Vanguard Personalized Indexing Management, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 9, 2024), Vanguard Personalized Indexing Management, LLC reported 1,630 stock positions worth $4.7 billion. Its top holding was Microsoft (MSFT) at 6.3% of the portfolio, followed by Apple (AAPL, 5.2%) and Nvidia (NVDA, 4.3%). Compared with Q4 2023, it opened 123 new positions, sold out of 52, added to 1,001 and reduced 487. The biggest buy was Nvidia (NVDA, shares +9%) and the biggest sale Gilead Sciences (GILD, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- OAKLAND, CA
- CIK
- 0001767306
- Portfolio Value
- $4.7B (Q1 2024)
- SEC Filing
- 0001420506-24-000734 ↗ filed May 9, 2024
Holdings Value
Holdings 1,630 stocks · $4.7B
| MSFT Microsoft Corp. | 6.30% | 697,191 | $293.3M | Add +9.6% |
| AAPL Apple Inc. | 5.20% | 1,412,131 | $242.2M | Add +5.6% |
| NVDA Nvidia Corp. | 4.35% | 224,105 | $202.5M | Add +9.1% |
| AMZN Amazon.com Inc. | 3.09% | 797,316 | $143.8M | Add +12.3% |
| GOOGL Alphabet Inc. Class A | 2.09% | 645,732 | $97.5M | Add +12.1% |
| META Meta Platforms Inc. Class A | 2.00% | 191,801 | $93.1M | Add +10.5% |
| LLY Eli Lilly & Co. | 1.32% | 79,014 | $61.5M | Add +8.3% |
| AVGO Broadcom Inc. | 1.19% | 41,841 | $55.5M | Add +11.9% |
| GOOG Alphabet Inc. Class C | 1.14% | 348,138 | $53.0M | Add +1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.12% | 123,889 | $52.1M | Add +13.7% |
| JPM JPMorgan Chase & Co. | 1.11% | 257,916 | $51.7M | Add +10.1% |
| V Visa Inc. Class A | 0.96% | 159,890 | $44.6M | Add +10.3% |
| UNH Unitedhealth Group Inc. | 0.85% | 80,250 | $39.7M | Add +6.2% |
| MA Mastercard Inc. Class A | 0.85% | 82,094 | $39.5M | Add +18.0% |
| TSLA Tesla Inc. | 0.75% | 198,959 | $35.0M | Add +8.8% |
| HD Home Depot Inc. | 0.73% | 88,777 | $34.1M | Add +14.6% |
| PG The Procter & Gamble Co. | 0.72% | 207,718 | $33.7M | Add +10.6% |
| COST Costco Wholesale Corp. | 0.68% | 43,349 | $31.8M | Add +11.4% |
| MRK Merck & Co. Inc. | 0.67% | 235,344 | $31.1M | Add +8.9% |
| XOM Exxon Mobil Corp. | 0.66% | 266,008 | $30.9M | Add +11.3% |
| ABBV Abbvie Inc. | 0.59% | 150,568 | $27.4M | Add +13.7% |
| JNJ Johnson & Johnson | 0.55% | 161,464 | $25.5M | Add +36.5% |
| NFLX Netflix Inc. | 0.54% | 41,737 | $25.3M | Add +10.1% |
| AMD Advanced Micro Devices | 0.52% | 134,837 | $24.3M | Add +11.9% |
| CRM Salesforce Inc. | 0.51% | 79,365 | $23.9M | Add +11.7% |
| WMT Walmart Inc. | 0.50% | 387,557 | $23.3M | Add +21.0% |
| ADBE Adobe Inc. | 0.47% | 43,235 | $21.8M | Add +3.5% |
| ORCL Oracle Corp. | 0.46% | 172,444 | $21.7M | Add +8.6% |
| CVX Chevron Corp. | 0.44% | 131,247 | $20.7M | Add +17.4% |
| ACN Accenture PLC Class A | 0.44% | 58,942 | $20.4M | Add +8.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.41% | 507,711 | $19.3M | Add +23.4% |
