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CIK: 0001767306
Total reported value
$12.2B
$12.2B
1985 檔
19.5%
At the close of Q3 2025, Vanguard Personalized Indexing Management, LLC disclosed equity holdings valued at approximately $12.2B, spread across 1985 reported holdings.
In Q3 2025, Vanguard Personalized Indexing Management, LLC displayed an active expansion posture, initiating 0 new positions and adding to 50 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1985 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.81% | -0.11% | +2.37% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.95% | -0.62% | +2.40% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.86% | -0.02% | +5.49% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.04% | -0.01% | +3.35% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.69% | +0.34% | +5.75% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.62% | +0.13% | +1.19% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.41% | -0.35% | +3.28% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.71% | -0.01% | +1.78% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.46% | +0.01% | +2.27% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.39% | +0.06% | +2.04% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.16% | -0.11% | +3.28% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.93% | +0.22% | -1.31% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 0.93% | +0.04% | +0.81% | |
| 14 | NFLX | Netflix Inc | Stock-Comm Services | 0.86% | -0.28% | +0.31% | |
| 15 | ORCL | Oracle CORP | Stock-Tech | 0.80% | -0.04% | +1.77% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 0.78% | -0.09% | +2.37% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 0.75% | -0.23% | +2.31% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.68% | -0.19% | -1.51% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | +0.02% | +3.74% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | -0.03% | +5.55% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.30% | +1.06% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.58% | -0.07% | +14.77% | |
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.56% | -0.16% | +1.38% | |
| 24 | BAC | Bank Of America CORP | Stock-Financials | 0.47% | -0.01% | +2.55% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | -0.05% | -9.21% | |
| 26 | GE | General Electric | Stock-Industrials | 0.43% | +0.06% | +3.50% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.43% | +0.16% | -0.90% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.39% | +0.18% | +8.38% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.38% | -0.16% | +30.57% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.38% | -0.07% | -1.39% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.37% | +0.02% | -2.28% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.36% | +0.18% | +3.62% | |
| 33 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.36% | +0.03% | +3.19% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.35% | -0.07% | +1.96% | |
| 35 | AMD | Advanced Micro Devices | Stock-Tech | 0.35% | +0.75% | +3.67% | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 0.34% | -0.04% | +2.28% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.34% | -0.03% | -5.19% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.33% | -0.12% | +1.00% | |
| 39 | PM | Philip Morris International | Stock-Consumer Staples | 0.33% | -0.02% | -3.47% | |
| 40 | APH | Amphenol Corp-cl A | Stock-Tech | 0.31% | +0.06% | +1.83% | |
| 41 | NOW | Servicenow Inc | Stock-Tech | 0.30% | -0.04% | -1.80% | |
| 42 | MS | Morgan Stanley | Stock-Financials | 0.30% | +0.04% | +1.03% | |
| 43 | INTU | Intuit Inc | Stock-Tech | 0.30% | -0.10% | -2.19% | |
| 44 | AMAT | Applied Materials Inc | Stock-Tech | 0.29% | +0.38% | -3.85% | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.29% | +0.18% | +9.38% | |
