Vanguard Personalized Indexing Management, LLCVanguard Personalized Indexing Management, LLC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

Top Holdings2,165 positions

Activity:
Stock
Shares
Value
Weight
Avg Buy
Est. P&L
Held
Conviction

NVIDIA CORPORATION

3.7M$653.1M6.4%$127.10+62.73%
25 qtrssince 2020-Q1
Increased
63

APPLE INC

2.4M$599.4M5.9%$181.98+82.99%
25 qtrssince 2020-Q1
Increased
62

MICROSOFT CORP

1.1M$407.8M4.0%$355.38+7.41%
25 qtrssince 2020-Q1
Decreased
0

ALPHABET INC

1.2M$335.1M3.3%$153.96+107.68%
25 qtrssince 2020-Q1
Increased
58

AMAZON COM INC

1.4M$291.1M2.9%$160.72+44.42%
25 qtrssince 2020-Q1
Increased
53

BROADCOM INC

806,796$249.7M2.5%$194.91+95.95%
25 qtrssince 2020-Q1
Increased
54

META PLATFORMS INC

330,130$188.9M1.9%$424.41+40.24%
25 qtrssince 2020-Q1
Increased
49

ALPHABET INC

562,006$161.2M1.6%$133.79+138.51%
25 qtrssince 2020-Q1
Increased
49

JPMORGAN CHASE & CO

502,465$147.8M1.5%$191.78+84.17%
25 qtrssince 2020-Q1
Increased
50

TESLA INC

394,023$146.5M1.4%$286.12+9.41%
25 qtrssince 2020-Q1
Increased
48

ELI LILLY & CO

141,070$129.8M1.3%$597.57+100.15%
25 qtrssince 2020-Q1
Increased
50

BERKSHIRE HATHAWAY INC DEL

240,293$115.1M1.1%$393.19+25.87%
25 qtrssince 2020-Q1
Increased
50

WALMART INC

788,704$98M1.0%$73.44+49.07%
25 qtrssince 2020-Q1
Increased
44

EXXON MOBIL CORP

570,305$96.8M0.9%$98.91+58.67%
25 qtrssince 2020-Q1
Increased
45

VISA INC

286,872$86.7M0.9%$264.19+34.65%
25 qtrssince 2020-Q1
Increased
44

JOHNSON & JOHNSON

344,313$84.2M0.8%$164.27+60.35%
25 qtrssince 2020-Q1
Increased
45

COSTCO WHOLESALE CORPORATION

78,605$78.3M0.8%$697.12+34.13%
25 qtrssince 2020-Q1
Increased
47

NETFLIX INC.

734,209$70.6M0.7%$91.06-23.03%
25 qtrssince 2020-Q1
Increased
44

MASTERCARD INCORPORATED

135,281$67.6M0.7%$425.59+26.80%
25 qtrssince 2020-Q1
Decreased
0

ABBVIE INC

305,324$66.4M0.7%$158.77+63.35%
25 qtrssince 2020-Q1
Increased
43
Showing 20 of 2,165 results.2,145 more with Pro.
$10.2B
AUM
2,165
Positions
Q1 2026
Filing
Rating · 2.5
Quarterly Portfolio Change
+7%Q4'24$6.6B+2%Q1'25$6.8B+31%Q2'25$8.9B+10%Q3'25$9.8B+5%Q4'25$10.3B-1%Q1'26$10.2B
Activity profile
$ moved · Q1'26
New4%Increased60%Decreased33%Exited3%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 3.3 years
<1Q9%1-4Q10%1-2Y10%2Y+71%

Vanguard Personalized Indexing Management, LLC manages $10.2B across 2165 positions as of Q1 2026. Top holdings: NVDA (6.4%), AAPL (5.9%), MSFT (4.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.

Q1 2026 Summary

Active quarter - 290 new positions, 100 exits, 1195 increased. Top move: NVDA (INCREASED, conviction 63). Portfolio: $10.2B across 2165 positions.

Top holdings by portfolio weight

Total AUM$10B
NVDA6.41%
AAPL5.88%
MSFT4.00%
GOOGL3.29%
AMZN2.86%
AVGO2.45%
META1.85%
GOOG1.58%
JPM1.45%
TSLA1.44%
Other1.27%

Portfolio allocation by GICS sector

Sectors11
Technology31.57%
Financial Services13.56%
Healthcare9.63%
Communication Services9.53%
Consumer Cyclical9.53%
Industrials9.21%
Consumer Defensive4.90%
Energy4.41%
Utilities2.50%
Basic Materials2.47%
Other2.70%

Behavioral investing profile

7-dimension quality assessment
Solid(2.5 / 5.0)
Track Record62
Conviction44
Concentration47
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Position Outcomes

Best and worst performing positions by estimated return

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

Accumulation Streaks

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

Security
7Q
HLTHLTHILTON WORLDWIDE HLDGS INC
Q3 2024 Q1 2026+16,302 shares+$6.8M
7Q
HBANHBANHUNTINGTON BANCSHARES INC
Q3 2024 Q1 2026+140,096 shares+$2.5M
7Q
ITWITWILLINOIS TOOL WKS INC
Q3 2024 Q1 2026+22,632 shares+$6.6M

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

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