Vanguard Personalized Indexing Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Vanguard Personalized Indexing Management, LLC reported 1,806 stock positions worth $6.6 billion. Its top holding was Apple (AAPL) at 6.8% of the portfolio, followed by Nvidia (NVDA, 5.7%) and Microsoft (MSFT, 5.6%). Compared with Q3 2024, it opened 132 new positions, sold out of 102, added to 1,120 and reduced 534. The biggest buy was Tesla (TSLA, shares +10%) and the biggest sale Eli Lilly (LLY, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- OAKLAND, CA
- CIK
- 0001767306
- Portfolio Value
- $6.6B (Q4 2024)
- SEC Filing
- 0001420506-25-000242 ↗ filed Feb 10, 2025
Holdings Value
Holdings 1,806 stocks · $6.6B
| AAPL Apple Inc. | 6.76% | 1,788,576 | $447.9M | Add +4.6% |
| NVDA Nvidia Corp. | 5.71% | 2,817,347 | $378.3M | Add +5.5% |
| MSFT Microsoft Corp. | 5.58% | 875,879 | $369.2M | Add +5.1% |
| AMZN Amazon.com Inc. | 3.47% | 1,047,519 | $229.8M | Add +8.2% |
| GOOGL Alphabet Inc. Class A | 2.46% | 859,243 | $162.7M | Add +8.6% |
| META Meta Platforms Inc. Class A | 2.20% | 248,907 | $145.7M | Add +4.8% |
| AVGO Broadcom Inc. | 2.05% | 584,596 | $135.5M | Add +7.9% |
| TSLA Tesla Inc. | 1.77% | 289,542 | $116.9M | Add +10.3% |
| JPM JPMorgan Chase & Co. | 1.26% | 347,459 | $83.3M | Add +5.8% |
| GOOG Alphabet Inc. Class C | 1.22% | 422,813 | $80.5M | Add +4.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.16% | 170,053 | $77.1M | Add +7.5% |
| LLY Eli Lilly & Co. | 1.15% | 98,767 | $76.2M | Reduce -0.1% |
| V Visa Inc. Class A | 0.95% | 198,172 | $62.6M | Add +9.0% |
| MA Mastercard Inc. Class A | 0.80% | 100,650 | $53.0M | Add +5.2% |
| COST Costco Wholesale Corp. | 0.79% | 57,334 | $52.5M | Add +3.9% |
| WMT Walmart Inc. | 0.76% | 554,773 | $50.1M | Add +4.7% |
| UNH Unitedhealth Group Inc. | 0.75% | 98,610 | $49.9M | Reduce -2.9% |
| NFLX Netflix Inc. | 0.74% | 54,838 | $48.9M | Add +5.8% |
| PG The Procter & Gamble Co. | 0.70% | 274,622 | $46.0M | Add +5.4% |
| HD Home Depot Inc. | 0.68% | 115,194 | $44.8M | Add +6.5% |
| XOM Exxon Mobil Corp. | 0.66% | 403,617 | $43.4M | Reduce -4.4% |
| ORCL Oracle Corp. | 0.55% | 219,474 | $36.6M | Add +5.2% |
| ABBV Abbvie Inc. | 0.55% | 203,716 | $36.2M | Add +3.6% |
| CRM Salesforce Inc. | 0.50% | 98,309 | $32.9M | Add +9.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.45% | 684,512 | $30.1M | Add +6.4% |
| NOW ServiceNow Inc. | 0.44% | 27,624 | $29.3M | Add +8.7% |
| MRK Merck & Co. Inc. | 0.44% | 293,244 | $29.2M | Add +9.6% |
| CSCO Cisco Systems Inc. | 0.43% | 482,791 | $28.6M | Add +10.9% |
| ACN Accenture PLC Class A | 0.41% | 76,788 | $27.0M | Add +5.4% |
