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CIK: 0001767306
Total reported value
$12.2B
$12.2B
1945 檔
16.8%
During the Q2 2025 filing period, Vanguard Personalized Indexing Management, LLC (CIK: 0001767306) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $12.2B across 1945 reported positions.
In Q2 2025, Vanguard Personalized Indexing Management, LLC displayed an active expansion posture, initiating 1 new positions and adding to 47 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1945 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.20% | -0.11% | +18.38% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.15% | -0.62% | +23.69% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.93% | -0.02% | +11.41% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.24% | -0.01% | +17.99% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.58% | -0.35% | +17.58% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.38% | +0.13% | +24.06% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.03% | +0.34% | +15.06% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.45% | +0.01% | +21.18% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.32% | -0.01% | +26.82% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.20% | -0.11% | +17.61% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.09% | +0.06% | +24.88% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.07% | +0.22% | +11.70% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.06% | +0.04% | +19.04% | |
| 14 | NFLX | Netflix Inc | Stock-Comm Services | 1.05% | -0.28% | +20.42% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 0.83% | -0.09% | +19.22% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.81% | -0.19% | +18.84% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 0.77% | -0.23% | +19.88% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 0.67% | -0.04% | +17.78% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.30% | +12.65% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.58% | -0.05% | +13.13% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | +0.02% | +15.96% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | -0.03% | +14.13% | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 0.49% | +0.16% | +16.87% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.07% | +13.36% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 0.46% | -0.01% | +22.97% | |
| 26 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.45% | -0.16% | +25.17% | |
| 27 | IBM | Intl Business Machines CORP | Stock-Tech | 0.44% | +0.02% | +17.10% | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 0.43% | -0.07% | +22.75% | |
| 29 | PM | Philip Morris International | Stock-Consumer Staples | 0.42% | -0.02% | +27.96% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.42% | -0.03% | +19.29% | |
| 31 | GE | General Electric | Stock-Industrials | 0.40% | +0.06% | +17.53% | |
| 32 | INTU | Intuit Inc | Stock-Tech | 0.39% | -0.10% | +31.80% | |
| 33 | NOW | Servicenow Inc | Stock-Tech | 0.38% | -0.04% | +17.51% | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.37% | -0.09% | +16.73% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.35% | +0.18% | +1.66% | |
| 36 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.35% | -0.08% | +20.24% | |
| 37 | WFC | Wells Fargo & Co | Stock-Financials | 0.35% | -0.04% | +18.93% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.35% | -0.12% | +17.55% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.34% | +0.03% | +19.17% | |
| 40 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.33% | -0.02% | +22.18% | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.33% | -0.07% | +18.18% | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.32% | +0.75% | +25.57% | |
| 43 | T | At&t Inc | Stock-Comm Services | 0.31% | -0.12% | +22.98% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.31% | +0.18% | +15.58% | |
| 45 | LIN | Linde plc | Stock-Materials | 0.31% | +0.01% | +14.68% | |
| 46 | AMAT | Applied Materials Inc | Stock-Tech | 0.30% | +0.38% | +31.75% | |
