CIK: 0001767306
Total reported value
$10.2B
Reporting period: 2026-03-31 · Number of holdings: 2165
Vanguard Personalized Indexing Management, LLC disclosed 2165 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $10.2B and a quarterly turnover rate of 17.1%.
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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 2165 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 5.51), 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.
Trim MSFT
-3.2% -$142.7M
Add XOM
+6.2% $32.1M
Trim TSLA
+0.2% -$30.4M
Trim AAPL
+1.9% -$31.0M
Trim AMZN
+0.4% -$30.1M
Trim AVGO
+1.7% -$24.9M
Showing top 200 holdings (of 2165 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.41% | -0.21% | +2.96% | |
| 2 | AAPL | Apple INC | Stock-Tech | 5.88% | -0.27% | +1.86% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.00% | -1.37% | -3.22% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.29% | -0.20% | +1.87% | |
| 5 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.86% | -0.27% | +0.43% | |
| 6 | AVGO | Broadcom INC | Stock-Tech | 2.45% | -0.23% | +1.69% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.85% | -0.23% | +2.30% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.58% | -0.10% | +2.47% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.45% | -0.07% | +3.91% | |
| 10 | TSLA | Tesla INC | Stock-Consumer Disc | 1.44% | -0.29% | +0.16% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.27% | -0.13% | +5.42% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.13% | — | +5.13% | |
| 13 | WMT | Walmart INC | Stock-Consumer Staples | 0.96% | +0.13% | +3.36% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 0.95% | +0.32% | +6.17% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | -0.09% | +4.13% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | +0.17% | +5.90% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.77% | +0.19% | +13.60% | |
| 18 | NFLX | Netflix INC | Stock-Comm Services | 0.69% | — | +4.43% | |
| 19 | MA | Mastercard INC - A | Stock-Financials | 0.66% | -0.09% | -0.13% | |
| 20 | ABBV | Abbvie INC | Stock-Healthcare | 0.65% | — | +4.02% | |
| 21 | CAT | Caterpillar INC | Stock-Industrials | 0.56% | +0.13% | +5.54% | |
| 22 | MU | Micron Technology INC | Stock-Tech | 0.54% | +0.11% | +4.98% | |
| 23 | CSCO | Cisco Systems INC | Stock-Tech | 0.51% | — | +2.45% | |
| 24 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.48% | +0.08% | +6.21% | |
| 25 | AMAT | Applied Materials INC | Stock-Tech | 0.48% | +0.12% | +0.74% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.48% | +0.15% | +6.13% | |
| 27 | LRCX | Lam Research CORP | Stock-Tech | 0.47% | +0.11% | +3.75% | |
| 28 | AMD | Advanced Micro Devices | Stock-Tech | 0.46% | — | +2.04% | |
| 29 | HD | Home Depot INC | Stock-Consumer Disc | 0.46% | — | +2.75% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.45% | — | +0.68% | |
| 31 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.45% | -0.10% | -1.23% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.44% | +0.09% | +12.39% | |
| 33 | GE | General Electric | Stock-Industrials | 0.43% | — | +6.39% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.43% | -0.10% | +5.89% | |
| 35 | GS | Goldman Sachs Group INC | Stock-Financials | 0.42% | — | +12.69% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.42% | — | +8.24% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.42% | — | +3.43% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.41% | — | +6.50% | |
| 39 | GEV | GE Vernova INC | Stock-Industrials | 0.37% | +0.11% | +7.66% | |
| 40 | TJX | Tjx Companies INC | Stock-Consumer Disc | 0.36% | — | +6.42% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.35% | — | +6.35% | |
| 42 | KLAC | Kla CORP | Stock-Tech | 0.34% | +0.07% | +5.11% | |
| 43 | PM | Philip Morris International | Stock-Consumer Staples | 0.34% | — | +8.25% | |
| 44 | AMGN | Amgen INC | Stock-Healthcare | 0.33% | — | +8.77% | |
| 45 | MS | Morgan Stanley | Stock-Financials | 0.33% | — | +3.45% | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.31% | -0.07% | -4.13% | |
| 47 | NEE | Nextera Energy INC | Stock-Utilities | 0.30% | — | +3.23% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.30% | -0.08% | -4.73% | |
| 49 | GILD | Gilead Sciences INC | Stock-Healthcare | 0.29% | — | +4.40% | |
| 50 | PEP | Pepsico INC | Stock-Consumer Staples | 0.29% | — | +8.50% |
Performance for Q3 2026
+3.3%
Performance Last 4 Quarters
+23.1%
Based on 76% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 2165 | $10.2B | 17 | |
| 2025-12-31 | 1975 | $10.3B | 14 | |
| 2025-09-30 | 1985 | $9.8B | 36 | |
| 2025-06-30 | 1980 | $8.9B | 0 | |
| 2025-03-31 | 1840 | $6.8B | 100 | |
| 2024-12-31 | 1808 | $6.6B | 0 | |
| 2024-09-30 | 1776 | $6.2B | 0 | |
| 2024-06-30 | 1692 | $5.3B | 0 | |
| 2024-03-31 | 1630 | $4.7B | 0 | |
| 2023-12-31 | 1535 | $3.9B | 0 | |
| 2023-09-30 | 1481 | $3.3B | 0 | |
| 2023-06-30 | 1467 | $3.3B | 0 | |
| 2023-03-31 | 1466 | $2.9B | 0 | |
| 2022-12-31 | 1279 | $2.4B | 0 | |
