Vanguard Personalized Indexing Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 31, 2025), Vanguard Personalized Indexing Management, LLC reported 1,985 stock positions worth $9.8 billion. Its top holding was Nvidia (NVDA) at 6.8% of the portfolio, followed by Microsoft (MSFT, 5.9%) and Apple (AAPL, 5.9%). Compared with Q2 2025, it opened 120 new positions, sold out of 80, added to 1,140 and reduced 693. The biggest buy was Apple (AAPL, shares +5%) and the biggest sale Costco Wholesale (COST, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- OAKLAND, CA
- CIK
- 0001767306
- Portfolio Value
- $9.8B (Q3 2025)
- SEC Filing
- 0001420506-25-002957 ↗ filed Oct 31, 2025
Holdings Value
Holdings 1,985 stocks · $9.8B
| NVDA Nvidia Corp. | 6.81% | 3,560,233 | $664.6M | Add +2.4% |
| MSFT Microsoft Corp. | 5.95% | 1,121,025 | $580.9M | Add +2.4% |
| AAPL Apple Inc. | 5.86% | 2,246,305 | $572.2M | Add +5.5% |
| AMZN Amazon.com Inc. | 3.04% | 1,351,143 | $296.7M | Add +3.4% |
| GOOGL Alphabet Inc. Class A | 2.69% | 1,080,177 | $262.8M | Add +5.8% |
| AVGO Broadcom Inc. | 2.62% | 773,421 | $255.8M | Add +1.2% |
| META Meta Platforms Inc. Class A | 2.41% | 320,139 | $235.1M | Add +3.3% |
| TSLA Tesla Inc. | 1.71% | 374,975 | $166.8M | Add +1.8% |
| JPM JPMorgan Chase & Co. | 1.46% | 452,698 | $142.9M | Add +2.3% |
| GOOG Alphabet Inc. Class C | 1.39% | 555,650 | $135.7M | Add +2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.16% | 225,059 | $113.2M | Add +3.3% |
| LLY Eli Lilly & Co. | 0.93% | 119,436 | $91.2M | Reduce -1.3% |
| V Visa Inc. Class A | 0.93% | 264,795 | $90.7M | Add +0.8% |
| NFLX Netflix Inc. | 0.86% | 69,941 | $83.9M | Add +0.3% |
| ORCL Oracle Corp. | 0.80% | 276,013 | $77.7M | Add +1.8% |
| MA Mastercard Inc. Class A | 0.78% | 133,585 | $76.0M | Add +2.4% |
| WMT Walmart Inc. | 0.75% | 713,287 | $73.6M | Add +2.3% |
| COST Costco Wholesale Corp. | 0.68% | 71,363 | $66.1M | Reduce -1.5% |
| ABBV Abbvie Inc. | 0.67% | 283,988 | $65.8M | Add +3.7% |
| HD Home Depot Inc. | 0.60% | 145,038 | $58.8M | Add +5.5% |
| XOM Exxon Mobil Corp. | 0.59% | 509,345 | $57.7M | Add +1.1% |
| JNJ Johnson & Johnson | 0.58% | 307,241 | $57.1M | Add +14.8% |
| PLTR Palantir Technologies Inc. Class A | 0.56% | 298,546 | $54.5M | Add +1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.47% | 886,244 | $45.8M | Add +2.5% |
| PG The Procter & Gamble Co. | 0.46% | 293,881 | $45.2M | Reduce -9.2% |
| GE General Electric filed as GE AEROSPACE | 0.43% | 140,685 | $42.4M | Add +3.5% |
| CSCO Cisco Systems Inc. | 0.43% | 615,458 | $42.2M | Reduce -0.9% |
| UNH Unitedhealth Group Inc. | 0.39% | 108,919 | $37.6M | Add +8.4% |
| CVX Chevron Corp. | 0.38% | 237,091 | $37.0M | Add +30.6% |
