Fund HoldingsVanguard Personalized Indexing Management, LLC

Total Portfolio Value
$10.19B
Total Bought
$1.12B
Total Sold
$633.03M
Net Transaction
+$491.94M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EXXON MOBIL CORP537,151570,305+33,15464,64196,7580.95%+32,117
COSTCO WHOLESALE CORPORATION(COST)078,605+78,605078,3240.77%+78,324
JOHNSON & JOHNSON(JNJ)325,117344,313+19,19667,28384,1640.83%+16,881
CHEVRON CORPORATION(CVX)0236,061+236,061048,8410.48%+48,841
ASTRAZENECA PLC(AZN)069,697+69,697013,7430.13%+13,743
CATERPILLAR INC(CAT)76,87581,130+4,25544,03957,4770.56%+13,438
WALMART INC(WMT)763,059788,704+25,64585,01298,0200.96%+13,008
APPLIED MATLS INC142,520143,576+1,05636,62649,0730.48%+12,447
GE VERNOVA INC(GEV)40,19743,278+3,08126,27237,7770.37%+11,506
LAM RESEARCH CORP(LRCX)215,549223,638+8,08936,89847,7820.47%+10,885
MICRON TECHNOLOGY INC(MU)156,061163,827+7,76644,54155,3470.54%+10,806
TAIWAN SEMICONDUCTOR MANUFAC(TSM)117,765132,355+14,59035,78844,7290.44%+8,942
MERCK & CO INC(MRK)385,886409,858+23,97240,61849,3020.48%+8,683
LINDE PLC(LIN)057,000+57,000028,2580.28%+28,258
EQUINIX INC(EQIX)016,193+16,193015,8730.16%+15,873
CORNING INC(GLW)147,284152,330+5,04612,89620,7120.20%+7,816
KLA CORP(KLAC)22,64623,803+1,15727,51735,0480.34%+7,531
SANDISK CORP(SNDK)12,60915,977+3,3682,99310,1510.10%+7,158
CONOCOPHILLIPS(COP)0161,075+161,075021,2620.21%+21,262
LOCKHEED MARTIN CORP(LMT)035,246+35,246021,3020.21%+21,302
WESTERN DIGITAL CORP(WDC)60,98763,184+2,19710,50617,0910.17%+6,584
VERIZON COMMUNICATIONS INC(VZ)0455,385+455,385022,8600.22%+22,860
COCA COLA CO(KO)516,484559,042+42,55836,10742,5150.42%+6,408
AT&T INC(T)0994,247+994,247028,8230.28%+28,823
MARATHON PETE CORP(MPC)069,235+69,235016,9060.17%+16,906
DEERE & CO(DE)041,305+41,305023,2670.23%+23,267
ASML HLDG NV
N Y REGISTRY SHS
21,41421,406-822,91028,2740.28%+5,364
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
38,57740,447+1,87010,62415,8460.16%+5,222
NEXTERA ENERGY INC(NEE)322,850333,286+10,43625,91830,9560.30%+5,037
VALERO ENERGY CORP(VLO)054,727+54,727013,5220.13%+13,522
AMGEN INC(AMGN)88,29096,029+7,73928,89833,7880.33%+4,890
ANALOG DEVICES INC(ADI)70,20574,768+4,56319,04023,7870.23%+4,747
NETFLIX INC.(NFLX)0734,209+734,209070,5940.69%+70,594
GILEAD SCIENCES INC(GILD)204,048213,031+8,98325,04529,6900.29%+4,645
PHILLIPS 66(PSX)071,722+71,722013,0660.13%+13,066
INTEL CORP(INTC)415,178450,425+35,24715,32019,8770.20%+4,557
PEPSICO INC(PEP)0189,942+189,942029,4960.29%+29,496
VERTIV HOLDINGS CO(VRT)043,732+43,732010,9580.11%+10,958
EATON CORP PLC(ETN)076,169+76,169027,2430.27%+27,243
HONEYWELL INTL INC(HON)088,906+88,906020,0950.20%+20,095
TEXAS INSTRS INC(TXN)0117,349+117,349022,7820.22%+22,782
CROWDSTRIKE HLDGS INC(CRWD)023,368+23,36809,1230.09%+9,123
QUANTA SVCS INC025,906+25,906014,2230.14%+14,223
CIENA CORP(CIEN)20,42322,040+1,6174,7768,5570.08%+3,780
PFIZER INC(PFE)0598,547+598,547016,8070.16%+16,807
PHILIP MORRIS INTL INC(PM)0210,157+210,157034,7470.34%+34,747
TJX COS INC NEW(TJX)217,730231,718+13,98833,44637,0050.36%+3,560
CARNIVAL CORP0136,458+136,45803,5320.03%+3,532
