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Vanguard Personalized Indexing Management, LLC

Form 13F · CIK 1767306. Holdings on 30 Jun 2026, as filed with the SEC on 11 Aug 2026, each set beside the March 2026 quarter. The 13F on the SEC's site.

Vanguard Personalized Indexing Management, LLC reported 2,242 positions worth $12.2B for the June 2026 quarter, on a Form 13F filed 11 Aug 2026; the largest holding was NVIDIA Corp., at 6.3% of the fund.

What it bought and sold

The largest moves since the March 2026 quarter, by the dollars that moved: 190 opened, 1,264 added, 761 trimmed, 113 sold out.

New position: 190

CompanyValueChange in shares
Honeywell Aerospace Inc. (HONA)$9.8M+44,382
Fedex Fght Hldg Co. Inc. Common Stock (FDXF)$3.2M+20,915
Maxlinear, Inc. (MXL)$1.1M+8,603
Versigent plc (VGNT)$1.0M+24,315
Space Exploration Technologies Corp. (SPCX)$998.7K+5,845
Ichor Holdings, Ltd. (ICHR)$612.2K+5,452
Vishay Intertechnology Inc. (VSH)$605.0K+11,249
Ouster, Inc. (OUST)$573.2K+9,168
Blackbaud Inc. (BLKB)$550.9K+18,600
Liquidia Corp. (LQDA)$495.4K+6,214

Added: 1,264

CompanyValueChange in shares
Micron Technology Inc. (MU)$208.0M+16,369
NVIDIA Corp. (NVDA)$768.1M+94,183
Apple Inc. (AAPL)$714.2M+106,360
Alphabet Inc. (GOOGL)$442.9M+73,957
Advanced Micro Devices Inc. (AMD)$147.8M+23,000
Broadcom Inc. (AVGO)$315.1M+27,468
Amazon.com Inc. (AMZN)$348.0M+62,732
Applied Materials Inc. (AMAT)$105.0M+1,635
Intel Corp. (INTC)$75.1M+87,734
Lam Research Corp. (LRCX)$100.3M+7,737

Trimmed: 761

CompanyValueChange in shares
Netflix Inc. (NFLX)$50.1M-32,412
Palantir Technologies Inc. (PLTR)$35.1M-10,359
Honeywell International Inc. (HON)$10.0M-44,391
AT&T Inc. (T)$19.7M-44,293
Fortinet, Inc. (FTNT)$19.4M-423
Walmart Inc. (WMT)$89.1M-2,356
Intuit Inc. (INTU)$9.2M-6,487
Costco Wholesale Corp. (COST)$70.2M-3,579
McDonald's Corp. (MCD)$28.2M-11,546
PepsiCo Inc. (PEP)$23.0M-20,176

Sold out: 113

CompanyValue a quarter beforeChange in shares
Coterra Energy Inc. (CTRA)$3.5M-99,379
Hologic Inc. (HOLX)$2.6M-33,753
Masimo Corp. (MASI)$1.8M-10,251
Terns Pharmaceuticals Inc. (TERN)$1.2M-22,676
Air Lease Corp. (AL)$840.8K-12,948
Arcellx Inc. (ACLX)$670.4K-5,839
PLDT Inc (PHI)$661.1K-31,420
Tri Pointe Homes Inc. (TPH)$618.2K-13,229
Clearwater Analytics Hldgs I (CWAN)$601.5K-25,433
iShares ESG Aware MSCI USA Smal (ESML)$536.7K-11,415

Largest holdings

The 100 largest of 2,242, by value.

