VP

Vanguard Personalized Indexing Management, LLC

Diversified strategyMomentum followerLong-term holder

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%.

Personality snowflake

Concentration
5.78
Portfolio Stability
17.14
Momentum/Contrarian
100
Sector conviction
49.63
Diversification
100
Sizing Uniformity
44.93

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1NVDANvidia CORPStock-Tech6.41%-0.21%+2.96%
2AAPLApple INCStock-Tech5.88%-0.27%+1.86%
3MSFTMicrosoft CORPStock-Tech4.00%-1.37%-3.22%
4GOOGLAlphabet Inc-cl AStock-Comm Services3.29%-0.20%+1.87%
5AMZNAmazon.com INCStock-Consumer Disc2.86%-0.27%+0.43%
6AVGOBroadcom INCStock-Tech2.45%-0.23%+1.69%
7METAMeta Platforms Inc-class AStock-Comm Services1.85%-0.23%+2.30%
8GOOGAlphabet Inc-cl CStock-Comm Services1.58%-0.10%+2.47%
9JPMJpmorgan Chase & CoStock-Financials1.45%-0.07%+3.91%
10TSLATesla INCStock-Consumer Disc1.44%-0.29%+0.16%
11LLYEli Lilly & CoStock-Healthcare1.27%-0.13%+5.42%
12BRK-BBerkshire Hathaway Inc-cl BStock-Other1.13%—+5.13%
13WMTWalmart INCStock-Consumer Staples0.96%+0.13%+3.36%
14XOMExxon Mobil CORPStock-Energy0.95%+0.32%+6.17%
15VVisa Inc-class A SharesStock-Financials0.85%-0.09%+4.13%
16JNJJohnson & JohnsonStock-Healthcare0.83%+0.17%+5.90%
17COSTCostco Wholesale CORPStock-Consumer Staples0.77%+0.19%+13.60%
18NFLXNetflix INCStock-Comm Services0.69%—+4.43%
19MAMastercard INC - AStock-Financials0.66%-0.09%-0.13%
20ABBVAbbvie INCStock-Healthcare0.65%—+4.02%
21CATCaterpillar INCStock-Industrials0.56%+0.13%+5.54%
22MUMicron Technology INCStock-Tech0.54%+0.11%+4.98%
23CSCOCisco Systems INCStock-Tech0.51%—+2.45%
24MRKMerck & Co. INC.Stock-Healthcare0.48%+0.08%+6.21%
25AMATApplied Materials INCStock-Tech0.48%+0.12%+0.74%
26CVXChevron CORPStock-Energy0.48%+0.15%+6.13%
27LRCXLam Research CORPStock-Tech0.47%+0.11%+3.75%
28AMDAdvanced Micro DevicesStock-Tech0.46%—+2.04%
29HDHome Depot INCStock-Consumer Disc0.46%—+2.75%
30BACBank Of America CORPStock-Financials0.45%—+0.68%
31PLTRPalantir Technologies Inc-aStock-Tech0.45%-0.10%-1.23%
32TSMTaiwan Semiconductor-sp AdrStock-Tech0.44%+0.09%+12.39%
33GEGeneral ElectricStock-Industrials0.43%—+6.39%
34ORCLOracle CORPStock-Tech0.43%-0.10%+5.89%
35GSGoldman Sachs Group INCStock-Financials0.42%—+12.69%
36KOCoca-cola Co/theStock-Consumer Staples0.42%—+8.24%
37RTXRtx CORPStock-Industrials0.42%—+3.43%
38PGProcter & Gamble Co/theStock-Consumer Staples0.41%—+6.50%
39GEVGE Vernova INCStock-Industrials0.37%+0.11%+7.66%
40TJXTjx Companies INCStock-Consumer Disc0.36%—+6.42%
41MCDMcdonald's CORPStock-Consumer Disc0.35%—+6.35%
42KLACKla CORPStock-Tech0.34%+0.07%+5.11%
43PMPhilip Morris InternationalStock-Consumer Staples0.34%—+8.25%
44AMGNAmgen INCStock-Healthcare0.33%—+8.77%
45MSMorgan StanleyStock-Financials0.33%—+3.45%
46WFCWells Fargo & CoStock-Financials0.31%-0.07%-4.13%
47NEENextera Energy INCStock-Utilities0.30%—+3.23%
48IBMIntl Business Machines CORPStock-Tech0.30%-0.08%-4.73%
49GILDGilead Sciences INCStock-Healthcare0.29%—+4.40%
50PEPPepsico INCStock-Consumer Staples0.29%—+8.50%
1–50 of 2,165

Holding changes this quarter

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%.