| 47 | ETN | Eaton Corporation plc | Stock-Industrials | 0.30% | +0.02% | +17.44% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.30% | -0.16% | -5.68% | |
| 49 | AXP | American Express Co | Stock-Financials | 0.29% | — | +16.58% | |
| 50 | MS | Morgan Stanley | Stock-Financials | 0.29% | +0.04% | +31.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | +18.38% | Add |
| 2 | MSFT | Microsoft CORP | +1.3% | +23.69% | Add |
| 3 | AVGO | Broadcom Inc | +0.9% | +24.06% | Add |
| 4 | META | Meta Platforms Inc-class A | +0.3% | +17.58% | Add |
| 5 | NFLX | Netflix Inc | +0.3% | +20.42% | Add |
| 6 | TSLA | Tesla Inc | +0.2% | +26.82% | Add |
| 7 | ORCL | Oracle CORP | +0.2% | +17.78% | Add |
| 8 | PLTR | Palantir Technologies Inc-a | +0.2% | +25.17% | Add |
| 9 | AMZN | Amazon.com Inc | +0.1% | +17.99% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +21.18% | Add |
| 11 | COF | Capital One Financial CORP | +0.1% | +105.64% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +24.88% | Add |
| 13 | INTU | Intuit Inc | +0.1% | +31.80% | Add |
| 14 | APH | Amphenol Corp-cl A | +0.1% | +27.98% | Add |
| 15 | GEV | GE Vernova Inc | +0.1% | +25.07% | Add |
| 16 | AMD | Advanced Micro Devices | +0.1% | +25.57% | Add |
| 17 | VWO | Vanguard Ftse Emerging Marke | +0.1% | NEW | New buy |
| 18 | GE | General Electric | +0.1% | +17.53% | Add |
| 19 | AMAT | Applied Materials Inc | +0.1% | +31.75% | Add |
| 20 | CEG | Constellation Energy | +0.1% | +27.75% | Add |
| 21 | PM | Philip Morris International | +0.1% | +27.96% | Add |
| 22 | NOW | Servicenow Inc | +0.1% | +17.51% | Add |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | +19.17% | Add |
| 24 | BKNG | Booking Holdings Inc | +0.1% | +22.18% | Add |
| 25 | MS | Morgan Stanley | +0.1% | +31.48% | Add |
| 26 | ETN | Eaton Corporation plc | +0.1% | +17.44% | Add |
| 27 | UBER | Uber Technologies Inc | +0.1% | +25.99% | Add |
| 28 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +19.11% | Add |
| 29 | KLAC | Kla CORP | +0.1% | +27.47% | Add |
| 30 | BA | Boeing Co/the | 0% | +40.42% | Add |
| 31 | BAC | Bank Of America CORP | 0% | +22.97% | Add |
| 32 | IBM | Intl Business Machines CORP | 0% | +17.10% | Add |
| 33 | WMT | Walmart Inc | 0% | +19.88% | Add |
| 34 | GOOGL | Alphabet Inc-cl A | 0% | +15.06% | Add |
| 35 | CSCO | Cisco Systems Inc | 0% | +16.87% | Add |
| 36 | WFC | Wells Fargo & Co | 0% | +18.93% | Add |
| 37 | CAT | Caterpillar Inc | 0% | +15.58% | Add |
| 38 | AXP | American Express Co | 0% | +16.58% | Add |
| 39 | ISRG | Intuitive Surgical Inc | — | +20.24% | Add |
| 40 | RTX | Rtx CORP | — | +18.18% | Add |
| 41 | ABT | Abbott Laboratories | 0% | +22.75% | Add |
| 42 | COST | Costco Wholesale CORP | 0% | +18.84% | Add |
| 43 | MA | Mastercard Inc - A | -0.1% | +19.22% | Add |
| 44 | V | Visa Inc-class A Shares | -0.1% | +19.04% | Add |
| 45 | HD | Home Depot Inc | -0.1% | +14.13% | Add |
| 46 | DFSEUR | Discover Financial Services | -0.1% | EXIT | Sold out |
| 47 | CVX | Chevron CORP | -0.2% | -5.68% | Trim |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +17.61% | Add |
| 49 | UNH | Unitedhealth Group Inc | -0.4% | +1.66% | Add |
| 50 | AAPL | Apple Inc | -1.3% | +11.41% | Add |
According to official SEC Form 13F filings, Vanguard Personalized Indexing Management, LLC reported a total U.S. public equity portfolio value of $12.2B across 1945 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AAPL) accounted for 16.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
VWO
市值: $6.3M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $6.5M
During Q2 2025, Vanguard Personalized Indexing Management, LLC's top holdings by market value included NVDA (6.2%)、MSFT (6.2%)、AAPL (4.9%). The largest single position, NVDA, represented 6.2% of total portfolio value.
In Q2 2025, Vanguard Personalized Indexing Management, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 47 positions, trimming 1 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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