| PEP Pepsico Inc. | 0.41% | 109,926 | $19.2M | Add +14.2% |
| KO The Coca-Cola Co. | 0.40% | 304,901 | $18.7M | Add +21.5% |
| AMAT Applied Materials Inc. | 0.40% | 89,601 | $18.5M | Add +7.3% |
| MCD McDonald's Corp. | 0.39% | 64,369 | $18.1M | Add +10.7% |
| TMO Thermo Fisher Scientific Inc. | 0.39% | 31,181 | $18.1M | Add +28.7% |
| CSCO Cisco Systems Inc. | 0.37% | 346,888 | $17.3M | Add +5.8% |
| LIN Linde PLC | 0.37% | 37,067 | $17.2M | Add +11.9% |
| CAT Caterpillar Inc. | 0.35% | 44,664 | $16.4M | Add +10.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.34% | 131,284 | $16.1M | Add +20.6% |
| ABT Abbott Laboratories | 0.34% | 141,083 | $16.0M | Add +19.7% |
| INTU Intuit Inc. | 0.34% | 24,259 | $15.8M | Add +22.5% |
| NOW ServiceNow Inc. | 0.33% | 20,143 | $15.4M | Add +8.7% |
| CMCSA Comcast Corp. Class A | 0.33% | 352,099 | $15.3M | Add +5.4% |
| ETN Eaton Corp. PLC | 0.32% | 47,811 | $14.9M | Add +7.5% |
| AMGN Amgen Inc. | 0.31% | 50,831 | $14.5M | Add +5.8% |
| QCOM Qualcomm Inc. | 0.31% | 85,312 | $14.4M | Add +25.9% |
| LOW Lowe's Cos Inc. | 0.30% | 55,104 | $14.0M | Add +14.7% |
| TXN Texas Instruments Inc. | 0.30% | 80,252 | $14.0M | Add +20.5% |
| AXP American Express Co. | 0.29% | 60,149 | $13.7M | Add +10.1% |
| INTC Intel Corp. | 0.29% | 304,831 | $13.5M | Add +13.1% |
| LRCX Lam Research Corp. | 0.29% | 13,826 | $13.4M | Add +6.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 70,059 | $13.4M | Add +42.6% |
| GE General Electric | 0.28% | 75,478 | $13.2M | Add +16.4% |
| WFC Wells Fargo & Co. | 0.28% | 226,481 | $13.1M | Add +20.1% |
| ISRG Intuitive Surgical Inc. | 0.28% | 32,749 | $13.1M | Add +10.2% |
| HON Honeywell International Inc. | 0.28% | 63,523 | $13.0M | Add +14.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.28% | 101,198 | $13.0M | Add +13.3% |
| DHR Danaher Corp. | 0.28% | 52,013 | $13.0M | Add +25.1% |
| UNP Union Pacific Corp. | 0.27% | 51,292 | $12.6M | Add +15.9% |
| PGR Progressive Corp. | 0.26% | 58,410 | $12.1M | Add +18.6% |
| COP Conocophillips | 0.26% | 93,481 | $11.9M | Add +10.5% |
| ASML ASML Holding NV-NY Reg SHS | 0.25% | 12,094 | $11.7M | Add +20.5% |
| SPGI S&P Global Inc. | 0.25% | 27,275 | $11.6M | Add +7.8% |
| ELV Elevance Health Inc. | 0.24% | 21,880 | $11.3M | Add +11.1% |
| SYK Stryker Corp. | 0.24% | 31,354 | $11.2M | Add +8.4% |
| VZ Verizon Communications Inc. | 0.24% | 266,352 | $11.2M | Add +8.3% |
| BKNG Booking Holdings Inc. | 0.24% | 3,070 | $11.1M | Add +5.1% |
| UBER Uber Technologies Inc. | 0.23% | 141,071 | $10.9M | Add +42.6% |
| RTX RTX Corp. | 0.23% | 111,312 | $10.9M | Add +24.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.23% | 106,434 | $10.8M | Add +4.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.22% | 24,987 | $10.4M | Add +3.8% |
