Institutional Manager · CIK 0001767306
Vanguard Personalized Indexing Management, LLC
OAKLAND, CA · File #028-20247
Latest AUM
$10.25B
Positions
1,975
Top-10 Concentration
63.5%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20251,975 pos · $10.25B
- 13F HOLDINGS REPORTQ/E Sep 20251,985 pos · $9.76B
- 13F HOLDINGS REPORTQ/E Jun 20251,980 pos · $8.86B
- 13F HOLDINGS REPORTQ/E Mar 20251,840 pos · $6.78B
- 13F HOLDINGS REPORTQ/E Dec 20241,808 pos · $6.62B
- 13F HOLDINGS REPORTQ/E Sep 20241,776 pos · $6.21B
- 13F HOLDINGS REPORTQ/E Jun 20241,692 pos · $5.25B
- 13F HOLDINGS REPORT (Amended)Q/E Jun 202424 pos · $43.6M
- 13F HOLDINGS REPORTQ/E Mar 20241,630 pos · $4.66B
- 13F HOLDINGS REPORTQ/E Dec 20231,481 pos · $3.35B
- 13F HOLDINGS REPORTQ/E Sep 20231,467 pos · $3.26B
- 13F HOLDINGS REPORTQ/E Jun 20231,466 pos · $2.88B
- 13F HOLDINGS REPORTQ/E Mar 20231,279 pos · $2.42B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 3,637,198 | $678.3M | 12.19% |
| 2 | APPLE INC | AAPL | 2,318,807 | $630.4M | 11.33% |
| 3 | MICROSOFT CORP | MSFT | 1,138,269 | $550.5M | 9.89% |
| 4 | ALPHABET INC | GOOG | 1,143,981 | $358.1M | 6.44% |
| 5 | AMAZON COM INC | AMZN | 1,391,525 | $321.2M | 5.77% |
| 6 | BROADCOM INC | AVGO | 793,370 | $274.6M | 4.93% |
| 7 | META PLATFORMS INC | META | 322,696 | $213.0M | 3.83% |
| 8 | TESLA INC | TSLA | 393,391 | $176.9M | 3.18% |
| 9 | ALPHABET INC | GOOG | 548,483 | $172.1M | 3.09% |
| 10 | JPMORGAN CHASE & CO. | VYLD | 483,548 | $155.8M | 2.80% |
| 11 | ELI LILLY & CO | LLY | 133,817 | $143.8M | 2.58% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 228,557 | $114.9M | 2.06% |
| 13 | VISA INC | V | 275,487 | $96.6M | 1.74% |
| 14 | WALMART INC | WMT | 763,059 | $85.0M | 1.53% |
| 15 | MASTERCARD INCORPORATED | MA | 135,452 | $77.3M | 1.39% |
| 16 | JOHNSON & JOHNSON | JNJ | 325,117 | $67.3M | 1.21% |
| 17 | ABBVIE INC | ABBV | 293,534 | $67.1M | 1.21% |
| 18 | NETFLIX INC | NFLX | 703,070 | $65.9M | 1.18% |
| 19 | EXXON MOBIL CORP | XOM | 537,151 | $64.6M | 1.16% |
| 20 | COSTCO WHSL CORP NEW | 22160K105 | 69,197 | $59.7M | 1.07% |