WaveMan · SEC 13F
Vanguard Personalized Indexing Management, LLC 13F holdings
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Vanguard Personalized Indexing Management, LLC 13F holdings

Vanguard Personalized Indexing Management, LLC reported 2,193 positions with a total reported value of $12.2B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-11. Top holdings by reported value: NVDA NVIDIA CORPORATION (6.3%), AAPL APPLE INC (5.9%), GOOGL ALPHABET INC (5.3%), MSFT MICROSOFT CORP (3.4%), AMZN AMAZON COM INC (2.9%). Against 2026-03-31 it opened 189 new positions and exited 113. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.

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Top holdings

25 largest of 2,193 positions · reported value as of 2026-06-30
HoldingSharesReported value% of portfolio
NVDA NVIDIA CORPORATION3,838,871$768.1M6.3%
AAPL APPLE INC2,468,212$714.2M5.9%
GOOGL ALPHABET INC1,806,266$643.2M5.3%
MSFT MICROSOFT CORP1,106,284$412.7M3.4%
AMZN AMAZON COM INC1,460,229$348.0M2.9%
AVGO BROADCOM INC834,264$315.1M2.6%
MU MICRON TECHNOLOGY INC180,196$208.0M1.7%
META META PLATFORMS INC325,106$183.1M1.5%
LLY ELI LILLY & CO151,203$181.4M1.5%
JPM JPMORGAN CHASE & CO542,873$177.7M1.5%
TSLA TESLA INC414,776$174.5M1.4%
AMD ADVANCED MICRO DEVICES INC254,343$147.8M1.2%
BRK-B BERKSHIRE HATHAWAY INC DEL248,946$128.3M1.1%
V VISA INC316,085$108.4M0.9%
APPLIED MATLS INC145,211$105.0M0.9%
LRCX LAM RESEARCH CORP231,375$100.3M0.8%
JNJ JOHNSON & JOHNSON364,217$92.5M0.8%
CAT CATERPILLAR INC84,762$90.3M0.7%
WMT WALMART INC786,348$89.1M0.7%
CSCO CISCO SYS INC700,256$82.3M0.7%
ABBV ABBVIE INC323,012$81.3M0.7%
XOM EXXON MOBIL CORP578,686$79.1M0.6%
TSM TAIWAN SEMICONDUCTOR MANUFAC159,102$76.0M0.6%
INTC INTEL CORP538,159$75.1M0.6%
KLAC KLA CORP242,115$73.0M0.6%
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES

New positions this quarter

Held at 2026-06-30, not at 2026-03-31 · 189 in all · reported value as of 2026-06-30
HoldingSharesReported value% of portfolio
HONA HONEYWELL AEROSPACE INC44,382$9.8M<0.1%
FEDEX FGHT HLDG CO INC20,915$3.2M<0.1%
MXL MAXLINEAR INC8,603$1.1M<0.1%
VGNT VERSIGENT PLC24,315$1.0M<0.1%
SPCX SPACE EXPLORATION TECHN CORP5,845$998.7K<0.1%
ALBERTSONS COMPANIES INC62,488$845.5K<0.1%
ICHR ICHOR HOLDINGS5,452$612.2K<0.1%
VSH VISHAY INTERTECHNOLOGY INC11,249$605.0K<0.1%
OUST OUSTER INC9,168$573.2K<0.1%
TGB TREKOR METALS LTD83,212$572.5K<0.1%
BLKB BLACKBAUD INC18,600$550.9K<0.1%
LQDA LIQUIDIA CORPORATION6,214$495.4K<0.1%
LGIH LGI HOMES INC7,429$473.1K<0.1%
ACM RESH INC3,718$471.8K<0.1%
SARO STANDARDAERO INC14,815$443.1K<0.1%
VCYT VERACYTE INC7,378$433.3K<0.1%
KLAR KLARNA GROUP PLC21,152$429.6K<0.1%
TVTX TRAVERE THERAPEUTICS INC7,273$413.2K<0.1%
PENG PENGUIN SOLUTIONS INC5,411$411.3K<0.1%
AMSF AMERISAFE INC11,454$387.5K<0.1%
PARK NATL CORP2,079$380.4K<0.1%
KEEL KEEL INFRASTRUCTURE CORP64,265$368.9K<0.1%
GTX GARRETT MOTION INC9,904$358.8K<0.1%
ALGT ALLEGIANT TRAVEL CO3,034$356.8K<0.1%
SEZL SEZZLE INC2,054$352.5K<0.1%