FIFTH THIRD BANCORP(FITB)0194,598+194,59809,0410.09%+9,041
RTX CORPORATION(RTX)212,944220,256+7,31239,05442,4870.42%+3,433
DUKE ENERGY CORP NEW(DUK)0136,075+136,075017,8180.17%+17,818
GOLDMAN SACHS GROUP INC(GS)44,70950,383+5,67439,29942,6240.42%+3,324
WILLIAMS COS INC(WMB)0188,915+188,915013,7490.13%+13,749
LUMENTUM HLDGS INC(LITE)7,3808,358+9782,7205,8740.06%+3,153
ALTRIA GROUP INC(MO)0242,406+242,406015,9960.16%+15,996
NORTHROP GRUMMAN CORP(NOC)020,984+20,984014,3160.14%+14,316
OCCIDENTAL PETE CORP(OXY)0123,070+123,07008,0000.08%+8,000
PROCTER & GAMBLE CO(PG)0292,131+292,131042,1950.41%+42,195
EOG RES INC(EOG)056,325+56,32508,1430.08%+8,143
DOW HLDGS INC(DOW)0143,398+143,39805,9730.06%+5,973
KEYSIGHT TECHNOLOGIES INC(KEYS)028,055+28,05507,9220.08%+7,922
MCDONALDS CORP(MCD)0116,013+116,013036,0560.35%+36,056
BRISTOL-MYERS SQUIBB CO(BMY)211,950232,774+20,82411,43314,1180.14%+2,685
FEDEX CORP(FDX)36,07936,634+55510,42213,0480.13%+2,627
HALLIBURTON CO(HAL)0224,270+224,27008,7440.09%+8,744
SK TELECOM CO LTD(SKM)0164,181+164,18104,8090.05%+4,809
TERADYNE INC(TER)23,68623,955+2694,5857,1020.07%+2,517
SHELL PLC(SHEL)0137,720+137,720012,8080.13%+12,808
UNION PAC CORP(UNP)089,719+89,719021,7680.21%+21,768
ENTERGY CORP NEW(ETR)081,381+81,38109,1440.09%+9,144
PINNACLE FINL PARTNERS INC(PNFP)028,264+28,26402,4350.02%+2,435
WELLTOWER INC(WELL)84,23791,371+7,13415,63518,0650.18%+2,430
ROSS STORES INC(ROST)49,04151,896+2,8558,83411,2420.11%+2,408
TARGA RES CORP(TRGP)032,139+32,13908,0580.08%+8,058
POSCO HOLDINGS INC(PKX)087,444+87,44405,1150.05%+5,115
APA CORPORATION(APA)0130,332+130,33205,5310.05%+5,531
CHENIERE ENERGY INC(LNG)024,578+24,57806,9740.07%+6,974
LYONDELLBASELL INDUSTRIES NV
SHS - A -
055,983+55,98304,5100.04%+4,510
SOUTHERN CO(SO)0157,180+157,180015,1710.15%+15,171
TARGET CORP(TGT)062,878+62,87807,6210.07%+7,621
DEVON ENERGY CORP NEW(DVN)0146,959+146,95907,3950.07%+7,395
PROLOGIS INC.(PLD)92,313105,826+13,51311,78513,9880.14%+2,203
TRANE TECHNOLOGIES PLC(TT)041,488+41,488017,2900.17%+17,290
STARBUCKS CORP(SBUX)0168,289+168,289015,0770.15%+15,077
L3HARRIS TECHNOLOGIES INC(LHX)032,382+32,382011,1770.11%+11,177
KINDER MORGAN INC DEL(KMI)0276,856+276,85609,2830.09%+9,283
MONOLITHIC PWR SYS INC(MPWR)010,153+10,153011,1010.11%+11,101
DIGITAL RLTY TR INC(DLR)042,435+42,43507,6470.08%+7,647
MOTOROLA SOLUTIONS INC(MSI)026,826+26,826011,6420.11%+11,642
ASE TECHNOLOGY HLDG CO LTD(ASX)366,300368,435+2,1355,8977,9880.08%+2,090
SLB LIMITED(SLB)0143,687+143,68707,3840.07%+7,384
COMFORT SYS USA INC(FIX)04,778+4,77806,5890.06%+6,589
BAKER HUGHES COMPANY(BKR)0124,871+124,87107,6230.07%+7,623
CORTEVA INC(CTVA)0100,539+100,53908,4160.08%+8,416
CHUBB LTD SWITZ
COM
62,70166,094+3,39319,57021,5420.21%+1,972
DELL TECHNOLOGIES INC(DELL)041,078+41,07806,7420.07%+6,742
TOTALENERGIES SE(TTE)95,49889,867-5,6316,2478,1780.08%+1,931
ADVANCED ENERGY INDS010,871+10,87103,5080.03%+3,508
HOWMET AEROSPACE INC(HWM)054,509+54,509012,5620.12%+12,562
HILTON WORLDWIDE HLDGS INC(HLT)32,14236,544+4,4029,23311,1120.11%+1,880
Page 1 of 1