Vanguard Personalized Indexing Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Vanguard Personalized Indexing Management, LLC reported 1,692 stock positions worth $5.3 billion. Its top holding was Microsoft (MSFT) at 6.5% of the portfolio, followed by Apple (AAPL, 6.3%) and Nvidia (NVDA, 5.7%). Compared with Q1 2024, it opened 146 new positions, sold out of 86, added to 1,222 and reduced 310. The biggest buy was Nvidia (NVDA, shares +11%) and the biggest sale Johnson & Johnson (JNJ, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- OAKLAND, CA
- CIK
- 0001767306
- Portfolio Value
- $5.3B (Q2 2024)
- SEC Filing
- 0001420506-24-001342 ↗ filed Aug 12, 2024
Holdings Value
Holdings 1,692 stocks · $5.3B
| MSFT Microsoft Corp. | 6.54% | 773,105 | $343.3M | Add +10.9% |
| AAPL Apple Inc. | 6.25% | 1,566,922 | $328.4M | Add +11.0% |
| NVDA Nvidia Corp. | 5.73% | 2,491,186 | $301.0M | Add +11.2% |
| AMZN Amazon.com Inc. | 3.27% | 888,131 | $171.6M | Add +11.4% |
| GOOGL Alphabet Inc. Class A | 2.63% | 759,611 | $138.3M | Add +17.6% |
| META Meta Platforms Inc. Class A | 1.99% | 209,648 | $104.7M | Add +9.3% |
| LLY Eli Lilly & Co. | 1.53% | 90,031 | $80.5M | Add +13.9% |
| AVGO Broadcom Inc. | 1.28% | 48,493 | $67.4M | Add +15.9% |
| GOOG Alphabet Inc. Class C | 1.17% | 385,494 | $61.6M | Add +10.7% |
| JPM JPMorgan Chase & Co. | 1.11% | 291,483 | $58.1M | Add +13.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.09% | 140,324 | $57.0M | Add +13.3% |
| V Visa Inc. Class A | 0.85% | 172,364 | $44.5M | Add +7.8% |
| UNH Unitedhealth Group Inc. | 0.81% | 83,839 | $42.6M | Add +4.5% |
| COST Costco Wholesale Corp. | 0.79% | 49,033 | $41.4M | Add +13.1% |
| TSLA Tesla Inc. | 0.78% | 207,453 | $41.0M | Add +4.3% |
| PG The Procter & Gamble Co. | 0.74% | 240,089 | $39.1M | Add +15.6% |
| MA Mastercard Inc. Class A | 0.71% | 84,947 | $37.3M | Add +3.5% |
| XOM Exxon Mobil Corp. | 0.69% | 357,751 | $36.2M | Add +34.5% |
| MRK Merck & Co. Inc. | 0.64% | 274,378 | $33.5M | Add +16.6% |
| HD Home Depot Inc. | 0.60% | 92,403 | $31.6M | Add +4.1% |
| NFLX Netflix Inc. | 0.59% | 46,383 | $30.7M | Add +11.1% |
| WMT Walmart Inc. | 0.58% | 462,051 | $30.6M | Add +19.2% |
| ABBV Abbvie Inc. | 0.53% | 165,870 | $28.0M | Add +10.2% |
| ORCL Oracle Corp. | 0.51% | 192,150 | $26.8M | Add +11.4% |
| ADBE Adobe Inc. | 0.50% | 47,439 | $26.2M | Add +9.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.44% | 605,226 | $23.3M | Add +19.2% |
| AMAT Applied Materials Inc. | 0.44% | 97,954 | $23.0M | Add +9.3% |
| CVX Chevron Corp. | 0.42% | 147,515 | $22.3M | Add +12.4% |
| KO The Coca-Cola Co. | 0.42% | 351,568 | $21.9M | Add +15.3% |
| AMD Advanced Micro Devices | 0.41% | 147,078 | $21.6M | Add +9.1% |
| QCOM Qualcomm Inc. | 0.37% | 99,181 | $19.6M | Add +16.3% |
| PEP Pepsico Inc. | 0.37% | 120,694 | $19.6M | Add +9.8% |
| CRM Salesforce Inc. | 0.37% | 77,714 | $19.5M | Reduce -2.1% |
| TMO Thermo Fisher Scientific Inc. | 0.36% | 34,626 | $19.1M | Add +11.1% |
| ACN Accenture PLC Class A | 0.35% | 61,208 | $18.4M | Add +3.8% |
| LIN Linde PLC | 0.34% | 40,388 | $17.7M | Add +9.0% |
| AMGN Amgen Inc. | 0.34% | 56,518 | $17.6M | Add +11.2% |
| CSCO Cisco Systems Inc. | 0.34% | 378,002 | $17.6M | Add +9.0% |
| TXN Texas Instruments Inc. | 0.33% | 90,156 | $17.5M | Add +12.3% |
| ISRG Intuitive Surgical Inc. | 0.33% | 38,475 | $17.1M | Add +17.5% |
| ETN Eaton Corp. PLC | 0.32% | 53,950 | $16.9M | Add +12.8% |
| NOW ServiceNow Inc. | 0.32% | 21,192 | $16.6M | Add +5.2% |
| JNJ Johnson & Johnson | 0.31% | 149,661 | $16.5M | Reduce -7.3% |
| MCD McDonald's Corp. | 0.31% | 63,739 | $16.2M | Reduce -1.0% |
| CAT Caterpillar Inc. | 0.31% | 49,012 | $16.1M | Add +9.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.31% | 114,486 | $16.0M | Add +13.1% |
| WFC Wells Fargo & Co. | 0.30% | 261,247 | $15.5M | Add +15.3% |
| INTU Intuit Inc. | 0.29% | 23,894 | $15.4M | Reduce -1.5% |
| ABT Abbott Laboratories | 0.29% | 149,827 | $15.3M | Add +6.2% |
| LRCX Lam Research Corp. | 0.29% | 14,794 | $15.2M | Add +7.0% |
| ELV Elevance Health Inc. | 0.28% | 26,737 | $14.5M | Add +22.2% |
| AXP American Express Co. | 0.28% | 62,734 | $14.5M | Add +4.3% |
| CMCSA Comcast Corp. Class A | 0.27% | 381,579 | $14.4M | Add +8.4% |
| BKNG Booking Holdings Inc. | 0.27% | 3,628 | $14.4M | Add +18.2% |
| DHR Danaher Corp. | 0.27% | 56,633 | $14.1M | Add +8.9% |
| ASML ASML Holding NV-NY Reg SHS | 0.26% | 13,625 | $13.9M | Add +12.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.26% | 29,457 | $13.7M | Add +17.9% |
| NEE Nextera Energy Inc. | 0.26% | 193,651 | $13.6M | Add +18.5% |
| HON Honeywell International Inc. | 0.25% | 62,902 | $13.3M | Reduce -1.0% |
| GE General Electric filed as GE AEROSPACE | 0.25% | 87,014 | $13.2M | Add +15.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.25% | 120,008 | $13.1M | Add +12.8% |
| SPGI S&P Global Inc. | 0.25% | 29,226 | $13.0M | Add +7.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 74,637 | $12.7M | Add +6.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.24% | 139,002 | $12.7M | Add +5.9% |
| LOW Lowe's Cos Inc. | 0.24% | 57,995 | $12.6M | Add +5.3% |
| PGR Progressive Corp. | 0.24% | 60,786 | $12.5M | Add +4.1% |
| RTX RTX Corp. | 0.24% | 130,547 | $12.4M | Add +17.3% |
| VZ Verizon Communications Inc. | 0.23% | 297,338 | $12.2M | Add +11.6% |
