Vanguard Personalized Indexing Management, LLC

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$10.3B

Total Positions

1,975

New This Quarter

110

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

NVDA6.62%

AAPL6.15%

MSFT5.37%

GOOGL3.49%

AMZN3.13%

AVGO2.68%

META2.08%

TSLA1.73%

GOOG1.68%

JPM1.52%

Other10.76%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

QMMM3Q held

QMMM HOLDINGS LTD

Avg $1.26 · $1.5M est. P&L

Est. P&L

+9376.19%

AXTI4Q held

AXT INC

Avg $1.58 · $209,545 est. P&L

Est. P&L

+900.55%

TERN4Q held

TERNS PHARMACEUTICALS INC

Avg $5.05 · $659,443 est. P&L

Est. P&L

+703.75%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 1975 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
NVDA NVIDIA Corp	3.6M	$678.3M	6.6%	—	$125.54	+49.39%	24 qtrs	Increased 63
AAPL Apple Inc	2.3M	$630.4M	6.1%	—	$180.47	+51.17%	24 qtrs	Increased 63
MSFT Microsoft Corp	1.1M	$550.5M	5.4%	—	$355.38	+37.17%	24 qtrs	Increased 62
GOOGL Alphabet Inc	1.1M	$358.1M	3.5%	—	$151.15	+107.63%	24 qtrs	Increased 60
AMZN Amazon.com Inc	1.4M	$321.2M	3.1%	—	$160.51	+44.87%	24 qtrs	Increased 59
AVGO Broadcom Inc	793,370	$274.6M	2.7%	—	$192.90	+81.37%	24 qtrs	Increased 54
META Meta Platforms Inc	322,696	$213M	2.1%	—	$419.10	+58.90%	24 qtrs	Increased 53
TSLA Tesla Inc	393,391	$176.9M	1.7%	—	$285.95	+58.92%	24 qtrs	Increased 50
GOOG Alphabet Inc	548,483	$172.1M	1.7%	—	$129.60	+142.71%	24 qtrs	Decreased 0
JPM JPMORGAN CHASE & CO.	483,548	$155.8M	1.5%	—	$187.54	+71.68%	24 qtrs	Increased 51
LLY Eli Lilly & Co	133,817	$143.8M	1.4%	—	$575.34	+87.36%	24 qtrs	Increased 53
BRK/B Berkshire Hathaway Inc	228,557	$114.9M	1.1%	—	—	—	24 qtrs	Increased 48
V Visa Inc	275,487	$96.6M	0.9%	—	$261.85	+34.77%	24 qtrs	Increased 44
WMT Walmart Inc	763,059	$85M	0.8%	—	$71.61	+56.30%	24 qtrs	Increased 45
MA Mastercard Inc	135,452	$77.3M	0.8%	—	$425.59	+35.47%	24 qtrs	Increased 42
JNJ Johnson & Johnson	325,117	$67.3M	0.7%	—	$159.40	+29.81%	24 qtrs	Increased 44
ABBV AbbVie Inc	293,534	$67.1M	0.7%	—	$155.76	+46.32%	24 qtrs	Increased 43
NFLX Netflix Inc	703,070	$65.9M	0.6%	—	$90.77	+3.32%	24 qtrs	Increased 67
XOM Exxon Mobil Corp	537,151	$64.6M	0.6%	—	$95.64	+25.67%	24 qtrs	Increased 44
COST Costco Wholesale Corp	69,197	$59.7M	0.6%	—	$656.79	+31.62%	24 qtrs	Decreased 0
PLTR Palantir Technologies Inc	315,385	$56.1M	0.5%	—	$65.00	+178.22%	19 qtrs	Increased 44
ORCL Oracle Corp	278,551	$54.3M	0.5%	—	$119.00	+65.28%	24 qtrs	Increased 42
BAC Bank of America Corp	933,304	$51.3M	0.5%	—	$38.20	+44.71%	24 qtrs	Increased 44
CSCO Cisco Systems Inc	651,765	$50.2M	0.5%	—	$52.50	+46.67%	24 qtrs	Increased 37
AMD Advanced Micro Devices Inc	226,714	$48.6M	0.5%	—	$133.00	+61.90%	24 qtrs	Increased 38
Showing 25 of 1,975 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

JPMJPMORGAN CHASE & CO.

Q1 2024 → Q4 2025+249,249 shares+$116M

OBEOBSIDIAN ENERGY LTD

Q1 2024 → Q4 2025+43,266 shares+$257,584

CBRECBRE Group Inc

Q1 2024 → Q4 2025+30,230 shares+$6.6M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer