Vanguard Personalized Indexing Management, LLC Top Holdings and 13F Report (2025)

About Vanguard Personalized Indexing Management, LLC

Investment Activity

Vanguard Personalized Indexing Management, LLC has $8.86 billion in total holdings as of June 30, 2025.
Vanguard Personalized Indexing Management, LLC owns shares of 1,945 different stocks, but just 281 companies or ETFs make up 80% of its holdings.
Approximately 16.09% of the portfolio was purchased this quarter.
About 0.67% of the portfolio was sold this quarter.
This quarter, Vanguard Personalized Indexing Management, LLC has purchased 1,839 new stocks and bought additional shares in 1,367 stocks.
Vanguard Personalized Indexing Management, LLC sold shares of 345 stocks and completely divested from 114 stocks this quarter.

Largest Holdings

NVIDIA: $549,697,231
Microsoft: $544,728,838
Apple: $437,029,612
Amazon.com: $286,837,001
Meta Platforms: $228,823,056

Largest New Holdings this Quarter

922042858 - Vanguard FTSE Emerging Markets ETF: $6,332,827 Holding
750940108 - RALLIANT CORP: $3,008,030 Holding
21873S108 - COREWEAVE INC: $2,093,038 Holding
06849F108 - BARRICK MNG CORP: $1,403,330 Holding
921909768 - Vanguard Total International Stock ETF: $1,156,399 Holding

Largest Purchases this Quarter

Microsoft: 209,635 shares (about $104.32M)
NVIDIA: 539,984 shares (about $85.35M)
Apple: 218,035 shares (about $44.75M)
Amazon.com: 199,297 shares (about $43.73M)
Broadcom: 148,240 shares (about $40.97M)

