Vanguard Personalized Indexing Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Vanguard Personalized Indexing Management, LLC reported 2,165 stock positions worth $10.2 billion. Its top holding was Nvidia (NVDA) at 6.4% of the portfolio, followed by Apple (AAPL, 5.9%) and Microsoft (MSFT, 4.0%). Compared with Q4 2025, it opened 286 new positions, sold out of 97, added to 1,196 and reduced 670. The biggest buy was Exxon Mobil (XOM, shares +6%) and the biggest sale Microsoft (MSFT, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- OAKLAND, CA
- CIK
- 0001767306
- Portfolio Value
- $10.2B (Q1 2026)
- SEC Filing
- 0001104659-26-061303 ↗ filed May 14, 2026
Holdings Value
Holdings 2,165 stocks · $10.2B
| NVDA Nvidia Corp. | 6.41% | 3,744,688 | $653.1M | Add +3.0% |
| AAPL Apple Inc. | 5.88% | 2,361,852 | $599.4M | Add +1.9% |
| MSFT Microsoft Corp. | 4.00% | 1,101,572 | $407.8M | Reduce -3.2% |
| GOOGL Alphabet Inc. Class A | 3.29% | 1,165,417 | $335.1M | Add +1.9% |
| AMZN Amazon.com Inc. | 2.86% | 1,397,497 | $291.1M | Add +0.4% |
| AVGO Broadcom Inc. | 2.45% | 806,796 | $249.7M | Add +1.7% |
| META Meta Platforms Inc. Class A | 1.85% | 330,130 | $188.9M | Add +2.3% |
| GOOG Alphabet Inc. Class C | 1.58% | 562,006 | $161.2M | Add +2.5% |
| JPM JPMorgan Chase & Co. | 1.45% | 502,465 | $147.8M | Add +3.9% |
| TSLA Tesla Inc. | 1.44% | 394,023 | $146.5M | Add +0.2% |
| LLY Eli Lilly & Co. | 1.27% | 141,070 | $129.8M | Add +5.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.13% | 240,293 | $115.1M | Add +5.1% |
| WMT Walmart Inc. | 0.96% | 788,704 | $98.0M | Add +3.4% |
| XOM Exxon Mobil Corp. | 0.95% | 570,305 | $96.8M | Add +6.2% |
| V Visa Inc. Class A | 0.85% | 286,872 | $86.7M | Add +4.1% |
| JNJ Johnson & Johnson | 0.83% | 344,313 | $84.2M | Add +5.9% |
| COST Costco Wholesale Corp. | 0.77% | 78,605 | $78.3M | Add +13.6% |
| NFLX Netflix Inc. | 0.69% | 734,209 | $70.6M | Add +4.4% |
| MA Mastercard Inc. Class A | 0.66% | 135,281 | $67.6M | Reduce -0.1% |
| ABBV Abbvie Inc. | 0.65% | 305,324 | $66.4M | Add +4.0% |
| CAT Caterpillar Inc. | 0.56% | 81,130 | $57.5M | Add +5.5% |
| MU Micron Technology Inc. | 0.54% | 163,827 | $55.3M | Add +5.0% |
| CSCO Cisco Systems Inc. | 0.51% | 667,751 | $51.8M | Add +2.5% |
| MRK Merck & Co. Inc. | 0.48% | 409,858 | $49.3M | Add +6.2% |
| AMAT Applied Materials Inc. | 0.48% | 143,576 | $49.1M | Add +0.7% |
| CVX Chevron Corp. | 0.48% | 236,061 | $48.8M | Add +6.1% |
| LRCX Lam Research Corp. | 0.47% | 223,638 | $47.8M | Add +3.8% |
| AMD Advanced Micro Devices | 0.46% | 231,343 | $47.1M | Add +2.0% |
| HD Home Depot Inc. | 0.46% | 142,078 | $46.7M | Add +2.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.45% | 939,695 | $45.8M | Add +0.7% |