CompanyValueOf the fundSharesChange in sharesMove
NVIDIA Corp. (NVDA)$768.1M6.30%3,838,871+94,183Added
Apple Inc. (AAPL)$714.2M5.86%2,468,212+106,360Added
Alphabet Inc. (GOOGL)$442.9M3.63%1,239,374+73,957Added
Microsoft Corp. (MSFT)$412.7M3.38%1,106,284+4,712Added
Amazon.com Inc. (AMZN)$348.0M2.85%1,460,229+62,732Added
Broadcom Inc. (AVGO)$315.1M2.58%834,264+27,468Added
Micron Technology Inc. (MU)$208.0M1.71%180,196+16,369Added
Alphabet Inc. (GOOG)$200.3M1.64%566,892+4,886Added
Meta Platforms, Inc. (META)$183.1M1.50%325,106-5,024Trimmed
Eli Lilly & Co. (LLY)$181.4M1.49%151,203+10,133Added
JPMorgan Chase & Co. (JPM)$177.7M1.46%542,873+40,408Added
Tesla, Inc. (TSLA)$174.5M1.43%414,776+20,753Added
Advanced Micro Devices Inc. (AMD)$147.8M1.21%254,343+23,000Added
Berkshire Hathaway Inc. Class B (BRKB)$124.6M1.02%248,941+8,648Added
Visa Inc. (V)$108.4M0.89%316,085+29,213Added
Applied Materials Inc. (AMAT)$105.0M0.86%145,211+1,635Added
Lam Research Corp. (LRCX)$100.3M0.82%231,375+7,737Added
Johnson & Johnson (JNJ)$92.5M0.76%364,217+19,904Added
Caterpillar Inc. (CAT)$90.3M0.74%84,762+3,632Added
Walmart Inc. (WMT)$89.1M0.73%786,348-2,356Trimmed
Cisco Systems, Inc. (CSCO)$82.3M0.68%700,256+32,505Added
AbbVie Inc. (ABBV)$81.3M0.67%323,012+17,688Added
ExxonMobil Holdings Corp. (XOM)$79.1M0.65%578,686+8,381Added
Taiwan Semiconductor Manufacturing Company Limited (TSM)$76.0M0.62%159,102+26,747Added
Intel Corp. (INTC)$75.1M0.62%538,159+87,734Added
KLA Corp. (KLAC)$73.0M0.60%242,115+4,085Added
Costco Wholesale Corp. (COST)$70.2M0.58%75,026-3,579Trimmed
Mastercard Inc. (MA)$69.9M0.57%136,170+889Added
General Electric Co. (GE)$59.6M0.49%159,486+4,690Added
UnitedHealth Group Inc. (UNH)$56.0M0.46%134,704+30,030Added
Goldman Sachs Group Inc. (GS)$55.1M0.45%54,465+4,082Added
Merck & Co., Inc. (MRK)$54.7M0.45%425,518+15,660Added
Bank of America Corp. (BAC)$54.0M0.44%947,094+7,399Added
Home Depot, Inc. (HD)$52.0M0.43%147,471+5,393Added
GE Vernova Inc. (GEV)$51.7M0.42%43,977+699Added
Netflix Inc. (NFLX)$50.1M0.41%701,797-32,412Trimmed
Sandisk Corp. (SNDK)$47.9M0.39%21,070+5,093Added
Oracle Corp. (ORCL)$47.7M0.39%325,428+30,477Added
Coca-Cola Co. (KO)$47.4M0.39%583,394+24,352Added
ASML Holding N.V. (ASML)$47.0M0.39%23,608+2,202Added
TJX Companies Inc. (TJX)$45.2M0.37%298,148+66,430Added
Morgan Stanley (MS)$44.9M0.37%214,934+10,732Added
Procter & Gamble Co. (PG)$44.4M0.36%302,505+10,374Added
Palo Alto Networks Inc. (PANW)$43.9M0.36%128,750+16,491Added
Amphenol Corp. (APH)$43.2M0.35%245,093+12,800Added
Texas Instruments Inc. (TXN)$43.0M0.35%144,337+26,988Added
RTX Corp. (RTX)$42.6M0.35%224,544+4,288Added
Western Digital Corp. (WDC)$42.1M0.34%65,892+2,708Added
Seagate Technology Holdings plc (STX)$40.1M0.33%41,574+1,127Added
Corning Inc. (GLW)$39.4M0.32%154,382+2,052Added
Chevron Corp. (CVX)$39.4M0.32%237,649+1,588Added
Philip Morris International Inc. (PM)$39.2M0.32%216,839+6,682Added
International Business Machines Corp. (IBM)$38.5M0.32%136,885+11,100Added
Amgen Inc. (AMGN)$38.2M0.31%105,365+9,336Added
Citigroup Inc. (C)$36.8M0.30%262,954+6,575Added
Linde plc (LIN)$35.8M0.29%69,000+12,000Added
Palantir Technologies Inc. (PLTR)$35.1M0.29%301,158-10,359Trimmed
Eaton Corp. plc (ETN)$34.8M0.29%81,722+5,553Added
American Express Co. (AXP)$32.7M0.27%96,697+6,848Added
Wells Fargo & Company (WFC)$32.7M0.27%395,099-379Held
Analog Devices Inc. (ADI)$32.3M0.27%81,383+6,615Added
Marvell Technology, Inc. (MRVL)$31.3M0.26%105,141+11,782Added
Deere & Co. (DE)$30.0M0.25%47,264+5,959Added
Arista Networks, Inc. (ANET)$29.2M0.24%171,945+6,198Added
Union Pacific Corp. (UNP)$29.0M0.24%106,722+17,003Added
NextEra Energy Inc. (NEE)$28.6M0.23%325,866-7,420Trimmed
McDonald's Corp. (MCD)$28.2M0.23%104,467-11,546Trimmed
Gilead Sciences, Inc. (GILD)$26.7M0.22%211,436-1,595Trimmed
Qualcomm Inc. (QCOM)$25.9M0.21%140,207+15,394Added
Thermo Fisher Scientific Inc. (TMO)$25.1M0.21%49,988-2,872Trimmed
Cummins Inc. (CMI)$24.1M0.20%33,793+482Added
Intuitive Surgical Inc. (ISRG)$23.2M0.19%58,295-2,245Trimmed
Booking Holdings Inc. (BKNG)$23.0M0.19%129,078+3,103Added
PepsiCo Inc. (PEP)$23.0M0.19%169,766-20,176Trimmed
Chubb Ltd. (CB)$23.0M0.19%67,373+1,279Added
BlackRock, Inc. (BLK)$22.8M0.19%23,708+494Added
CrowdStrike Holdings, Inc. (CRWD)$21.7M0.18%28,437+5,069Added
Vertex Pharmaceuticals Inc. (VRTX)$21.4M0.18%43,151+1,528Added
Progressive Corp. (PGR)$21.4M0.18%98,092-105Trimmed
Abbott Laboratories (ABT)$21.3M0.17%235,178-12,816Trimmed
Automatic Data Processing Inc. (ADP)$21.1M0.17%94,419+21,134Added
Welltower Inc. (WELL)$21.0M0.17%92,710+1,339Added
Parker-Hannifin Corp. (PH)$20.9M0.17%21,317+769Added
AppLovin Corp. (APP)$20.7M0.17%40,258+2,787Added
Lowe's Companies Inc. (LOW)$20.6M0.17%93,229-7,513Trimmed
Trane Technologies plc (TT)$20.4M0.17%41,614+126Added
Verizon Communications Inc. (VZ)$19.8M0.16%467,463+12,078Added
Novartis AG (NVS)$19.8M0.16%126,054+5,419Added
AT&T Inc. (T)$19.7M0.16%949,954-44,293Trimmed
Bank of New York Mellon Corp. (BNY)$19.5M0.16%134,890+4,573Added
Quanta Services, Inc. (PWR)$19.4M0.16%27,008+1,102Added
Fortinet, Inc. (FTNT)$19.4M0.16%126,199-423Trimmed
Capital One Financial Corp. (COF)$19.4M0.16%96,516-177Trimmed
Dell Technologies Inc. (DELL)$19.3M0.16%44,795+3,717Added
Walt Disney Co. (DIS)$19.2M0.16%199,560+15,519Added
Marathon Petroleum Corp. (MPC)$18.7M0.15%73,142+3,907Added
Charles Schwab Corp. (SCHW)$18.3M0.15%198,471-6,822Trimmed
Lockheed Martin Corp. (LMT)$18.2M0.15%35,818+572Added
Cadence Design Systems Inc. (CDNS)$18.1M0.15%48,227+2,731Added
Duke Energy Corp. (DUK)$18.1M0.15%142,989+6,914Added

Every quarter it filed

What the fund reported and how many positions it held, each quarter since September 2024.

QuarterReported valuePositions
June 2026 quarter$12.2B2,242
March 2026 quarter$10.2B2,165
December 2025 quarter$10.3B1,975
September 2025 quarter$9.8B1,985
June 2025 quarter$8.9B1,945
March 2025 quarter$6.8B1,839
December 2024 quarter$6.6B1,806
September 2024 quarter$6.2B1,775
Every 13F fund · Fund holdings data