Vanguard Personalized Indexing Management, LLC

CIK

1767306

Location

OAKLAND, CA

Portfolio Value

Mid $9,793,880,523

Diversification

Diversified

Filing Date

Global Rank

#419 / 8,603 ▲ 10 · as of Mar 2026

Top Industry

Semiconductors 12.3%

3Y Alpha vs SPY

-2.1%

Period ended 3 months ago

Filed May 14, 2026 · 56d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+66.6%

SPY

+76.0%

Annualised alpha

-2.2%

Max drawdown

−19.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

6.7%

−0.2 pts

Top 5

23.3%

−2.5 pts

Top 10

32.2%

−3.4 pts

HHI

153

Diversified−26

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.5%	$3,178,253,042	337
Financial Services	14.1%	$1,379,384,621	285
Healthcare	10.0%	$983,057,052	313
Consumer Cyclical	9.7%	$946,124,815	229
Industrials	9.6%	$936,681,197	275
Communication Services	8.2%	$804,515,434	87
Consumer Defensive	5.1%	$498,487,689	105
Energy	3.6%	$352,871,837	125
Basic Materials	2.6%	$256,835,951	132
Utilities	2.6%	$254,220,926	70
Real Estate	2.0%	$192,611,036	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
NFLX	Netflix Inc	+31,139	734,209	$70,594,195
KOS	Kosmos Energy Ltd.	+31,038	47,175	$131,146
INVZ	Innoviz Technologies Ltd.	+30,493	59,979	$37,966
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
QNCX	Quince Therapeutics, Inc.	132,661	$2,679,752
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
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
SNEX	StoneX Group Inc.	5,084	$410,024
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
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
FUBO	FuboTV Inc.	24,986	$755,576
NGD	New Gold Inc. /FI	84,858	$739,113
TGNA	TEGNA INC	32,065	$622,381
WLDS	Wearable Devices Ltd.	42,406	$435,085
WGRX	Wellgistics Health, Inc.	18,173	$363,460
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
ADV	Advantage Solutions Inc.	12,726	$279,972
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
FEMY	Femasys Inc	21,073	$242,760
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
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2,092 positions · $9,793,880,523 total · 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%	6.67%
AAPL	Apple Inc. Technology	Added	2,361,852	+43,045	$599,414,419	−4.9%	6.12%
MSFT	Microsoft Corp Technology	Reduced	1,101,572	-36,697	$407,768,907	−25.9%	4.16%
GOOGL	Alphabet Inc. Communication Services	Added	1,165,417	+21,436	$335,127,312	−6.4%	3.42%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,397,497	+5,972	$291,056,700	−9.4%	2.97%
AVGO	Broadcom Inc. Technology	Added	806,796	+13,426	$249,711,429	−9.1%	2.55%
META	Meta Platforms, Inc. Communication Services	Added	330,130	+7,434	$188,877,276	−11.3%	1.93%
JPM	Jpmorgan Chase & Co Financial Services	Added	502,465	+18,917	$147,805,104	−5.1%	1.51%
TSLA	Tesla, Inc. Consumer Cyclical	Added	394,023	+632	$146,478,050	−17.2%	1.50%
LLY	ELI LILLY & Co Healthcare	Added	141,070	+7,253	$129,751,953	−9.8%	1.32%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	240,293	+11,736	$115,148,405	+0.2%	1.18%
WMT	Walmart Inc. Consumer Defensive	Added	788,704	+25,645	$98,020,133	+15.3%	1.00%
V	Visa Inc. Financial Services	Added	286,872	+11,385	$86,704,193	−10.3%	0.89%
JNJ	Johnson & Johnson Healthcare	Added	344,313	+19,196	$84,163,869	+25.1%	0.86%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	78,605	+9,408	$78,324,380	+31.3%	0.80%
NFLX	Netflix Inc Communication Services	Added	734,209	+31,139	$70,594,195	+7.1%	0.72%
MA	Mastercard Inc Financial Services	Reduced	135,281	-171	$67,594,504	−12.6%	0.69%
ABBV	AbbVie Inc. Healthcare	Added	305,324	+11,790	$66,404,916	−1.0%	0.68%
CAT	Caterpillar Inc Industrials	Added	81,130	+4,255	$57,477,359	+30.5%	0.59%
MU	Micron Technology Inc Technology	Added	163,827	+7,766	$55,347,313	+24.3%	0.57%
CSCO	Cisco Systems, Inc. Technology	Added	667,751	+15,986	$51,810,800	+3.2%	0.53%
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%	0.50%
CVX	Chevron Corp Energy	Added	236,061	+13,628	$48,841,020	+44.1%	0.50%
LRCX	Lam Research Corp Technology	Added	223,638	+8,089	$47,782,495	+29.5%	0.49%
AMD	Advanced Micro Devices Inc Technology	Added	231,343	+4,629	$47,062,106	−3.1%	0.48%
HD	Home Depot, Inc. Consumer Cyclical	Added	142,078	+3,801	$46,728,033	−1.8%	0.48%
BAC	Bank Of America Corp /De/ Financial Services	Added	939,695	+6,391	$45,810,131	−10.8%	0.47%
PLTR	Palantir Technologies Inc. Technology	Reduced	311,517	-3,868	$45,568,706	−18.7%	0.47%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	132,355	+14,590	$44,729,372	+25.0%	0.46%
GE	General Electric Co Industrials	Added	154,796	+9,291	$43,926,460	−2.0%	0.45%
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%	0.44%
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%	0.43%
GEV	GE Vernova Inc. Industrials	Added	43,278	+3,081	$37,777,366	+43.8%	0.39%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	231,718	+13,988	$37,005,364	+10.6%	0.38%
MCD	Mcdonalds Corp Consumer Cyclical	Added	116,013	+6,929	$36,055,680	+8.1%	0.37%
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%	0.32%
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%
C	Citigroup Inc Financial Services	Added	256,379	+11,805	$29,075,942	+1.9%	0.30%
T	At&T Inc. Communication Services	Added	994,247	+87,006	$28,823,220	+27.9%	0.29%