| GS Goldman Sachs Group Inc. | 0.23% | 26,834 | $12.1M | Add +13.2% |
| SYK Stryker Corp. | 0.23% | 35,086 | $11.9M | Add +11.9% |
| MU Micron Technology Inc. | 0.23% | 90,554 | $11.9M | Add +13.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.22% | 67,241 | $11.7M | Add +10.3% |
| UNP Union Pacific Corp. | 0.22% | 51,689 | $11.7M | Add +0.8% |
| BSX Boston Scientific Corp. | 0.21% | 144,824 | $11.1M | Add +16.1% |
| C Citigroup Inc. | 0.21% | 176,340 | $11.1M | Add +15.9% |
| LMT Lockheed Martin Corp. | 0.21% | 23,429 | $10.9M | Add +18.6% |
| PANW Palo Alto Networks Inc. | 0.21% | 32,412 | $10.9M | Add +20.4% |
| MS Morgan Stanley | 0.21% | 114,002 | $10.9M | Add +20.2% |
| COP Conocophillips | 0.21% | 94,558 | $10.8M | Add +1.1% |
| CDNS Cadence Design SYS Inc. | 0.20% | 35,288 | $10.6M | Add +13.7% |
| UBER Uber Technologies Inc. | 0.20% | 147,903 | $10.6M | Add +4.8% |
| PM Philip Morris International | 0.20% | 105,661 | $10.5M | Add +25.8% |
| ADI Analog Devices Inc. | 0.20% | 45,487 | $10.4M | Add +20.2% |
| SNPS Synopsys Inc. | 0.20% | 17,463 | $10.3M | Add +16.6% |
| BLK BlackRock Finance Inc. | 0.19% | 13,126 | $10.2M | Add +13.1% |
| MRSH Marsh & McLennan Cos | 0.19% | 48,500 | $10.2M | Add +10.1% |
| REGN Regeneron Pharmaceuticals | 0.19% | 9,559 | $10.0M | Add +13.4% |
| T AT&T Inc. | 0.19% | 551,660 | $9.9M | Add +17.9% |
| KLAC KLA Corp. | 0.19% | 11,963 | $9.9M | Add +12.3% |
| PFE Pfizer Inc. | 0.19% | 357,546 | $9.8M | Add +15.4% |
| CI The Cigna Group | 0.18% | 30,347 | $9.7M | Add +12.2% |
| INTC Intel Corp. | 0.18% | 314,768 | $9.7M | Add +3.3% |
| APH Amphenol Corp. Class A | 0.18% | 144,648 | $9.6M | Add +17.7% |
| CMG Chipotle Mexican Grill Inc. | 0.18% | 149,076 | $9.3M | Add +15.6% |
| TT Trane Technologies PLC | 0.18% | 28,653 | $9.3M | Add +14.6% |
| ADP Automatic Data Processing | 0.18% | 38,611 | $9.2M | Add +24.2% |
| CB Chubb Ltd. | 0.17% | 35,974 | $9.2M | Add +16.3% |
| WM Waste Management Inc. | 0.17% | 42,837 | $9.1M | Add +5.7% |
| ANET Arista Networks Inc. | 0.17% | 26,052 | $9.1M | Add +11.7% |
| ZTS Zoetis Inc. | 0.17% | 51,771 | $8.9M | Add +13.6% |
Portfolio Sells Q1 2024 → Q2 2024
| JNJ Johnson & Johnson | Reduce -7.3% | 0.31% | −0.23 |
| CRM Salesforce Inc. | Reduce -2.1% | 0.37% | −0.14 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.13 |
| CVS CVS Health Corp. | Reduce -11.7% | 0.10% | −0.09 |
| MCD McDonald's Corp. | Reduce -1.0% | 0.31% | −0.08 |
| BMY Bristol-Myers Squibb Co. | Reduce -10.0% | 0.09% | −0.06 |
| UPS United Parcel Service Class B | Reduce -8.6% | 0.13% | −0.04 |
| INTU Intuit Inc. | Reduce -1.5% | 0.29% | −0.04 |
| KVUE Kenvue Inc. | Reduce -4.9% | 0.04% | −0.04 |