| NEE Nextera Energy Inc. | 0.22% | 163,379 | $10.4M | Add +24.0% |
| SBUX Starbucks Corp. | 0.21% | 108,547 | $9.9M | Add +6.2% |
| GS Goldman Sachs Group Inc. | 0.21% | 23,701 | $9.9M | Add +5.3% |
| CI The Cigna Group | 0.21% | 27,046 | $9.8M | Add +8.6% |
| BLK BlackRock Finance Inc. | 0.21% | 11,605 | $9.7M | Add +10.0% |
| CDNS Cadence Design SYS Inc. | 0.21% | 31,039 | $9.7M | Add +5.5% |
| C Citigroup Inc. | 0.21% | 152,194 | $9.6M | Add +8.3% |
| MU Micron Technology Inc. | 0.20% | 79,488 | $9.4M | Add +22.1% |
| NKE Nike Inc. Class B | 0.19% | 96,613 | $9.1M | Add +0.2% |
| MRSH Marsh & McLennan Cos | 0.19% | 44,050 | $9.1M | Add +13.8% |
| LMT Lockheed Martin Corp. | 0.19% | 19,748 | $9.0M | Add +3.2% |
| DE Deere & Co. | 0.19% | 21,863 | $9.0M | Add +2.7% |
| MS Morgan Stanley | 0.19% | 94,877 | $8.9M | Add +23.1% |
| CVS CVS Health Corp. | 0.19% | 110,634 | $8.8M | Add +14.2% |
| MDLZ Mondelez International Inc. Class A | 0.19% | 126,017 | $8.8M | Add +9.0% |
| WM Waste Management Inc. | 0.19% | 40,535 | $8.6M | Add +15.3% |
| PFE Pfizer Inc. | 0.18% | 309,761 | $8.6M | Add +21.4% |
| SNPS Synopsys Inc. | 0.18% | 14,983 | $8.6M | Add +6.0% |
| BSX Boston Scientific Corp. | 0.18% | 124,682 | $8.5M | Add +7.7% |
| MPC Marathon Petroleum Corp. | 0.18% | 41,956 | $8.5M | Add +5.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.18% | 60,981 | $8.3M | Add +16.4% |
| T AT&T Inc. | 0.18% | 468,073 | $8.2M | Add +11.4% |
| REGN Regeneron Pharmaceuticals | 0.17% | 8,430 | $8.1M | Add +4.8% |
| TGT Target Corp. | 0.17% | 45,288 | $8.0M | Add +8.8% |
| UPS United Parcel Service Class B | 0.17% | 53,976 | $8.0M | Add +26.7% |
| CB Chubb Ltd. | 0.17% | 30,946 | $8.0M | Add +9.0% |
| GILD Gilead Sciences Inc. | 0.17% | 108,669 | $8.0M | Reduce -2.6% |
| PLD Prologis Inc. | 0.17% | 60,759 | $7.9M | Add +30.7% |
Portfolio Sells Q4 2023 → Q1 2024
| GILD Gilead Sciences Inc. | Reduce -2.6% | 0.17% | −0.06 |
| SCHB Schwab US Broad Market ETF | Reduce -85.5% | 0.01% | −0.06 |
| ES Eversource Energy | Reduce -28.0% | 0.06% | −0.04 |
| SCHF Schwab Intl Equity ETF | Sold out | 0.00% | −0.04 |
| ITOT iShares Core S&P Total U.S. | Reduce -87.8% | 0.01% | −0.04 |
| SPLK Splunk Inc. | Sold out | 0.00% | −0.04 |
| BMY Bristol-Myers Squibb Co. | Reduce -8.1% | 0.15% | −0.03 |
| SRC Spirit Realty Capital Inc. | Sold out | 0.00% | −0.03 |
| VICI Vici Properties Inc. | Reduce -25.0% | 0.04% | −0.03 |
| BLDR Builders Firstsource Inc. | Reduce -41.6% | 0.05% | −0.03 |
| JBL Jabil Inc. | Reduce -25.1% | 0.06% | −0.03 |
| M Macy's Inc. | Reduce -34.2% | 0.03% | −0.03 |
| BWA Borgwarner Inc. | Reduce -54.5% | 0.02% | −0.03 |
| XEL Xcel Energy Inc. | Reduce -17.0% | 0.04% | −0.03 |
| KVUE Kenvue Inc. | Reduce -8.7% | 0.09% | −0.03 |