| KO The Coca-Cola Co. | 0.38% | 401,337 | $25.0M | Add +1.8% |
| JNJ Johnson & Johnson | 0.36% | 167,077 | $24.2M | Reduce -16.9% |
| ISRG Intuitive Surgical Inc. | 0.36% | 46,154 | $24.1M | Add +4.5% |
| MCD McDonald's Corp. | 0.36% | 82,348 | $23.9M | Add +6.4% |
| CVX Chevron Corp. | 0.35% | 162,248 | $23.5M | Add +15.4% |
| ABT Abbott Laboratories | 0.34% | 200,490 | $22.7M | Add +16.7% |
| ADBE Adobe Inc. | 0.33% | 49,527 | $22.0M | Reduce -9.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 102,719 | $22.0M | Add +14.7% |
| WFC Wells Fargo & Co. | 0.33% | 309,112 | $21.7M | Add +13.0% |
| CAT Caterpillar Inc. | 0.32% | 57,929 | $21.0M | Add +8.6% |
| ETN Eaton Corp. PLC | 0.32% | 63,067 | $20.9M | Add +8.0% |
| AXP American Express Co. | 0.31% | 68,839 | $20.4M | Add +0.4% |
| BKNG Booking Holdings Inc. | 0.28% | 3,784 | $18.8M | Add +7.6% |
| INTU Intuit Inc. | 0.28% | 29,812 | $18.7M | Add +0.9% |
| TXN Texas Instruments Inc. | 0.28% | 99,486 | $18.7M | Reduce -0.9% |
| TMO Thermo Fisher Scientific Inc. | 0.28% | 35,844 | $18.6M | Reduce -8.2% |
| GS Goldman Sachs Group Inc. | 0.27% | 31,382 | $18.0M | Add +5.7% |
| LIN Linde PLC | 0.27% | 42,863 | $17.9M | Reduce -5.6% |
| AMD Advanced Micro Devices | 0.27% | 147,735 | $17.8M | Reduce -3.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 160,160 | $17.8M | Add +19.9% |
| SPGI S&P Global Inc. | 0.27% | 35,556 | $17.7M | Add +1.9% |
| LOW Lowe's Cos Inc. | 0.27% | 71,706 | $17.7M | Add +6.0% |
| BLK BlackRock Inc. | 0.26% | 16,915 | $17.3M | Add +7.6% |
| PGR Progressive Corp. | 0.26% | 72,299 | $17.3M | Add +3.3% |
| GE General Electric filed as GE AEROSPACE | 0.26% | 103,557 | $17.3M | Add +4.0% |
| RTX RTX Corp. | 0.26% | 149,114 | $17.3M | Add +3.6% |
| AMAT Applied Materials Inc. | 0.26% | 103,858 | $16.9M | Reduce -1.1% |
| PEP Pepsico Inc. | 0.25% | 110,475 | $16.8M | Reduce -16.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.25% | 138,315 | $16.7M | Add +5.6% |
| MS Morgan Stanley | 0.25% | 132,217 | $16.6M | Add +6.2% |
| HON Honeywell International Inc. | 0.25% | 73,187 | $16.5M | Add +10.7% |
| PM Philip Morris International | 0.25% | 136,130 | $16.4M | Add +9.5% |
| QCOM Qualcomm Inc. | 0.25% | 105,803 | $16.3M | Reduce -2.3% |
| T AT&T Inc. | 0.25% | 713,802 | $16.3M | Add +9.8% |
| NEE Nextera Energy Inc. | 0.24% | 217,623 | $15.6M | Add +0.3% |
| CMCSA Comcast Corp. Class A | 0.23% | 409,704 | $15.4M | Reduce -5.7% |
| PLTR Palantir Technologies Inc. Class A | 0.23% | 199,722 | $15.1M | Add +22.4% |
| SYK Stryker Corp. | 0.22% | 40,892 | $14.7M | Add +7.7% |
| BSX Boston Scientific Corp. | 0.22% | 164,778 | $14.7M | Add +5.8% |
| UNP Union Pacific Corp. | 0.22% | 63,880 | $14.6M | Add +3.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.22% | 73,623 | $14.5M | Reduce -0.4% |
| C Citigroup Inc. | 0.22% | 202,859 | $14.3M | Add +8.5% |
| ADP Automatic Data Processing | 0.22% | 48,698 | $14.3M | Add +6.9% |
| VZ Verizon Communications Inc. | 0.21% | 347,476 | $13.9M | Add +5.9% |
| GILD Gilead Sciences Inc. | 0.21% | 150,217 | $13.9M | Add +6.6% |
| AMGN Amgen Inc. | 0.21% | 52,863 | $13.8M | Reduce -6.2% |
| PANW Palo Alto Networks Inc. | 0.21% | 75,588 | $13.8M | Add +2.2% |
| LMT Lockheed Martin Corp. | 0.20% | 27,368 | $13.3M | Add +4.0% |
| ANET Arista Networks Inc. | 0.20% | 119,765 | $13.2M | Add +3.2% |
| TMUS T-Mobile US Inc. | 0.19% | 58,002 | $12.8M | Add +5.9% |
| DHR Danaher Corp. | 0.19% | 55,369 | $12.7M | Reduce -12.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.19% | 31,178 | $12.6M | Reduce -1.9% |
| COP Conocophillips | 0.19% | 126,299 | $12.5M | Add +26.5% |
| BX Blackstone Inc. | 0.19% | 71,416 | $12.3M | Add +8.4% |
| APH Amphenol Corp. Class A | 0.18% | 175,152 | $12.2M | Add +7.0% |
| MRSH Marsh & McLennan Cos | 0.18% | 56,614 | $12.0M | Add +3.0% |
| LRCX Lam Research Corp. | 0.18% | 163,607 | $11.8M | Add +4.8% |
| CB Chubb Ltd. | 0.18% | 42,708 | $11.8M | Add +7.5% |
| TT Trane Technologies PLC | 0.18% | 31,710 | $11.7M | Add +1.5% |
| DE Deere & Co. | 0.17% | 27,084 | $11.5M | Add +9.5% |
| FISV Fiserv Inc. | 0.17% | 55,766 | $11.5M | Add +7.2% |
| BMY Bristol-Myers Squibb Co. | 0.17% | 201,233 | $11.4M | Add +25.2% |
| SAP Sap SE-Sponsored ADR | 0.17% | 45,650 | $11.2M | Add +6.9% |
| ADI Analog Devices Inc. | 0.17% | 52,582 | $11.2M | Add +2.6% |
| CDNS Cadence Design SYS Inc. | 0.17% | 37,115 | $11.2M | Add +5.1% |
| SBUX Starbucks Corp. | 0.17% | 120,975 | $11.0M | Reduce -0.4% |
| ICE Intercontinental Exchange Inc. | 0.16% | 71,242 | $10.6M | Add +4.2% |
| DUK Duke Energy Corp. | 0.16% | 95,585 | $10.3M | Add +12.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.16% | 14,849 | $10.3M | Add +5.9% |
| CTAS Cintas Corp. | 0.15% | 55,716 | $10.2M | Add +3.1% |
| MO Altria Group Inc. | 0.15% | 192,155 | $10.0M | Add +6.7% |
Portfolio Sells Q3 2024 → Q4 2024
| LLY Eli Lilly & Co. | Reduce -0.1% | 1.15% | −0.26 |
| UNH Unitedhealth Group Inc. | Reduce -2.9% | 0.75% | −0.20 |
| JNJ Johnson & Johnson | Reduce -16.9% | 0.36% | −0.16 |
| XOM Exxon Mobil Corp. | Reduce -4.4% | 0.66% | −0.14 |
| AMD Advanced Micro Devices | Reduce -3.7% | 0.27% | −0.14 |
| ADBE Adobe Inc. | Reduce -9.5% | 0.33% | −0.12 |
| TMO Thermo Fisher Scientific Inc. | Reduce -8.2% | 0.28% | −0.11 |
| PEP Pepsico Inc. | Reduce -16.2% | 0.25% | −0.11 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -10.0% | 0.14% | −0.09 |