| SMCI Super Micro Computer Inc. | Reduce -11.4% | 0.07% | −0.04 |
| DXCM Dexcom Inc. | Reduce -2.7% | 0.08% | −0.04 |
| CME Cme Group Inc. | Reduce -9.6% | 0.09% | −0.03 |
| GILD Gilead Sciences Inc. | Reduce -2.5% | 0.14% | −0.03 |
| SLB SLB Ltd. | Reduce -2.1% | 0.10% | −0.03 |
| NOC Northrop Grumman Corp. | Reduce -4.3% | 0.10% | −0.03 |
| SWAV Shockwave Medical Inc. | Sold out | 0.00% | −0.03 |
| EL Estee Lauder Companies Class A | Reduce -11.3% | 0.03% | −0.03 |
| WST West Pharmaceutical Services | Reduce -1.0% | 0.07% | −0.03 |
| HON Honeywell International Inc. | Reduce -1.0% | 0.25% | −0.03 |
| LKQ LKQ Corp. | Reduce -28.4% | 0.03% | −0.03 |
| MNST Monster Beverage Corp. | Reduce -0.7% | 0.07% | −0.03 |
| LULU Lululemon Athletica Inc. | Reduce -1.3% | 0.05% | −0.02 |
| USB US Bancorp | Reduce -7.6% | 0.07% | −0.02 |
| LEN Lennar Corp. Class A | Reduce -6.7% | 0.06% | −0.02 |
| MDB Mongodb Inc. | Reduce -4.2% | 0.03% | −0.02 |
| CSGP Costar Group Inc. | Reduce -6.9% | 0.04% | −0.02 |
| XYZ Block Inc. | Reduce -9.3% | 0.03% | −0.02 |
| GGG Graco Inc. | Reduce -23.6% | 0.03% | −0.02 |
| BDX Becton Dickinson and Co. | Reduce -0.8% | 0.09% | −0.02 |
| MOH Molina Healthcare Inc. | Reduce -3.6% | 0.03% | −0.02 |
| ERF Enerplus Corp. | Sold out | 0.00% | −0.02 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -12.0% | 0.03% | −0.02 |
| RYAAY Ryanair Holdings PLC-SP ADR | Reduce -0.2% | 0.04% | −0.02 |
| CDW CDW Corp. | Reduce -0.4% | 0.06% | −0.02 |
| VTEC Vanguard Ca Tax-Ex Bond | Sold out | 0.00% | −0.02 |
| WY Weyerhaeuser Co. | Reduce -12.0% | 0.02% | −0.01 |
| AIRC Apartment Income REIT Co. | Sold out | 0.00% | −0.01 |
| SNOW Snowflake Inc. | Reduce -1.6% | 0.04% | −0.01 |
| NGG National Grid PLC-SP ADR | Reduce -10.4% | 0.02% | −0.01 |
| PRF Invesco Rafi US 1000 ETF | Sold out | 0.00% | −0.01 |
| VTRS Viatris Inc. | Reduce -11.3% | 0.03% | −0.01 |
| AAL American Airlines Group Inc. | Reduce -24.2% | 0.01% | −0.01 |
| EXC Exelon Corp. | Reduce -1.6% | 0.05% | −0.01 |
| ILMN Illumina Inc. | Reduce -3.4% | 0.02% | −0.01 |
| DEO Diageo PLC-Sponsored ADR | Reduce -2.0% | 0.03% | −0.01 |
| KEYS Keysight Technologies Inc. | Reduce -3.8% | 0.03% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -17.1% | 0.04% | −0.01 |
| LEA Lear Corp. | Reduce -33.2% | 0.01% | −0.01 |
| CELH Celsius Holdings Inc. | Reduce -8.5% | 0.01% | −0.01 |
| OSK Oshkosh Corp. | Reduce -13.6% | 0.02% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +11.2% | 5.73% | +1.38 |
| AAPL Apple Inc. | Add +11.0% | 6.25% | +1.06 |
| GOOGL Alphabet Inc. Class A | Add +17.6% | 2.63% | +0.54 |
| MSFT Microsoft Corp. | Add +10.9% | 6.54% | +0.24 |
| LLY Eli Lilly & Co. | Add +13.9% | 1.53% | +0.21 |