| AES AES Corp. | Reduce -25.6% | 0.04% | −0.03 |
| CNXC Concentrix Corp. | Reduce -45.7% | 0.01% | −0.03 |
| VTRS Viatris Inc. | Reduce -35.0% | 0.04% | −0.03 |
| REG Regency Centers Corp. | Reduce -56.2% | 0.01% | −0.03 |
| RIVN Rivian Automotive Inc. Class A | Reduce -2.8% | 0.02% | −0.03 |
| ON On Semiconductor | Reduce -3.8% | 0.06% | −0.02 |
| PODD Insulet Corp. | Reduce -7.6% | 0.04% | −0.02 |
| MDB Mongodb Inc. | Reduce -2.8% | 0.06% | −0.02 |
| ADM Archer-Daniels-Midland Co. | Reduce -3.7% | 0.05% | −0.02 |
| PHYSICIANS REALTY TRUST | Sold out | 0.00% | −0.02 |
| DVN Devon Energy Corp. | Reduce -16.1% | 0.08% | −0.02 |
| HPE Hewlett Packard Enterprise | Reduce -14.4% | 0.07% | −0.02 |
| AVT Avnet Inc. | Reduce -42.1% | 0.02% | −0.02 |
| KHC The Kraft Heinz Co. | Reduce -9.2% | 0.06% | −0.02 |
| DT Dynatrace Inc. | Reduce -24.7% | 0.02% | −0.02 |
| X United States Steel Corp. | Reduce -22.8% | 0.02% | −0.02 |
| ED Consolidated Edison Inc. | Reduce -11.3% | 0.05% | −0.02 |
| CTRA Coterra Energy Inc. | Reduce -26.3% | 0.04% | −0.02 |
| LNG Cheniere Energy Inc. | Reduce -6.5% | 0.05% | −0.02 |
| SNA Snap-on Inc. | Reduce -36.0% | 0.02% | −0.02 |
| NEM Newmont Corp. | Reduce -3.9% | 0.04% | −0.02 |
| CIVI Civitas Resources Inc. | Reduce -42.8% | 0.02% | −0.02 |
| APTV Aptiv Irish Holdings Ltd. | Reduce -12.3% | 0.03% | −0.02 |
| MO Altria Group Inc. | Reduce -5.8% | 0.10% | −0.02 |
| FNF Fidelity National Financial | Reduce -34.7% | 0.02% | −0.02 |
| HDB HDFC Bank Ltd.-ADR | Reduce -7.8% | 0.03% | −0.02 |
| TD Toronto-Dominion Bank | Reduce -30.0% | 0.02% | −0.02 |
| ADC Agree Realty Corp. | Reduce -44.8% | 0.01% | −0.02 |
| ARW Arrow Electronics Inc. | Reduce -24.3% | 0.03% | −0.02 |
| KRTX Karuna Therapeutics Inc. | Sold out | 0.00% | −0.02 |
| WSO Watsco Inc. | Reduce -25.7% | 0.03% | −0.02 |
| GGG Graco Inc. | Reduce -16.9% | 0.05% | −0.02 |
| LAD Lithia Motors Inc. | Reduce -32.2% | 0.02% | −0.02 |
| OC Owens Corning | Reduce -12.1% | 0.07% | −0.02 |
| PEN Penumbra Inc. | Reduce -23.6% | 0.02% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +9.1% | 4.35% | +1.74 |
| META Meta Platforms Inc. Class A | Add +10.5% | 2.00% | +0.42 |
| AMZN Amazon.com Inc. | Add +12.3% | 3.09% | +0.32 |
| LLY Eli Lilly & Co. | Add +8.3% | 1.32% | +0.23 |
| MSFT Microsoft Corp. | Add +9.6% | 6.30% | +0.16 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +13.7% | 1.12% | +0.12 |
| AVGO Broadcom Inc. | Add +11.9% | 1.19% | +0.12 |
| DIS The Walt Disney Co. | Add +20.6% | 0.34% | +0.09 |
| MA Mastercard Inc. Class A | Add +18.0% | 0.85% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +10.1% | 1.11% | +0.09 |
| EPD Enterprise Products Partners | New | 0.08% | +0.08 |
| IBM Intl Business Machines Corp. | Add +42.6% | 0.29% | +0.08 |
