Vanguard Personalized Indexing Management, LLC

CIK

1767306

Location

OAKLAND, CA

Portfolio Value

Large $12,152,770,864

Diversification

Diversified

Filing Date

Global Rank

#424 / 8,700 ▲ 40

Top Industry

Semiconductors 15.2%

Period ended 3 months ago

Filed Aug 11, 2026 · 34d

26 quarters · since Mar 2020

Portfolio Concentration

2,182 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.3%

−0.1 pts

Top 5

23.7%

−0.3 pts

Top 10

32.5%

+0.0 pts

HHI

158

Diversified+3

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	36.9%	$4,484,035,109	350
Financial Services	13.1%	$1,597,663,121	297
Industrials	9.3%	$1,131,087,757	297
Healthcare	9.1%	$1,103,436,827	316
Communication Services	8.9%	$1,087,210,887	95
Consumer Cyclical	8.9%	$1,085,824,636	236
Consumer Defensive	4.2%	$512,586,571	105
Energy	3.3%	$403,510,193	133
Basic Materials	2.2%	$262,486,790	137
Utilities	2.1%	$261,167,822	74
Real Estate	1.7%	$207,121,180	133
Unclassified	0.1%	$16,639,971	9

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
WIT	Wipro Ltd	+631,118	1,788,908	$4,025,043
LPL	LG Display Co., Ltd.	+366,590	978,827	$3,807,637
DFNS	T3 Defense Inc.	+321,330	338,041	$57,805
KLAC	Kla Corp	+218,312	242,115	$73,048,516
SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	+205,980	243,164	$1,405,487
GIS	General Mills Inc	+130,713	210,809	$7,336,153
BKNG	Booking Holdings Inc.	+124,039	129,078	$23,006,862
KEP	Korea Electric Power Corp	+114,621	328,473	$3,974,523
AAPL	Apple Inc.	+106,360	2,468,212	$714,201,824
CPB	CAMPBELL'S Co	+94,232	142,013	$3,162,629
NVDA	Nvidia Corp	+94,183	3,838,871	$768,119,698
INTC	Intel Corp	+87,734	538,159	$75,143,141
GPK	Graphic Packaging Holding Co	+81,681	133,030	$1,406,127
KT	Kt Corp	+80,241	174,149	$3,009,294
GOOGL	Alphabet Inc.	+78,843	1,806,266	$643,215,036
DVN	Devon Energy Corp/De	+78,640	225,599	$9,321,750
CVNA	Carvana Co.	+67,181	82,473	$5,428,372
TJX	Tjx Companies Inc /De/	+66,430	298,148	$45,169,422
AMZN	Amazon Com Inc	+62,732	1,460,229	$348,030,979
NOMD	Nomad Foods Ltd	+60,827	87,763	$961,004
RNW	ReNew Energy Global plc	+57,586	106,968	$668,550
SHG	Shinhan Financial Group Co Ltd	+52,270	156,865	$9,921,711
MUFG	Mitsubishi Ufj Financial Group Inc	+48,775	518,540	$10,313,760
PKX	Posco Holdings Inc.	+46,816	134,260	$6,898,278
SKM	Sk Telecom Co Ltd	+46,116	210,297	$6,763,151
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMCSA	Comcast Corp	−155,354	289,103	$7,097,478
PFE	Pfizer Inc	−100,965	497,582	$11,981,774
NVX	NOVONIX Ltd	−66,770	42,327	$19,470
WU	Western Union CO	−61,178	44,667	$343,935
DD	DuPont de Nemours, Inc.	−47,283	22,265	$3,020,024
HON	Honeywell International Inc	−44,391	44,515	$9,966,908
T	At&T Inc.	−44,293	949,954	$19,664,047
VB	Vanguard Morningstar Small-Cap ETF	−39,439	2,104	$637,764
VICI	Vici Properties Inc.	−38,216	73,834	$1,960,292
HLN	Haleon plc	−33,464	174,951	$1,632,292
NFLX	Netflix Inc	−32,412	701,797	$50,108,305
STLA	Stellantis N.V.	−30,963	60,000	$344,400
HCAT	Health Catalyst, Inc.	−27,935	18,119	$36,056
