Vanguard Personalized Indexing Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 25, 2025), Vanguard Personalized Indexing Management, LLC reported 1,945 stock positions worth $8.9 billion. Its top holding was Nvidia (NVDA) at 6.2% of the portfolio, followed by Microsoft (MSFT, 6.1%) and Apple (AAPL, 4.9%). Compared with Q1 2025, it opened 215 new positions, sold out of 110, added to 1,372 and reduced 345. The biggest buy was Nvidia (NVDA, shares +18%) and the biggest sale Chevron (CVX, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- OAKLAND, CA
- CIK
- 0001767306
- Portfolio Value
- $8.9B (Q2 2025)
- SEC Filing
- 0001420506-25-001576 ↗ filed Jul 25, 2025
Holdings Value
Holdings 1,945 stocks · $8.9B
| NVDA Nvidia Corp. | 6.20% | 3,477,711 | $549.7M | Add +18.4% |
| MSFT Microsoft Corp. | 6.15% | 1,094,697 | $544.7M | Add +23.7% |
| AAPL Apple Inc. | 4.93% | 2,129,345 | $437.0M | Add +11.4% |
| AMZN Amazon.com Inc. | 3.24% | 1,307,345 | $286.8M | Add +18.0% |
| META Meta Platforms Inc. Class A | 2.58% | 309,979 | $228.8M | Add +17.6% |
| AVGO Broadcom Inc. | 2.38% | 764,338 | $211.2M | Add +24.1% |
| GOOGL Alphabet Inc. Class A | 2.03% | 1,021,416 | $180.0M | Add +15.1% |
| JPM JPMorgan Chase & Co. | 1.45% | 442,656 | $128.4M | Add +21.2% |
| TSLA Tesla Inc. | 1.32% | 368,423 | $117.1M | Add +26.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.20% | 217,916 | $105.9M | Add +17.6% |
| GOOG Alphabet Inc. Class C | 1.09% | 544,549 | $96.7M | Add +24.9% |
| LLY Eli Lilly & Co. | 1.07% | 121,020 | $94.4M | Add +11.7% |
| V Visa Inc. Class A | 1.06% | 262,665 | $93.5M | Add +19.0% |
| NFLX Netflix Inc. | 1.05% | 69,723 | $93.4M | Add +20.4% |
| MA Mastercard Inc. Class A | 0.83% | 130,490 | $73.4M | Add +19.2% |
| COST Costco Wholesale Corp. | 0.81% | 72,460 | $71.8M | Add +18.8% |
| WMT Walmart Inc. | 0.77% | 697,204 | $68.2M | Add +19.9% |
| ORCL Oracle Corp. | 0.67% | 271,221 | $59.3M | Add +17.8% |
| XOM Exxon Mobil Corp. | 0.62% | 504,007 | $54.6M | Add +12.7% |
| PG The Procter & Gamble Co. | 0.58% | 323,679 | $51.6M | Add +13.1% |
| ABBV Abbvie Inc. | 0.57% | 273,739 | $50.8M | Add +16.0% |
| HD Home Depot Inc. | 0.57% | 137,415 | $50.4M | Add +14.1% |
| CSCO Cisco Systems Inc. | 0.49% | 621,032 | $43.1M | Add +16.9% |
| JNJ Johnson & Johnson | 0.46% | 267,704 | $41.0M | Add +13.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.46% | 864,230 | $40.9M | Add +23.0% |
| PLTR Palantir Technologies Inc. Class A | 0.45% | 294,476 | $40.1M | Add +25.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.44% | 130,618 | $38.9M | Add +17.1% |
| ABT Abbott Laboratories | 0.43% | 278,752 | $37.9M | Add +22.8% |
| PM Philip Morris International | 0.42% | 203,550 | $37.1M | Add +28.0% |
