Vanguard Personalized Indexing Management, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Vanguard Personalized Indexing Management, LLC reported 1,775 stock positions worth $6.2 billion. Its top holding was Apple (AAPL) at 6.4% of the portfolio, followed by Microsoft (MSFT, 5.8%) and Nvidia (NVDA, 5.2%). Compared with Q2 2024, it opened 138 new positions, sold out of 55, added to 1,265 and reduced 354. The biggest buy was Tesla (TSLA, shares +27%) and the biggest sale Merck (MRK, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- OAKLAND, CA
- CIK
- 0001767306
- Portfolio Value
- $6.2B (Q3 2024)
- SEC Filing
- 0001420506-24-002274 ↗ filed Nov 12, 2024
Holdings Value
Holdings 1,775 stocks · $6.2B
| AAPL Apple Inc. | 6.42% | 1,709,940 | $398.4M | Add +9.1% |
| MSFT Microsoft Corp. | 5.78% | 833,516 | $358.7M | Add +7.8% |
| NVDA Nvidia Corp. | 5.22% | 2,670,751 | $324.3M | Add +7.2% |
| AMZN Amazon.com Inc. | 2.90% | 967,783 | $180.3M | Add +9.0% |
| META Meta Platforms Inc. Class A | 2.19% | 237,411 | $135.9M | Add +13.2% |
| GOOGL Alphabet Inc. Class A | 2.11% | 791,199 | $131.2M | Add +4.2% |
| AVGO Broadcom Inc. | 1.50% | 541,675 | $93.4M | Add +11.7% |
| LLY Eli Lilly & Co. | 1.41% | 98,827 | $87.6M | Add +9.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.17% | 158,151 | $72.8M | Add +12.7% |
| JPM JPMorgan Chase & Co. | 1.12% | 328,502 | $69.3M | Add +12.7% |
| TSLA Tesla Inc. | 1.11% | 262,578 | $68.7M | Add +26.6% |
| GOOG Alphabet Inc. Class C | 1.09% | 403,922 | $67.5M | Add +4.8% |
| UNH Unitedhealth Group Inc. | 0.96% | 101,526 | $59.4M | Add +21.1% |
| V Visa Inc. Class A | 0.81% | 181,869 | $50.0M | Add +5.5% |
| XOM Exxon Mobil Corp. | 0.80% | 422,090 | $49.5M | Add +18.0% |
| COST Costco Wholesale Corp. | 0.79% | 55,180 | $48.9M | Add +12.5% |
| MA Mastercard Inc. Class A | 0.76% | 95,700 | $47.3M | Add +12.7% |
| PG The Procter & Gamble Co. | 0.73% | 260,564 | $45.1M | Add +8.5% |
| HD Home Depot Inc. | 0.71% | 108,167 | $43.8M | Add +17.1% |
| WMT Walmart Inc. | 0.69% | 529,813 | $42.8M | Add +14.7% |
| ABBV Abbvie Inc. | 0.63% | 196,686 | $38.8M | Add +18.6% |
| NFLX Netflix Inc. | 0.59% | 51,812 | $36.7M | Add +11.7% |
| ORCL Oracle Corp. | 0.57% | 208,711 | $35.6M | Add +8.6% |
| JNJ Johnson & Johnson | 0.52% | 201,049 | $32.6M | Add +34.3% |
| MRK Merck & Co. Inc. | 0.49% | 267,576 | $30.4M | Reduce -2.5% |
| KO The Coca-Cola Co. | 0.46% | 394,315 | $28.3M | Add +12.2% |
| ADBE Adobe Inc. | 0.46% | 54,721 | $28.3M | Add +15.3% |
| ACN Accenture PLC Class A | 0.41% | 72,852 | $25.8M | Add +19.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.41% | 643,102 | $25.5M | Add +6.3% |
