Vanguard Personalized Indexing Management, LLC Top Holdings and 13F Report (2026)

About Vanguard Personalized Indexing Management, LLC

Investment Activity

Vanguard Personalized Indexing Management, LLC has $10.19 billion in total holdings as of December 31, 2025.
Vanguard Personalized Indexing Management, LLC owns shares of 2,165 different stocks, but just 281 companies or ETFs make up 80% of its holdings.
Approximately 5.11% of the portfolio was purchased this quarter.
About 1.84% of the portfolio was sold this quarter.
This quarter, Vanguard Personalized Indexing Management, LLC has purchased 1,975 new stocks and bought additional shares in 1,194 stocks.
Vanguard Personalized Indexing Management, LLC sold shares of 665 stocks and completely divested from 103 stocks this quarter.

Largest Holdings

NVIDIA: $653,073,587
Apple: $599,414,419
Microsoft: $407,768,907
Alphabet: $335,127,312
Amazon.com: $291,056,700

Largest New Holdings this Quarter

G0593M107 - AstraZeneca: $13,743,279 Holding
72348N109 - PINNACLE FINL PARTNERS INC: $2,434,661 Holding
46435G516 - iShares ESG Aware MSCI EAFE ETF: $1,566,256 Holding
724078209 - PIPER SANDLER COMPANIES: $1,162,029 Holding
G0250X149 - AMCOR PLC: $1,131,643 Holding

Largest Purchases this Quarter

NVIDIA: 107,490 shares (about $18.75M)
AstraZeneca: 69,697 shares (about $13.74M)
Apple: 43,045 shares (about $10.92M)
Costco Wholesale: 9,408 shares (about $9.37M)
Eli Lilly and Company: 7,253 shares (about $6.67M)

Largest Sales this Quarter

Microsoft: 36,697 shares (about $13.58M)
Enterprise Products Partners: 123,865 shares (about $4.69M)
UnitedHealth Group: 11,531 shares (about $3.12M)
Qualcomm: 19,161 shares (about $2.47M)
Accenture: 12,082 shares (about $2.40M)