| KO The Coca-Cola Co. | 0.42% | 523,732 | $37.1M | Add +19.3% |
| GE General Electric filed as GE AEROSPACE | 0.40% | 135,932 | $35.1M | Add +17.5% |
| INTU Intuit Inc. | 0.39% | 43,639 | $34.4M | Add +31.8% |
| NOW ServiceNow Inc. | 0.38% | 32,905 | $33.9M | Add +17.5% |
| CRM Salesforce Inc. | 0.37% | 120,042 | $32.7M | Add +16.7% |
| UNH Unitedhealth Group Inc. | 0.35% | 100,498 | $31.4M | Add +1.7% |
| ISRG Intuitive Surgical Inc. | 0.35% | 57,477 | $31.2M | Add +20.2% |
| WFC Wells Fargo & Co. | 0.35% | 386,414 | $31.0M | Add +18.9% |
| MCD McDonald's Corp. | 0.35% | 105,136 | $30.7M | Add +17.6% |
| GS Goldman Sachs Group Inc. | 0.34% | 42,207 | $29.9M | Add +19.2% |
| BKNG Booking Holdings Inc. | 0.33% | 5,118 | $29.6M | Add +22.2% |
| RTX RTX Corp. | 0.33% | 198,621 | $29.1M | Add +18.2% |
| AMD Advanced Micro Devices | 0.32% | 201,264 | $28.6M | Add +25.6% |
| T AT&T Inc. | 0.31% | 958,928 | $27.8M | Add +23.0% |
| CAT Caterpillar Inc. | 0.31% | 70,798 | $27.5M | Add +15.6% |
| LIN Linde PLC | 0.31% | 57,814 | $27.1M | Add +14.7% |
| AMAT Applied Materials Inc. | 0.30% | 145,277 | $26.6M | Add +31.8% |
| ETN Eaton Corp. PLC | 0.30% | 74,239 | $26.5M | Add +17.4% |
| CVX Chevron Corp. | 0.30% | 181,580 | $26.1M | Reduce -5.7% |
| AXP American Express Co. | 0.29% | 81,777 | $26.1M | Add +16.6% |
| MS Morgan Stanley | 0.29% | 184,436 | $26.0M | Add +31.5% |
| MRK Merck & Co. Inc. | 0.29% | 322,630 | $25.6M | Add +8.9% |
| TXN Texas Instruments Inc. | 0.29% | 122,557 | $25.4M | Add +9.4% |
| PGR Progressive Corp. | 0.27% | 91,041 | $24.3M | Add +11.5% |
| SPGI S&P Global Inc. | 0.27% | 45,912 | $24.3M | Add +16.6% |
| APH Amphenol Corp. Class A | 0.27% | 238,817 | $23.7M | Add +28.0% |
| BSX Boston Scientific Corp. | 0.26% | 216,910 | $23.3M | Add +20.9% |
| BLK BlackRock Inc. | 0.26% | 21,989 | $23.1M | Add +12.0% |
| ACN Accenture PLC Class A | 0.26% | 77,134 | $23.1M | Reduce -0.3% |
| ADBE Adobe Inc. | 0.26% | 59,573 | $23.1M | Add +8.6% |
| UBER Uber Technologies Inc. | 0.26% | 243,922 | $22.8M | Add +26.0% |
| QCOM Qualcomm Inc. | 0.25% | 141,468 | $22.5M | Add +17.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.25% | 179,348 | $22.3M | Add +8.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.25% | 180,278 | $22.3M | Add +20.6% |
| GILD Gilead Sciences Inc. | 0.24% | 194,028 | $21.5M | Add +19.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.24% | 93,138 | $21.1M | Add +19.1% |
| SYK Stryker Corp. | 0.24% | 52,869 | $20.9M | Add +21.7% |
| HON Honeywell International Inc. | 0.24% | 89,728 | $20.9M | Add +22.0% |
| GEV GE Vernova Inc. | 0.23% | 37,872 | $20.6M | Add +25.1% |
| LOW Lowe's Cos Inc. | 0.23% | 92,667 | $20.6M | Add +24.1% |
