Fund Holdings — Vanguard Personalized Indexing Management, LLC

Total Portfolio Value
$4.66B
Total Bought
$923.00M
Total Sold
$112.24M
Net Transaction
+$810.76M
Filing Period:
Securities
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SharesValue ($K)
Q4 2023
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Q1 2024
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Change
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Q4 2023
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Q1 2024
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Weight (%)
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Change
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NVIDIA CORPORATION(NVDA)205,421224,105+18,684101,729202,4924.35%+100,764
MICROSOFT CORP(MSFT)635,877697,191+61,314239,115293,3226.30%+54,207
AMAZON COM INC(AMZN)709,915797,316+87,401107,864143,8203.09%+35,955
META PLATFORMS INC(META)173,529191,801+18,27261,42293,1352.00%+31,713
ELI LILLY & CO(LLY)72,98679,014+6,02842,54561,4701.32%+18,925
ALPHABET INC(GOOG)576,151645,732+69,58180,48397,4602.09%+16,978
BROADCOM INC(AVGO)37,39041,841+4,45141,73655,4561.19%+13,720
BERKSHIRE HATHAWAY INC DEL109,001123,889+14,88838,87652,0981.12%+13,222
JPMORGAN CHASE & CO(JPM)234,299257,916+23,61739,85451,6611.11%+11,806
MASTERCARD INCORPORATED(MA)69,59682,094+12,49829,68339,5340.85%+9,851
MERCK & CO INC(MRK)216,098235,344+19,24623,55931,0540.67%+7,495
HOME DEPOT INC(HD)77,47188,777+11,30626,84834,0550.73%+7,207
EXXON MOBIL CORP239,013266,008+26,99523,89630,9210.66%+7,024
JOHNSON & JOHNSON(JNJ)118,260161,464+43,20418,53625,5420.55%+7,006
ABBVIE INC(ABBV)132,395150,568+18,17320,51727,4180.59%+6,901
NETFLIX INC(NFLX)37,91241,737+3,82518,45825,3480.54%+6,889
VISA INC(V)144,949159,890+14,94137,73844,6220.96%+6,885
ADVANCED MICRO DEVICES INC(AMD)120,464134,837+14,37317,75824,3370.52%+6,579
WALMART INC(WMT)106,727387,557+280,83016,82623,3190.50%+6,494
DISNEY WALT CO(DIS)108,876131,284+22,4089,83016,0640.34%+6,233
PROCTER AND GAMBLE CO(PG)187,767207,718+19,95127,51533,7020.72%+6,187
COSTCO WHSL CORP NEW(COST)38,92743,349+4,42225,69531,7590.68%+6,063
BANK AMERICA CORP411,285507,711+96,42613,84819,2520.41%+5,404
INTERNATIONAL BUSINESS MACHS(IBM)49,13470,059+20,9258,03613,3780.29%+5,343
THERMO FISHER SCIENTIFIC INC(TMO)24,22031,181+6,96112,85518,1220.39%+5,267
SALESFORCE INC(CRM)71,03379,365+8,33218,69223,9030.51%+5,212
GENERAL ELECTRIC CO(GE)64,83475,478+10,6448,27513,2490.28%+4,974
APPLIED MATLS INC83,46689,601+6,13513,52718,4780.40%+4,951
ORACLE CORP(ORCL)158,838172,444+13,60616,74621,6610.46%+4,915
UBER TECHNOLOGIES INC(UBER)98,905141,071+42,1666,09010,8610.23%+4,771
ALPHABET INC(GOOG)342,582348,138+5,55648,28053,0071.14%+4,727
QUALCOMM INC(QCOM)67,78885,312+17,5249,80414,4430.31%+4,639
CATERPILLAR INC(CAT)40,51544,664+4,14911,97916,3660.35%+4,387
EATON CORP PLC(ETN)44,45347,811+3,35810,70514,9500.32%+4,244
PROGRESSIVE CORP(PGR)49,24858,410+9,1627,84412,0800.26%+4,236
ASML HOLDING N V
N Y REGISTRY SHS
10,03412,094+2,0607,59511,7370.25%+4,142
CHEVRON CORP NEW(CVX)111,748131,247+19,49916,66820,7030.44%+4,035
COCA COLA CO(KO)250,984304,901+53,91714,79118,6540.40%+3,863
WELLS FARGO CO NEW(WFC)188,560226,481+37,9219,28113,1270.28%+3,846
MICRON TECHNOLOGY INC(MU)65,12579,488+14,3635,5589,3710.20%+3,813
ENTERPRISE PRODS PARTNERS L(EPD)0130,497+130,49703,8080.08%+3,808
NOVO-NORDISK A S(NVO)89,307101,198+11,8919,23912,9940.28%+3,755
LINDE PLC(LIN)33,13137,067+3,93613,60717,2110.37%+3,604
AMERICAN EXPRESS CO(AXP)54,63960,149+5,51010,23613,6950.29%+3,459
INTUIT(INTU)19,79624,259+4,46312,37315,7680.34%+3,395
DANAHER CORPORATION(DHR)41,56052,013+10,4539,61512,9890.28%+3,374
LOWES COS INC(LOW)48,05255,104+7,05210,69414,0370.30%+3,343
RTX CORPORATION(RTX)89,724111,312+21,5887,54910,8560.23%+3,307
LAM RESEARCH CORP(LRCX)12,99213,826+83410,17613,4330.29%+3,257
TOYOTA MOTOR CORP(TM)23,19829,603+6,4054,2547,4510.16%+3,196
ABBOTT LABS117,897141,083+23,18612,97716,0350.34%+3,058
SUPER MICRO COMPUTER INC(SMCI)5,9564,704-1,2521,6934,7510.10%+3,058
INTUITIVE SURGICAL INC29,73032,749+3,01910,03013,0700.28%+3,040
PEPSICO INC(PEP)96,251109,926+13,67516,34719,2380.41%+2,891
TAIWAN SEMICONDUCTOR MFG LTD(TSM)52,41360,981+8,5685,4518,2960.18%+2,846
TEXAS INSTRS INC(TXN)66,59080,252+13,66211,35113,9810.30%+2,630
STRYKER CORPORATION(SYK)28,93631,354+2,4188,66511,2210.24%+2,555
MARATHON PETE CORP(MPC)39,97141,956+1,9855,9308,4540.18%+2,524
CONSTELLATION ENERGY CORP(CEG)25,67929,809+4,1303,0025,5100.12%+2,508
NEXTERA ENERGY INC(NEE)131,721163,379+31,6588,00110,4420.22%+2,441
CITIGROUP INC(C)140,572152,194+11,6227,2319,6250.21%+2,394
SAP SE(SAP)27,99634,307+6,3114,3286,6910.14%+2,363
THE CIGNA GROUP(CI)24,91527,046+2,1317,4619,8230.21%+2,362
WASTE MGMT INC DEL(WM)35,14240,535+5,3936,2948,6400.19%+2,346
TRANE TECHNOLOGIES PLC(TT)21,17625,008+3,8325,1657,5070.16%+2,343
CHIPOTLE MEXICAN GRILL INC(CMG)2,2672,579+3125,1857,4970.16%+2,312
SERVICENOW INC(NOW)18,53420,143+1,60913,09415,3570.33%+2,263
EDWARDS LIFESCIENCES CORP42,93157,165+14,2343,2735,4630.12%+2,189
TARGET CORP(TGT)41,63845,288+3,6505,9308,0260.17%+2,096
CONOCOPHILLIPS(COP)84,62193,481+8,8609,82211,8980.26%+2,076
ELEVANCE HEALTH INC(ELV)19,69521,880+2,1859,28711,3460.24%+2,059
GENERAL MTRS CO(GM)102,556126,325+23,7693,6845,7290.12%+2,045
KLA CORP(KLAC)9,48010,651+1,1715,5117,4400.16%+1,929
SCHWAB CHARLES CORP(SCHW)78,212100,989+22,7775,3817,3060.16%+1,925
VERIZON COMMUNICATIONS INC(VZ)245,887266,352+20,4659,27011,1760.24%+1,906
HCA HEALTHCARE INC(HCA)21,86623,362+1,4965,9197,7920.17%+1,873
BOSTON SCIENTIFIC CORP(BSX)115,779124,682+8,9036,6938,5390.18%+1,846
AMPHENOL CORP NEW52,98061,456+8,4765,2527,0890.15%+1,837
ECOLAB INC(ECL)24,03228,584+4,5524,7676,6000.14%+1,833
OREILLY AUTOMOTIVE INC(ORLY)5,3216,059+7385,0556,8400.15%+1,785
VALERO ENERGY CORP(VLO)34,95836,925+1,9674,5456,3030.14%+1,758
COLGATE PALMOLIVE CO(CL)48,10662,046+13,9403,8345,5870.12%+1,753
COOPER COS INC(COO)017,210+17,21001,7460.04%+1,746
UNION PAC CORP(UNP)44,25151,292+7,04110,86912,6140.27%+1,745
MORGAN STANLEY(MS)77,09394,877+17,7847,1898,9340.19%+1,745
MARSH & MCLENNAN COS INC(MRSH)38,69044,050+5,3607,3319,0730.19%+1,743
PROLOGIS INC.(PLD)46,49460,759+14,2656,1987,9120.17%+1,714
PIONEER NAT RES CO19,76323,283+3,5204,4446,1120.13%+1,667
CADENCE DESIGN SYSTEM INC(CDNS)29,42231,039+1,6178,0149,6620.21%+1,648
SHERWIN WILLIAMS CO(SHW)14,17917,466+3,2874,4236,0660.13%+1,644
CHUBB LIMITED
COM
28,40130,946+2,5456,4198,0190.17%+1,600
ISHARES TR1,4834,376+2,8937082,3000.05%+1,592
MCKESSON CORP(MCK)12,32513,568+1,2435,7067,2840.16%+1,578
TRANSDIGM GROUP INC(TDG)3,1383,853+7153,1754,7450.10%+1,571
SCHLUMBERGER LTD(SLB)85,321109,269+23,9484,4405,9890.13%+1,549
CINTAS CORP(CTAS)8,8439,979+1,1365,3296,8560.15%+1,527
CENCORA INC16,40420,118+3,7143,3694,8880.10%+1,519
INTERCONTINENTAL EXCHANGE IN(ICE)46,65254,596+7,9445,9927,5030.16%+1,512
ARISTA NETWORKS INC22,33323,317+9845,2606,7610.15%+1,502
CUMMINS INC(CMI)19,70721,100+1,3934,7216,2170.13%+1,496
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Vanguard Personalized Indexing Management, LLC — 13F Holdings — Q1 2024 | TickerTrail