| AMD Advanced Micro Devices | 0.41% | 153,420 | $25.2M | Add +4.3% |
| CRM Salesforce Inc. | 0.40% | 89,672 | $24.5M | Add +15.4% |
| TMO Thermo Fisher Scientific Inc. | 0.39% | 39,062 | $24.2M | Add +12.8% |
| MCD McDonald's Corp. | 0.38% | 77,386 | $23.6M | Add +21.4% |
| CSCO Cisco Systems Inc. | 0.37% | 435,218 | $23.2M | Add +15.1% |
| NOW ServiceNow Inc. | 0.37% | 25,404 | $22.7M | Add +19.9% |
| PEP Pepsico Inc. | 0.36% | 131,818 | $22.4M | Add +9.2% |
| ISRG Intuitive Surgical Inc. | 0.35% | 44,145 | $21.7M | Add +14.7% |
| LIN Linde PLC | 0.35% | 45,416 | $21.7M | Add +12.4% |
| AMAT Applied Materials Inc. | 0.34% | 104,978 | $21.2M | Add +7.2% |
| CAT Caterpillar Inc. | 0.34% | 53,332 | $20.9M | Add +8.8% |
| TXN Texas Instruments Inc. | 0.33% | 100,364 | $20.7M | Add +11.3% |
| CVX Chevron Corp. | 0.33% | 140,580 | $20.7M | Reduce -4.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.32% | 89,542 | $19.8M | Add +20.0% |
| ABT Abbott Laboratories | 0.32% | 171,740 | $19.6M | Add +14.6% |
| ETN Eaton Corp. PLC | 0.31% | 58,425 | $19.4M | Add +8.3% |
| GE General Electric filed as GE AEROSPACE | 0.30% | 99,581 | $18.8M | Add +14.4% |
| AXP American Express Co. | 0.30% | 68,589 | $18.6M | Add +9.3% |
| QCOM Qualcomm Inc. | 0.30% | 108,264 | $18.4M | Add +9.2% |
| INTU Intuit Inc. | 0.30% | 29,557 | $18.4M | Add +23.7% |
| NEE Nextera Energy Inc. | 0.30% | 217,046 | $18.3M | Add +12.1% |
| LOW Lowe's Cos Inc. | 0.29% | 67,636 | $18.3M | Add +16.6% |
| AMGN Amgen Inc. | 0.29% | 56,336 | $18.2M | Reduce -0.3% |
| CMCSA Comcast Corp. Class A | 0.29% | 434,489 | $18.1M | Add +13.9% |
| SPGI S&P Global Inc. | 0.29% | 34,891 | $18.0M | Add +19.4% |
| PGR Progressive Corp. | 0.29% | 69,992 | $17.8M | Add +15.1% |
| DHR Danaher Corp. | 0.28% | 62,905 | $17.5M | Add +11.1% |
| RTX RTX Corp. | 0.28% | 143,866 | $17.4M | Add +10.2% |
| WFC Wells Fargo & Co. | 0.25% | 273,491 | $15.4M | Add +4.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.25% | 131,004 | $15.4M | Add +9.2% |
| LMT Lockheed Martin Corp. | 0.25% | 26,311 | $15.4M | Add +12.3% |
| UNP Union Pacific Corp. | 0.25% | 61,813 | $15.2M | Add +19.6% |
| PM Philip Morris International | 0.24% | 124,344 | $15.1M | Add +17.7% |
| BLK BlackRock Finance Inc. | 0.24% | 15,724 | $14.9M | Add +19.8% |
| ELV Elevance Health Inc. | 0.24% | 28,631 | $14.9M | Add +7.1% |
| BKNG Booking Holdings Inc. | 0.24% | 3,516 | $14.8M | Reduce -3.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.24% | 31,797 | $14.8M | Add +7.9% |
| VZ Verizon Communications Inc. | 0.24% | 327,988 | $14.7M | Add +10.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.24% | 123,474 | $14.7M | Add +7.8% |
| GS Goldman Sachs Group Inc. | 0.24% | 29,682 | $14.7M | Add +10.6% |