| ABT Abbott Laboratories | 0.38% | 274,883 | $36.8M | Reduce -1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.37% | 127,643 | $36.4M | Reduce -2.3% |
| CAT Caterpillar Inc. | 0.36% | 73,363 | $35.0M | Add +3.6% |
| GS Goldman Sachs Group Inc. | 0.36% | 43,553 | $34.7M | Add +3.2% |
| RTX RTX Corp. | 0.35% | 202,518 | $34.0M | Add +2.0% |
| AMD Advanced Micro Devices | 0.35% | 208,655 | $33.8M | Add +3.7% |
| WFC Wells Fargo & Co. | 0.34% | 395,209 | $33.1M | Add +2.3% |
| KO The Coca-Cola Co. | 0.34% | 496,540 | $33.0M | Reduce -5.2% |
| MCD McDonald's Corp. | 0.33% | 106,189 | $32.3M | Add +1.0% |
| PM Philip Morris International | 0.33% | 196,478 | $31.9M | Reduce -3.5% |
| APH Amphenol Corp. Class A | 0.31% | 243,181 | $30.3M | Add +1.8% |
| NOW ServiceNow Inc. | 0.30% | 32,312 | $29.8M | Reduce -1.8% |
| MS Morgan Stanley | 0.30% | 186,334 | $29.6M | Add +1.0% |
| INTU Intuit Inc. | 0.30% | 42,683 | $29.2M | Reduce -2.2% |
| AMAT Applied Materials Inc. | 0.29% | 139,691 | $28.6M | Reduce -3.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.29% | 101,876 | $28.5M | Add +9.4% |
| LIN Linde PLC | 0.29% | 59,126 | $28.1M | Add +2.3% |
| BKNG Booking Holdings Inc. | 0.29% | 5,193 | $28.0M | Add +1.5% |
| AXP American Express Co. | 0.29% | 83,981 | $27.9M | Add +2.7% |
| LRCX Lam Research Corp. | 0.28% | 205,971 | $27.6M | Add +1.6% |
| ETN Eaton Corp. PLC | 0.28% | 73,495 | $27.5M | Reduce -1.0% |
| T AT&T Inc. | 0.28% | 968,510 | $27.4M | Add +1.0% |
| MRK Merck & Co. Inc. | 0.28% | 319,771 | $26.9M | Reduce -0.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.27% | 184,948 | $26.7M | Add +2.6% |
| CRM Salesforce Inc. | 0.27% | 111,992 | $26.5M | Reduce -6.7% |
| BLK BlackRock Inc. | 0.26% | 22,120 | $25.8M | Add +0.6% |
| APP AppLovin Corp. Class A | 0.25% | 34,321 | $24.7M | Add +3.4% |
| PEP Pepsico Inc. | 0.25% | 174,693 | $24.6M | Add +22.3% |
| GEV GE Vernova Inc. | 0.25% | 38,338 | $24.3M | Add +1.2% |
| C Citigroup Inc. | 0.25% | 238,901 | $24.3M | Add +0.3% |
| ISRG Intuitive Surgical Inc. | 0.25% | 53,711 | $24.0M | Reduce -6.5% |
| UBER Uber Technologies Inc. | 0.24% | 242,865 | $23.8M | Reduce -0.4% |
| QCOM Qualcomm Inc. | 0.24% | 142,919 | $23.8M | Add +1.0% |
| LOW Lowe's Cos Inc. | 0.24% | 94,415 | $23.7M | Add +1.9% |
| KLAC KLA Corp. | 0.24% | 21,956 | $23.7M | Add +3.0% |
| TMO Thermo Fisher Scientific Inc. | 0.24% | 48,671 | $23.6M | Add +25.6% |
| ANET Arista Networks Inc. | 0.24% | 160,597 | $23.4M | Add +4.2% |
| MU Micron Technology Inc. | 0.24% | 139,499 | $23.3M | Add +7.1% |
| NEE Nextera Energy Inc. | 0.23% | 296,631 | $22.5M | Add +1.9% |
| GILD Gilead Sciences Inc. | 0.23% | 199,160 | $22.1M | Add +2.6% |
| SPGI S&P Global Inc. | 0.23% | 45,100 | $22.0M | Reduce -1.8% |
| PGR Progressive Corp. | 0.22% | 87,218 | $21.5M | Reduce -4.2% |
| BSX Boston Scientific Corp. | 0.22% | 217,670 | $21.3M | Add +0.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.21% | 21,625 | $20.9M | Add +14.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 181,293 | $20.8M | Add +1.1% |
| COF Capital One Financial Corp. | 0.21% | 95,530 | $20.4M | Add +0.6% |
| VZ Verizon Communications Inc. | 0.21% | 463,421 | $20.4M | Add +2.2% |
| AMGN Amgen Inc. | 0.21% | 71,775 | $20.3M | Reduce -0.7% |
| TXN Texas Instruments Inc. | 0.21% | 109,469 | $20.1M | Reduce -10.7% |
| PANW Palo Alto Networks Inc. | 0.20% | 97,439 | $19.8M | Reduce -1.5% |
| SYK Stryker Corp. | 0.20% | 52,470 | $19.4M | Reduce -0.8% |
| ADBE Adobe Inc. | 0.19% | 53,634 | $18.9M | Reduce -10.0% |
| ADP Automatic Data Processing | 0.19% | 63,830 | $18.7M | Reduce -0.8% |
| TMUS T-Mobile US Inc. | 0.19% | 77,794 | $18.6M | Add +3.0% |
| SCHW Schwab (charles) Corp. | 0.19% | 192,938 | $18.4M | Add +1.3% |
| UNP Union Pacific Corp. | 0.19% | 77,198 | $18.3M | Add +4.3% |
| HON Honeywell International Inc. | 0.19% | 85,832 | $18.1M | Reduce -4.3% |
| MCK McKesson Corp. | 0.18% | 22,158 | $17.1M | Reduce -0.5% |
| MO Altria Group Inc. | 0.17% | 257,791 | $17.0M | Add +1.0% |
| ORLY O'reilly Automotive Inc. | 0.17% | 158,022 | $17.0M | Add +0.6% |
| NVS Novartis AG-Sponsored ADR | 0.17% | 132,536 | $17.0M | Add +5.5% |
| DE Deere & Co. | 0.17% | 36,751 | $16.8M | Reduce -2.8% |
| TT Trane Technologies PLC | 0.17% | 39,292 | $16.6M | Add +0.5% |
| HCA HCA Healthcare Inc. | 0.17% | 38,584 | $16.4M | Reduce -0.5% |
| ACN Accenture PLC Class A | 0.17% | 66,289 | $16.4M | Reduce -14.1% |
| CB Chubb Ltd. | 0.16% | 57,005 | $16.1M | Reduce -1.4% |
| ADI Analog Devices Inc. | 0.16% | 65,214 | $16.0M | Reduce -4.2% |
| CDNS Cadence Design SYS Inc. | 0.16% | 45,640 | $16.0M | Add +3.1% |
| BA The Boeing Co. | 0.16% | 73,972 | $16.0M | Add +5.7% |
| DUK Duke Energy Corp. | 0.16% | 128,860 | $16.0M | Add +6.7% |
| BX Blackstone Inc. | 0.16% | 92,630 | $15.8M | Add +6.6% |
Portfolio Sells Q2 2025 → Q3 2025
| COST Costco Wholesale Corp. | Reduce -1.5% | 0.68% | −0.13 |
| LLY Eli Lilly & Co. | Reduce -1.3% | 0.93% | −0.13 |
| PG The Procter & Gamble Co. | Reduce -9.2% | 0.46% | −0.12 |
| ISRG Intuitive Surgical Inc. | Reduce -6.5% | 0.25% | −0.11 |
| CRM Salesforce Inc. | Reduce -6.7% | 0.27% | −0.10 |
| ACN Accenture PLC Class A | Reduce -14.1% | 0.17% | −0.09 |
| PM Philip Morris International | Reduce -3.5% | 0.33% | −0.09 |
| INTU Intuit Inc. | Reduce -2.2% | 0.30% | −0.09 |
| TXN Texas Instruments Inc. | Reduce -10.7% | 0.21% | −0.08 |
| KO The Coca-Cola Co. | Reduce -5.2% | 0.34% | −0.08 |
| NOW ServiceNow Inc. | Reduce -1.8% | 0.30% | −0.08 |
| ADBE Adobe Inc. | Reduce -10.0% | 0.19% | −0.07 |
| IBM Intl Business Machines Corp. | Reduce -2.3% | 0.37% | −0.07 |
| FISV Fiserv Inc. | Reduce -16.2% | 0.08% | −0.06 |
| ELV Elevance Health Inc. | Reduce -18.3% | 0.10% | −0.06 |
| CMCSA Comcast Corp. Class A | Reduce -16.3% | 0.12% | −0.06 |
| CI The Cigna Group | Reduce -17.7% | 0.11% | −0.06 |
| CMG Chipotle Mexican Grill Inc. | Reduce -19.3% | 0.06% | −0.06 |
| CSCO Cisco Systems Inc. | Reduce -0.9% | 0.43% | −0.06 |
| HES Hess Corp. | Sold out | 0.00% | −0.06 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.05 |
| PGR Progressive Corp. | Reduce -4.2% | 0.22% | −0.05 |
| FTNT Fortinet Inc. | Reduce -11.3% | 0.09% | −0.05 |
| ABT Abbott Laboratories | Reduce -1.4% | 0.38% | −0.05 |
| HON Honeywell International Inc. | Reduce -4.3% | 0.19% | −0.05 |
| AMT American Tower Corp. | Reduce -13.6% | 0.11% | −0.05 |
| SPGI S&P Global Inc. | Reduce -1.8% | 0.23% | −0.05 |
| SAP Sap SE-Sponsored ADR | Reduce -4.2% | 0.16% | −0.05 |
| MDLZ Mondelez International Inc. Class A | Reduce -14.8% | 0.12% | −0.05 |
| CL Colgate-Palmolive Co. | Reduce -23.2% | 0.07% | −0.05 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -3.9% | 0.15% | −0.04 |
| DE Deere & Co. | Reduce -2.8% | 0.17% | −0.04 |
| MRSH Marsh & McLennan Cos | Reduce -11.6% | 0.12% | −0.04 |
| PARAA Paramount Global Class B | Sold out | 0.00% | −0.04 |
| UPS United Parcel Service Class B | Reduce -27.5% | 0.05% | −0.04 |
| ZTS Zoetis Inc. | Reduce -19.2% | 0.08% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -7.5% | 0.08% | −0.04 |
| SYK Stryker Corp. | Reduce -0.8% | 0.20% | −0.04 |
| CHTR Charter Communications Inc. Class A | Reduce -23.7% | 0.03% | −0.04 |
| CTAS Cintas Corp. | Reduce -5.0% | 0.14% | −0.04 |
| SBUX Starbucks Corp. | Reduce -6.2% | 0.13% | −0.03 |
| PAYX Paychex Inc. | Reduce -12.6% | 0.07% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -16.9% | 0.09% | −0.03 |
| ADP Automatic Data Processing | Reduce -0.8% | 0.19% | −0.03 |
| RAL Ralliant Corp. | Reduce -84.9% | 0.00% | −0.03 |
| AIG American International Group | Reduce -6.9% | 0.10% | −0.03 |
| TDG Transdigm Group Inc. | Reduce -3.8% | 0.09% | −0.03 |
| MSTR Strategy Inc. | Reduce -0.4% | 0.08% | −0.03 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -10.6% | 0.08% | −0.03 |
| ROP Roper Technologies Inc. | Reduce -11.5% | 0.07% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +5.5% | 5.86% | +0.93 |
| GOOGL Alphabet Inc. Class A | Add +5.8% | 2.69% | +0.66 |
| NVDA Nvidia Corp. | Add +2.4% | 6.81% | +0.60 |
| TSLA Tesla Inc. | Add +1.8% | 1.71% | +0.39 |
| GOOG Alphabet Inc. Class C | Add +2.0% | 1.39% | +0.30 |
| AVGO Broadcom Inc. | Add +1.2% | 2.62% | +0.24 |
| ORCL Oracle Corp. | Add +1.8% | 0.80% | +0.13 |
| JNJ Johnson & Johnson | Add +14.8% | 0.58% | +0.12 |
| APP AppLovin Corp. Class A | Add +3.4% | 0.25% | +0.12 |
| PLTR Palantir Technologies Inc. Class A | Add +1.4% | 0.56% | +0.10 |
| ABBV Abbvie Inc. | Add +3.7% | 0.67% | +0.10 |
| CVX Chevron Corp. | Add +30.6% | 0.38% | +0.08 |
| TMO Thermo Fisher Scientific Inc. | Add +25.6% | 0.24% | +0.06 |
| ANET Arista Networks Inc. | Add +4.2% | 0.24% | +0.06 |
| LRCX Lam Research Corp. | Add +1.6% | 0.28% | +0.06 |
| MU Micron Technology Inc. | Add +7.1% | 0.24% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | Add +9.4% | 0.29% | +0.05 |
| ACWI iShares MSCI Acwi ETF | New | 0.05% | +0.05 |
| PSKY Paramount Skydance Class B | New | 0.05% | +0.05 |
| CAT Caterpillar Inc. | Add +3.6% | 0.36% | +0.05 |
| ASML ASML Holding NV-NY Reg SHS | Add +14.4% | 0.21% | +0.04 |
| APH Amphenol Corp. Class A | Add +1.8% | 0.31% | +0.04 |
| HOOD Robinhood Markets Inc. Class A | Add +18.3% | 0.10% | +0.04 |
| GE General Electric | Add +3.5% | 0.43% | +0.04 |
| PEP Pepsico Inc. | Add +22.3% | 0.25% | +0.04 |
| GLW Corning Inc. | Add +4.0% | 0.12% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +293.7% | 0.05% | +0.03 |
| WDC Western Digital Corp. | Add +9.7% | 0.07% | +0.03 |
| HD Home Depot Inc. | Add +5.5% | 0.60% | +0.03 |
| UNH Unitedhealth Group Inc. | Add +8.4% | 0.39% | +0.03 |
| STX Seagate Technology Holdings | Add +2.8% | 0.09% | +0.03 |
| NEM Newmont Corp. | Add +5.5% | 0.10% | +0.03 |
| KLAC KLA Corp. | Add +3.0% | 0.24% | +0.03 |
| AMD Advanced Micro Devices | Add +3.7% | 0.35% | +0.02 |
| TJX TJX Companies Inc. | Add +2.6% | 0.27% | +0.02 |
| BABA Alibaba Group Holding-SP ADR | Add +14.9% | 0.06% | +0.02 |
| GM General Motors Co. | Add +7.9% | 0.12% | +0.02 |
| CRH CRH PLC | Add +10.1% | 0.09% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +38.4% | 0.08% | +0.02 |
| GD General Dynamics Corp. | Add +11.2% | 0.14% | +0.02 |
| TEL Te Connectivity PLC | Add +4.9% | 0.11% | +0.02 |
| URI United Rentals Inc. | Add +4.9% | 0.12% | +0.02 |
| RTX RTX Corp. | Add +2.0% | 0.35% | +0.02 |
| WBD Warner Bros Discovery Inc. | Add +10.8% | 0.05% | +0.02 |
| C Citigroup Inc. | Add +0.3% | 0.25% | +0.02 |
| DHI D.R. Horton Inc. | Add +9.0% | 0.08% | +0.02 |
| SHOP Shopify Inc. Class A | Add +7.3% | 0.09% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +3.2% | 0.36% | +0.02 |
| NOC Northrop Grumman Corp. | Add +5.5% | 0.12% | +0.02 |
| VLO Valero Energy Corp. | Add +6.7% | 0.09% | +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 |