Vanguard Personalized Indexing Management, LLC — 13F Holdings & Portfolio
CIK 1767306 · latest 13F-HR filed 2026-05-14
Vanguard Personalized Indexing Management, LLC manages $10.19B in 13F-reported U.S. long-equity assets across 2,165 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (6.41%), AAPL (5.88%), MSFT (4.00%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 293 new positions, exited 103, added to 949, and trimmed 659.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$10.19B
Long-equity book
2,165
Distinct positions
2026-03-31
Filed 2026-05-14
+293 / −103 / ↑949 / ↓659
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EXXON MOBIL CORP$32.1M +49.7%
- COSTCO WHOLESALE CORPORATION$18.7M +31.3%
- JOHNSON & JOHNSON$16.9M +25.1%
- CHEVRON CORPORATION$14.9M +44.1%
- CATERPILLAR INC$13.4M +30.5%
Top Trims
- MICROSOFT CORP-$142.7M -25.9%
- TESLA INC-$30.4M -17.2%
- AMAZON COM INC-$30.1M -9.4%
- BROADCOM INC-$24.9M -9.1%
- META PLATFORMS INC-$24.1M -11.3%
New Positions
- ASTRAZENECA PLC$13.7M
- PINNACLE FINL PARTNERS INC$2.4M
- ISHARES TR$1.6M
- PIPER SANDLER COMPANIES$1.2M
- AMCOR PLC$1.1M
Exited Positions
- ASTRAZENECA PLC$13.1M
- COMERICA INC$2.8M
- CYBERARK SOFTWARE LTD$2.1M
- EXACT SCIENCES CORP$1.7M
- SYNOVUS FINL CORP$1.5M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $653.1M | 6.41% | 3,744,688 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $599.4M | 5.88% | 2,361,852 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $407.8M | 4.00% | 1,101,572 | SH |
| 4 | ALPHABET INC | GOOGL | 02079K305 | $335.1M | 3.29% | 1,165,417 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $291.1M | 2.86% | 1,397,497 | SH |
| 6 | BROADCOM INC | AVGO | 11135F101 | $249.7M | 2.45% | 806,796 | SH |
| 7 | META PLATFORMS INC | META | 30303M102 | $188.9M | 1.85% | 330,130 | SH |
| 8 | ALPHABET INC | GOOG | 02079K107 | $161.2M | 1.58% | 562,006 | SH |
| 9 | JPMORGAN CHASE & CO | JPM | 46625H100 | $147.8M | 1.45% | 502,465 | SH |
| 10 | TESLA INC | TSLA | 88160R101 | $146.5M | 1.44% | 394,023 | SH |
| 11 | ELI LILLY & CO | LLY | 532457108 | $129.8M | 1.27% | 141,070 | SH |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $115.1M | 1.13% | 240,293 | SH |
| 13 | WALMART INC | WMT | 931142103 | $98.0M | 0.96% | 788,704 | SH |
| 14 | EXXON MOBIL CORP | XOM | 30231G102 | $96.8M | 0.95% | 570,305 | SH |
| 15 | VISA INC | V | 92826C839 | $86.7M | 0.85% | 286,872 | SH |
| 16 | JOHNSON & JOHNSON | JNJ | 478160104 | $84.2M | 0.83% | 344,313 | SH |
| 17 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $78.3M | 0.77% | 78,605 | SH |
| 18 | NETFLIX INC. | NFLX | 64110L106 | $70.6M | 0.69% | 734,209 | SH |
| 19 | MASTERCARD INCORPORATED | MA | 57636Q104 | $67.6M | 0.66% | 135,281 | SH |
| 20 | ABBVIE INC | ABBV | 00287Y109 | $66.4M | 0.65% | 305,324 | SH |
| 21 | CATERPILLAR INC | CAT | 149123101 | $57.5M | 0.56% | 81,130 | SH |
| 22 | MICRON TECHNOLOGY INC | MU | 595112103 | $55.3M | 0.54% | 163,827 | SH |
| 23 | CISCO SYS INC | CSCO | 17275R102 | $51.8M | 0.51% | 667,751 | SH |
| 24 | MERCK & CO INC | MRK | 58933Y105 | $49.3M | 0.48% | 409,858 | SH |
| 25 | APPLIED MATLS INC | AMAT | 038222105 | $49.1M | 0.48% | 143,576 | SH |
| 26 | CHEVRON CORPORATION | CVX | 166764100 | $48.8M | 0.48% | 236,061 | SH |
| 27 | LAM RESEARCH CORP | LRCX | 512807306 | $47.8M | 0.47% | 223,638 | SH |
| 28 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $47.1M | 0.46% | 231,343 | SH |
| 29 | HOME DEPOT INC | HD | 437076102 | $46.7M | 0.46% | 142,078 | SH |
| 30 | BANK AMERICA CORP | BAC | 060505104 | $45.8M | 0.45% | 939,695 | SH |
| 31 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $45.6M | 0.45% | 311,517 | SH |
| 32 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $44.7M | 0.44% | 132,355 | SH |
| 33 | GE AEROSPACE | GE | 369604301 | $43.9M | 0.43% | 154,796 | SH |
| 34 | ORACLE CORP | ORCL | 68389X105 | $43.4M | 0.43% | 294,951 | SH |
| 35 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $42.6M | 0.42% | 50,383 | SH |
| 36 | COCA COLA CO | KO | 191216100 | $42.5M | 0.42% | 559,042 | SH |
| 37 | RTX CORPORATION | RTX | 75513E101 | $42.5M | 0.42% | 220,256 | SH |
| 38 | PROCTER & GAMBLE CO | PG | 742718109 | $42.2M | 0.41% | 292,131 | SH |
| 39 | GE VERNOVA INC | GEV | 36828A101 | $37.8M | 0.37% | 43,278 | SH |
| 40 | TJX COS INC NEW | TJX | 872540109 | $37.0M | 0.36% | 231,718 | SH |
| 41 | MCDONALDS CORP | MCD | 580135101 | $36.1M | 0.35% | 116,013 | SH |
| 42 | KLA CORP | KLAC | 482480100 | $35.0M | 0.34% | 23,803 | SH |
| 43 | PHILIP MORRIS INTL INC | PM | 718172109 | $34.7M | 0.34% | 210,157 | SH |
| 44 | AMGEN INC | AMGN | 031162100 | $33.8M | 0.33% | 96,029 | SH |
| 45 | MORGAN STANLEY | MS | 617446448 | $33.6M | 0.33% | 204,202 | SH |
| 46 | WELLS FARGO & CO | WFC | 949746101 | $31.5M | 0.31% | 395,478 | SH |
| 47 | NEXTERA ENERGY INC | NEE | 65339F101 | $31.0M | 0.30% | 333,286 | SH |
| 48 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $30.5M | 0.30% | 125,785 | SH |
| 49 | GILEAD SCIENCES INC | GILD | 375558103 | $29.7M | 0.29% | 213,031 | SH |
| 50 | PEPSICO INC | PEP | 713448108 | $29.5M | 0.29% | 189,942 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $10.19B | 2,165 | 0001104659-26-061303 |
| 2025-12-31 | 2026-02-13 | $10.25B | 1,975 | 0001420506-26-000404 |
| 2025-09-30 | 2025-10-31 | $9.76B | 1,985 | 0001420506-25-002957 |