| T AT&T Inc. | 0.23% | 650,098 | $14.3M | Add +17.8% |
| SYK Stryker Corp. | 0.22% | 37,985 | $13.7M | Add +8.3% |
| HON Honeywell International Inc. | 0.22% | 66,112 | $13.7M | Add +5.1% |
| BSX Boston Scientific Corp. | 0.21% | 155,721 | $13.0M | Add +7.5% |
| MS Morgan Stanley | 0.21% | 124,540 | $13.0M | Add +9.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 133,595 | $12.9M | Reduce -3.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.21% | 73,904 | $12.8M | Add +9.9% |
| UBER Uber Technologies Inc. | 0.21% | 170,593 | $12.8M | Add +15.3% |
| LRCX Lam Research Corp. | 0.21% | 15,614 | $12.7M | Add +5.5% |
| PANW Palo Alto Networks Inc. | 0.20% | 36,969 | $12.6M | Add +14.1% |
| ADP Automatic Data Processing | 0.20% | 45,537 | $12.6M | Add +17.9% |
| PFE Pfizer Inc. | 0.20% | 428,838 | $12.4M | Add +19.9% |
| MRSH Marsh & McLennan Cos | 0.20% | 54,948 | $12.3M | Add +13.3% |
| TT Trane Technologies PLC | 0.20% | 31,230 | $12.1M | Add +9.0% |
| ZTS Zoetis Inc. | 0.19% | 61,296 | $12.0M | Add +18.4% |
| HCA HCA Healthcare Inc. | 0.19% | 29,233 | $11.9M | Add +8.8% |
| SBUX Starbucks Corp. | 0.19% | 121,507 | $11.8M | Add +7.9% |
| GILD Gilead Sciences Inc. | 0.19% | 140,901 | $11.8M | Add +33.0% |
| ADI Analog Devices Inc. | 0.19% | 51,235 | $11.8M | Add +12.6% |
| CI The Cigna Group | 0.19% | 33,959 | $11.8M | Add +11.9% |
| C Citigroup Inc. | 0.19% | 187,011 | $11.7M | Add +6.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.19% | 14,023 | $11.7M | Add +2.9% |
| CB Chubb Ltd. | 0.18% | 39,724 | $11.5M | Add +10.4% |
| TMUS T-Mobile US Inc. | 0.18% | 54,748 | $11.3M | Add +15.1% |
| NVS Novartis AG-Sponsored ADR | 0.18% | 97,749 | $11.2M | Add +40.1% |
| REGN Regeneron Pharmaceuticals | 0.18% | 10,605 | $11.1M | Add +10.9% |
| ANET Arista Networks Inc. | 0.18% | 29,021 | $11.1M | Add +11.4% |
| CTAS Cintas Corp. | 0.18% | 54,018 | $11.1M | Add +14.3% |
| MDLZ Mondelez International Inc. Class A | 0.18% | 149,745 | $11.0M | Add +14.2% |
| ICE Intercontinental Exchange Inc. | 0.18% | 68,390 | $11.0M | Add +12.5% |
| APH Amphenol Corp. Class A | 0.17% | 163,742 | $10.7M | Add +13.2% |
Portfolio Sells Q2 2024 → Q3 2024
| MRK Merck & Co. Inc. | Reduce -2.5% | 0.49% | −0.15 |
| INTC Intel Corp. | Reduce -22.6% | 0.09% | −0.09 |
| CVX Chevron Corp. | Reduce -4.7% | 0.33% | −0.09 |
| EW Edwards Lifesciences Corp. | Reduce -21.5% | 0.05% | −0.06 |
| SNPS Synopsys Inc. | Reduce -1.9% | 0.14% | −0.06 |
| BA The Boeing Co. | Reduce -9.2% | 0.10% | −0.05 |
| MCK McKesson Corp. | Reduce -2.8% | 0.12% | −0.05 |
| DXCM Dexcom Inc. | Reduce -13.6% | 0.04% | −0.05 |
| MRNA Moderna Inc. | Reduce -22.8% | 0.03% | −0.04 |