| PLTR Palantir Technologies Inc. Class A | 0.45% | 311,517 | $45.6M | Reduce -1.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.44% | 132,355 | $44.7M | Add +12.4% |
| GE General Electric filed as GE AEROSPACE | 0.43% | 154,796 | $43.9M | Add +6.4% |
| ORCL Oracle Corp. | 0.43% | 294,951 | $43.4M | Add +5.9% |
| GS Goldman Sachs Group Inc. | 0.42% | 50,383 | $42.6M | Add +12.7% |
| KO The Coca-Cola Co. | 0.42% | 559,042 | $42.5M | Add +8.2% |
| RTX RTX Corp. | 0.42% | 220,256 | $42.5M | Add +3.4% |
| PG The Procter & Gamble Co. | 0.41% | 292,131 | $42.2M | Add +6.5% |
| GEV GE Vernova Inc. | 0.37% | 43,278 | $37.8M | Add +7.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.36% | 231,718 | $37.0M | Add +6.4% |
| MCD McDonald's Corp. | 0.35% | 116,013 | $36.1M | Add +6.3% |
| KLAC KLA Corp. | 0.34% | 23,803 | $35.0M | Add +5.1% |
| PM Philip Morris International | 0.34% | 210,157 | $34.7M | Add +8.3% |
| AMGN Amgen Inc. | 0.33% | 96,029 | $33.8M | Add +8.8% |
| MS Morgan Stanley | 0.33% | 204,202 | $33.6M | Add +3.5% |
| WFC Wells Fargo & Co. | 0.31% | 395,478 | $31.5M | Reduce -4.1% |
| NEE Nextera Energy Inc. | 0.30% | 333,286 | $31.0M | Add +3.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 125,785 | $30.5M | Reduce -4.7% |
| GILD Gilead Sciences Inc. | 0.29% | 213,031 | $29.7M | Add +4.4% |
| PEP Pepsico Inc. | 0.29% | 189,942 | $29.5M | Add +8.5% |
| APH Amphenol Corp. Class A | 0.29% | 232,293 | $29.4M | Reduce -4.5% |
| C Citigroup Inc. | 0.29% | 256,379 | $29.1M | Add +4.8% |
| T AT&T Inc. | 0.28% | 994,247 | $28.8M | Add +9.6% |
| UNH Unitedhealth Group Inc. | 0.28% | 104,674 | $28.3M | Reduce -9.9% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.28% | 21,406 | $28.3M | Reduce -0.0% |
| LIN Linde PLC | 0.28% | 57,000 | $28.3M | Add +19.3% |
| ISRG Intuitive Surgical Inc. | 0.27% | 60,540 | $27.9M | Add +1.1% |
| ETN Eaton Corp. PLC | 0.27% | 76,169 | $27.2M | Add +5.2% |
| AXP American Express Co. | 0.27% | 89,849 | $27.2M | Reduce -0.9% |
| TMO Thermo Fisher Scientific Inc. | 0.26% | 52,860 | $26.0M | Add +1.6% |
| ABT Abbott Laboratories | 0.25% | 247,994 | $25.5M | Reduce -2.6% |
| LOW Lowe's Cos Inc. | 0.23% | 100,742 | $23.8M | Add +3.3% |
| ADI Analog Devices Inc. | 0.23% | 74,768 | $23.8M | Add +6.5% |
| DE Deere & Co. | 0.23% | 41,305 | $23.3M | Add +7.9% |
| CRM Salesforce Inc. | 0.23% | 123,672 | $23.1M | Add +5.9% |
| VZ Verizon Communications Inc. | 0.22% | 455,385 | $22.9M | Add +13.1% |
| TXN Texas Instruments Inc. | 0.22% | 117,349 | $22.8M | Add +8.8% |
| BLK BlackRock Inc. | 0.22% | 23,214 | $22.3M | Add +3.5% |
