CIK: 0001767306
申告総資産額
$101.9億
報告対象四半期: 2026-03-31 · 銘柄数: 2165
Vanguard Personalized Indexing Management, LLCは最新の13F報告書で2165件の保有を開示しました。申告期間は2026-03-31、保有総時価額は約$101.9億、四半期回転率は17.1%です。
Vanguard Personalized Indexing Management, LLCが開示している保有銘柄のハーフィンダール集中度指数は 0.014 で、これは約 69 件の均等加重ポジションに相当し、実際の開示銘柄数 2165 件を大きく下回ります。この差は、幅広い分散よりも少数の高確信度ポジションに重点を置く戦略であることを示しています。
ポートフォリオ全体のポジションサイズには大きなばらつきがあります（変動係数 5.51）。一部の大きなポジションと、多数の小規模ポジションが混在しています。
直近の報告四半期では、既存の大きなポジションへの積み増し、または大規模な新規ポジション構築のいずれにも明確な偏りは見られませんでした。
減少 MSFT
-3.2% -$1.4億
増加 XOM
+6.2% $3211.7万
減少 TSLA
+0.2% -$3043.8万
減少 AAPL
+1.9% -$3097.6万
減少 AMZN
+0.4% -$3013.5万
減少 AVGO
+1.7% -$2487.4万
上位200銘柄を表示中（全2165銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 株式-IT | 6.41% | -0.21% | +2.96% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.88% | -0.27% | +1.86% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.00% | -1.37% | -3.22% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.29% | -0.20% | +1.87% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.86% | -0.27% | +0.43% | |
| 6 | AVGO | Broadcom INC | 株式-IT | 2.45% | -0.23% | +1.69% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.85% | -0.23% | +2.30% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.58% | -0.10% | +2.47% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.45% | -0.07% | +3.91% | |
| 10 | TSLA | Tesla INC | 株式-一般消費財 | 1.44% | -0.29% | +0.16% | |
| 11 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.27% | -0.13% | +5.42% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.13% | — | +5.13% | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 0.96% | +0.13% | +3.36% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.95% | +0.32% | +6.17% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 0.85% | -0.09% | +4.13% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.83% | +0.17% | +5.90% | |
| 17 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.77% | +0.19% | +13.60% | |
| 18 | NFLX | Netflix INC | 株式-通信サービス | 0.69% | — | +4.43% | |
| 19 | MA | Mastercard INC - A | 株式-金融 | 0.66% | -0.09% | -0.13% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.65% | — | +4.02% | |
| 21 | CAT | Caterpillar INC | 株式-資本財 | 0.56% | +0.13% | +5.54% | |
| 22 | MU | Micron Technology INC | 株式-IT | 0.54% | +0.11% | +4.98% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 0.51% | — | +2.45% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.48% | +0.08% | +6.21% | |
| 25 | AMAT | Applied Materials INC | 株式-IT | 0.48% | +0.12% | +0.74% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 0.48% | +0.15% | +6.13% | |
| 27 | LRCX | Lam Research CORP | 株式-IT | 0.47% | +0.11% | +3.75% | |
| 28 | AMD | Advanced Micro Devices | 株式-IT | 0.46% | — | +2.04% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.46% | — | +2.75% | |
| 30 | BAC | Bank Of America CORP | 株式-金融 | 0.45% | — | +0.68% | |
| 31 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.45% | -0.10% | -1.23% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.44% | +0.09% | +12.39% | |
| 33 | GE | General Electric | 株式-資本財 | 0.43% | — | +6.39% | |
| 34 | ORCL | Oracle CORP | 株式-IT | 0.43% | -0.10% | +5.89% | |
| 35 | GS | Goldman Sachs Group INC | 株式-金融 | 0.42% | — | +12.69% | |
| 36 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.42% | — | +8.24% | |