| AMGN Amgen Inc. | Reduce -0.3% | 0.29% | −0.04 |
| GD General Dynamics Corp. | Reduce -16.7% | 0.11% | −0.04 |
| SMCI Super Micro Computer Inc. | Reduce -3.1% | 0.03% | −0.04 |
| BKNG Booking Holdings Inc. | Reduce -3.1% | 0.24% | −0.04 |
| WST West Pharmaceutical Services | Reduce -32.8% | 0.04% | −0.04 |
| DIS The Walt Disney Co. | Reduce -3.9% | 0.21% | −0.04 |
| DG Dollar General Corp. | Reduce -20.3% | 0.02% | −0.03 |
| OXY Occidental Petroleum Corp. | Reduce -8.3% | 0.05% | −0.03 |
| HUM Humana Inc. | Reduce -5.4% | 0.06% | −0.03 |
| BIIB Biogen Inc. | Reduce -14.8% | 0.04% | −0.02 |
| TROW T Rowe Price Group Inc. | Reduce -16.2% | 0.05% | −0.02 |
| VXUS Vanguard Total Intl Stock | Sold out | 0.00% | −0.02 |
| WRK Westrock Co. | Sold out | 0.00% | −0.02 |
| DLTR Dollar Tree Inc. | Reduce -27.6% | 0.01% | −0.02 |
| BP BP PLC-Spons ADR | Reduce -5.8% | 0.04% | −0.02 |
| LPLA LPL Financial Holdings Inc. | Reduce -20.9% | 0.02% | −0.02 |
| CHRD Chord Energy Corp. | Reduce -29.4% | 0.02% | −0.02 |
| PINS Pinterest Inc. Class A | Reduce -1.1% | 0.03% | −0.02 |
| ELF Elf Beauty Inc. | Reduce -15.3% | 0.01% | −0.02 |
| F Ford Motor Co. | Reduce -2.4% | 0.04% | −0.02 |
| NKE Nike Inc. Class B | Reduce -11.7% | 0.13% | −0.02 |
| BDX Becton Dickinson and Co. | Reduce -6.9% | 0.08% | −0.02 |
| CHT Chunghwa Telecom LT-Spon ADR | Reduce -14.3% | 0.05% | −0.02 |
| ADM Archer-Daniels-Midland Co. | Reduce -16.4% | 0.04% | −0.02 |
| HUBS HubSpot Inc. | Reduce -2.0% | 0.05% | −0.02 |
| SCHF Schwab Intl Equity ETF | Reduce -59.6% | 0.01% | −0.02 |
| ASX Ase Technology Holding -ADR | Reduce -3.7% | 0.03% | −0.01 |
| LKQ LKQ Corp. | Reduce -46.9% | 0.01% | −0.01 |
| RJF Raymond James Financial Inc. | Reduce -8.1% | 0.05% | −0.01 |
| BHP BHP Group Ltd.-Spon ADR | Reduce -11.7% | 0.07% | −0.01 |
| IDXX Idexx Laboratories Inc. | Reduce -2.5% | 0.08% | −0.01 |
| STLA Stellantis NV | Reduce -8.8% | 0.02% | −0.01 |
| MSA Msa Safety Inc. | Reduce -60.2% | 0.01% | −0.01 |
| LULU Lululemon Athletica Inc. | Reduce -3.2% | 0.04% | −0.01 |
| ULTA Ulta Beauty Inc. | Reduce -14.3% | 0.03% | −0.01 |
| YUM Yum! Brands Inc. | Reduce -6.4% | 0.06% | −0.01 |
| STZ Constellation Brands Inc. Class A | Reduce -11.0% | 0.04% | −0.01 |
| EPD Enterprise Products Partners | Reduce -0.4% | 0.07% | −0.01 |
| CHD Church & Dwight Co. Inc. | Reduce -3.1% | 0.06% | −0.01 |
| MGM MGM Resorts International | Reduce -9.2% | 0.02% | −0.01 |
| SNOW Snowflake Inc. | Reduce -3.3% | 0.03% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| TSLA Tesla Inc. | Add +26.6% | 1.11% | +0.33 |
| AVGO Broadcom Inc. | Add +11.7% | 1.50% | +0.22 |
| JNJ Johnson & Johnson | Add +34.3% | 0.52% | +0.21 |