| C Citigroup Inc. | 0.23% | 238,276 | $20.3M | Add +11.9% |
| COF Capital One Financial Corp. | 0.23% | 94,964 | $20.3M | Add +105.6% |
| NEE Nextera Energy Inc. | 0.23% | 291,126 | $20.3M | Add +21.5% |
| PANW Palo Alto Networks Inc. | 0.23% | 98,891 | $20.2M | Add +13.8% |
| AMGN Amgen Inc. | 0.23% | 72,264 | $20.2M | Add +13.2% |
| ADP Automatic Data Processing | 0.22% | 64,316 | $19.8M | Add +20.4% |
| LRCX Lam Research Corp. | 0.22% | 202,727 | $19.7M | Add +4.8% |
| VZ Verizon Communications Inc. | 0.22% | 453,468 | $19.6M | Add +15.8% |
| DE Deere & Co. | 0.22% | 37,802 | $19.2M | Add +23.7% |
| KLAC KLA Corp. | 0.22% | 21,307 | $19.1M | Add +27.5% |
| PEP Pepsico Inc. | 0.21% | 142,831 | $18.9M | Add +13.4% |
| SAP Sap SE-Sponsored ADR | 0.20% | 59,496 | $18.1M | Add +14.8% |
| TMUS T-Mobile US Inc. | 0.20% | 75,495 | $18.0M | Add +19.8% |
| SCHW Schwab (charles) Corp. | 0.20% | 190,538 | $17.4M | Add +26.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.19% | 38,491 | $17.1M | Add +7.6% |
| ICE Intercontinental Exchange Inc. | 0.19% | 93,213 | $17.1M | Add +16.8% |
| TT Trane Technologies PLC | 0.19% | 39,111 | $17.1M | Add +17.2% |
| UNP Union Pacific Corp. | 0.19% | 74,002 | $17.0M | Add +4.2% |
| CB Chubb Ltd. | 0.19% | 57,794 | $16.7M | Add +28.4% |
| MCK McKesson Corp. | 0.18% | 22,263 | $16.3M | Add +25.1% |
| ADI Analog Devices Inc. | 0.18% | 68,080 | $16.2M | Add +12.2% |
| CMCSA Comcast Corp. Class A | 0.18% | 451,578 | $16.1M | Add +8.3% |
| MU Micron Technology Inc. | 0.18% | 130,204 | $16.0M | Add +13.0% |
| ANET Arista Networks Inc. | 0.18% | 154,089 | $15.8M | Add +21.8% |
| TMO Thermo Fisher Scientific Inc. | 0.18% | 38,754 | $15.7M | Add +0.0% |
| LMT Lockheed Martin Corp. | 0.17% | 33,292 | $15.4M | Add +31.2% |
| NVS Novartis AG-Sponsored ADR | 0.17% | 125,612 | $15.2M | Add +14.7% |
| CI The Cigna Group | 0.17% | 45,805 | $15.2M | Add +17.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.17% | 18,899 | $15.2M | Add +6.9% |
| CEG Constellation Energy | 0.17% | 46,628 | $15.2M | Add +27.8% |
| CTAS Cintas Corp. | 0.17% | 67,820 | $15.1M | Add +16.2% |
Portfolio Sells Q1 2025 → Q2 2025
| CVX Chevron Corp. | Reduce -5.7% | 0.30% | −0.18 |
| ACN Accenture PLC Class A | Reduce -0.3% | 0.26% | −0.10 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.10 |
| PLD Prologis Inc. | Reduce -9.1% | 0.08% | −0.04 |
| SLB SLB Ltd. | Reduce -16.1% | 0.05% | −0.04 |
| VT Vanguard Tot World STK ETF | Reduce -79.1% | 0.01% | −0.04 |
| DVN Devon Energy Corp. | Reduce -14.6% | 0.04% | −0.03 |
| TRGP Targa Resources Corp. | Reduce -1.3% | 0.06% | −0.03 |
| BP BP PLC-Spons ADR | Reduce -30.6% | 0.03% | −0.03 |
| SNY Sanofi-ADR | Reduce -2.3% | 0.05% | −0.03 |
| DOC Healthpeak Properties Inc. | Reduce -21.3% | 0.03% | −0.03 |
| LULU Lululemon Athletica Inc. | Reduce -10.4% | 0.03% | −0.02 |
| CTSH Cognizant Tech Solutions-A | Reduce -1.8% | 0.07% | −0.02 |
| NUE Nucor Corp. | Reduce -12.7% | 0.05% | −0.02 |
| EXPD Expeditors Intl Wash Inc. | Reduce -8.1% | 0.04% | −0.02 |
| KHC The Kraft Heinz Co. | Reduce -6.8% | 0.03% | −0.02 |
| UBS UBS Group AG-Reg | Reduce -5.3% | 0.07% | −0.02 |
| TFC Truist Financial Corp. | Reduce -1.8% | 0.06% | −0.02 |
| BBY Best Buy Co. Inc. | Reduce -8.3% | 0.03% | −0.02 |
| BMRN Biomarin Pharmaceutical Inc. | Reduce -42.7% | 0.01% | −0.02 |
| X United States Steel Corp. | Sold out | 0.00% | −0.02 |
| WSM Williams-Sonoma Inc. | Reduce -2.9% | 0.05% | −0.02 |
| IYW iShares Ustechnology ETF | Reduce -41.4% | 0.02% | −0.02 |
| ITCI Intra-Cellular Therapies Inc. | Sold out | 0.00% | −0.02 |
| TPL Texas Pacific Land Corp. | Reduce -3.0% | 0.02% | −0.02 |
| BERY Berry Global Group Inc. | Sold out | 0.00% | −0.01 |
| G Genpact Ltd. | Reduce -2.5% | 0.03% | −0.01 |
| GEHC GE Healthcare Technology | Reduce -3.3% | 0.03% | −0.01 |
| ES Eversource Energy | Reduce -2.4% | 0.05% | −0.01 |
| OMC Omnicom Group | Reduce -3.0% | 0.03% | −0.01 |
| VRN Veren Inc. | Sold out | 0.00% | −0.01 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -19.3% | 0.02% | −0.01 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -22.3% | 0.01% | −0.01 |
| CSGP Costar Group Inc. | Reduce -4.8% | 0.04% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.2% | 0.06% | −0.01 |
| WSO Watsco Inc. | Reduce -7.2% | 0.02% | −0.01 |
| LSCC Lattice Semiconductor Corp. | Reduce -50.5% | 0.01% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.9% | 0.06% | −0.01 |
| ESS Essex Property Trust Inc. | Reduce -15.9% | 0.02% | −0.01 |
| ABNB Airbnb Inc. Class A | Reduce -6.3% | 0.05% | −0.01 |
| JAZZ Jazz Pharmaceuticals PLC | Reduce -55.1% | 0.00% | −0.01 |
| YUMC Yum China Holdings Inc. | Reduce -3.2% | 0.02% | −0.01 |
| BF.B Brown-Forman Corp. Class B | Reduce -3.3% | 0.01% | −0.01 |
| HEES H&E Equipment Services Inc. | Sold out | 0.00% | −0.01 |
| GPN Global Payments Inc. | Reduce -5.7% | 0.01% | −0.01 |
| LII Lennox International Inc. | Reduce -7.4% | 0.02% | −0.01 |
| TSN Tyson Foods Inc. Class A | Reduce -1.5% | 0.02% | −0.01 |
| BAX Baxter International Inc. | Reduce -23.1% | 0.01% | −0.01 |
| AES AES Corp. | Reduce -4.8% | 0.01% | −0.01 |
| CE Celanese Corp. | Reduce -31.4% | 0.01% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +18.4% | 6.20% | +1.51 |
| MSFT Microsoft Corp. | Add +23.7% | 6.15% | +1.25 |
| AVGO Broadcom Inc. | Add +24.1% | 2.38% | +0.86 |
| META Meta Platforms Inc. Class A | Add +17.6% | 2.58% | +0.34 |
