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Vanguard Personalized Indexing Management, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1767306
Institutional-grade research for retail investors

Sector Allocation

  • Technology44.0%$5.4B
  • Financials13.2%$1.6B
  • Healthcare8.8%$1.1B
  • Consumer Discretionary8.6%$1.0B
  • Industrials8.2%$1.0B
  • Consumer Staples4.4%$540.6M
  • Energy3.4%$411.5M
  • Materials2.8%$334.8M
  • Utilities2.3%$275.5M
  • Communication Services1.8%$215.1M

AUM History

13fpro.ai/research/fund/vanguard-personalized-indexing-management-llc-1767306

Conviction and streaks

Stable · top 10 = 31.0%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

NVDA$NVDAConviction hold6.3% weight · held 10 quartersAAPL$AAPLConviction hold5.9% weight · held 10 quartersGOOG$GOOGConviction hold3.6% weight · held 10 quartersMSFT$MSFTConviction hold3.4% weight · held 10 quartersAMZN$AMZNConviction hold2.9% weight · held 10 quartersNVDA$NVDAAccumulating+1613% shares · 9 quarters runningAAPL$AAPLAccumulating+75% shares · 9 quarters runningGOOG$GOOGAccumulating+92% shares · 9 quarters runningAMZN$AMZNAccumulating+83% shares · 9 quarters runningAVGO$AVGOAccumulating+1894% shares · 9 quarters runningPAGP$PAGPTrimming-34% shares · 8 quarters runningM$MTrimming-30% shares · 6 quarters runningG$GTrimming-40% shares · 6 quarters runningROOT$ROOTTrimming-30% shares · 6 quarters runningSNY$SNYTrimming-51% shares · 5 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/vanguard-personalized-indexing-management-llc-1767306

Vanguard Personalized Indexing Management, LLC 13F holdings — Q2 2026

$12.2B portfolio (+19.7% QoQ) · 2,242 holdings · Q2 2026 13F · top 10 are 31% of the stock portfolio

All holdings — Vanguard Personalized Indexing Management, LLC (Q2 2026)

2,242 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.

Company
JPM$JPMJPMORGAN CHASE & CO$177.7M+8%
TSLA$TSLATesla, Inc.$174.5M+5%
AMD$AMDADVANCED MICRO DEVICES INC$147.8M+10%
BRK.B$BRK.BBERKSHIRE HATHAWAY INC$124.6M+4%
V$VVISA INC.$108.4M+10%
AMAT$AMATAPPLIED MATERIALS INC /DE$105.0M+1%
LRCX$LRCXLAM RESEARCH CORP$100.3M+3%
JNJ$JNJJOHNSON & JOHNSON$92.5M+6%
CAT$CATCATERPILLAR INC$90.3M+4%
WMT$WMTWalmart Inc.$89.1M-0.3%
CSCO$CSCOCISCO SYSTEMS, INC.$82.3M+5%
ABBV$ABBVAbbVie Inc.$81.3M+6%
XOM.R34088$XOM.R34088EXXON MOBIL CORP$79.1M+1%
TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr$76.0M+20%
INTC$INTCINTEL CORP$75.1M+19%

What changed in Q2 2026

Against the previous quarter's 13F: 190 new, 1,272 added to, 765 trimmed, 112 sold out. Share-count changes; largest moves by dollar size first.

New positions (190)

  • HONA$HONAHoneywell Aerospace Inc.$9.8M

    first bought this quarter

  • FDXF$FDXFFedEx Freight Holding Company, Inc.$3.2M

    first bought this quarter

  • MXL$MXLMAXLINEAR, INC$1.1M

    first bought this quarter

  • VERSIGENT PLC - ORDINARY SHARES$1.0M

    first bought this quarter

  • SPCX$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$999K

    first bought this quarter

  • ICHR$ICHRICHOR HOLDINGS, LTD.$612K

    first bought this quarter

+184 more in the Excel export

Added to (1,272)

  • KLAC$KLACKLA CORP+917%

    now $73.0M · held 10+ qtrs, 6 adds in a row

  • AAPL$AAPLApple Inc.+5%

    now $714.2M · held 10+ qtrs, 9 adds in a row

  • GOOGL$GOOGLAlphabet Inc.+6%

    now $442.9M · held 10+ qtrs, 9 adds in a row

  • BKNG$BKNGBooking Holdings Inc.+2462%

    now $23.0M · held 10+ qtrs

  • MU$MUMICRON TECHNOLOGY INC+10%

    now $208.0M · held 10+ qtrs, 7 adds in a row

  • NVDA$NVDANVIDIA CORP+3%

    now $768.1M · held 10+ qtrs, 9 adds in a row

+1,266 more in the Excel export

Trimmed (765)

  • HON$HONHONEYWELL INTERNATIONAL INC-50%

    now $10.0M

  • DD$DDDuPont de Nemours, Inc.-68%

    now $3.0M

  • CCZ$CCZCOMCAST CORP-35%

    now $7.1M

  • COST$COSTCOSTCO WHOLESALE CORP /NEW-5%

    now $70.2M · held 10+ qtrs

  • MCD$MCDMCDONALDS CORP-10%

    now $28.2M · held 10+ qtrs

  • META$METAMeta Platforms, Inc.-2%

    now $183.1M · held 10+ qtrs

+759 more in the Excel export

Sold out (112)

  • CTRA$CTRACoterra Energy Inc.was $3.5M

    held 9+ qtrs

  • HOLX$HOLXHOLOGIC INCwas $2.6M

    held 9+ qtrs

  • MASI$MASIMASIMO CORPwas $1.8M
  • TERN$TERNTerns Pharmaceuticals, Inc.was $1.2M
  • AL$ALAIR LEASE CORPwas $841K
  • ACLX$ACLXArcellx, Inc.was $670K

+106 more in the Excel export

Firm AUM (Form ADV): $11.4B as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F Vanguard Personalized Indexing Management, LLC has filed, 25 earlier quarters. Pick one to see what it held then.

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Is it too late to follow Vanguard Personalized Indexing Management?

Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Vanguard Personalized Indexing Management's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)

Top 10 since filing

-0.3%

Value-weighted move of the 10 largest stock positions

Turnover

2%

Last quarter; 7% over the last 4

Top 10 weight

31%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

99%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Vanguard Personalized Indexing Management, LLC disclosed 2,242 positions worth $12.2B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 6.3% of the equity portfolio, followed by $AAPL and $GOOGL. During the quarter the fund opened 190 new positions and exited 112 — including a new stake in $HONA and a full exit from $CTRA. The portfolio is most concentrated in Technology (44.0% of disclosed assets). All figures are sourced directly from Vanguard Personalized Indexing Management, LLC’s Form 13F-HR filing with the SEC under CIK 1767306.

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AI-Powered Hedge Fund Analysis: Vanguard Personalized Indexing Management, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Vanguard Personalized Indexing Management, LLC (SEC CIK: 1767306), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Vanguard Personalized Indexing Management, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.