| 2022-09-30 | 1232 | $2.2B | 0 | |
| 2022-06-30 | 1263 | $2.2B | 0 | |
| 2022-03-31 | 1210 | $2.1B | 0 | |
| 2021-12-31 | 1058 | $1.7B | 0 | |
| 2021-09-30 | 976 | $1.1B | 0 | |
| 2021-06-30 | 896 | $955.2M | 82 | |
| 2021-03-31 | 724 | $660.6M | 41 | |
| 2020-12-31 | 557 | $459.7M | 34 | |
| 2020-09-30 | 470 | $356.4M | 52 | |
| 2020-06-30 | 350 | $220.5M | 66 | |
| 2020-03-31 | 269 | $171.5M | 0 |
Vanguard Personalized Indexing Management, LLC's most significant position changes for 2026-03-31: New buy: AstraZeneca PLC (AZN); Sold out: Astrazeneca Plc-spons Adr (AZNN); Trim: Microsoft CORP (MSFT) — shares -3.22%; Add: Exxon Mobil CORP (XOM) — shares +6.17%; Add: Tesla INC (TSLA) — shares +0.16%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.3% | +6.17% | Add |
| 2 | COST | Costco Wholesale CORP | +0.2% | +13.60% | Add |
| 3 | JNJ | Johnson & Johnson | +0.2% | +5.90% | Add |
| 4 | CVX | Chevron CORP | +0.2% | +6.13% | Add |
| 5 | CAT | Caterpillar INC | +0.1% | +5.54% | Add |
| 6 | WMT | Walmart INC | +0.1% | +3.36% | Add |
| 7 | AMAT | Applied Materials INC | +0.1% | +0.74% | Add |
| 8 | GEV | GE Vernova INC | +0.1% | +7.66% | Add |
| 9 | LRCX | Lam Research CORP | +0.1% | +3.75% | Add |
| 10 | MU | Micron Technology INC | +0.1% | +4.98% | Add |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +12.39% | Add |
| 12 | MRK | Merck & Co. INC. | +0.1% | +6.21% | Add |
| 13 | LIN | Linde plc | +0.1% | +19.33% | Add |
| 14 | EQIX | Equinix INC | +0.1% | +55.15% | Add |
| 15 | GLW | Corning INC | +0.1% | +3.43% | Add |
| 16 | KLAC | Kla CORP | +0.1% | +5.11% | Add |
| 17 | SNDK | Sandisk CORP | +0.1% | +26.71% | Add |
| 18 | COP | Conocophillips | +0.1% | +6.24% | Add |
| 19 | LMT | Lockheed Martin CORP | +0.1% | +17.02% | Add |
| 20 | WDC | Western Digital CORP | +0.1% | +3.60% | Add |
| 21 | VZ | Verizon Communications INC | +0.1% | +13.11% | Add |
| 22 | ABT | Abbott Laboratories | -0.1% | -2.65% | Trim |
| 23 | JPM | Jpmorgan Chase & Co | -0.1% | +3.91% | Add |
| 24 | CRM | Salesforce INC | -0.1% | +5.90% | Add |
| 25 | BKNG | Booking Holdings INC | -0.1% | -5.03% | Trim |
| 26 | BSX | Boston Scientific CORP | -0.1% | -0.30% | Trim |
| 27 | WFC | Wells Fargo & Co | -0.1% | -4.13% | Trim |
| 28 | COF | Capital One Financial CORP | -0.1% | -3.01% | Trim |
| 29 | IBM | Intl Business Machines CORP | -0.1% | -4.73% | Trim |
| 30 | QCOM | Qualcomm INC | -0.1% | -13.31% | Trim |
| 31 | ACN | Accenture plc | -0.1% | -15.02% | Trim |
| 32 | UNH | Unitedhealth Group INC | -0.1% | -9.92% | Trim |
| 33 | V | Visa Inc-class A Shares | -0.1% | +4.13% | Add |
| 34 | MA | Mastercard INC - A | -0.1% | -0.13% | Trim |
| 35 | ORCL | Oracle CORP | -0.1% | +5.89% | Add |
| 36 | GOOG | Alphabet Inc-cl C | -0.1% | +2.47% | Add |
| 37 | PLTR | Palantir Technologies Inc-a | -0.1% | -1.23% | Trim |
| 38 | INTU | Intuit INC | -0.1% | -7.61% | Trim |
| 39 | APP | Applovin Corp-class A | -0.1% | -4.51% | Trim |
| 40 | LLY | Eli Lilly & Co | -0.1% | +5.42% | Add |
| 41 | GOOGL | Alphabet Inc-cl A | -0.2% | +1.87% | Add |
| 42 | NVDA | Nvidia CORP | -0.2% | +2.96% | Add |
| 43 | AVGO | Broadcom INC | -0.2% | +1.69% | Add |
| 44 | META | Meta Platforms Inc-class A | -0.2% | +2.30% | Add |
| 45 | AAPL | Apple INC | -0.3% | +1.86% | Add |
| 46 | AMZN | Amazon.com INC | -0.3% | +0.43% | Add |
| 47 | TSLA | Tesla INC | -0.3% | +0.16% | Add |
| 48 | MSFT | Microsoft CORP | -1.4% | -3.22% | Trim |
| 49 | AZN | AstraZeneca PLC | — | NEW | New buy |
| 50 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-13 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-31 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-25 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-14 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-10 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-12 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-12 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-09 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-06-04 | Amendment | View on EDGAR |
| 2023-12-31 | 2024-02-08 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-08 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-28 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-10 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-10 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-12 | Amendment | View on EDGAR |
| 2022-06-30 | 2022-08-09 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-23 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-09 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-11 | Amendment | View on EDGAR |
| 2021-06-30 | 2021-07-21 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-28 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-20 | Amendment | View on EDGAR |
| 2020-12-31 | 2021-01-19 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-26 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-27 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-13 | 13F-HR | View on EDGAR |
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