Sold out

Held at 2026-03-31, gone by 2026-06-30 · 113 in all · reported value as of 2026-03-31
HoldingShares 2026-03-31Reported value% of portfolio then
COTERRA ENERGY INC99,379$3.5M<0.1%
HOLOGIC INC33,753$2.6M<0.1%
MASIMO CORP10,251$1.8M<0.1%
TERNS PHARMACEUTICALS INC22,676$1.2M<0.1%
AIR LEASE CORP12,948$840.8K<0.1%
ALBERTSONS COS INC47,552$810.3K<0.1%
ARCELLX INC5,839$670.4K<0.1%
PHI PLDT INC31,420$661.1K<0.1%
TRI POINTE HOMES INC13,229$618.2K<0.1%
CLEARWATER ANALYTICS HLDGS I25,433$601.5K<0.1%
AMICUS THERAPEUTIC36,983$534.8K<0.1%
TASEKO MINES LTD81,356$524.7K<0.1%
SEALED AIR CORP NEW10,249$431.0K<0.1%
WAY WAYSTAR HLDG CORP16,540$398.8K<0.1%
SAM BOSTON BEER INC1,643$378.5K<0.1%
UNIVERSAL DISPLAY CORP3,872$354.9K<0.1%
WIX WIX COM LTD3,808$343.0K<0.1%
SHAK SHAKE SHACK INC3,596$318.1K<0.1%
SITE SITEONE LANDSCAPE SUPPLY INC2,278$303.2K<0.1%
DMC FRESH DEL MONTE PRODUCE INC7,383$297.2K<0.1%
SPDR INDEX SHS FDS4,452$294.4K<0.1%
CALX CALIX INC5,568$272.8K<0.1%
EYE NATIONAL VISION HLDGS INC10,240$265.2K<0.1%
PATRICK INDS INC2,360$262.1K<0.1%
CSG SYS INTL INC3,188$254.8K<0.1%

Biggest increases and decreases

Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30

Increases

HoldingShares 2026-03-31Shares 2026-06-30ChangeReported value
KLAC KLA CORP23,803242,115+917.2%$73.0M
AAPL APPLE INC2,361,8522,468,212+4.5%$714.2M
GOOGL ALPHABET INC1,727,4231,806,266+4.6%$643.2M
BKNG BOOKING HOLDINGS INC5,039129,078+2,461.6%$23.0M
MU MICRON TECHNOLOGY INC163,827180,196+10.0%$208.0M
NVDA NVIDIA CORPORATION3,744,6883,838,871+2.5%$768.1M
AMZN AMAZON COM INC1,397,4971,460,229+4.5%$348.0M
AMD ADVANCED MICRO DEVICES INC231,343254,343+9.9%$147.8M
JPM JPMORGAN CHASE & CO502,465542,873+8.0%$177.7M
TSM TAIWAN SEMICONDUCTOR MANUFAC132,355159,102+20.2%$76.0M
UNH UNITEDHEALTH GROUP INC104,674134,704+28.7%$56.0M
INTC INTEL CORP450,425538,159+19.5%$75.1M

Decreases

HoldingShares 2026-03-31Shares 2026-06-30ChangeReported value
HONEYWELL INTL INC88,90644,515-49.9%$10.0M
DD DUPONT DE NEMOURS INC69,54822,265-68.0%$3.0M
CMCSA COMCAST CORP NEW444,457289,103-35.0%$7.1M
COST COSTCO WHOLESALE CORPORATION78,60575,026-4.6%$70.2M
MCD MCDONALDS CORP116,013104,467-10.0%$28.2M
META META PLATFORMS INC330,130325,106-1.5%$183.1M
PEP PEPSICO INC189,942169,766-10.6%$23.0M
PFE PFIZER INC598,547497,582-16.9%$12.0M
NFLX NETFLIX INC.734,209701,797-4.4%$50.1M
CRM SALESFORCE INC123,672110,653-10.5%$17.3M
ADSK AUTODESK INC43,46933,814-22.2%$6.6M
INTU INTUIT41,64535,158-15.6%$9.2M
CIK 1767306 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY

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Source: U.S. Securities and Exchange Commission (EDGAR) and other official government data · Updated 2026-10-12 · For informational purposes only, not investment advice.
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