Position changes disclosed by Vanguard Personalized Indexing Management, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1XOMExxon Mobil CORP+0.3%+6.17%Add
2COSTCostco Wholesale CORP+0.2%+13.60%Add
3JNJJohnson & Johnson+0.2%+5.90%Add
4CVXChevron CORP+0.2%+6.13%Add
5CATCaterpillar INC+0.1%+5.54%Add
6WMTWalmart INC+0.1%+3.36%Add
7AMATApplied Materials INC+0.1%+0.74%Add
8GEVGE Vernova INC+0.1%+7.66%Add
9LRCXLam Research CORP+0.1%+3.75%Add
10MUMicron Technology INC+0.1%+4.98%Add
11TSMTaiwan Semiconductor-sp Adr+0.1%+12.39%Add
12MRKMerck & Co. INC.+0.1%+6.21%Add
13LINLinde plc+0.1%+19.33%Add
14EQIXEquinix INC+0.1%+55.15%Add
15GLWCorning INC+0.1%+3.43%Add
16KLACKla CORP+0.1%+5.11%Add
17SNDKSandisk CORP+0.1%+26.71%Add
18COPConocophillips+0.1%+6.24%Add
19LMTLockheed Martin CORP+0.1%+17.02%Add
20WDCWestern Digital CORP+0.1%+3.60%Add
21VZVerizon Communications INC+0.1%+13.11%Add
22ABTAbbott Laboratories-0.1%-2.65%Trim
23JPMJpmorgan Chase & Co-0.1%+3.91%Add
24CRMSalesforce INC-0.1%+5.90%Add
25BKNGBooking Holdings INC-0.1%-5.03%Trim
26BSXBoston Scientific CORP-0.1%-0.30%Trim
27WFCWells Fargo & Co-0.1%-4.13%Trim
28COFCapital One Financial CORP-0.1%-3.01%Trim
29IBMIntl Business Machines CORP-0.1%-4.73%Trim
30QCOMQualcomm INC-0.1%-13.31%Trim
31ACNAccenture plc-0.1%-15.02%Trim
32UNHUnitedhealth Group INC-0.1%-9.92%Trim
33VVisa Inc-class A Shares-0.1%+4.13%Add
34MAMastercard INC - A-0.1%-0.13%Trim
35ORCLOracle CORP-0.1%+5.89%Add
36GOOGAlphabet Inc-cl C-0.1%+2.47%Add
37PLTRPalantir Technologies Inc-a-0.1%-1.23%Trim
38INTUIntuit INC-0.1%-7.61%Trim
39APPApplovin Corp-class A-0.1%-4.51%Trim
40LLYEli Lilly & Co-0.1%+5.42%Add
41GOOGLAlphabet Inc-cl A-0.2%+1.87%Add
42NVDANvidia CORP-0.2%+2.96%Add
43AVGOBroadcom INC-0.2%+1.69%Add
44METAMeta Platforms Inc-class A-0.2%+2.30%Add
45AAPLApple INC-0.3%+1.86%Add
46AMZNAmazon.com INC-0.3%+0.43%Add
47TSLATesla INC-0.3%+0.16%Add
48MSFTMicrosoft CORP-1.4%-3.22%Trim
49AZNAstraZeneca PLC—NEWNew buy
50AZNNAstrazeneca Plc-spons Adr—EXITSold out

FAQ

What is Vanguard Personalized Indexing Management, LLC and what type of investor is it?
Vanguard Personalized Indexing Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $10.2B, spread across 2165 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) — $653.1M (6.4%) 2. Apple INC (AAPL) — $599.4M (5.9%) 3. Microsoft CORP (MSFT) — $407.8M (4.0%) 4. Alphabet Inc-cl A (GOOGL) — $335.1M (3.3%) 5. Amazon.com INC (AMZN) — $291.1M (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 50 notable position adjustments: 1 new positions were initiated, 34 existing holdings were added to, 14 positions were partially reduced, and 1 were completely exited. The largest of these moves: 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%
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: 32.3% • Financials: 13.6% • Consumer Discretionary: 9.8% • Health Care: 9.7% • Communication Services: 9.5% • Industrials: 9.3%