Vanguard Personalized Indexing Management, LLC
Top Portfolio Positions
2,088 positions ·
$9,826,889,123 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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
Holdings in UGP
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $583,949 | 105,980 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $401,618 | 106,530 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $388,889 | 94,851 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $254,091 | 77,467 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $110,692 | 35,939 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $78,413 | 29,815 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $103,603 | 26,702 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $94,801 | 24,246 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $126,881 | 22,182 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $59,706 | 11,016 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $44,939 | 12,245 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $44,786 | 11,396 | Shares | Sole | 2023-07-28 | |
| 2020-12-31 | $48,271 | 10,656 | Shares | Sole | 2021-01-20 | |
| No 13F history on record for this holder in this stock. | ||||||