| NFLX Netflix Inc. | Add +20.4% | 1.05% | +0.26 |
| TSLA Tesla Inc. | Add +26.8% | 1.32% | +0.21 |
| ORCL Oracle Corp. | Add +17.8% | 0.67% | +0.19 |
| PLTR Palantir Technologies Inc. Class A | Add +25.2% | 0.45% | +0.16 |
| AMZN Amazon.com Inc. | Add +18.0% | 3.24% | +0.13 |
| JPM JPMorgan Chase & Co. | Add +21.2% | 1.45% | +0.13 |
| COF Capital One Financial Corp. | Add +105.6% | 0.23% | +0.11 |
| GEV GE Vernova Inc. | Add +25.1% | 0.23% | +0.10 |
| INTU Intuit Inc. | Add +31.8% | 0.39% | +0.09 |
| APH Amphenol Corp. Class A | Add +28.0% | 0.27% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +24.9% | 1.09% | +0.09 |
| AMD Advanced Micro Devices | Add +25.6% | 0.32% | +0.08 |
| VWO Vanguard Ftse Emerging Marke | New | 0.07% | +0.07 |
| AMAT Applied Materials Inc. | Add +31.8% | 0.30% | +0.06 |
| CEG Constellation Energy | Add +27.8% | 0.17% | +0.06 |
| COIN Coinbase Global Inc. Class A | Add +41.9% | 0.10% | +0.06 |
| GE General Electric | Add +17.5% | 0.40% | +0.05 |
| NOW ServiceNow Inc. | Add +17.5% | 0.38% | +0.05 |
| GS Goldman Sachs Group Inc. | Add +19.2% | 0.34% | +0.05 |
| MS Morgan Stanley | Add +31.5% | 0.29% | +0.05 |
| BKNG Booking Holdings Inc. | Add +22.2% | 0.33% | +0.05 |
| UBER Uber Technologies Inc. | Add +26.0% | 0.26% | +0.05 |
| KLAC KLA Corp. | Add +27.5% | 0.22% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +19.1% | 0.24% | +0.05 |
| PM Philip Morris International | Add +28.0% | 0.42% | +0.05 |
| ETN Eaton Corp. PLC | Add +17.4% | 0.30% | +0.05 |
| AXON Axon Enterprise Inc. | Add +37.5% | 0.11% | +0.04 |
| BA The Boeing Co. | Add +40.4% | 0.17% | +0.04 |
| MSTR Strategy Inc. | Add +44.1% | 0.10% | +0.04 |
| NET Cloudflare Inc. Class A | Add +15.5% | 0.10% | +0.04 |
| HOOD Robinhood Markets Inc. Class A | Add +29.9% | 0.06% | +0.03 |
| RCL Royal Caribbean Cruises Ltd. | Add +12.9% | 0.14% | +0.03 |
| VST Vistra Corp. | Add +16.8% | 0.10% | +0.03 |
| MU Micron Technology Inc. | Add +13.0% | 0.18% | +0.03 |
| ANET Arista Networks Inc. | Add +21.8% | 0.18% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +41.7% | 0.09% | +0.03 |
| IBM Intl Business Machines Corp. | Add +17.1% | 0.44% | +0.03 |
| PWR Quanta Services Inc. | Add +29.1% | 0.09% | +0.03 |
| BAC Bank of America Corp. | Add +23.0% | 0.46% | +0.03 |
| ADSK Autodesk Inc. | Add +32.1% | 0.17% | +0.03 |
| TT Trane Technologies PLC | Add +17.2% | 0.19% | +0.03 |
| HWM Howmet Aerospace Inc. | Add +19.8% | 0.11% | +0.03 |
| STX Seagate Technology Holdings | Add +32.7% | 0.06% | +0.02 |
| SPOT Spotify Technology SA | Add +15.7% | 0.13% | +0.02 |
| RBLX Roblox Corp. Class A | Add +27.6% | 0.06% | +0.02 |
| CRWV Coreweave Inc. Class A | New | 0.02% | +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 |