| ELV Elevance Health Inc. | Reduce -6.9% | 0.15% | −0.09 |
| DHR Danaher Corp. | Reduce -12.0% | 0.19% | −0.09 |
| AMAT Applied Materials Inc. | Reduce -1.1% | 0.26% | −0.09 |
| AMGN Amgen Inc. | Reduce -6.2% | 0.21% | −0.08 |
| LIN Linde PLC | Reduce -5.6% | 0.27% | −0.08 |
| MRO Marathon Oil Corp. | Sold out | 0.00% | −0.07 |
| UBER Uber Technologies Inc. | Reduce -13.9% | 0.13% | −0.07 |
| REGN Regeneron Pharmaceuticals | Reduce -3.9% | 0.11% | −0.07 |
| HCA HCA Healthcare Inc. | Reduce -3.7% | 0.13% | −0.06 |
| PFE Pfizer Inc. | Reduce -19.0% | 0.14% | −0.06 |
| CMCSA Comcast Corp. Class A | Reduce -5.7% | 0.23% | −0.06 |
| PLD Prologis Inc. | Reduce -21.5% | 0.09% | −0.06 |
| ZTS Zoetis Inc. | Reduce -8.6% | 0.14% | −0.06 |
| NVS Novartis AG-Sponsored ADR | Reduce -10.5% | 0.13% | −0.05 |
| TXN Texas Instruments Inc. | Reduce -0.9% | 0.28% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -2.3% | 0.25% | −0.05 |
| MPWR Monolithic Power Systems Inc. | Reduce -18.8% | 0.05% | −0.05 |
| AMT American Tower Corp. | Reduce -5.4% | 0.12% | −0.05 |
| MDLZ Mondelez International Inc. Class A | Reduce -5.7% | 0.13% | −0.05 |
| CI The Cigna Group | Reduce -0.7% | 0.14% | −0.05 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -1.9% | 0.19% | −0.05 |
| KLAC KLA Corp. | Reduce -5.6% | 0.12% | −0.05 |
| DHI D.R. Horton Inc. | Reduce -2.8% | 0.08% | −0.04 |
| AGR Avangrid Inc. | Sold out | 0.00% | −0.04 |
| MCHP Microchip Technology Inc. | Reduce -22.7% | 0.04% | −0.04 |
| CCI Crown Castle Inc. | Reduce -14.2% | 0.06% | −0.04 |
| TGT Target Corp. | Reduce -7.8% | 0.10% | −0.03 |
| PHM Pultegroup Inc. | Reduce -6.1% | 0.06% | −0.03 |
| NEM Newmont Corp. | Reduce -13.8% | 0.04% | −0.03 |
| FCX Freeport-McMoran Inc. | Reduce -2.6% | 0.07% | −0.03 |
| CARR Carrier Global Corp. | Reduce -3.7% | 0.10% | −0.03 |
| MPC Marathon Petroleum Corp. | Reduce -2.0% | 0.10% | −0.03 |
| ECL Ecolab Inc. | Reduce -7.3% | 0.11% | −0.03 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.03 |
| LEN Lennar Corp. Class A | Reduce -4.9% | 0.05% | −0.03 |
| SBUX Starbucks Corp. | Reduce -0.4% | 0.17% | −0.02 |
| INTC Intel Corp. | Reduce -7.2% | 0.07% | −0.02 |
| HUM Humana Inc. | Reduce -20.6% | 0.03% | −0.02 |
| NUE Nucor Corp. | Reduce -0.9% | 0.06% | −0.02 |
| SHW The Sherwin-Williams Co. | Reduce -0.6% | 0.11% | −0.02 |
| BHP BHP Group Ltd.-Spon ADR | Reduce -7.6% | 0.05% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| TSLA Tesla Inc. | Add +10.3% | 1.77% | +0.66 |
| AMZN Amazon.com Inc. | Add +8.2% | 3.47% | +0.57 |
| AVGO Broadcom Inc. | Add +7.9% | 2.05% | +0.54 |
| NVDA Nvidia Corp. | Add +5.5% | 5.71% | +0.49 |