| 37 | RTX | Rtx CORP | 株式-資本財 | 0.42% | — | +3.43% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.41% | — | +6.50% | |
| 39 | GEV | GE Vernova INC | 株式-資本財 | 0.37% | +0.11% | +7.66% | |
| 40 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.36% | — | +6.42% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.35% | — | +6.35% | |
| 42 | KLAC | Kla CORP | 株式-IT | 0.34% | +0.07% | +5.11% | |
| 43 | PM | Philip Morris International | 株式-生活必需品 | 0.34% | — | +8.25% | |
| 44 | AMGN | Amgen INC | 株式-ヘルスケア | 0.33% | — | +8.77% | |
| 45 | MS | Morgan Stanley | 株式-金融 | 0.33% | — | +3.45% | |
| 46 | WFC | Wells Fargo & Co | 株式-金融 | 0.31% | -0.07% | -4.13% | |
| 47 | NEE | Nextera Energy INC | 株式-公益事業 | 0.30% | — | +3.23% | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.30% | -0.08% | -4.73% | |
| 49 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.29% | — | +4.40% | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.29% | — | +8.50% |
Q3 2026のパフォーマンス
+3.3%
直近4四半期のパフォーマンス
+23.1%
価格取得が可能な保有銘柄（報告価値の76%相当）に基づいています
| 四半期 | 銘柄数 | 時価総額 | 安定性 | 主要銘柄 |
|---|---|---|---|---|
| 2026-03-31 | 2165 | $101.9億 | 17 | |
| 2025-12-31 | 1975 | $102.5億 | 14 | |
| 2025-09-30 | 1985 | $97.6億 | 36 | |
| 2025-06-30 | 1980 | $88.6億 | 0 | |
| 2025-03-31 | 1840 | $67.8億 | 100 | |
| 2024-12-31 | 1808 | $66.2億 | 0 | |
| 2024-09-30 | 1776 | $62.1億 | 0 | |
| 2024-06-30 | 1692 | $52.5億 | 0 | |
| 2024-03-31 | 1630 | $46.6億 | 0 | |
| 2023-12-31 | 1535 | $38.5億 | 0 | |
| 2023-09-30 | 1481 | $33.5億 | 0 | |
| 2023-06-30 | 1467 | $32.6億 | 0 | |
| 2023-03-31 | 1466 | $28.8億 | 0 | |
| 2022-12-31 | 1279 | $24.2億 | 0 | |
| 2022-09-30 | 1232 | $22.1億 | 0 | |
| 2022-06-30 | 1263 | $21.6億 | 0 | |
| 2022-03-31 | 1210 | $20.7億 | 0 | |
| 2021-12-31 | 1058 | $17.0億 | 0 | |
| 2021-09-30 | 976 | $11.1億 | 0 | |
| 2021-06-30 | 896 | $9.6億 | 82 | |
| 2021-03-31 | 724 | $6.6億 | 41 | |
| 2020-12-31 | 557 | $4.6億 | 34 | |
| 2020-09-30 | 470 | $3.6億 | 52 | |
| 2020-06-30 | 350 | $2.2億 | 66 | |
| 2020-03-31 | 269 | $1.7億 | 0 |
Vanguard Personalized Indexing Management, LLCの2026-03-31時点における主要なポジション変更： 新規購入: AstraZeneca PLC (AZN); 全売却: Astrazeneca Plc-spons Adr (AZNN); 減少: Microsoft CORP (MSFT) — 保有株数 -3.22%; 増加: Exxon Mobil CORP (XOM) — 保有株数 +6.17%; 増加: Tesla INC (TSLA) — 保有株数 +0.16%.
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.3% | +6.17% | 増加 |
| 2 | COST | Costco Wholesale CORP | +0.2% | +13.60% | 増加 |
| 3 | JNJ | Johnson & Johnson | +0.2% | +5.90% | 増加 |
| 4 | CVX | Chevron CORP | +0.2% | +6.13% | 増加 |
| 5 | CAT | Caterpillar INC | +0.1% | +5.54% | 増加 |
| 6 | WMT | Walmart INC | +0.1% | +3.36% | 増加 |
| 7 | AMAT | Applied Materials INC | +0.1% | +0.74% | 増加 |
| 8 | GEV | GE Vernova INC | +0.1% | +7.66% | 増加 |
| 9 | LRCX | Lam Research CORP | +0.1% | +3.75% | 増加 |
| 10 | MU | Micron Technology INC | +0.1% | +4.98% | 増加 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +12.39% | 増加 |
| 12 | MRK | Merck & Co. INC. | +0.1% | +6.21% | 増加 |
| 13 | LIN | Linde plc | +0.1% | +19.33% | 増加 |
| 14 | EQIX | Equinix INC | +0.1% | +55.15% | 増加 |
| 15 | GLW | Corning INC | +0.1% | +3.43% | 増加 |
| 16 | KLAC | Kla CORP | +0.1% | +5.11% | 増加 |
| 17 | SNDK | Sandisk CORP | +0.1% | +26.71% | 増加 |
| 18 | COP | Conocophillips | +0.1% | +6.24% | 増加 |