TRMB	Trimble Inc.	−25,769	25,631	$1,311,794
CAN	Canaan Inc.	−25,729	41,058	$11,783
PYPL	PayPal Holdings, Inc.	−24,619	77,122	$3,330,127
DEFT	Defi Technologies, Inc.	−22,536	30,465	$15,659
LIMN	Liminatus Pharma, Inc.	−21,558	13,148	$1,446
ALLO	Allogene Therapeutics, Inc.	−20,712	67,811	$141,046
DOCS	Doximity, Inc.	−20,699	13,570	$281,441
PEP	Pepsico Inc	−20,176	169,766	$22,986,316
GRAB	Grab Holdings Ltd	−19,256	93,524	$352,585
TNYA	Tenaya Therapeutics, Inc.	−19,068	34,871	$25,769
MDT	Medtronic plc	−18,253	107,336	$8,396,895
CMRC	Commerce.com, Inc.	−18,183	10,435	$30,887
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	44,382	$9,811,972
FDXF	FedEx Freight Holding Company, Inc.	20,915	$3,158,165
MXL	Maxlinear, Inc	8,603	$1,101,442
VGNT	Versigent PLC	24,315	$1,021,473
SPCX	Space Exploration Technologies Corp	5,845	$998,676
ICHR	Ichor Holdings, Ltd.	5,452	$612,150
VSH	Vishay Intertechnology Inc	11,249	$604,971
OUST	Ouster, Inc.	9,168	$573,183
BLKB	Blackbaud Inc	18,600	$550,932
LQDA	Liquidia Corp	6,214	$495,442
LGIH	LGI Homes, Inc.	7,429	$473,078
ACMR	ACM Research, Inc.	3,718	$471,777
SARO	StandardAero, Inc.	14,815	$443,116
VCYT	Veracyte, Inc.	7,378	$433,309
KLAR	Klarna Group plc	21,152	$428,116
TVTX	Travere Therapeutics, Inc.	7,273	$413,179
PENG	Penguin Solutions, Inc.	5,411	$411,290
AMSF	Amerisafe Inc	11,454	$387,488
PRK	Park National Corp /Oh/	2,079	$380,436
GTX	Garrett Motion Inc.	9,904	$358,821
ALGT	Allegiant Travel CO	3,034	$356,798
SEZL	Sezzle Inc.	2,054	$352,528
DFH	Dream Finders Homes, Inc.	20,044	$345,959
GEO	Geo Group Inc	11,707	$345,941
LTH	Life Time Group Holdings, Inc.	8,228	$336,031
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	165,209	$23,680,457
FNDA	Schwab Fundamental U.S. Small Company ETF	295,179	$7,955,339
VEU	Vanguard FTSE All-World Ex-US ETF	137,259	$7,556,461
—		14,393	$1,901,315
DCOR	Dimensional US Core Equity 1 ETF	37,068	$1,615,358
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	11,292	$1,521,805
EDV	Vanguard World Funds Extended Duration ETF	11,079	$1,504,378
PHI	PLDT Inc.	31,420	$661,076
WAY	Waystar Holding Corp.	16,540	$398,779
SAM	Boston Beer Co Inc	1,643	$378,547
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	1,553	$363,448
OLED	Universal Display Corp \Pa\	3,872	$354,907
WIX	Wix.com Ltd.	3,808	$342,986
BNDW	Vanguard Total World Bond ETF	3,060	$335,651
SHAK	Shake Shack Inc.	3,596	$318,138
SITE	SiteOne Landscape Supply, Inc.	2,278	$303,224
DMC	Del Monte Corp	7,383	$297,239
CWI	State Street SPDR MSCI ACWI ex-US ETF	4,452	$294,366
CALX	Calix, Inc	5,568	$272,776
EYE	National Vision Holdings, Inc.	10,240	$265,216
PATK	Patrick Industries Inc	2,360	$262,125
SLVM	Sylvamo Corp	5,882	$248,455
ATRC	AtriCure, Inc.	8,635	$246,356
CRSP	CRISPR Therapeutics AG	5,073	$241,322
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	2,834	$239,926
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2,182 tracked positions · $12,152,770,864 total · filing declares 2,242 positions · $12,191,276,528 · as of Jun 30, 2026