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	$653,073,587	$18,746,256 â–²	3.0%	3,744,688	6.4%	Computer and Technology
AAPL Apple	$599,414,419	$10,924,391 â–²	1.9%	2,361,852	5.9%	Computer and Technology
MSFT Microsoft	$407,768,907	$13,584,128 â–¼	-3.2%	1,101,572	4.0%	Computer and Technology
GOOGL Alphabet	$335,127,312	$6,164,136 â–²	1.9%	1,165,417	3.3%	Computer and Technology
AMZN Amazon.com	$291,056,700	$1,243,788 â–²	0.4%	1,397,497	2.9%	Retail/Wholesale
AVGO Broadcom	$249,711,430	$4,155,481 â–²	1.7%	806,796	2.5%	Computer and Technology
META Meta Platforms	$188,877,277	$4,253,214 â–²	2.3%	330,130	1.9%	Computer and Technology
GOOG Alphabet	$161,217,051	$3,879,208 â–²	2.5%	562,006	1.6%	Computer and Technology
JPM JPMorgan Chase & Co.	$147,805,104	$5,564,625 â–²	3.9%	502,465	1.5%	Finance
TSLA Tesla	$146,478,051	$234,946 â–²	0.2%	394,023	1.4%	Auto/Tires/Trucks
LLY Eli Lilly and Company	$129,751,954	$6,671,092 â–²	5.4%	141,070	1.3%	Medical
BRK.B Berkshire Hathaway	$115,148,406	$5,623,891 â–²	5.1%	240,293	1.1%	Finance
WALMART INC	$98,020,133	$3,187,161 â–²	3.4%	788,704	1.0%	COM
XOM ExxonMobil	$96,757,946	$5,624,908 â–²	6.2%	570,305	0.9%	Energy
V Visa	$86,704,193	$3,441,002 â–²	4.1%	286,872	0.9%	Business Services
JNJ Johnson & Johnson	$84,163,869	$4,692,270 â–²	5.9%	344,313	0.8%	Medical
COST Costco Wholesale	$78,324,380	$9,374,413 â–²	13.6%	78,605	0.8%	Retail/Wholesale
NFLX Netflix	$70,594,195	$2,994,015 â–²	4.4%	734,209	0.7%	Consumer Discretionary
MA Mastercard	$67,594,504	$85,442 â–¼	-0.1%	135,281	0.7%	Business Services
ABBV AbbVie	$66,404,917	$2,564,207 â–²	4.0%	305,324	0.7%	Medical
CAT Caterpillar	$57,477,360	$3,014,497 â–²	5.5%	81,130	0.6%	Industrials
MU Micron Technology	$55,347,314	$2,623,665 â–²	5.0%	163,827	0.5%	Computer and Technology
CSCO Cisco Systems	$51,810,800	$1,240,354 â–²	2.5%	667,751	0.5%	Computer and Technology
MRK Merck & Co., Inc.	$49,301,819	$2,883,592 â–²	6.2%	409,858	0.5%	Medical
AMAT Applied Materials	$49,072,841	$360,930 â–²	0.7%	143,576	0.5%	Computer and Technology
CVX Chevron	$48,841,021	$2,819,633 â–²	6.1%	236,061	0.5%	Energy
LAM RESEARCH CORP	$47,782,495	$1,728,296 â–²	3.8%	223,638	0.5%	COM NEW
AMD Advanced Micro Devices	$47,062,106	$941,677 â–²	2.0%	231,343	0.5%	Computer and Technology
HD Home Depot	$46,728,033	$1,250,111 â–²	2.7%	142,078	0.5%	Retail/Wholesale
BAC Bank of America	$45,810,131	$311,561 â–²	0.7%	939,695	0.4%	Finance
PALANTIR TECHNOLOGIES INC	$45,568,707	$565,811 â–¼	-1.2%	311,517	0.4%	CL A
TSM Taiwan Semiconductor Manufacturing	$44,729,372	$4,930,690 â–²	12.4%	132,355	0.4%	Computer and Technology
GE GE Aerospace	$43,926,461	$2,636,507 â–²	6.4%	154,796	0.4%	Aerospace
ORCL Oracle	$43,390,242	$2,412,604 â–²	5.9%	294,951	0.4%	Computer and Technology
GS The Goldman Sachs Group	$42,623,514	$4,800,147 â–²	12.7%	50,383	0.4%	Finance
KO CocaCola	$42,515,144	$3,236,536 â–²	8.2%	559,042	0.4%	Consumer Staples
RTX RTX	$42,487,383	$1,410,485 â–²	3.4%	220,256	0.4%	Aerospace
PG Procter & Gamble	$42,195,402	$2,576,087 â–²	6.5%	292,131	0.4%	Consumer Staples
GE VERNOVA INC	$37,777,366	$2,689,405 â–²	7.7%	43,278	0.4%	COM
TJX TJX Companies	$37,005,364	$2,233,884 â–²	6.4%	231,718	0.4%	Retail/Wholesale
MCD McDonald's	$36,055,680	$2,153,464 â–²	6.4%	116,013	0.4%	Retail/Wholesale
KLAC KLA	$35,047,775	$1,703,578 â–²	5.1%	23,803	0.3%	Computer and Technology
PM Philip Morris International	$34,747,358	$2,646,763 â–²	8.2%	210,157	0.3%	Consumer Staples
AMGN Amgen	$33,787,804	$2,722,967 â–²	8.8%	96,029	0.3%	Medical
MS Morgan Stanley	$33,605,523	$1,119,734 â–²	3.4%	204,202	0.3%	Finance
WFC Wells Fargo & Company	$31,484,004	$1,355,997 â–¼	-4.1%	395,478	0.3%	Finance
NEE NextEra Energy	$30,955,604	$969,296 â–²	3.2%	333,286	0.3%	Utilities
IBM International Business Machines	$30,489,026	$1,513,241 â–¼	-4.7%	125,785	0.3%	Computer and Technology
GILD Gilead Sciences	$29,690,130	$1,251,961 â–²	4.4%	213,031	0.3%	Medical
PEP PepsiCo	$29,496,093	$2,311,802 â–²	8.5%	189,942	0.3%	Consumer Staples
APH Amphenol	$29,350,220	$1,396,420 â–¼	-4.5%	232,293	0.3%	Computer and Technology