| AMZN Amazon.com Inc. | Add +11.4% | 3.27% | +0.18 |
| COST Costco Wholesale Corp. | Add +13.1% | 0.79% | +0.11 |
| AVGO Broadcom Inc. | Add +15.9% | 1.28% | +0.09 |
| WMT Walmart Inc. | Add +19.2% | 0.58% | +0.08 |
| QCOM Qualcomm Inc. | Add +16.3% | 0.37% | +0.06 |
| ISRG Intuitive Surgical Inc. | Add +17.5% | 0.33% | +0.05 |
| ORCL Oracle Corp. | Add +11.4% | 0.51% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +10.3% | 0.22% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +20.4% | 0.21% | +0.04 |
| AMAT Applied Materials Inc. | Add +9.3% | 0.44% | +0.04 |
| NFLX Netflix Inc. | Add +11.1% | 0.59% | +0.04 |
| ADI Analog Devices Inc. | Add +20.2% | 0.20% | +0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Add +17.9% | 0.26% | +0.04 |
| AZN Astrazeneca PLC-Spons ADR | Add +51.8% | 0.13% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +10.7% | 1.17% | +0.04 |
| MO Altria Group Inc. | Add +48.1% | 0.13% | +0.03 |
| BKNG Booking Holdings Inc. | Add +18.2% | 0.27% | +0.03 |
| NEE Nextera Energy Inc. | Add +18.5% | 0.26% | +0.03 |
| PM Philip Morris International | Add +25.8% | 0.20% | +0.03 |
| TXN Texas Instruments Inc. | Add +12.3% | 0.33% | +0.03 |
| ELV Elevance Health Inc. | Add +22.2% | 0.28% | +0.03 |
| APH Amphenol Corp. Class A | Add +17.7% | 0.18% | +0.03 |
| ADBE Adobe Inc. | Add +9.7% | 0.50% | +0.03 |
| BAC Bank of America Corp. | Add +19.2% | 0.44% | +0.03 |
| TSLA Tesla Inc. | Add +4.3% | 0.78% | +0.03 |
| BSX Boston Scientific Corp. | Add +16.1% | 0.21% | +0.03 |
| KLAC KLA Corp. | Add +12.3% | 0.19% | +0.03 |
| ANET Arista Networks Inc. | Add +11.7% | 0.17% | +0.03 |
| XOM Exxon Mobil Corp. | Add +34.5% | 0.69% | +0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +13.1% | 0.31% | +0.03 |
| HDB HDFC Bank Ltd.-ADR | Add +85.4% | 0.06% | +0.03 |
| MCO Moody's Corp. | Add +34.5% | 0.12% | +0.03 |
| MU Micron Technology Inc. | Add +13.9% | 0.23% | +0.03 |
| AMGN Amgen Inc. | Add +11.2% | 0.34% | +0.03 |
| SCHF Schwab Intl Equity ETF | New | 0.02% | +0.02 |
| VXUS Vanguard Total Intl Stock | New | 0.02% | +0.02 |
| MPWR Monolithic Power Systems Inc. | Add +31.5% | 0.08% | +0.02 |
| PG The Procter & Gamble Co. | Add +15.6% | 0.74% | +0.02 |
| VRSK Verisk Analytics Inc. | Add +40.9% | 0.07% | +0.02 |
| AWK American Water Works Co. Inc. | Add +49.8% | 0.07% | +0.02 |
| CL Colgate-Palmolive Co. | Add +23.9% | 0.14% | +0.02 |
| ORI Old Republic Intl Corp. | Add +117.6% | 0.04% | +0.02 |
| HUM Humana Inc. | Add +36.8% | 0.08% | +0.02 |
| TJX TJX Companies Inc. | Add +12.8% | 0.25% | +0.02 |
| KMB Kimberly-Clark Corp. | Add +31.9% | 0.10% | +0.02 |
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 |