	176,543	$1,989,639
NXDR	Nextdoor Holdings, Inc.	−25,499	41,438	$58,013
ING	Ing Groep NV	−25,294	168,425	$4,387,471
CTSH	Cognizant Technology Solutions Corp	−24,783	60,081	$3,685,969
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	69,697	$13,745,642
PNFP	Pinnacle Financial Partners, Inc.	28,264	$2,434,660
AMCR	Amcor plc	28,469	$1,131,642
SUNB	Sunbelt Rentals Holdings, Inc.	14,088	$916,987
QGEN	Qiagen N.V.	19,819	$793,552
AIR	Aar Corp	7,023	$768,737
TRMK	Trustmark Corp	16,441	$692,823
SNEX	StoneX Group Inc.	5,084	$615,036
AAOI	Applied Optoelectronics, Inc.	6,007	$508,132
VSNT	Versant Media Group, Inc.	13,471	$498,696
FRME	First Merchants Corp	12,739	$493,381
UCTT	Ultra Clean Holdings, Inc.	7,490	$465,728
SSRM	Ssr Mining Inc.	15,469	$454,788
TENB	Tenable Holdings, Inc.	26,760	$452,779
LRN	Stride, Inc.	4,998	$440,673
VSAT	Viasat Inc	9,613	$440,275
VIK	Viking Holdings Ltd	5,923	$435,222
PRAX	Praxis Precision Medicines, Inc.	1,344	$433,023
TTAN	ServiceTitan, Inc.	6,526	$414,139
ITGR	Integer Holdings Corp	4,685	$412,280
ACHC	Acadia Healthcare Company, Inc.	17,452	$408,202
BRZE	Braze, Inc.	17,041	$402,338
WAY	Waystar Holding Corp.	16,540	$398,779
TWST	Twist Bioscience Corp	8,357	$397,124
BMNR	Bitmine Immersion Technologies, Inc.	19,932	$394,254
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
EXAS	EXACT SCIENCES CORP	16,492	$1,674,927
NGD	New Gold Inc. /FI	84,858	$739,113
TGNA	TEGNA INC	32,065	$622,381
GLOB	Globant S.A.	5,315	$347,441
BRKR	Bruker Corp	7,090	$334,009
ROOT	Root, Inc.	4,616	$333,413
FTS	Fortis Inc.	6,198	$321,924
BETA	BETA Technologies, Inc.	10,293	$290,365
ZG	Zillow Group, Inc.	4,201	$286,634
TU	Telus Corp	21,134	$278,334
CXT	Crane NXT, Co.	5,885	$277,006
IPX	IPERIONX Ltd	7,621	$275,765
WHR	Whirlpool Corp /De/	3,628	$261,723
AGYS	Agilysys Inc	2,096	$249,088
LGIH	LGI Homes, Inc.	5,658	$243,067
HHH	Howard Hughes Holdings Inc.	3,025	$241,304
HNI	Hni Corp	5,736	$241,141
NSIT	Insight Enterprises Inc	2,904	$236,588
ATAT	Atour Lifestyle Holdings Ltd	5,962	$234,902
DIN	Dine Brands Global, Inc.	7,076	$227,422
INSP	Inspire Medical Systems, Inc.	2,441	$225,133
DOO	BRP Inc.	3,075	$217,587
VTS	Vitesse Energy, Inc.	10,769	$207,410
FG	F&G Annuities & Life, Inc.	6,608	$203,856
FOR	Forestar Group Inc.	8,190	$201,719
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2,092 tracked positions · $9,946,168,930 total · filing declares 2,165 positions · $10,188,475,632 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 2,092 positions by value · page 1 of 42

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	3,744,688	+107,490	$653,073,587	−3.7%	6.57%
AAPL	Apple Inc. Technology	Added	2,361,852	+43,045	$599,414,419	−4.9%	6.03%
MSFT	Microsoft Corp Technology	Reduced	1,101,572	-36,697	$407,768,907	−25.9%	4.10%
GOOGL	Alphabet Inc. Communication Services	Added	1,165,417	+21,436	$335,127,312	−6.4%	3.37%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,397,497	+5,972	$291,056,700	−9.4%	2.93%
AVGO	Broadcom Inc. Technology	Added	806,796	+13,426	$249,711,429	−9.1%	2.51%
META	Meta Platforms, Inc. Communication Services	Added	330,130	+7,434	$188,877,276	−11.3%	1.90%
JPM	Jpmorgan Chase & Co Financial Services	Added	502,465	+18,917	$147,805,104	−5.1%	1.49%
TSLA	Tesla, Inc. Consumer Cyclical	Added	394,023	+632	$146,478,050	−17.2%	1.47%
LLY	ELI LILLY & Co Healthcare	Added	141,070	+7,253	$129,751,953	−9.8%	1.30%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	240,293	+11,736	$115,148,405	+0.2%	1.16%
