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%

Portfolio Trend

25 quarters · across all stocks

Holdings in ERIC

Export CSV

Shares Held

Position Value (USD)

22 of 22 shown
Report Date Value (USD) Shares
2026-03-31 $1,989,639 176,543
2025-12-31 $1,956,315 202,727
2025-09-30 $1,555,661 188,109
2025-06-30 $2,045,469 241,211
2025-03-31 $1,377,873 177,561
2024-12-31 $1,443,618 179,109
2024-09-30 $1,136,355 149,915
2024-06-30 $734,828 119,097
2024-03-31 $574,643 104,291
2023-09-30 $356,967 73,450
2023-06-30 $290,528 53,308
2023-03-31 $308,593 52,751
2022-12-31 $338,480 57,959
2022-09-30 $379,316 66,083
2022-06-30 $406,149 54,885
2022-03-31 $371,449 40,640
2021-12-31 $329,969 30,356
2021-09-30 $261,945 23,388
2021-06-30 $316,122 25,129
2021-03-31 $331,451 25,129
2020-09-30 $176,156 16,176
2020-06-30 $117,961 12,684