Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings2,242 positions
NVIDIA CORPORATION | 3.8M | $768.1M | 6.3% | $128.90 | +73.53% | 26 qtrssince 2020-Q1 | Increased 63 |
APPLE INC | 2.5M | $714.2M | 5.9% | $186.59 | +69.00% | 26 qtrssince 2020-Q1 | Increased 64 |
ALPHABET INC | 1.2M | $442.9M | 3.6% | $164.65 | +100.82% | 26 qtrssince 2020-Q1 | Increased 61 |
MICROSOFT CORP | 1.1M | $412.7M | 3.4% | $352.94 | +39.30% | 26 qtrssince 2020-Q1 | Increased 57 |
AMAZON COM INC | 1.5M | $348M | 2.9% | $164.05 | +56.64% | 26 qtrssince 2020-Q1 | Increased 56 |
BROADCOM INC | 834,264 | $315.1M | 2.6% | $200.86 | +81.41% | 26 qtrssince 2020-Q1 | Increased 55 |
MICRON TECHNOLOGY INC | 180,196 | $208M | 1.7% | $221.56 | +363.89% | 25 qtrssince 2020-Q2 | Increased 53 |
ALPHABET INC | 566,892 | $200.3M | 1.6% | $134.19 | +144.72% | 26 qtrssince 2020-Q1 | Increased 48 |
META PLATFORMS INC | 325,106 | $183.1M | 1.5% | $424.41 | +44.55% | 26 qtrssince 2020-Q1 | Decreased 0 |
ELI LILLY & CO | 151,203 | $181.4M | 1.5% | $632.40 | +77.77% | 26 qtrssince 2020-Q1 | Increased 52 |
JPMORGAN CHASE & CO | 542,873 | $177.7M | 1.5% | $201.76 | +75.21% | 26 qtrssince 2020-Q1 | Increased 52 |
TESLA INC | 414,776 | $174.5M | 1.4% | $292.85 | +25.60% | 26 qtrssince 2020-Q1 | Increased 51 |
ADVANCED MICRO DEVICES INC | 254,343 | $147.8M | 1.2% | $173.38 | +200.55% | 26 qtrssince 2020-Q1 | Increased 53 |
BERKSHIRE HATHAWAY INC DEL | 248,941 | $124.6M | 1.0% | $396.92 | +27.66% | 26 qtrssince 2020-Q1 | Increased 49 |
VISA INC | 316,085 | $108.4M | 0.9% | $270.68 | +35.73% | 26 qtrssince 2020-Q1 | Increased 47 |
APPLIED MATLS INC | 145,211 | $105M | 0.9% | $159.64 | +193.70% | 25 qtrssince 2020-Q2 | Increased 43 |
LAM RESEARCH CORP | 231,375 | $100.3M | 0.8% | $93.88 | +236.42% | 26 qtrssince 2020-Q1 | Increased 44 |
JOHNSON & JOHNSON | 364,217 | $92.5M | 0.8% | $167.42 | +59.53% | 26 qtrssince 2020-Q1 | Increased 45 |
CATERPILLAR INC | 84,762 | $90.3M | 0.7% | $343.56 | +137.39% | 26 qtrssince 2020-Q1 | Increased 44 |
WALMART INC | 786,348 | $89.1M | 0.7% | $73.05 | +44.88% | 26 qtrssince 2020-Q1 | Decreased 0 |
Vanguard Personalized Indexing Management, LLC manages $12.2B across 2242 positions as of Q2 2026. Top holdings: NVDA (6.3%), AAPL (5.9%), GOOGL (3.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 196 new positions, 119 exits, 1269 increased. Top move: AAPL (INCREASED, conviction 64). Portfolio: $12.2B across 2242 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR