Q2 2026 13F · SEC CIK 1767306

Vanguard Personalized Indexing Management, LLC

Institutional asset managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $12.2B
Reported positions: 2,242
Top holdings a year, 3 yrs: +25.2%
Assets under management: $11.4B

Vanguard Personalized Indexing Management, LLC is an institutional asset manager that reported 2,242 positions worth $12.2B in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Nvidia Corporation Com (NVDA, 6.3%), Apple Inc (AAPL, 5.9%), Alphabet Inc (GOOGL, 3.6%). A portfolio copying its top holdings returned 25.2% a year over the last 3 years, against 20.4% for the S&P 500.

Vanguard Personalized Indexing Management, LLC holdings largest 50 of 2,242 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Vanguard Personalized Indexing Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	6.3%	6.4%	3,838,871	+2.5%	$768.1M
AAPLApple Inc	5.9%	5.9%	2,468,212	+4.5%	$714.2M
GOOGLAlphabet Inc	3.6%	3.3%	1,239,374	+6.3%	$442.9M
MSFTMicrosoft Corp	3.4%	4.0%	1,106,284	+0.4%	$412.7M
AMZNAmazon Com Inc Com	2.9%	2.9%	1,460,229	+4.5%	$348.0M
AVGOBroadcom Inc	2.6%	2.5%	834,264	+3.4%	$315.1M
MUMicron Technology Inc	1.7%	0.5%	180,196	+10.0%	$208.0M
GOOGAlphabet Inc	1.6%	1.6%	566,892	+0.9%	$200.3M
METAMeta Platforms Inc Class A	1.5%	1.9%	325,106	-1.5%	$183.1M
LLYLilly Eli & Co	1.5%	1.3%	151,203	+7.2%	$181.4M
JPMJpmorgan Chase & Co	1.5%	1.5%	542,873	+8.0%	$177.7M
TSLATesla Inc Com	1.4%	1.4%	414,776	+5.3%	$174.5M
AMDAdvanced Micro Devices Inc	1.2%	0.5%	254,343	+9.9%	$147.8M
BRK-BBerkshire Hathaway Inc Del	1.0%	1.1%	248,941	+3.6%	$124.6M
VVisa Inc Com Cl A	0.9%	0.9%	316,085	+10.2%	$108.4M
AMATApplied Matls Inc	0.9%	0.5%	145,211	+1.1%	$105.0M
LRCXLam Research Corp	0.8%	0.5%	231,375	+3.5%	$100.3M
JNJJohnson & Johnson	0.8%	0.8%	364,217	+5.8%	$92.5M
CATCaterpillar Inc Com	0.7%	0.6%	84,762	+4.5%	$90.3M
WMTWalmart Inc	0.7%	1.0%	786,348	-0.3%	$89.1M
CSCOCisco Sys Inc	0.7%	0.5%	700,256	+4.9%	$82.3M
ABBVAbbvie Inc	0.7%	0.7%	323,012	+5.8%	$81.3M
XOMExxon Mobil Corp	0.6%	0.9%	578,686	+1.5%	$79.1M
TSMTaiwan Semiconductor Manufac	0.6%	0.4%	159,102	+20.2%	$76.0M
INTCIntel Corp	0.6%	—	538,159	—	$75.1M
KLACKla Corp	0.6%	0.3%	242,115	+917.2%	$73.0M
COSTCostco Whsl Corp New	0.6%	0.8%	75,026	-4.6%	$70.2M
MAMastercard Inc.	0.6%	0.7%	136,170	+0.7%	$69.9M
GEGe Aerospace	0.5%	0.4%	159,486	+3.0%	$59.6M
UNHUnitedhealth Group Inc Com	0.5%	—	134,704	—	$56.0M
GSGoldman Sachs Group Inc	0.5%	0.4%	54,465	+8.1%	$55.1M
MRKMerck & Co. Inc	0.4%	0.5%	425,518	+3.8%	$54.7M
BACBank of Amer Corp	0.4%	0.5%	947,094	+0.8%	$54.0M
HDHome Depot Inc Com	0.4%	0.5%	147,471	+3.8%	$52.0M
GEVGe Vernova Inc	0.4%	0.4%	43,977	+1.6%	$51.7M
NFLXNetflix Inc Total	0.4%	0.7%	701,797	-4.4%	$50.1M
SNDKSandisk Corp	0.4%	—	21,070	—	$47.9M
ORCLOracle Corp	0.4%	0.4%	325,428	+10.3%	$47.7M
KOCoca Cola Co	0.4%	0.4%	583,394	+4.4%	$47.4M
ASMLAsml Hldg NV	0.4%	—	23,608	—	$47.0M
TJXTjx Cos Inc New Com	0.4%	0.4%	298,148	+28.7%	$45.2M
MSMorgan Stanley Com New	0.4%	0.3%	214,934	+5.3%	$44.9M
PGProcter & Gamble Co Com	0.4%	0.4%	302,505	+3.6%	$44.4M
PANWPalo Alto Networks Inc	0.4%	—	128,750	—	$43.9M
APHAmphenol Corp	0.4%	—	245,093	—	$43.2M
TXNTexas Instruments Inc	0.4%	—	144,337	—	$43.0M
RTXRtx Corporation Com	0.3%	0.4%	224,544	+1.9%	$42.6M
WDCWestern Digital Corp	0.3%	—	65,892	—	$42.1M
STXSeagate Technology Hldngs Pl	0.3%	—	41,574	—	$40.1M
GLWCorning Inc.	0.3%	—	154,382	—	$39.4M

What Vanguard Personalized Indexing Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

KLAC Kla Corp+917.2% shares
TJX Tjx Cos Inc New Com+28.7% shares
TSM Taiwan Semiconductor Manufac+20.2% shares
ORCL Oracle Corp+10.3% shares
V Visa Inc Com Cl A+10.2% shares
MU Micron Technology Inc+10.0% shares
AMD Advanced Micro Devices Inc+9.9% shares
GS Goldman Sachs Group Inc+8.1% shares

Reduced

No position shrank by more than 5%.

Left the top 50

CVX Chevron Corp Newwas 0.5%
PLTR Palantir Technologies Inclass Class Awas 0.4%
MCD Mcdonalds Corp Comwas 0.4%
PM Philip Morris Intl Inc Comwas 0.3%
AMGN Amgen Inc Comwas 0.3%
WFC Wells Fargo Co Newwas 0.3%
NEE Nextera Energy Inc Comwas 0.3%
IBM International Business Machswas 0.3%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.7% /yr; S&P 500 +20.1%
3 years: +25.2% /yr; S&P 500 +20.4%
5 years: +15.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$12.2B	2,242
Q1 2026	$10.2B	2,165
Q4 2025	$10.3B	1,975
Q3 2025	$9.8B	1,985
Q2 2025	$8.9B	1,945
Q1 2025	$6.8B	1,839
Q4 2024	$6.6B	1,806
Q3 2024	$6.2B	1,775
Q2 2024	$5.3B	1,692
Q1 2024	$4.7B	1,630
Q4 2023	$3.9B	1,535
Q3 2023	$3.3B	1,481

Questions about Vanguard Personalized Indexing Management, LLC's portfolio

What stocks does Vanguard Personalized Indexing Management, LLC own?

Vanguard Personalized Indexing Management, LLC's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 2,242 positions worth $12.2B. The largest are Nvidia Corporation Com (NVDA) at 6.3%, Apple Inc (AAPL) at 5.9%, Alphabet Inc (GOOGL) at 3.6%, Microsoft Corp (MSFT) at 3.4% and Amazon Com Inc Com (AMZN) at 2.9%.

What did Vanguard Personalized Indexing Management, LLC buy last quarter?

In Q2 2026, Vanguard Personalized Indexing Management, LLC added Kla Corp (KLAC) (+917.2% shares), Tjx Cos Inc New Com (TJX) (+28.7% shares) and Taiwan Semiconductor Manufac (TSM) (+20.2% shares), compared with its Q1 2026 filing.

What did Vanguard Personalized Indexing Management, LLC sell last quarter?

In Q2 2026, Vanguard Personalized Indexing Management, LLC cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Palantir Technologies Inclass Class A (PLTR), cut from its top 50 Mcdonalds Corp Com (MCD), cut from its top 50 Philip Morris Intl Inc Com (PM) and cut from its top 50 Amgen Inc Com (AMGN), compared with its Q1 2026 filing.

How has Vanguard Personalized Indexing Management, LLC's portfolio performed?

A portfolio copying Vanguard Personalized Indexing Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +25.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.7% against +20.1%. Over 5 years: +15.3% a year against +11.6%.

When is Vanguard Personalized Indexing Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Vanguard Personalized Indexing Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Vanguard Personalized Indexing Management, LLC manage?

Vanguard Personalized Indexing Management, LLC reported $11.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $12.2B.