| 46 | LIN | Linde plc | Stock-Materials | 0.29% | +0.01% | +2.27% | |
| 47 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.29% | -0.02% | +1.47% | |
| 48 | AXP | American Express Co | Stock-Financials | 0.29% | — | +2.70% | |
| 49 | LRCX | Lam Research CORP | Stock-Tech | 0.28% | +0.35% | +1.60% | |
| 50 | ETN | Eaton Corporation plc | Stock-Industrials | 0.28% | +0.02% | -1.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.1% | +2.37% | Add |
| 2 | AVGO | Broadcom Inc | +1.1% | +1.19% | Add |
| 3 | MSFT | Microsoft CORP | +1.1% | +2.40% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.7% | +5.75% | Add |
| 5 | TSLA | Tesla Inc | +0.6% | +1.78% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.4% | +2.04% | Add |
| 7 | ORCL | Oracle CORP | +0.3% | +1.77% | Add |
| 8 | PLTR | Palantir Technologies Inc-a | +0.3% | +1.38% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +3.28% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +2.27% | Add |
| 11 | APH | Amphenol Corp-cl A | +0.1% | +1.83% | Add |
| 12 | APP | Applovin Corp-class A | +0.1% | +3.43% | Add |
| 13 | AMD | Advanced Micro Devices | +0.1% | +3.67% | Add |
| 14 | GEV | GE Vernova Inc | +0.1% | +1.23% | Add |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +9.38% | Add |
| 16 | ANET | Arista Networks Inc | +0.1% | +4.22% | Add |
| 17 | GE | General Electric | +0.1% | +3.50% | Add |
| 18 | MU | Micron Technology Inc | +0.1% | +7.14% | Add |
| 19 | COF | Capital One Financial CORP | +0.1% | +0.60% | Add |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | +3.19% | Add |
| 21 | LRCX | Lam Research CORP | +0.1% | +1.60% | Add |
| 22 | KLAC | Kla CORP | +0.1% | +3.05% | Add |
| 23 | NFLX | Netflix Inc | +0.1% | +0.31% | Add |
| 24 | CAT | Caterpillar Inc | +0.1% | +3.62% | Add |
| 25 | MS | Morgan Stanley | +0.1% | +1.03% | Add |
| 26 | AMAT | Applied Materials Inc | +0.1% | -3.85% | Add |
| 27 | BAC | Bank Of America CORP | 0% | +2.55% | Add |
| 28 | ASML | ASML Holding N.V. | 0% | +14.42% | Add |
| 29 | ETN | Eaton Corporation plc | 0% | -1.00% | Add |
| 30 | UBER | Uber Technologies Inc | 0% | -0.43% | Add |
| 31 | C | Citigroup Inc | 0% | +0.26% | Add |
| 32 | RTX | Rtx CORP | 0% | +1.96% | Add |
| 33 | AXP | American Express Co | 0% | +2.70% | Add |
| 34 | BKNG | Booking Holdings Inc | 0% | +1.47% | Add |
| 35 | WMT | Walmart Inc | — | +2.31% | Add |
| 36 | JNJ | Johnson & Johnson | — | +14.77% | Add |
| 37 | WFC | Wells Fargo & Co | — | +2.28% | Add |
| 38 | INTU | Intuit Inc | — | -2.19% | Add |
| 39 | TJX | Tjx Companies Inc | — | +2.59% | Add |
| 40 | IBM | Intl Business Machines CORP | 0% | -2.28% | Add |
| 41 | HD | Home Depot Inc | -0.1% | +5.55% | Add |
| 42 | CSCO | Cisco Systems Inc | -0.1% | -0.90% | Add |
| 43 | ABBV | Abbvie Inc | -0.1% | +3.74% | Add |
| 44 | AMZN | Amazon.com Inc | -0.1% | +3.35% | Add |
| 45 | MA | Mastercard Inc - A | -0.1% | +2.37% | Add |
| 46 | COST | Costco Wholesale CORP | -0.2% | -1.51% | Add |
| 47 | V | Visa Inc-class A Shares | -0.2% | +0.81% | Add |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +3.28% | Add |
| 49 | UNH | Unitedhealth Group Inc | -0.4% | +8.38% | Add |
| 50 | AAPL | Apple Inc | -0.4% | +5.49% | 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 1985 disclosed positions in Q3 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 19.5% of total reported equity market value during Q3 2025.
During Q3 2025, Vanguard Personalized Indexing Management, LLC's top holdings by market value included NVDA (6.8%)、MSFT (6.0%)、AAPL (5.9%). The largest single position, NVDA, represented 6.8% of total portfolio value.
In Q3 2025, Vanguard Personalized Indexing Management, LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 50 positions, trimming 0 holdings, and fully liquidating 0 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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