| AAPL Apple Inc. | Add +4.6% | 6.76% | +0.35 |
| GOOGL Alphabet Inc. Class A | Add +8.6% | 2.46% | +0.34 |
| NFLX Netflix Inc. | Add +5.8% | 0.74% | +0.15 |
| JPM JPMorgan Chase & Co. | Add +5.8% | 1.26% | +0.14 |
| V Visa Inc. Class A | Add +9.0% | 0.95% | +0.14 |
| PLTR Palantir Technologies Inc. Class A | Add +22.4% | 0.23% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +4.7% | 1.22% | +0.13 |
| CRM Salesforce Inc. | Add +9.6% | 0.50% | +0.10 |
| APP AppLovin Corp. Class A | Add +7.3% | 0.14% | +0.09 |
| WFC Wells Fargo & Co. | Add +13.0% | 0.33% | +0.08 |
| NOW ServiceNow Inc. | Add +8.7% | 0.44% | +0.08 |
| WMT Walmart Inc. | Add +4.7% | 0.76% | +0.07 |
| DIS The Walt Disney Co. | Add +19.9% | 0.27% | +0.06 |
| CSCO Cisco Systems Inc. | Add +10.9% | 0.43% | +0.06 |
| MRVL Marvell Technology Inc. | Add +17.2% | 0.13% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +212.6% | 0.07% | +0.05 |
| BKNG Booking Holdings Inc. | Add +7.6% | 0.28% | +0.05 |
| BAC Bank of America Corp. | Add +6.4% | 0.45% | +0.04 |
| BA The Boeing Co. | Add +32.7% | 0.14% | +0.04 |
| MS Morgan Stanley | Add +6.2% | 0.25% | +0.04 |
| MA Mastercard Inc. Class A | Add +5.2% | 0.80% | +0.04 |
| GEV GE Vernova Inc. | Add +13.8% | 0.14% | +0.04 |
| BMY Bristol-Myers Squibb Co. | Add +25.2% | 0.17% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +5.7% | 0.27% | +0.03 |
| UAL United Airlines Holdings Inc. | Add +9.1% | 0.07% | +0.03 |
| HON Honeywell International Inc. | Add +10.7% | 0.25% | +0.03 |
| LULU Lululemon Athletica Inc. | Add +32.2% | 0.07% | +0.03 |
| ABT Abbott Laboratories | Add +16.7% | 0.34% | +0.03 |
| C Citigroup Inc. | Add +8.5% | 0.22% | +0.03 |
| MSTR Strategy Inc. | Add +28.0% | 0.05% | +0.03 |
| RCL Royal Caribbean Cruises Ltd. | Add +5.2% | 0.12% | +0.03 |
| AXON Axon Enterprise Inc. | Add +8.7% | 0.07% | +0.02 |
| BX Blackstone Inc. | Add +8.4% | 0.19% | +0.02 |
| MCK McKesson Corp. | Add +10.8% | 0.14% | +0.02 |
| SCHW Schwab (charles) Corp. | Add +12.2% | 0.14% | +0.02 |
| EXE Expand Energy Corp. | New | 0.02% | +0.02 |
| EMR Emerson Electric Co. | Add +12.1% | 0.14% | +0.02 |
| FISV Fiserv Inc. | Add +7.2% | 0.17% | +0.02 |
| KMI Kinder Morgan Inc. | Add +15.9% | 0.08% | +0.02 |
| BLK BlackRock Inc. | Add +7.6% | 0.26% | +0.02 |
| CVX Chevron Corp. | Add +15.4% | 0.35% | +0.02 |
| COIN Coinbase Global Inc. Class A | Add +14.9% | 0.06% | +0.02 |
| AMP Ameriprise Financial Inc. | Add +9.4% | 0.15% | +0.02 |
| ANET Arista Networks Inc. | Add +3.2% | 0.20% | +0.02 |
| FTNT Fortinet Inc. | Add +4.9% | 0.12% | +0.02 |
| WMB Williams Cos Inc. | Add +9.8% | 0.11% | +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 |