Largest Sales this Quarter

Vanguard Total World Stock ETF: 23,627 shares (about $3.04M)
Chevron: 10,926 shares (about $1.57M)
iShares U.S. Technology ETF: 7,268 shares (about $1.26M)
BP: 33,855 shares (about $1.01M)
Schlumberger: 22,962 shares (about $776.20K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$549,697,231	$85,351,460 ▲	18.4%	3,477,711	6.2%	Computer and Technology
MSFT Microsoft	$544,728,838	$104,315,833 ▲	23.7%	1,094,697	6.1%	Computer and Technology
AAPL Apple	$437,029,612	$44,749,795 ▲	11.4%	2,129,345	4.9%	Computer and Technology
AMZN Amazon.com	$286,837,001	$43,726,601 ▲	18.0%	1,307,345	3.2%	Retail/Wholesale
META Meta Platforms	$228,823,056	$34,206,197 ▲	17.6%	309,979	2.6%	Computer and Technology
AVGO Broadcom	$211,228,340	$40,966,809 ▲	24.1%	764,338	2.4%	Computer and Technology
GOOGL Alphabet	$180,030,353	$23,561,857 ▲	15.1%	1,021,416	2.0%	Computer and Technology
JPM JPMorgan Chase & Co.	$128,419,659	$22,448,259 ▲	21.2%	442,656	1.4%	Finance
TSLA Tesla	$117,065,271	$24,759,157 ▲	26.8%	368,423	1.3%	Auto/Tires/Trucks
BRK.B Berkshire Hathaway	$105,905,579	$15,855,511 ▲	17.6%	217,916	1.2%	Finance
GOOG Alphabet	$96,730,194	$19,272,001 ▲	24.9%	544,549	1.1%	Computer and Technology
LLY Eli Lilly and Company	$94,419,610	$9,888,234 ▲	11.7%	121,020	1.1%	Medical
V Visa	$93,545,119	$14,960,666 ▲	19.0%	262,665	1.1%	Business Services
NFLX Netflix	$93,413,325	$15,837,513 ▲	20.4%	69,723	1.1%	Consumer Discretionary
MA Mastercard	$73,370,479	$11,827,890 ▲	19.2%	130,490	0.8%	Business Services
COST Costco Wholesale	$71,756,559	$11,377,465 ▲	18.8%	72,460	0.8%	Retail/Wholesale
WMT Walmart	$68,228,048	$11,315,888 ▲	19.9%	697,204	0.8%	Retail/Wholesale
ORCL Oracle	$59,320,946	$8,956,944 ▲	17.8%	271,221	0.7%	Computer and Technology
XOM Exxon Mobil	$54,638,895	$6,135,841 ▲	12.7%	504,007	0.6%	Energy
PG Procter & Gamble	$51,575,966	$5,987,471 ▲	13.1%	323,679	0.6%	Consumer Staples
ABBV AbbVie	$50,834,681	$6,997,362 ▲	16.0%	273,739	0.6%	Medical
HD Home Depot	$50,406,221	$6,240,299 ▲	14.1%	137,415	0.6%	Retail/Wholesale
CSCO Cisco Systems	$43,125,026	$6,224,614 ▲	16.9%	621,032	0.5%	Computer and Technology
JNJ Johnson & Johnson	$40,998,646	$4,832,316 ▲	13.4%	267,704	0.5%	Medical
BAC Bank of America	$40,917,826	$7,643,300 ▲	23.0%	864,230	0.5%	Finance
PALANTIR TECHNOLOGIES INC	$40,143,390	$8,072,819 ▲	25.2%	294,476	0.5%	CL A
IBM International Business Machines	$38,903,599	$5,680,155 ▲	17.1%	130,618	0.4%	Computer and Technology
ABT Abbott Laboratories	$37,935,926	$7,029,834 ▲	22.7%	278,752	0.4%	Medical
PM Philip Morris International	$37,080,523	$8,101,607 ▲	28.0%	203,550	0.4%	Consumer Staples
KO CocaCola	$37,079,445	$5,994,793 ▲	19.3%	523,732	0.4%	Consumer Staples
GE GE Aerospace	$35,094,060	$5,234,471 ▲	17.5%	135,932	0.4%	Aerospace
INTU Intuit	$34,381,667	$8,294,649 ▲	31.8%	43,639	0.4%	Computer and Technology
NOW ServiceNow	$33,854,929	$5,045,573 ▲	17.5%	32,905	0.4%	Computer and Technology
CRM Salesforce	$32,740,802	$4,692,297 ▲	16.7%	120,042	0.4%	Computer and Technology
UNH UnitedHealth Group	$31,375,845	$513,575 ▲	1.7%	100,498	0.4%	Medical
ISRG Intuitive Surgical	$31,246,488	$5,259,121 ▲	20.2%	57,477	0.4%	Medical
WFC Wells Fargo & Company	$30,964,890	$4,927,919 ▲	18.9%	386,414	0.3%	Finance
MCD McDonald's	$30,723,853	$4,587,713 ▲	17.6%	105,136	0.3%	Retail/Wholesale
GS The Goldman Sachs Group	$29,885,892	$4,807,149 ▲	19.2%	42,207	0.3%	Finance
BKNG Booking	$29,639,404	$5,380,032 ▲	22.2%	5,118	0.3%	Retail/Wholesale
RTX RTX	$29,085,301	$4,474,650 ▲	18.2%	198,621	0.3%	Aerospace
AMD Advanced Micro Devices	$28,586,857	$5,821,087 ▲	25.6%	201,264	0.3%	Computer and Technology
T AT&T	$27,761,402	$5,187,458 ▲	23.0%	958,928	0.3%	Computer and Technology
CAT Caterpillar	$27,499,004	$3,705,867 ▲	15.6%	70,798	0.3%	Industrials
LINDE PLC	$27,131,565	$3,473,220 ▲	14.7%	57,814	0.3%	SHS
AMAT Applied Materials	$26,601,391	$6,410,980 ▲	31.8%	145,277	0.3%	Computer and Technology
ETN Eaton	$26,509,226	$3,937,516 ▲	17.4%	74,239	0.3%	Industrials
CVX Chevron	$26,141,414	$1,572,977 ▼	-5.7%	181,580	0.3%	Energy
AXP American Express	$26,086,773	$3,709,638 ▲	16.6%	81,777	0.3%	Finance
MS Morgan Stanley	$25,987,599	$6,222,421 ▲	31.5%	184,436	0.3%	Finance
MRK Merck & Co., Inc.	$25,552,374	$2,097,539 ▲	8.9%	322,630	0.3%	Medical
