Vanguard Personalized Indexing Management, LLC

CIK
1767306
City
OAKLAND
State / Country
CA

Top Portfolio Positions

2,088 positions · $9,826,889,123 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
3,744,688 $653,073,587 6.65%
AAPL
Apple Inc.
Technology
2,361,852 $599,414,419 6.10%
MSFT
Microsoft Corp
Technology
1,101,572 $407,768,907 4.15%
GOOGL
Alphabet Inc.
Communication Services
1,165,417 $335,127,312 3.41%
AMZN
Amazon Com Inc
Consumer Cyclical
1,397,497 $291,056,700 2.96%
AVGO
Broadcom Inc.
Technology
806,796 $249,711,429 2.54%
META
Meta Platforms, Inc.
Communication Services
330,130 $188,877,276 1.92%
JPM
Jpmorgan Chase & Co
Financial Services
502,465 $147,805,104 1.50%
TSLA
Tesla, Inc.
Consumer Cyclical
394,023 $146,478,050 1.49%
LLY
ELI LILLY & Co
Healthcare
141,070 $129,751,953 1.32%

Holdings in BTE

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Report Date Value (USD) Shares
2026-03-31 $910,123 203,607