C Citigroup	$29,075,942	$1,338,805 â–²	4.8%	256,379	0.3%	Financial Services
T AT&T	$28,823,221	$2,522,304 â–²	9.6%	994,247	0.3%	Computer and Technology
UNH UnitedHealth Group	$28,323,738	$3,120,173 â–¼	-9.9%	104,674	0.3%	Medical
ASML ASML	$28,273,687	$10,567 â–¼	0.0%	21,406	0.3%	Computer and Technology
LINDE PLC	$28,258,320	$4,578,344 â–²	19.3%	57,000	0.3%	SHS
ISRG Intuitive Surgical	$27,908,335	$294,573 â–²	1.1%	60,540	0.3%	Medical
ETN Eaton	$27,243,366	$1,341,262 â–²	5.2%	76,169	0.3%	Industrials
AXP American Express	$27,177,525	$248,336 â–¼	-0.9%	89,849	0.3%	Finance
TMO Thermo Fisher Scientific	$25,982,276	$418,292 â–²	1.6%	52,860	0.3%	Medical
ABT Abbott Laboratories	$25,461,544	$692,612 â–¼	-2.6%	247,994	0.2%	Medical
LOW Lowe's Companies	$23,803,320	$755,387 â–²	3.3%	100,742	0.2%	Retail/Wholesale
ADI Analog Devices	$23,786,692	$1,451,673 â–²	6.5%	74,768	0.2%	Computer and Technology
DE Deere & Company	$23,267,107	$1,697,786 â–²	7.9%	41,305	0.2%	Industrials
CRM Salesforce	$23,085,852	$1,286,530 â–²	5.9%	123,672	0.2%	Computer and Technology
VZ Verizon Communications	$22,860,327	$2,650,460 â–²	13.1%	455,385	0.2%	Computer and Technology
TXN Texas Instruments	$22,782,135	$1,832,876 â–²	8.7%	117,349	0.2%	Computer and Technology
BLACKROCK INC	$22,325,136	$756,866 â–²	3.5%	23,214	0.2%	COM
UNP Union Pacific	$21,767,624	$1,532,145 â–²	7.6%	89,719	0.2%	Transportation
CB Chubb	$21,542,017	$1,105,880 â–²	5.4%	66,094	0.2%	Finance
LMT Lockheed Martin	$21,302,330	$3,098,708 â–²	17.0%	35,246	0.2%	Aerospace
COP ConocoPhillips	$21,261,900	$1,248,456 â–²	6.2%	161,075	0.2%	Energy
BKNG Booking	$21,215,802	$1,124,155 â–¼	-5.0%	5,039	0.2%	Retail/Wholesale
MCK McKesson	$20,837,003	$650,751 â–²	3.2%	24,079	0.2%	Medical
GLW Corning	$20,712,310	$686,105 â–²	3.4%	152,330	0.2%	Computer and Technology
ARISTA NETWORKS INC	$20,350,417	$627,160 â–²	3.2%	165,747	0.2%	COM SHS
SPGI S&P Global	$20,299,352	$1,042,508 â–¼	-4.9%	47,725	0.2%	Finance
HON Honeywell International	$20,095,423	$1,583,792 â–²	8.6%	88,906	0.2%	Multi-Sector Conglomerates
INTC Intel	$19,877,255	$1,555,450 â–²	8.5%	450,425	0.2%	Computer and Technology
PGR Progressive	$19,466,573	$960,275 â–²	5.2%	98,197	0.2%	Finance
SCHW Charles Schwab	$19,293,436	$455,615 â–²	2.4%	205,293	0.2%	Finance
HCA HCA Healthcare	$19,269,386	$123,989 â–²	0.6%	40,718	0.2%	Medical
VRTX Vertex Pharmaceuticals	$18,586,334	$1,097,595 â–²	6.3%	41,623	0.2%	Medical
NVS Novartis	$18,426,996	$1,491,451 â–¼	-7.5%	120,635	0.2%	Medical
PH Parker-Hannifin	$18,395,391	$1,172,764 â–²	6.8%	20,548	0.2%	Industrials
NOW ServiceNow	$18,141,411	$1,582,887 â–²	9.6%	173,519	0.2%	Computer and Technology
WELL Welltower	$18,064,960	$1,410,463 â–²	8.5%	91,371	0.2%	Finance
INTU Intuit	$18,006,465	$1,483,496 â–¼	-7.6%	41,645	0.2%	Computer and Technology
PANW Palo Alto Networks	$17,997,363	$2,633,416 â–²	17.1%	112,259	0.2%	Computer and Technology
CMI Cummins	$17,921,984	$210,904 â–²	1.2%	33,311	0.2%	Auto/Tires/Trucks
DUK Duke Energy	$17,817,661	$1,649,058 â–²	10.2%	136,075	0.2%	Utilities
DIS Walt Disney	$17,737,871	$836,000 â–¼	-4.5%	184,041	0.2%	Consumer Discretionary
COF Capital One Financial	$17,639,704	$546,925 â–¼	-3.0%	96,693	0.2%	Finance
SYK Stryker	$17,622,939	$1,302,859 â–²	8.0%	53,632	0.2%	Medical
TT Trane Technologies	$17,289,709	$1,085,608 â–²	6.7%	41,488	0.2%	Construction
WDC Western Digital	$17,090,640	$594,267 â–²	3.6%	63,184	0.2%	Computer and Technology
MPC Marathon Petroleum	$16,905,802	$107,683 â–¼	-0.6%	69,235	0.2%	Energy
PFE Pfizer	$16,807,200	$2,019,036 â–²	13.7%	598,547	0.2%	Medical
UBER Uber Technologies	$16,384,143	$321,455 â–¼	-1.9%	227,779	0.2%	Computer and Technology
TMUS T-Mobile US	$16,294,127	$692,889 â–²	4.4%	77,580	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Vanguard Personalized Indexing Management, LLC Top Holdings and 13F Report (2026)

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Vanguard Personalized Indexing Management, LLC Top Holdings and 13F Report (2026)

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