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

Showing 1–50 of 2,182 positions by value · page 1 of 44

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	3,838,871	+94,183	$768,119,698	+17.6%	6.32%
AAPL	Apple Inc. Technology	Added	2,468,212	+106,360	$714,201,824	+19.1%	5.88%
GOOGL	Alphabet Inc. Communication Services	Added	1,806,266	+78,843	$643,215,036	+29.6%	5.29%
MSFT	Microsoft Corp Technology	Added	1,106,284	+4,712	$412,666,057	+1.2%	3.40%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,460,229	+62,732	$348,030,979	+19.6%	2.86%
AVGO	Broadcom Inc. Technology	Added	834,264	+27,468	$315,143,226	+26.2%	2.59%
MU	Micron Technology Inc Technology	Added	180,196	+16,369	$207,998,440	+275.8%	1.71%
META	Meta Platforms, Inc. Communication Services	Reduced	325,106	-5,024	$183,128,958	−3.0%	1.51%
LLY	ELI LILLY & Co Healthcare	Added	151,203	+10,133	$181,357,429	+39.8%	1.49%
JPM	Jpmorgan Chase & Co Financial Services	Added	542,873	+40,408	$177,698,619	+20.2%	1.46%
TSLA	Tesla, Inc. Consumer Cyclical	Added	414,776	+20,753	$174,454,785	+19.1%	1.44%
AMD	Advanced Micro Devices Inc Technology	Added	254,343	+23,000	$147,750,392	+213.9%	1.22%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	248,946	+8,651	$128,311,836	+10.1%	1.06%
V	Visa Inc. Financial Services	Added	316,085	+29,213	$108,445,602	+25.1%	0.89%
AMAT	Applied Materials Inc /De Technology	Added	145,211	+1,635	$104,987,553	+113.9%	0.86%
LRCX	Lam Research Corp Technology	Added	231,375	+7,737	$100,261,728	+109.8%	0.83%
JNJ	Johnson & Johnson Healthcare	Added	364,217	+19,904	$92,500,191	+9.9%	0.76%
CAT	Caterpillar Inc Industrials	Added	84,762	+3,632	$90,263,053	+57.0%	0.74%
WMT	Walmart Inc. Consumer Defensive	Reduced	786,348	-2,356	$89,061,774	−9.1%	0.73%
APH	Amphenol Corp /De/ Technology	Added	245,093	+12,800	$86,429,595	+47.2%	0.71%
CSCO	Cisco Systems, Inc. Technology	Added	700,256	+32,505	$82,252,069	+58.8%	0.68%
ABBV	AbbVie Inc. Healthcare	Added	323,012	+17,688	$81,282,739	+22.4%	0.67%
XOM	ExxonMobil Holdings Corp Energy	Added	578,686	+8,381	$79,117,949	−18.2%	0.65%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	159,102	+26,747	$75,982,342	+69.9%	0.63%
INTC	Intel Corp Technology	Added	538,159	+87,734	$75,143,141	+278.0%	0.62%
KLAC	Kla Corp Technology	Added	242,115	+218,312	$73,048,516	+108.4%	0.60%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	75,026	-3,579	$70,184,572	−10.4%	0.58%
MA	Mastercard Inc Financial Services	Added	136,170	+889	$69,936,912	+3.5%	0.58%
GE	General Electric Co Industrials	Added	159,486	+4,690	$59,604,702	+35.7%	0.49%
UNH	Unitedhealth Group Inc Healthcare	Added	134,704	+30,030	$55,987,023	+97.7%	0.46%
GS	Goldman Sachs Group Inc Financial Services	Added	54,465	+4,082	$55,084,267	+29.2%	0.45%
MRK	Merck & Co., Inc. Healthcare	Added	425,518	+15,660	$54,679,063	+10.9%	0.45%
BAC	Bank Of America Corp /De/ Financial Services	Added	947,094	+7,399	$53,965,416	+17.8%	0.44%
HD	Home Depot, Inc. Consumer Cyclical	Added	147,471	+5,393	$52,010,072	+11.3%	0.43%
GEV	GE Vernova Inc. Industrials	Added	43,977	+699	$51,666,818	+36.8%	0.43%
NFLX	Netflix Inc Communication Services	Reduced	701,797	-32,412	$50,108,305	−29.0%	0.41%
SNDK	Sandisk Corp Technology	Added	21,070	+5,093	$47,907,491	+372.0%	0.39%
ORCL	Oracle Corp Technology	Added	325,428	+30,477	$47,691,473	+9.9%	0.39%
KO	Coca Cola Co Consumer Defensive	Added	583,394	+24,352	$47,412,430	+11.5%	0.39%
ASML	Asml Holding NV Technology	Added	23,608	+2,202	$46,966,697	+66.1%	0.39%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	298,148	+66,430	$45,169,422	+22.1%	0.37%
MS	Morgan Stanley Financial Services	Added	214,934	+10,732	$44,929,803	+33.7%	0.37%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	302,505	+10,374	$44,359,333	+5.1%	0.37%
PANW	Palo Alto Networks Inc Technology	Added	128,750	+16,491	$43,906,325	+144.0%	0.36%
TXN	Texas Instruments Inc Technology	Added	144,337	+26,988	$43,022,529	+88.8%	0.35%
RTX	RTX Corp Industrials	Added	224,544	+4,288	$42,602,733	+0.3%	0.35%
WDC	Western Digital Corp Technology	Added	65,892	+2,708	$42,086,538	+146.3%	0.35%
STX	Seagate Technology Holdings plc Technology	Added	41,574	+1,127	$40,118,910	+153.2%	0.33%
GLW	Corning Inc /Ny Technology	Added	154,382	+2,052	$39,433,794	+90.4%	0.32%
CVX	Chevron Corp Energy	Added	237,649	+1,588	$39,392,698	−19.3%	0.32%

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.