VP
Vanguard Personalized Indexing Management, LLC SEC 13F Holdings (Q2 2026) — Top Position: NVIDIA CORP
Vanguard Personalized Indexing Management, LLCCIK: 0001767306
Diversified strategyMomentum follower
Total reported value
$12.2B
Reporting period: 2026-06-30 · Number of holdings: 2242
Vanguard Personalized Indexing Management, LLC disclosed 2242 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $12.2B and a quarterly turnover rate of 25.6%.
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Personality snowflake
- Concentration
- 5.8
- Portfolio Stability
- 25.56
- Momentum
- 100
- Sector conviction
- 58.61
- Diversification
- 100
- Sizing Uniformity
- 43.87
Vanguard Personalized Indexing Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.014 — mathematically equivalent to about 69 equally-sized positions, well below its 2242 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 5.61), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd MU
+10.0% $152.7M
Add AMD
+9.9% $100.7M
Trim MSFT
+0.4% $4.9M
Add INTC
+19.5% $55.3M
Add AMAT
+1.1% $55.9M
Add LRCX
+3.5% $52.5M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 2242 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.30% | -0.11% | +2.52% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.86% | -0.02% | +4.50% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.63% | +0.34% | +6.35% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.38% | -0.62% | +0.43% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.85% | -0.01% | +4.49% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.58% | +0.13% | +3.40% | |
| 7 | MU | Micron Technology Inc | Stock-Tech | 1.71% | +1.17% | +9.99% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.64% | +0.06% | +0.87% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.50% | -0.35% | -1.52% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.49% | +0.22% | +7.18% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.46% | +0.01% | +8.04% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.43% | -0.01% | +5.27% | |
| 13 | AMD | Advanced Micro Devices | Stock-Tech | 1.21% | +0.75% | +9.94% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.02% | -0.11% | +3.60% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 0.89% | +0.04% | +10.18% | |
| 16 | AMAT | Applied Materials Inc | Stock-Tech | 0.86% | +0.38% | +1.14% | |
| 17 | LRCX | Lam Research CORP | Stock-Tech | 0.82% | +0.35% | +3.46% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.76% | -0.07% | +5.78% | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 0.74% | +0.18% | +4.48% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.23% | -0.30% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 0.67% | +0.16% | +4.87% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | +0.02% | +5.79% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | -0.30% | +1.47% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.62% | +0.18% | +20.21% | |
| 25 | INTC | Intel CORP | Stock-Tech | 0.62% | +0.42% | +19.48% | |
| 26 | KLAC | Kla CORP | Stock-Tech | 0.60% | +0.26% | +917.16% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.19% | -4.55% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.57% | -0.09% | +0.66% | |
| 29 | GE | General Electric | Stock-Industrials | 0.49% | +0.06% | +3.03% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.46% | +0.18% | +28.69% | |
| 31 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.45% | +0.03% | +8.10% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.45% | -0.03% | +3.82% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.44% | -0.01% | +0.79% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | -0.03% | +3.80% | |
| 35 | GEV | GE Vernova Inc | Stock-Industrials | 0.42% | +0.05% | +1.62% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.41% | -0.28% | -4.41% | |
| 37 | SNDK | Sandisk CORP | Stock-Tech | 0.39% | +0.29% | +31.88% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.39% | -0.04% | +10.33% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.39% | -0.03% | +4.36% | |
| 40 | ASML | ASML Holding N.V. | Stock-Tech | 0.39% | +0.11% | +10.29% | |
| 41 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.37% | +0.01% | +28.67% | |
| 42 | MS | Morgan Stanley | Stock-Financials | 0.37% | +0.04% | +5.26% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.36% | -0.05% | +3.55% | |
| 44 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.36% | +0.18% | +14.69% | |
| 45 | APH | Amphenol Corp-cl A | Stock-Tech | 0.35% | +0.06% | +5.51% | |
| 46 | TXN | Texas Instruments Inc | Stock-Tech | 0.35% | +0.13% | +23.00% | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.35% | -0.07% | +1.95% | |
| 48 | WDC | Western Digital CORP | Stock-Tech | 0.35% | +0.18% | +4.29% | |
| 49 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.33% | +0.17% | +2.79% | |
| 50 | GLW | Corning Inc | Stock-Tech | 0.32% | +0.12% | +1.35% |
1–50 of 200
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Portfolio Performance
Performance for Q3 2026
+2.4%
Performance Last 4 Quarters
+21.8%
- Stdev
- +13%
- Beta
- +1
- Alpha
- -0.9%
- Max Drawdown
- -8.1%
- Annualized Perf
- +19.8%
- Batting Avg vs S&P
- +52.8%
- Sortino
- +3.02
- Stutzer
- +0.43
- Treynor
- +0.19
- Sterling
- +1.24
- Calmar
- +2.43
- Information Ratio
- -0.63
- Tracking Error
- +1.5%
- Stdev Down
- +6.3%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +33.1%
- Worst 12 Months
- +5.3%
- Efficiency Ratio
- +0.62
- Sharpe
- +1.47
- Stdev Sectors
- +9.7%
- Skewness
- +0.07
- Kurtosis
- -0.08
- Upside Potential
- +4.59
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 2242 | $12.2B | 26 | ||
| 2026 Q1 | 2165 | $10.2B | 17 | ||
| 2025 Q4 | 1975 | $10.3B | 14 | ||
| 2025 Q3 | 1985 | $9.8B | 36 | ||
| 2025 Q2 | 1980 | $8.9B | 0 | ||
| 2025 Q1 | 1840 | $6.8B | 100 | ||
| 2024 Q4 | 1808 | $6.6B | 0 | ||
| 2024 Q3 | 1776 | $6.2B | 0 | ||
| 2024 Q2 | 1692 | $5.3B | 0 | ||
| 2024 Q1 | 1630 | $4.7B | 0 | ||
| 2023 Q4 | 1535 | $3.9B | 0 | ||
| 2023 Q3 | 1481 | $3.3B | 0 | ||
| 2023 Q2 | 1467 | $3.3B | 0 | ||
| 2023 Q1 | 1466 | $2.9B | 0 | ||
| 2022 Q4 | 1279 | $2.4B | 0 | ||
| 2022 Q3 | 1232 | $2.2B | 0 | ||
| 2022 Q2 | 1263 | $2.2B | 0 | ||
| 2022 Q1 | 1210 | $2.1B | 0 | ||
| 2021 Q4 | 1058 | $1.7B | 0 | ||
| 2021 Q3 | 976 | $1.1B | 0 | ||
| 2021 Q2 | 896 | $955.2M | 82 | ||
| 2021 Q1 | 724 | $660.6M | 41 | ||
| 2020 Q4 | 557 | $459.7M | 34 | ||
| 2020 Q3 | 470 | $356.4M | 52 | ||
| 2020 Q2 | 350 | $220.5M | 66 | ||
| 2020 Q1 | 269 | $171.5M | 0 |
Holding changes this quarter
Vanguard Personalized Indexing Management, LLC's most significant position changes for 2026-06-30: Sold out: Honeywell International Inc (HON); New buy: ; New buy: ; New buy: Carnival CORP LTD F; Sold out: Carnival CORP LTD (CCL1EUR).
Showing top 200 changes by size (of 2361 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.2% | +9.99% | Add |
| 2 | AMD | Advanced Micro Devices | +0.8% | +9.94% | Add |
| 3 | INTC | Intel CORP | +0.4% | +19.48% | Add |
| 4 | AMAT | Applied Materials Inc | +0.4% | +1.14% | Add |
| 5 | LRCX | Lam Research CORP | +0.4% | +3.46% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | +6.35% | Add |
| 7 | SNDK | Sandisk CORP | +0.3% | +31.88% | Add |
| 8 | KLAC | Kla CORP | +0.3% | +917.16% | Add |
| 9 | LLY | Eli Lilly & Co | +0.2% | +7.18% | Add |
| 10 | CAT | Caterpillar Inc | +0.2% | +4.48% | Add |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +20.21% | Add |
| 12 | UNH | Unitedhealth Group Inc | +0.2% | +28.69% | Add |
| 13 | PANW | Palo Alto Networks Inc | +0.2% | +14.69% | Add |
| 14 | WDC | Western Digital CORP | +0.2% | +4.29% | Add |
| 15 | STX | Seagate Technology Holdings plc | +0.2% | +2.79% | Add |
| 16 | MRVL | Marvell Technology Inc | +0.2% | +12.62% | Add |
| 17 | CSCO | Cisco Systems Inc | +0.2% | +4.87% | Add |
| 18 | AVGO | Broadcom Inc | +0.1% | +3.40% | Add |
| 19 | TXN | Texas Instruments Inc | +0.1% | +23.00% | Add |
| 20 | GLW | Corning Inc | +0.1% | +1.35% | Add |
| 21 | ASML | ASML Holding N.V. | +0.1% | +10.29% | Add |
| 22 | DELL | Dell Technologies -c | +0.1% | +9.05% | Add |
| 23 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +21.69% | Add |
| 24 | ✓ | +0.1% | NEW | New buy | |
| 25 | ✓ | +0.1% | NEW | New buy | |
| 26 | ASX | Ase Technology Holding -adr | +0.1% | +7.02% | Add |
| 27 | GOOG | Alphabet Inc-cl C | +0.1% | +0.87% | Add |
| 28 | GE | General Electric | +0.1% | +3.03% | Add |
| 29 | APH | Amphenol Corp-cl A | +0.1% | +5.51% | Add |
| 30 | FTNT | Fortinet Inc | +0.1% | -0.33% | Trim |
| 31 | UMC | United Microelectron-sp Adr | +0.1% | +3.86% | Add |
| 32 | GEV | GE Vernova Inc | +0.1% | +1.62% | Add |
| 33 | QCOM | Qualcomm Inc | +0.1% | +12.33% | Add |
| 34 | DDOG | Datadog Inc - Class A | +0.1% | +17.04% | Add |
| 35 | V | Visa Inc-class A Shares | 0% | +10.18% | Add |
| 36 | MS | Morgan Stanley | 0% | +5.26% | Add |
| 37 | ANET | Arista Networks Inc | 0% | +3.74% | Add |
| 38 | ADI | Analog Devices Inc | 0% | +8.85% | Add |
| 39 | HPE | Hewlett Packard Enterprise | 0% | -2.72% | Trim |
| 40 | ALAB | Astera Labs Inc | 0% | +16.60% | Add |
| 41 | ✓ | Carnival CORP LTD F | 0% | NEW | New buy |
| 42 | GS | Goldman Sachs Group Inc | 0% | +8.10% | Add |
| 43 | UNP | Union Pacific CORP | 0% | +18.95% | Add |
| 44 | CVS | Cvs Health CORP | 0% | +6.90% | Add |
| 45 | URI | United Rentals Inc | 0% | +6.66% | Add |
| 46 | CDNS | Cadence Design Sys Inc | 0% | +6.00% | Add |
| 47 | TER | Teradyne Inc | 0% | +4.24% | Add |
| 48 | BE | Bloom Energy Corp- A | 0% | +14.58% | Add |
| 49 | GIS | General Mills Inc | 0% | +163.20% | Add |
| 50 | HUM | Humana Inc | 0% | +34.14% | Add |
1–50 of 200
Filing History
FAQ
What is Vanguard Personalized Indexing Management, LLC and what type of investor is it?
Vanguard Personalized Indexing Management, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $12.2B, spread across 2242 disclosed positions.
What are Vanguard Personalized Indexing Management, LLC's largest equity positions?
Based on the latest 13F filing, Vanguard Personalized Indexing Management, LLC's top holdings by market value are:
1. Nvidia CORP (NVDA) — $768.1M (6.3%)
2. Apple Inc (AAPL) — $714.2M (5.9%)
3. Alphabet Inc-cl A (GOOGL) — $442.9M (3.6%)
4. Microsoft CORP (MSFT) — $412.7M (3.4%)
5. Amazon.com Inc (AMZN) — $348.0M (2.9%)
What changes did Vanguard Personalized Indexing Management, LLC make in its most recent portfolio filing?
In the latest reported quarter, Vanguard Personalized Indexing Management, LLC made 200 notable position adjustments: 5 new positions were initiated, 150 existing holdings were added to, 40 positions were partially reduced, and 5 were completely exited. The largest of these moves: Sold out: Honeywell International Inc (HON); New buy: ; New buy: ; New buy: Carnival CORP LTD F; Sold out: Carnival CORP LTD (CCL1EUR)
What sectors does Vanguard Personalized Indexing Management, LLC focus on?
Vanguard Personalized Indexing Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 37.8%
• Financials: 12.2%
• Industrials: 9.3%
• Health Care: 9.3%
• Consumer Discretionary: 9.2%
• Communication Services: 9.0%
Investment Profile
Vanguard Personalized Indexing Management, LLC returned an annualized 19.8% over the trailing 36 months — underperforming the S&P 500 by 0.9 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.00 (roughly in line with the market) and a 53% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 37.8% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 26 over the past 4 quarters — a shift toward more active trading.
It has added to its MU position over the past two quarters (+$163.5M, now $208.0M), while trimming META over the same stretch (-$29.9M, still holding $183.1M).
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Developer Access
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