Vanguard Personalized Indexing Management, LLC

Position in LU — Lufax Holding Ltd

CIK 1767306 OAKLAND, CA

Position in LU

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$15,154

-$18,609 QoQ

Shares Held

11,481

-13.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#59

of 75 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 81% Shared 0% None 19%

Financial Services · as of Jun 30, 2026

Vanguard Personalized Indexing Management, LLC holds $257,712,512 across 24 Credit Services names. LU ranks #24 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	316,085	$108,445,602
2	MA	Mastercard Inc	136,170	$69,936,912
3	AXP	American Express Co	96,697	$32,707,760
4	COF	Capital One Financial Corp	96,516	$19,363,039
5	SYF	Synchrony Financial	96,165	$7,313,348
6	PYPL	PayPal Holdings, Inc.	77,122	$3,330,127
7	AFRM	Affirm Holdings, Inc.	38,454	$3,135,923
8	ALLY	Ally Financial Inc.	48,349	$2,221,636

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,154	11,481	-13.0%	Shares	Sole	2026-08-11
2025-12-31	$33,763	13,189	+25.8%	Shares	Sole	2026-02-13
2025-09-30	$42,573	10,486	+4.7%	Shares	Sole	2025-10-31
2025-06-30	$27,944	10,016	-85.8%	Shares	Sole	2025-07-25
2023-09-30	$74,975	70,732	+141.5%	Shares	Sole	2023-11-08
2023-06-30	$41,874	29,283	-58.4%	Shares	Sole	2023-07-28
2023-03-31	$143,681	70,432	+26.4%	Shares	Sole	2023-05-10
2022-12-31	$108,129	55,737	+28.6%	Shares	Sole	2023-02-10
2022-09-30	$110,114	43,352	+14.9%	Shares	Sole	2022-11-14
2022-06-30	$226,404	37,734	+67.0%	Shares	Sole	2022-08-12
2022-03-31	$125,876	22,599	+50.5%	Shares	Sole	2022-05-16
2021-12-31	$84,562	15,020	—	Shares	Sole	2022-02-23
No filing history on record for this holder in this stock.