| UNP Union Pacific Corp. | 0.21% | 89,719 | $21.8M | Add +7.6% |
| CB Chubb Ltd. | 0.21% | 66,094 | $21.5M | Add +5.4% |
| LMT Lockheed Martin Corp. | 0.21% | 35,246 | $21.3M | Add +17.0% |
| COP Conocophillips | 0.21% | 161,075 | $21.3M | Add +6.2% |
| BKNG Booking Holdings Inc. | 0.21% | 5,039 | $21.2M | Reduce -5.0% |
| MCK McKesson Corp. | 0.20% | 24,079 | $20.8M | Add +3.2% |
| GLW Corning Inc. | 0.20% | 152,330 | $20.7M | Add +3.4% |
| ANET Arista Networks Inc. | 0.20% | 165,747 | $20.4M | Add +3.2% |
| SPGI S&P Global Inc. | 0.20% | 47,725 | $20.3M | Reduce -4.9% |
| HON Honeywell International Inc. | 0.20% | 88,906 | $20.1M | Add +8.6% |
| INTC Intel Corp. | 0.20% | 450,425 | $19.9M | Add +8.5% |
| PGR Progressive Corp. | 0.19% | 98,197 | $19.5M | Add +5.2% |
| SCHW Schwab (charles) Corp. | 0.19% | 205,293 | $19.3M | Add +2.4% |
| HCA HCA Healthcare Inc. | 0.19% | 40,718 | $19.3M | Add +0.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.18% | 41,623 | $18.6M | Add +6.3% |
| NVS Novartis AG-Sponsored ADR | 0.18% | 120,635 | $18.4M | Reduce -7.5% |
| PH Parker Hannifin Corp. | 0.18% | 20,548 | $18.4M | Add +6.8% |
| NOW ServiceNow Inc. | 0.18% | 173,519 | $18.1M | Add +9.6% |
| WELL Welltower Inc. | 0.18% | 91,371 | $18.1M | Add +8.5% |
| INTU Intuit Inc. | 0.18% | 41,645 | $18.0M | Reduce -7.6% |
| PANW Palo Alto Networks Inc. | 0.18% | 112,259 | $18.0M | Add +17.1% |
| CMI Cummins Inc. | 0.18% | 33,311 | $17.9M | Add +1.2% |
| DUK Duke Energy Corp. | 0.17% | 136,075 | $17.8M | Add +10.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.17% | 184,041 | $17.7M | Reduce -4.5% |
| COF Capital One Financial Corp. | 0.17% | 96,693 | $17.6M | Reduce -3.0% |
| SYK Stryker Corp. | 0.17% | 53,632 | $17.6M | Add +8.0% |
| TT Trane Technologies PLC | 0.17% | 41,488 | $17.3M | Add +6.7% |
| WDC Western Digital Corp. | 0.17% | 63,184 | $17.1M | Add +3.6% |
| MPC Marathon Petroleum Corp. | 0.17% | 69,235 | $16.9M | Reduce -0.6% |
| PFE Pfizer Inc. | 0.17% | 598,547 | $16.8M | Add +13.7% |
| UBER Uber Technologies Inc. | 0.16% | 227,779 | $16.4M | Reduce -1.9% |
| TMUS T-Mobile US Inc. | 0.16% | 77,580 | $16.3M | Add +4.4% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -3.2% | 4.00% | −1.37 |
| INTU Intuit Inc. | Reduce -7.6% | 0.18% | −0.11 |
| APP AppLovin Corp. Class A | Reduce -4.5% | 0.15% | −0.11 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.2% | 0.45% | −0.10 |
| UNH Unitedhealth Group Inc. | Reduce -9.9% | 0.28% | −0.10 |
| MA Mastercard Inc. Class A | Reduce -0.1% | 0.66% | −0.09 |
| QCOM Qualcomm Inc. | Reduce -13.3% | 0.16% | −0.08 |
| IBM Intl Business Machines Corp. | Reduce -4.7% | 0.30% | −0.08 |
| ACN Accenture PLC Class A | Reduce -15.0% | 0.13% | −0.08 |
| BKNG Booking Holdings Inc. | Reduce -5.0% | 0.21% | −0.07 |
| BSX Boston Scientific Corp. | Reduce -0.3% | 0.13% | −0.07 |
| WFC Wells Fargo & Co. | Reduce -4.1% | 0.31% | −0.07 |
| COF Capital One Financial Corp. | Reduce -3.0% | 0.17% | −0.06 |
| ABT Abbott Laboratories | Reduce -2.6% | 0.25% | −0.06 |
| AXP American Express Co. | Reduce -0.9% | 0.27% | −0.06 |
| ADBE Adobe Inc. | Reduce -1.8% | 0.13% | −0.06 |
| SPGI S&P Global Inc. | Reduce -4.9% | 0.20% | −0.06 |
| BX Blackstone Inc. | Reduce -12.4% | 0.10% | −0.05 |
| DHR Danaher Corp. | Reduce -11.3% | 0.13% | −0.04 |
| ADP Automatic Data Processing | Reduce -1.4% | 0.15% | −0.04 |
| SAP Sap SE-Sponsored ADR | Reduce -5.3% | 0.08% | −0.04 |
| DIS The Walt Disney Co. | Reduce -4.5% | 0.17% | −0.04 |
| ADSK Autodesk Inc. | Reduce -10.4% | 0.10% | −0.04 |
| EPD Enterprise Products Partners | Reduce -81.7% | 0.01% | −0.04 |
| CEG Constellation Energy | Reduce -0.5% | 0.14% | −0.04 |
| DASH DoorDash Inc. Class A | Reduce -10.1% | 0.05% | −0.03 |
| HOOD Robinhood Markets Inc. Class A | Reduce -2.3% | 0.05% | −0.03 |
| APH Amphenol Corp. Class A | Reduce -4.5% | 0.29% | −0.03 |
| CTSH Cognizant Tech Solutions-A | Reduce -29.2% | 0.04% | −0.03 |
| SHOP Shopify Inc. Class A | Reduce -4.6% | 0.07% | −0.03 |
| ELV Elevance Health Inc. | Reduce -13.8% | 0.08% | −0.03 |
| AXON Axon Enterprise Inc. | Reduce -14.4% | 0.05% | −0.03 |
| FICO Fair Isaac Corp. | Reduce -12.7% | 0.03% | −0.03 |
| CMA Comerica Inc. | Sold out | 0.00% | −0.03 |
| TDG Transdigm Group Inc. | Reduce -15.1% | 0.08% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -58.3% | 0.02% | −0.03 |
| SONY Sony Group Corp. - SP ADR | Reduce -12.1% | 0.06% | −0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -14.2% | 0.04% | −0.02 |
| UBER Uber Technologies Inc. | Reduce -1.9% | 0.16% | −0.02 |
| DB Deutsche Bank AG-Registered | Reduce -21.0% | 0.04% | −0.02 |
| IQV Iqvia Holdings Inc. | Reduce -10.8% | 0.05% | −0.02 |
| PSKY Paramount Skydance Class B | Reduce -70.2% | 0.01% | −0.02 |
| HDB HDFC Bank Ltd.-ADR | Reduce -2.8% | 0.04% | −0.02 |
| CVNA Carvana Co. | Reduce -9.3% | 0.05% | −0.02 |
| SNPS Synopsys Inc. | Reduce -5.4% | 0.08% | −0.02 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.02 |
| PRU Prudential Financial Inc. | Reduce -17.1% | 0.05% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -26.0% | 0.05% | −0.02 |
| MCO Moody's Corp. | Reduce -1.2% | 0.11% | −0.02 |
| INFY Infosys Ltd.-SP ADR | Reduce -31.1% | 0.02% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| XOM Exxon Mobil Corp. | Add +6.2% | 0.95% | +0.32 |
| COST Costco Wholesale Corp. | Add +13.6% | 0.77% | +0.19 |
| JNJ Johnson & Johnson | Add +5.9% | 0.83% | +0.17 |
| CVX Chevron Corp. | Add +6.1% | 0.48% | +0.15 |
| CAT Caterpillar Inc. | Add +5.5% | 0.56% | +0.13 |
| WMT Walmart Inc. | Add +3.4% | 0.96% | +0.13 |
| AMAT Applied Materials Inc. | Add +0.7% | 0.48% | +0.12 |
| GEV GE Vernova Inc. | Add +7.7% | 0.37% | +0.11 |
| LRCX Lam Research Corp. | Add +3.8% | 0.47% | +0.11 |
| MU Micron Technology Inc. | Add +5.0% | 0.54% | +0.11 |
| TSM Taiwan Semiconductor-SP ADR | Add +12.4% | 0.44% | +0.09 |
| MRK Merck & Co. Inc. | Add +6.2% | 0.48% | +0.09 |
| LIN Linde PLC | Add +19.3% | 0.28% | +0.08 |
| EQIX Equinix Inc. | Add +55.1% | 0.16% | +0.08 |
| GLW Corning Inc. | Add +3.4% | 0.20% | +0.08 |
| KLAC KLA Corp. | Add +5.1% | 0.34% | +0.08 |
| SNDK Sandisk Corp. | Add +26.7% | 0.10% | +0.07 |
| COP Conocophillips | Add +6.2% | 0.21% | +0.07 |
| LMT Lockheed Martin Corp. | Add +17.0% | 0.21% | +0.07 |
| WDC Western Digital Corp. | Add +3.6% | 0.17% | +0.07 |
| KO The Coca-Cola Co. | Add +8.2% | 0.42% | +0.07 |
| VZ Verizon Communications Inc. | Add +13.1% | 0.22% | +0.06 |
| T AT&T Inc. | Add +9.6% | 0.28% | +0.06 |
| DE Deere & Co. | Add +7.9% | 0.23% | +0.05 |
| STX Seagate Technology Holdings | Add +4.8% | 0.16% | +0.05 |
| NEE Nextera Energy Inc. | Add +3.2% | 0.30% | +0.05 |
| NFLX Netflix Inc. | Add +4.4% | 0.69% | +0.05 |
| AMGN Amgen Inc. | Add +8.8% | 0.33% | +0.05 |
| VLO Valero Energy Corp. | Add +3.3% | 0.13% | +0.05 |
| ADI Analog Devices Inc. | Add +6.5% | 0.23% | +0.05 |
| GILD Gilead Sciences Inc. | Add +4.4% | 0.29% | +0.05 |
| PSX Phillips 66 | Add +9.4% | 0.13% | +0.05 |
| INTC Intel Corp. | Add +8.5% | 0.20% | +0.05 |
| PEP Pepsico Inc. | Add +8.5% | 0.29% | +0.04 |
| ETN Eaton Corp. PLC | Add +5.2% | 0.27% | +0.04 |
| VRT Vertiv Holdings Co. Class A | Add +5.5% | 0.11% | +0.04 |
| HON Honeywell International Inc. | Add +8.6% | 0.20% | +0.04 |
| TXN Texas Instruments Inc. | Add +8.8% | 0.22% | +0.04 |
| PWR Quanta Services Inc. | Add +5.8% | 0.14% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +109.4% | 0.09% | +0.04 |
| CIEN Ciena Corp. | Add +7.9% | 0.08% | +0.04 |
| PM Philip Morris International | Add +8.3% | 0.34% | +0.04 |
| PFE Pfizer Inc. | Add +13.7% | 0.17% | +0.04 |
| TJX TJX Companies Inc. | Add +6.4% | 0.36% | +0.04 |
| RTX RTX Corp. | Add +3.4% | 0.42% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +12.7% | 0.42% | +0.04 |
| FITB Fifth Third Bancorp | Add +63.3% | 0.09% | +0.03 |
| DUK Duke Energy Corp. | Add +10.2% | 0.17% | +0.03 |
| WMB Williams Cos Inc. | Add +7.4% | 0.13% | +0.03 |
| LITE Lumentum Holdings Inc. | Add +13.3% | 0.06% | +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 |