| 19 | LMT | Lockheed Martin CORP | +0.1% | +17.02% | 増加 |
| 20 | WDC | Western Digital CORP | +0.1% | +3.60% | 増加 |
| 21 | VZ | Verizon Communications INC | +0.1% | +13.11% | 増加 |
| 22 | ABT | Abbott Laboratories | -0.1% | -2.65% | 減少 |
| 23 | JPM | Jpmorgan Chase & Co | -0.1% | +3.91% | 増加 |
| 24 | CRM | Salesforce INC | -0.1% | +5.90% | 増加 |
| 25 | BKNG | Booking Holdings INC | -0.1% | -5.03% | 減少 |
| 26 | BSX | Boston Scientific CORP | -0.1% | -0.30% | 減少 |
| 27 | WFC | Wells Fargo & Co | -0.1% | -4.13% | 減少 |
| 28 | COF | Capital One Financial CORP | -0.1% | -3.01% | 減少 |
| 29 | IBM | Intl Business Machines CORP | -0.1% | -4.73% | 減少 |
| 30 | QCOM | Qualcomm INC | -0.1% | -13.31% | 減少 |
| 31 | ACN | Accenture plc | -0.1% | -15.02% | 減少 |
| 32 | UNH | Unitedhealth Group INC | -0.1% | -9.92% | 減少 |
| 33 | V | Visa Inc-class A Shares | -0.1% | +4.13% | 増加 |
| 34 | MA | Mastercard INC - A | -0.1% | -0.13% | 減少 |
| 35 | ORCL | Oracle CORP | -0.1% | +5.89% | 増加 |
| 36 | GOOG | Alphabet Inc-cl C | -0.1% | +2.47% | 増加 |
| 37 | PLTR | Palantir Technologies Inc-a | -0.1% | -1.23% | 減少 |
| 38 | INTU | Intuit INC | -0.1% | -7.61% | 減少 |
| 39 | APP | Applovin Corp-class A | -0.1% | -4.51% | 減少 |
| 40 | LLY | Eli Lilly & Co | -0.1% | +5.42% | 増加 |
| 41 | GOOGL | Alphabet Inc-cl A | -0.2% | +1.87% | 増加 |
| 42 | NVDA | Nvidia CORP | -0.2% | +2.96% | 増加 |
| 43 | AVGO | Broadcom INC | -0.2% | +1.69% | 増加 |
| 44 | META | Meta Platforms Inc-class A | -0.2% | +2.30% | 増加 |
| 45 | AAPL | Apple INC | -0.3% | +1.86% | 増加 |
| 46 | AMZN | Amazon.com INC | -0.3% | +0.43% | 増加 |
| 47 | TSLA | Tesla INC | -0.3% | +0.16% | 増加 |
| 48 | MSFT | Microsoft CORP | -1.4% | -3.22% | 減少 |
| 49 | AZN | AstraZeneca PLC | — | NEW | 新規購入 |
| 50 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | 全売却 |
| 四半期 | 提出日 | 種類 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | EDGARで見る |
| 2025-12-31 | 2026-02-13 | 13F-HR | EDGARで見る |
| 2025-09-30 | 2025-10-31 | 13F-HR | EDGARで見る |
| 2025-06-30 | 2025-07-25 | 13F-HR | EDGARで見る |
| 2025-03-31 | 2025-05-14 | 13F-HR | EDGARで見る |
| 2024-12-31 | 2025-02-10 | 13F-HR | EDGARで見る |
| 2024-09-30 | 2024-11-12 | 13F-HR | EDGARで見る |
| 2024-06-30 | 2024-08-12 | 13F-HR | EDGARで見る |
| 2024-03-31 | 2024-05-09 | 13F-HR | EDGARで見る |
| 2023-12-31 | 2024-06-04 | 修正 | EDGARで見る |
| 2023-12-31 | 2024-02-08 | 13F-HR | EDGARで見る |
| 2023-09-30 | 2023-11-08 | 13F-HR | EDGARで見る |
| 2023-06-30 | 2023-07-28 | 13F-HR | EDGARで見る |
| 2023-03-31 | 2023-05-10 | 13F-HR | EDGARで見る |
| 2022-12-31 | 2023-02-10 | 13F-HR | EDGARで見る |
| 2022-09-30 | 2022-11-14 | 13F-HR | EDGARで見る |
| 2022-06-30 | 2022-08-12 | 修正 | EDGARで見る |
| 2022-06-30 | 2022-08-09 | 13F-HR | EDGARで見る |
| 2022-03-31 | 2022-05-16 | 13F-HR | EDGARで見る |
| 2021-12-31 | 2022-02-23 | 13F-HR | EDGARで見る |
| 2021-09-30 | 2021-11-09 | 13F-HR | EDGARで見る |
| 2021-06-30 | 2021-08-11 | 修正 | EDGARで見る |
| 2021-06-30 | 2021-07-21 | 13F-HR | EDGARで見る |
| 2021-03-31 | 2021-04-28 | 13F-HR | EDGARで見る |
| 2020-12-31 | 2021-01-20 | 修正 | EDGARで見る |
| 2020-12-31 | 2021-01-19 | 13F-HR | EDGARで見る |
| 2020-09-30 | 2020-10-26 | 13F-HR | EDGARで見る |
| 2020-06-30 | 2020-07-27 | 13F-HR | EDGARで見る |
| 2020-03-31 | 2020-05-13 | 13F-HR | EDGARで見る |
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