WMT	Walmart Inc. Consumer Defensive	Added	788,704	+25,645	$98,020,133	+15.3%	0.99%
XOM	ExxonMobil Holdings Corp Energy	Added	570,305	+33,154	$96,757,946	+49.7%	0.97%
V	Visa Inc. Financial Services	Added	286,872	+11,385	$86,704,193	−10.3%	0.87%
JNJ	Johnson & Johnson Healthcare	Added	344,313	+19,196	$84,163,869	+25.1%	0.85%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	78,605	+9,408	$78,324,380	+31.3%	0.79%
NFLX	Netflix Inc Communication Services	Added	734,209	+31,139	$70,594,195	+7.1%	0.71%
MA	Mastercard Inc Financial Services	Reduced	135,281	-171	$67,594,504	−12.6%	0.68%
ABBV	AbbVie Inc. Healthcare	Added	305,324	+11,790	$66,404,916	−1.0%	0.67%
CAT	Caterpillar Inc Industrials	Added	81,130	+4,255	$57,477,359	+30.5%	0.58%
MU	Micron Technology Inc Technology	Added	163,827	+7,766	$55,347,313	+24.3%	0.56%
CSCO	Cisco Systems, Inc. Technology	Added	667,751	+15,986	$51,810,800	+3.2%	0.52%
MRK	Merck & Co., Inc. Healthcare	Added	409,858	+23,972	$49,301,818	+21.4%	0.50%
AMAT	Applied Materials Inc /De Technology	Added	143,576	+1,056	$49,072,841	+34.0%	0.49%
CVX	Chevron Corp Energy	Added	236,061	+13,628	$48,841,020	+44.1%	0.49%
LRCX	Lam Research Corp Technology	Added	223,638	+8,089	$47,782,495	+29.5%	0.48%
AMD	Advanced Micro Devices Inc Technology	Added	231,343	+4,629	$47,062,106	−3.1%	0.47%
HD	Home Depot, Inc. Consumer Cyclical	Added	142,078	+3,801	$46,728,033	−1.8%	0.47%
BAC	Bank Of America Corp /De/ Financial Services	Added	939,695	+6,391	$45,810,131	−10.8%	0.46%
PLTR	Palantir Technologies Inc. Technology	Reduced	311,517	-3,868	$45,568,706	−18.7%	0.46%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	132,355	+14,590	$44,729,372	+25.0%	0.45%
GE	General Electric Co Industrials	Added	154,796	+9,291	$43,926,460	−2.0%	0.44%
ORCL	Oracle Corp Technology	Added	294,951	+16,400	$43,390,241	−20.1%	0.44%
GS	Goldman Sachs Group Inc Financial Services	Added	50,383	+5,674	$42,623,514	+8.5%	0.43%
KO	Coca Cola Co Consumer Defensive	Added	559,042	+42,558	$42,515,144	+17.7%	0.43%
RTX	RTX Corp Industrials	Added	220,256	+7,312	$42,487,382	+8.8%	0.43%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	292,131	+17,835	$42,195,401	+7.3%	0.42%
GEV	GE Vernova Inc. Industrials	Added	43,278	+3,081	$37,777,366	+43.8%	0.38%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	231,718	+13,988	$37,005,364	+10.6%	0.37%
MCD	Mcdonalds Corp Consumer Cyclical	Added	116,013	+6,929	$36,055,680	+8.1%	0.36%
KLAC	Kla Corp Technology	Added	23,803	+1,157	$35,047,775	+27.4%	0.35%
PM	Philip Morris International Inc. Consumer Defensive	Added	210,157	+16,008	$34,747,358	+11.6%	0.35%
AMGN	Amgen Inc Healthcare	Added	96,029	+7,739	$33,787,803	+16.9%	0.34%
MS	Morgan Stanley Financial Services	Added	204,202	+6,804	$33,605,523	−4.1%	0.34%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	395,478	-17,033	$31,484,003	−18.1%	0.32%
NEE	Nextera Energy Inc Utilities	Added	333,286	+10,436	$30,955,603	+19.4%	0.31%
IBM	International Business Machines Corp Technology	Reduced	125,785	-6,243	$30,489,026	−22.0%	0.31%
GILD	Gilead Sciences, Inc. Healthcare	Added	213,031	+8,983	$29,690,130	+18.5%	0.30%
PEP	Pepsico Inc Consumer Defensive	Added	189,942	+14,887	$29,496,093	+17.4%	0.30%
APH	Amphenol Corp /De/ Technology	Reduced	232,293	-11,052	$29,350,220	−10.8%	0.30%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.