13F INSTITUTION · CIK 0001767306 · 2026-Q2 · filed Aug 11, 2026
Vanguard Personalized Indexing Management
VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC
$12.2B
13F long value · 2026-Q2 Positions2242
CategoryAsset Manager
Quarters tracked9
● #429 of 556 by 13F long value
Size rank 3/10
202 ADD25 2×+94 TRIM1 EXIT
Snapshot
Vanguard Personalized Indexing Management's 13F portfolio at a glance — size, concentration and this quarter's activity.
13F long value
$12.2B
Positions
2242 (9 unmapped)
Top 100 long weight
65.5%
Quarters tracked
9
Latest 13F filed
Aug 11, 2026
Exits / near-exits
1
Filing history
Other legal entities this manager's 13F has been filed under.
- Part of the Vanguard family with 8 other filers— see the combined holdings.
13F long value by quarter
Reported long equity value each quarter — fund flows plus market moves. Option notional is not included.
Top holdings — 2026-Q2
The fund's largest reported positions. The long positions shown cover 65.5% of the long value.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | NVIDIA CORP | 6.3% | $768.1M | 3.8M | +8.0% |
| AAPL Apple Inc. | Apple Inc. | 5.9% | $714.2M | 2.5M | +18.9% |
| GOOGL Alphabet Inc. | Alphabet Inc. | 3.6% | $442.9M | 1.2M | -11.4% |
| MSFT MICROSOFT CORP | MICROSOFT CORP | 3.4% | $412.7M | 1.1M | +42.8% |
| AMZN AMAZON COM INC | AMAZON COM INC | 2.9% | $348.0M | 1.5M | +4.5% |
| AVGO Broadcom Inc. | Broadcom Inc. | 2.6% | $315.1M | 834.3K | -12.6% |
| MU MICRON TECHNOLOGY INC | MICRON TECHNOLOGY INC | 1.7% | $208.0M | 180.2K | -21.7% |
| GOOG Alphabet Inc. | Alphabet Inc. | 1.6% | $200.3M | 566.9K | -11.1% |
| META Meta Platforms, Inc. | Meta Platforms, Inc. | 1.5% | $183.1M | 325.1K | +11.9% |
| LLY ELI LILLY & Co | ELI LILLY & Co | 1.5% | $181.4M | 151.2K | +6.6% |
| JPM JPMORGAN CHASE & CO | JPMORGAN CHASE & CO | 1.5% | $177.7M | 542.9K | +2.0% |
| TSLA Tesla, Inc. | Tesla, Inc. | 1.4% | $174.5M | 414.8K | -6.9% |
| AMD ADVANCED MICRO DEVICES INC | ADVANCED MICRO DEVICES INC | 1.2% | $147.8M | 254.3K | -8.5% |
| BRK-B BERKSHIRE HATHAWAY INC | BERKSHIRE HATHAWAY INC | 1.0% | $124.6M | 248.9K | +9.6% |
| V VISA INC. | VISA INC. | 0.9% | $108.4M | 316.1K | +17.8% |
Quarterly changes — 2026-Q2
What Vanguard Personalized Indexing Management opened, added, trimmed and exited this quarter, largest dollar moves first. Rows marked "transfer" moved between Vanguard Personalized Indexing Management's family entities rather than being bought or sold.
Showing the largest 220 of 322 by dollar move (largest per type).
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| ADDTRANSFER | SNDK ADD Sandisk Corp Transfer from VANGUARD GLOBAL ADVISERS, LLC, VANGUARD PORTFOLIO MANAGEMENT LLC | Sandisk Corp | 16.0K | 21.1K | +31.9% | +$37.8M |
| ADDTRANSFER | UNH ADD UNITEDHEALTH GROUP INC Transfer from VANGUARD FIDUCIARY TRUST CO, VANGUARD GLOBAL ADVISERS, LLC | UNITEDHEALTH GROUP INC | 104.7K | 134.7K | +28.7% | +$27.7M |
| EXIT | HON EXIT HONEYWELL INTERNATIONAL INC | HONEYWELL INTERNATIONAL INC | 88.9K | 0 | -100.0% | -$20.1M |
| ADDTRANSFER | TJX ADD TJX COMPANIES INC /DE/ Transfer from VANGUARD FIDUCIARY TRUST CO, VANGUARD GLOBAL ADVISERS, LLC | TJX COMPANIES INC /DE/ | 231.7K | 298.1K | +28.7% | +$8.2M |
| ADDTRANSFER | ADP ADD AUTOMATIC DATA PROCESSING INC Transfer from VANGUARD FIDUCIARY TRUST CO, VANGUARD GLOBAL ADVISERS, LLC, VANGUARD CAPITAL MANAGEMENT LLC, VANGUARD PORTFOLIO MANAGEMENT LLC | AUTOMATIC DATA PROCESSING INC | 73.3K | 94.4K | +28.8% | +$6.3M |
| TRIMTRANSFER | CMCSA TRIM COMCAST CORP Transfer to VANGUARD ADVISERS INC, VANGUARD INVESTMENTS AUSTRALIA, LTD., VANGUARD ASSET MANAGEMENT, LTD, VANGUARD PORTFOLIO MANAGEMENT LLC | COMCAST CORP | 444.5K | 289.1K | -35.0% | -$5.7M |
| 2×+TRANSFER | GIS 2×+ GENERAL MILLS INC Transfer from VANGUARD FIDUCIARY TRUST CO, VANGUARD GLOBAL ADVISERS, LLC, VANGUARD PORTFOLIO MANAGEMENT LLC | GENERAL MILLS INC | 80.1K | 210.8K | +163.2% | +$4.4M |
| ADDTRANSFER | HUM ADD HUMANA INC Transfer from VANGUARD FIDUCIARY TRUST CO, VANGUARD GLOBAL ADVISERS, LLC | HUMANA INC | 11.9K | 16.0K | +34.1% | +$4.3M |
| ADDTRANSFER | KB ADD KB Financial Group Inc. Transfer from VANGUARD CAPITAL MANAGEMENT LLC | KB Financial Group Inc. | 68.0K | 104.0K | +52.9% | +$4.1M |
| ADD | SHG ADD SHINHAN FINANCIAL GROUP CO LTD | SHINHAN FINANCIAL GROUP CO LTD | 104.6K | 156.9K | +50.0% | +$3.5M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.