| UBER Uber Technologies Inc. | Add +42.6% | 0.23% | +0.08 |
| JNJ Johnson & Johnson | Add +36.5% | 0.55% | +0.07 |
| GE General Electric | Add +16.4% | 0.28% | +0.07 |
| NFLX Netflix Inc. | Add +10.1% | 0.54% | +0.07 |
| WMT Walmart Inc. | Add +21.0% | 0.50% | +0.07 |
| AMD Advanced Micro Devices | Add +11.9% | 0.52% | +0.07 |
| ABBV Abbvie Inc. | Add +13.7% | 0.59% | +0.06 |
| MRK Merck & Co. Inc. | Add +8.9% | 0.67% | +0.06 |
| TMO Thermo Fisher Scientific Inc. | Add +28.7% | 0.39% | +0.06 |
| MU Micron Technology Inc. | Add +22.1% | 0.20% | +0.06 |
| QCOM Qualcomm Inc. | Add +25.9% | 0.31% | +0.06 |
| PGR Progressive Corp. | Add +18.6% | 0.26% | +0.06 |
| BAC Bank of America Corp. | Add +23.4% | 0.41% | +0.06 |
| ASML ASML Holding NV-NY Reg SHS | Add +20.5% | 0.25% | +0.06 |
| TM Toyota Motor Corp. -Spon ADR | Add +27.6% | 0.16% | +0.05 |
| XOM Exxon Mobil Corp. | Add +11.3% | 0.66% | +0.05 |
| AMAT Applied Materials Inc. | Add +7.3% | 0.40% | +0.05 |
| ETN Eaton Corp. PLC | Add +7.5% | 0.32% | +0.05 |
| CAT Caterpillar Inc. | Add +10.2% | 0.35% | +0.04 |
| WFC Wells Fargo & Co. | Add +20.1% | 0.28% | +0.04 |
| HD Home Depot Inc. | Add +14.6% | 0.73% | +0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +13.3% | 0.28% | +0.04 |
| CEG Constellation Energy | Add +16.1% | 0.12% | +0.04 |
| RTX RTX Corp. | Add +24.1% | 0.23% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +16.4% | 0.18% | +0.04 |
| ORCL Oracle Corp. | Add +8.6% | 0.46% | +0.04 |
| CRM Salesforce Inc. | Add +11.7% | 0.51% | +0.03 |
| EW Edwards Lifesciences Corp. | Add +33.2% | 0.12% | +0.03 |
| SAP Sap SE-Sponsored ADR | Add +22.5% | 0.14% | +0.03 |
| DHR Danaher Corp. | Add +25.1% | 0.28% | +0.03 |
| AXP American Express Co. | Add +10.1% | 0.29% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +195.1% | 0.05% | +0.03 |
| MPC Marathon Petroleum Corp. | Add +5.0% | 0.18% | +0.03 |
| FLUT Flutter Entertainment PLC-Di | New | 0.03% | +0.03 |
| TT Trane Technologies PLC | Add +18.1% | 0.16% | +0.03 |
| GM General Motors Co. | Add +23.2% | 0.12% | +0.03 |
| CMG Chipotle Mexican Grill Inc. | Add +13.8% | 0.16% | +0.03 |
| LRCX Lam Research Corp. | Add +6.4% | 0.29% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,242 | $12.2B | NVDA, AAPL, GOOGL, MSFT, AMZN |
| Q1 2026 | 2,165 | $10.2B | NVDA, AAPL, MSFT, GOOGL, AMZN |
| Q4 2025 | 1,975 | $10.3B | NVDA, AAPL, MSFT, GOOGL, AMZN |
| Q3 2025 | 1,985 | $9.8B | NVDA, MSFT, AAPL, AMZN, GOOGL |
| Q2 2025 | 1,945 | $8.9B | NVDA, MSFT, AAPL, AMZN, META |
| Q1 2025 | 1,839 | $6.8B | AAPL, MSFT, NVDA, AMZN, META |
| Q4 2024 | 1,806 | $6.6B | AAPL, NVDA, MSFT, AMZN, GOOGL |
| Q3 2024 | 1,775 | $6.2B | AAPL, MSFT, NVDA, AMZN, META |
| Q2 2024 | 1,692 | $5.3B | MSFT, AAPL, NVDA, AMZN, GOOGL |
| Q1 2024 | 1,630 | $4.7B | MSFT, AAPL, NVDA, AMZN, GOOGL |