| META Meta Platforms Inc. Class A | Add +13.2% | 2.19% | +0.20 |
| AAPL Apple Inc. | Add +9.1% | 6.42% | +0.16 |
| UNH Unitedhealth Group Inc. | Add +21.1% | 0.96% | +0.15 |
| XOM Exxon Mobil Corp. | Add +18.0% | 0.80% | +0.11 |
| WMT Walmart Inc. | Add +14.7% | 0.69% | +0.11 |
| HD Home Depot Inc. | Add +17.1% | 0.71% | +0.10 |
| ABBV Abbvie Inc. | Add +18.6% | 0.63% | +0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +12.7% | 1.17% | +0.09 |
| VT Vanguard Tot World STK ETF | Add +2192.7% | 0.09% | +0.08 |
| IBM Intl Business Machines Corp. | Add +20.0% | 0.32% | +0.08 |
| MCD McDonald's Corp. | Add +21.4% | 0.38% | +0.07 |
| ACN Accenture PLC Class A | Add +19.0% | 0.41% | +0.06 |
| ORCL Oracle Corp. | Add +8.6% | 0.57% | +0.06 |
| LOW Lowe's Cos Inc. | Add +16.6% | 0.29% | +0.05 |
| GILD Gilead Sciences Inc. | Add +33.0% | 0.19% | +0.05 |
| GE General Electric | Add +14.4% | 0.30% | +0.05 |
| MA Mastercard Inc. Class A | Add +12.7% | 0.76% | +0.05 |
| NOW ServiceNow Inc. | Add +19.9% | 0.37% | +0.05 |
| PGR Progressive Corp. | Add +15.1% | 0.29% | +0.05 |
| BLK BlackRock Finance Inc. | Add +19.8% | 0.24% | +0.05 |
| RTX RTX Corp. | Add +10.2% | 0.28% | +0.04 |
| BMY Bristol-Myers Squibb Co. | Add +37.4% | 0.13% | +0.04 |
| PM Philip Morris International | Add +17.7% | 0.24% | +0.04 |
| SPGI S&P Global Inc. | Add +19.4% | 0.29% | +0.04 |
| NVS Novartis AG-Sponsored ADR | Add +40.1% | 0.18% | +0.04 |
| T AT&T Inc. | Add +17.8% | 0.23% | +0.04 |
| LMT Lockheed Martin Corp. | Add +12.3% | 0.25% | +0.04 |
| CEG Constellation Energy | Add +5.6% | 0.14% | +0.04 |
| KO The Coca-Cola Co. | Add +12.2% | 0.46% | +0.04 |
| CSCO Cisco Systems Inc. | Add +15.1% | 0.37% | +0.04 |
| GEV GE Vernova Inc. | Add +16.6% | 0.10% | +0.04 |
| NEE Nextera Energy Inc. | Add +12.1% | 0.30% | +0.04 |
| MMM 3M Co. | Add +23.1% | 0.11% | +0.03 |
| SHW The Sherwin-Williams Co. | Add +19.7% | 0.13% | +0.03 |
| FISV Fiserv Inc. | Add +20.7% | 0.15% | +0.03 |
| ITT Itt Inc. | Add +150.5% | 0.05% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +18.0% | 0.10% | +0.03 |
| KVUE Kenvue Inc. | Add +10.5% | 0.07% | +0.03 |
| DHI D.R. Horton Inc. | Add +15.2% | 0.12% | +0.03 |
| BX Blackstone Inc. | Add +17.0% | 0.16% | +0.03 |
| CAT Caterpillar Inc. | Add +8.8% | 0.34% | +0.03 |
| URI United Rentals Inc. | Add +22.1% | 0.12% | +0.03 |
| INFY Infosys Ltd.-SP ADR | Add +274.5% | 0.04% | +0.03 |
| PYPL PayPal Holdings Inc. | Add +17.5% | 0.11% | +0.03 |
| ADP Automatic Data Processing | Add +17.9% | 0.20% | +0.03 |
| HCA HCA Healthcare Inc. | Add +8.8% | 0.19% | +0.03 |
| SBUX Starbucks Corp. | Add +7.9% | 0.19% | +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 |