TXN Texas Instruments	$25,447,896	$2,185,217 ▲	9.4%	122,557	0.3%	Computer and Technology
PGR Progressive	$24,298,512	$2,505,356 ▲	11.5%	91,041	0.3%	Finance
SPGI S&P Global	$24,294,131	$3,461,670 ▲	16.6%	45,912	0.3%	Finance
APH Amphenol	$23,746,729	$5,191,493 ▲	28.0%	238,817	0.3%	Computer and Technology
BSX Boston Scientific	$23,298,733	$4,036,327 ▲	21.0%	216,910	0.3%	Medical
BLACKROCK INC	$23,123,302	$2,478,586 ▲	12.0%	21,989	0.3%	COM
ACN Accenture	$23,062,900	$65,182 ▼	-0.3%	77,134	0.3%	Computer and Technology
ADBE Adobe	$23,055,856	$1,831,372 ▲	8.6%	59,573	0.3%	Computer and Technology
UBER Uber Technologies	$22,759,625	$4,695,580 ▲	26.0%	243,922	0.3%	Computer and Technology
QCOM QUALCOMM	$22,538,423	$3,377,067 ▲	17.6%	141,468	0.3%	Computer and Technology
DIS Walt Disney	$22,266,260	$1,753,883 ▲	8.6%	179,348	0.3%	Consumer Discretionary
TJX TJX Companies	$22,264,499	$3,801,605 ▲	20.6%	180,278	0.3%	Retail/Wholesale
GILD Gilead Sciences	$21,521,505	$3,517,482 ▲	19.5%	194,028	0.2%	Medical
TSM Taiwan Semiconductor Manufacturing	$21,095,313	$3,384,971 ▲	19.1%	93,138	0.2%	Computer and Technology
SYK Stryker	$20,917,915	$3,733,406 ▲	21.7%	52,869	0.2%	Medical
HON Honeywell International	$20,899,315	$3,772,349 ▲	22.0%	89,728	0.2%	Multi-Sector Conglomerates
GE VERNOVA INC	$20,637,992	$4,136,644 ▲	25.1%	37,872	0.2%	COM
LOW Lowe's Companies	$20,571,672	$3,999,474 ▲	24.1%	92,667	0.2%	Retail/Wholesale
C Citigroup	$20,292,349	$2,154,885 ▲	11.9%	238,276	0.2%	Financial Services
COF Capital One Financial	$20,274,586	$10,415,480 ▲	105.6%	94,964	0.2%	Finance
NEE NextEra Energy	$20,268,220	$3,582,163 ▲	21.5%	291,126	0.2%	Utilities
PANW Palo Alto Networks	$20,242,703	$2,460,255 ▲	13.8%	98,891	0.2%	Computer and Technology
AMGN Amgen	$20,193,990	$2,350,432 ▲	13.2%	72,264	0.2%	Medical
ADP Automatic Data Processing	$19,835,054	$3,356,009 ▲	20.4%	64,316	0.2%	Computer and Technology
LAM RESEARCH CORP	$19,733,961	$896,330 ▲	4.8%	202,727	0.2%	COM NEW
VZ Verizon Communications	$19,626,673	$2,675,042 ▲	15.8%	453,468	0.2%	Computer and Technology
DE Deere & Company	$19,225,444	$3,678,070 ▲	23.7%	37,802	0.2%	Industrials
KLAC KLA	$19,090,731	$4,114,359 ▲	27.5%	21,307	0.2%	Computer and Technology
PEP PepsiCo	$18,933,127	$2,240,597 ▲	13.4%	142,831	0.2%	Consumer Staples
SAP SAP	$18,095,829	$2,330,717 ▲	14.8%	59,496	0.2%	Computer and Technology
TMUS T-Mobile US	$17,994,395	$2,979,402 ▲	19.8%	75,495	0.2%	Computer and Technology
SCHW Charles Schwab	$17,386,596	$3,675,094 ▲	26.8%	190,538	0.2%	Finance
VRTX Vertex Pharmaceuticals	$17,138,235	$1,215,096 ▲	7.6%	38,491	0.2%	Medical
ICE Intercontinental Exchange	$17,108,532	$2,464,056 ▲	16.8%	93,213	0.2%	Finance
TT Trane Technologies	$17,108,150	$2,512,135 ▲	17.2%	39,111	0.2%	Construction
UNP Union Pacific	$17,030,277	$682,343 ▲	4.2%	74,002	0.2%	Transportation
CB Chubb	$16,749,902	$3,705,069 ▲	28.4%	57,794	0.2%	Finance
MCK McKesson	$16,320,878	$3,275,465 ▲	25.1%	22,263	0.2%	Medical
ADI Analog Devices	$16,226,708	$1,764,011 ▲	12.2%	68,080	0.2%	Computer and Technology
CMCSA Comcast	$16,117,320	$1,227,988 ▲	8.2%	451,578	0.2%	Consumer Discretionary
MU Micron Technology	$16,048,413	$1,842,429 ▲	13.0%	130,204	0.2%	Computer and Technology
ARISTA NETWORKS INC	$15,765,272	$2,816,670 ▲	21.8%	154,089	0.2%	COM SHS
TMO Thermo Fisher Scientific	$15,725,365	$6,492 ▲	0.0%	38,754	0.2%	Medical
LMT Lockheed Martin	$15,431,229	$3,668,231 ▲	31.2%	33,292	0.2%	Aerospace
NVS Novartis	$15,204,224	$1,944,284 ▲	14.7%	125,612	0.2%	Medical
CI Cigna Group	$15,158,752	$2,208,038 ▲	17.0%	45,805	0.2%	Medical
ASML ASML	$15,153,274	$982,209 ▲	6.9%	18,899	0.2%	Computer and Technology
CEG Constellation Energy	$15,152,385	$3,291,227 ▲	27.7%	46,628	0.2%	Energy
CTAS Cintas	$15,117,085	$2,110,195 ▲	16.2%	67,820	0.2%	Business Services

Showing largest 100 holdings. View all holdings.

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Vanguard Personalized Indexing Management, LLC Top Holdings and 13F Report (2025)

About Vanguard Personalized Indexing Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Vanguard Personalized Indexing Management, LLC Top Holdings and 13F Report (2025)

About Vanguard Personalized Indexing Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofVanguard Personalized Indexing Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools