Fund Holdings — Vanguard Personalized Indexing Management, LLC

Total Portfolio Value
$10.19B
Total Bought
$1.14B
Total Sold
$628.74M
Net Transaction
+$514.91M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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EXXON MOBIL CORP537,151570,305+33,15464,64196,7580.95%+32,117
INTUITIVE SURGICAL INC3,23660,540+57,30421227,9080.27%+27,696
COSTCO WHOLESALE CORPORATION(COST)69,19778,605+9,40859,67178,3240.77%+18,653
JOHNSON & JOHNSON(JNJ)325,117344,313+19,19667,28384,1640.83%+16,881
CHEVRON CORPORATION(CVX)222,433236,061+13,62833,90148,8410.48%+14,940
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)47,76557,000+9,23520,36728,2580.28%+7,892
EQUINIX INC(EQIX)10,43716,193+5,7567,99615,8730.16%+7,877
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)151,617161,075+9,45814,19321,2620.21%+7,069
LOCKHEED MARTIN CORP(LMT)30,11935,246+5,12714,56821,3020.21%+6,735
WESTERN DIGITAL CORP(WDC)60,98763,184+2,19710,50617,0910.17%+6,584
VERIZON COMMUNICATIONS INC(VZ)402,587455,385+52,79816,39722,8600.22%+6,463
COCA COLA CO(KO)516,484559,042+42,55836,10742,5150.42%+6,408
AT&T INC(T)907,241994,247+87,00622,53628,8230.28%+6,287
MARATHON PETE CORP(MPC)69,67669,235-44111,33116,9060.17%+5,574
DEERE & CO(DE)38,29141,305+3,01417,82723,2670.23%+5,440
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)52,97354,727+1,7548,62313,5220.13%+4,898
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)703,070734,209+31,13965,92070,5940.69%+4,674
GILEAD SCIENCES INC(GILD)204,048213,031+8,98325,04529,6900.29%+4,645
PHILLIPS 66(PSX)65,53371,722+6,1898,45613,0660.13%+4,610
INTEL CORP(INTC)415,178450,425+35,24715,32019,8770.20%+4,557
PEPSICO INC(PEP)175,055189,942+14,88725,12429,4960.29%+4,372
VERTIV HOLDINGS CO(VRT)41,45543,732+2,2776,71610,9580.11%+4,242
EATON CORP PLC(ETN)72,41976,169+3,75023,06627,2430.27%+4,177
HONEYWELL INTL INC(HON)81,89988,906+7,00715,97820,0950.20%+4,118
TEXAS INSTRS INC(TXN)107,908117,349+9,44118,72122,7820.22%+4,061
CROWDSTRIKE HLDGS INC(CRWD)11,15923,368+12,2095,2319,1230.09%+3,892
QUANTA SVCS INC24,48525,906+1,42110,33414,2230.14%+3,889
CIENA CORP(CIEN)20,42322,040+1,6174,7768,5570.08%+3,780
PFIZER INC(PFE)526,644598,547+71,90313,11316,8070.16%+3,694
PHILIP MORRIS INTL INC(PM)194,149210,157+16,00831,14234,7470.34%+3,606
TJX COS INC NEW(TJX)217,730231,718+13,98833,44637,0050.36%+3,560
FIFTH THIRD BANCORP(FITB)119,170194,598+75,4285,5789,0410.09%+3,463
RTX CORPORATION(RTX)212,944220,256+7,31239,05442,4870.42%+3,433
DUKE ENERGY CORP NEW(DUK)123,481136,075+12,59414,47317,8180.17%+3,344
GOLDMAN SACHS GROUP INC(GS)44,70950,383+5,67439,29942,6240.42%+3,324
WILLIAMS COS INC(WMB)175,855188,915+13,06010,57113,7490.13%+3,179
LUMENTUM HLDGS INC(LITE)7,3808,358+9782,7205,8740.06%+3,153
ALTRIA GROUP INC(MO)225,364242,406+17,04212,99415,9960.16%+3,002
NORTHROP GRUMMAN CORP(NOC)19,91020,984+1,07411,35314,3160.14%+2,963
OCCIDENTAL PETE CORP(OXY)123,083123,070-135,0618,0000.08%+2,938
PROCTER & GAMBLE CO(PG)274,296292,131+17,83539,30942,1950.41%+2,886
EOG RES INC(EOG)50,88156,325+5,4445,3438,1430.08%+2,800
DOW HLDGS INC(DOW)136,541143,398+6,8573,1925,9730.06%+2,780
KEYSIGHT TECHNOLOGIES INC(KEYS)25,44828,055+2,6075,1717,9220.08%+2,751
MCDONALDS CORP(MCD)109,084116,013+6,92933,33936,0560.35%+2,716
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)219,221224,270+5,0496,1958,7440.09%+2,549
SK TELECOM CO LTD(SKM)111,309164,181+52,8722,2854,8090.05%+2,524
TERADYNE INC(TER)23,68623,955+2694,5857,1020.07%+2,517
SHELL PLC(SHEL)140,220137,720-2,50010,30312,8080.13%+2,505
UNION PAC CORP(UNP)83,40489,719+6,31519,29321,7680.21%+2,475
ENTERGY CORP NEW(ETR)72,21281,381+9,1696,6759,1440.09%+2,469
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)30,66032,139+1,4795,6578,0580.08%+2,401
POSCO HOLDINGS INC(PKX)52,21787,444+35,2272,7785,1150.05%+2,336
APA CORPORATION(APA)130,869130,332-5373,2015,5310.05%+2,330
CHENIERE ENERGY INC(LNG)24,04724,578+5314,6746,9740.07%+2,300
LYONDELLBASELL INDUSTRIES NV
SHS - A -
51,99955,983+3,9842,2524,5100.04%+2,258
SOUTHERN CO(SO)148,233157,180+8,94712,92615,1710.15%+2,245
TARGET CORP(TGT)55,18662,878+7,6925,3947,6210.07%+2,226
DEVON ENERGY CORP NEW(DVN)141,375146,959+5,5845,1797,3950.07%+2,216
PROLOGIS INC.(PLD)92,313105,826+13,51311,78513,9880.14%+2,203
TRANE TECHNOLOGIES PLC(TT)38,88341,488+2,60515,13317,2900.17%+2,156
STARBUCKS CORP(SBUX)153,502168,289+14,78712,92615,0770.15%+2,151
L3HARRIS TECHNOLOGIES INC(LHX)30,74832,382+1,6349,02711,1770.11%+2,150
KINDER MORGAN INC DEL(KMI)259,829276,856+17,0277,1439,2830.09%+2,140
MONOLITHIC PWR SYS INC(MPWR)9,91010,153+2438,98211,1010.11%+2,119
DIGITAL RLTY TR INC(DLR)35,82342,435+6,6125,5427,6470.08%+2,105
MOTOROLA SOLUTIONS INC(MSI)24,90326,826+1,9239,53911,6420.11%+2,102
ASE TECHNOLOGY HLDG CO LTD(ASX)366,300368,435+2,1355,8977,9880.08%+2,090
SLB LIMITED(SLB)138,704143,687+4,9835,3237,3840.07%+2,061
COMFORT SYS USA INC(FIX)4,8804,778-1024,5546,5890.06%+2,034
BAKER HUGHES COMPANY(BKR)122,747124,871+2,1245,5907,6230.07%+2,033
CORTEVA INC(CTVA)95,681100,539+4,8586,4138,4160.08%+2,003
CHUBB LTD SWITZ
COM
62,70166,094+3,39319,57021,5420.21%+1,972
DELL TECHNOLOGIES INC(DELL)38,09941,078+2,9794,7966,7420.07%+1,946
TOTALENERGIES SE(TTE)95,49889,867-5,6316,2478,1780.08%+1,931
ADVANCED ENERGY INDS7,61310,871+3,2581,5943,5080.03%+1,914
HOWMET AEROSPACE INC(HWM)52,04254,509+2,46710,67012,5620.12%+1,892
HILTON WORLDWIDE HLDGS INC(HLT)32,14236,544+4,4029,23311,1120.11%+1,880
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Vanguard Personalized Indexing Management, LLC — 13F Holdings — Q1 2026 | TickerTrail