Fund HoldingsVanguard Personalized Indexing Management, LLC

Total Portfolio Value
$5.25B
Total Bought
$833.48M
Total Sold
$107.58M
Net Transaction
+$725.90M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)224,1052,491,186+2,267,081202,492300,9675.73%+98,474
APPLE INC(AAPL)1,412,1311,566,922+154,791242,152328,3856.25%+86,233
MICROSOFT CORP(MSFT)697,191773,105+75,914293,322343,3266.54%+50,004
ALPHABET INC(GOOG)645,732759,611+113,87997,460138,3302.63%+40,870
AMAZON COM INC(AMZN)797,316888,131+90,815143,820171,6313.27%+27,812
ELI LILLY & CO(LLY)79,01490,031+11,01761,47080,5161.53%+19,046
BROADCOM INC(AVGO)41,84148,493+6,65255,45667,4201.28%+11,964
META PLATFORMS INC(META)191,801209,648+17,84793,135104,7001.99%+11,566
COSTCO WHSL CORP NEW(COST)43,34949,033+5,68431,75941,4350.79%+9,677
ALPHABET INC(GOOG)348,138385,494+37,35653,00761,6091.17%+8,601
WALMART INC(WMT)387,557462,051+74,49423,31930,6120.58%+7,293
JPMORGAN CHASE & CO.(JPM)257,916291,483+33,56751,66158,1071.11%+6,446
TESLA INC(TSLA)198,959207,453+8,49434,97540,9570.78%+5,982
PROCTER AND GAMBLE CO(PG)207,718240,089+32,37133,70239,1300.74%+5,428
NETFLIX INC(NFLX)41,73746,383+4,64625,34830,7350.59%+5,387
EXXON MOBIL CORP266,008357,751+91,74330,92136,2440.69%+5,323
QUALCOMM INC(QCOM)85,31299,181+13,86914,44319,6300.37%+5,187
ORACLE CORP(ORCL)172,444192,150+19,70621,66126,7740.51%+5,114
BERKSHIRE HATHAWAY INC DEL123,889140,324+16,43552,09857,0061.09%+4,908
APPLIED MATLS INC89,60197,954+8,35318,47823,0380.44%+4,560
ADOBE INC(ADBE)43,23547,439+4,20421,81626,1990.50%+4,383
INTUITIVE SURGICAL INC32,74938,475+5,72613,07017,1130.33%+4,043
BANK AMERICA CORP507,711605,226+97,51519,25223,2650.44%+4,012
TEXAS INSTRS INC(TXN)80,25290,156+9,90413,98117,5290.33%+3,548
TAIWAN SEMICONDUCTOR MFG LTD(TSM)60,98167,241+6,2608,29611,6870.22%+3,390
GE VERNOVA INC(GEV)021,107+21,10703,3580.06%+3,358
COCA COLA CO(KO)304,901351,568+46,66718,65421,9340.42%+3,280
VERTEX PHARMACEUTICALS INC(VRTX)24,98729,457+4,47010,44513,6860.26%+3,241
BOOKING HOLDINGS INC(BKNG)3,0703,628+55811,13814,3720.27%+3,235
PALO ALTO NETWORKS INC(PANW)032,412+32,412010,8840.21%+10,884
AMGEN INC(AMGN)50,83156,518+5,68714,45217,6180.34%+3,166
NEXTERA ENERGY INC(NEE)163,379193,651+30,27210,44213,5890.26%+3,147
ELEVANCE HEALTH INC(ELV)21,88026,737+4,85711,34614,4870.28%+3,142
NOVO-NORDISK A S(NVO)101,198114,486+13,28812,99416,0400.31%+3,046
ANALOG DEVICES INC(ADI)045,487+45,487010,3630.20%+10,363
UNITEDHEALTH GROUP INC(UNH)80,25083,839+3,58939,69942,5540.81%+2,854
PHILIP MORRIS INTL INC(PM)0105,661+105,661010,4880.20%+10,488
BOSTON SCIENTIFIC CORP(BSX)124,682144,824+20,1428,53911,1340.21%+2,595
MICRON TECHNOLOGY INC(MU)79,48890,554+11,0669,37111,9070.23%+2,536
AMPHENOL CORP NEW0144,648+144,64809,6120.18%+9,612
KLA CORP(KLAC)011,963+11,96309,8600.19%+9,860
ASTRAZENECA PLC(AZN)093,467+93,46706,5890.13%+6,589
ALTRIA GROUP INC(MO)0154,767+154,76706,9690.13%+6,969
MERCK & CO INC(MRK)235,344274,378+39,03431,05433,4530.64%+2,400
WELLS FARGO CO NEW(WFC)226,481261,247+34,76613,12715,5050.30%+2,378
TJX COS INC NEW(TJX)106,434120,008+13,57410,79513,1310.25%+2,336
ARISTA NETWORKS INC026,052+26,05209,0540.17%+9,054
GOLDMAN SACHS GROUP INC(GS)23,70126,834+3,1339,90012,0770.23%+2,177
ASML HOLDING N V
N Y REGISTRY SHS
12,09413,625+1,53111,73713,9050.26%+2,168
EATON CORP PLC(ETN)47,81153,950+6,13914,95016,9050.32%+1,955
MORGAN STANLEY(MS)94,877114,002+19,1258,93410,8820.21%+1,949
LOCKHEED MARTIN CORP(LMT)19,74823,429+3,6818,98310,9210.21%+1,938
MOODYS CORP(MCO)015,049+15,04906,3330.12%+6,333
REGENERON PHARMACEUTICALS(REGN)8,4309,559+1,1298,11410,0470.19%+1,933
CHIPOTLE MEXICAN GRILL INC(CMG)0149,076+149,07609,3400.18%+9,340
LAM RESEARCH CORP(LRCX)13,82614,794+96813,43315,2300.29%+1,797
TRANE TECHNOLOGIES PLC(TT)028,653+28,65309,2800.18%+9,280
COLGATE PALMOLIVE CO(CL)076,857+76,85707,3190.14%+7,319
SYNOPSYS INC(SNPS)14,98317,463+2,4808,56310,2910.20%+1,728
AT&T INC(T)468,073551,660+83,5878,2389,9390.19%+1,701
NOVARTIS AG(NVS)069,774+69,77407,3240.14%+7,324
SOUTHERN CO(SO)095,450+95,45007,3720.14%+7,372
AFLAC INC(AFL)074,294+74,29406,6340.13%+6,634
CHEVRON CORP NEW(CVX)131,247147,515+16,26820,70322,2670.42%+1,564
LABCORP HOLDINGS INC(LH)07,684+7,68401,5640.03%+1,564
HDFC BANK LTD(HDB)046,326+46,32602,9530.06%+2,953
RTX CORPORATION(RTX)0130,547+130,547012,3830.24%+12,383
MONOLITHIC PWR SYS INC(MPWR)05,218+5,21804,1880.08%+4,188
DUKE ENERGY CORP NEW(DUK)072,928+72,92807,0230.13%+7,023
MCKESSON CORP(MCK)015,222+15,22208,7470.17%+8,747
AUTOMATIC DATA PROCESSING IN31,08738,611+7,5247,7649,2160.18%+1,452
VERISK ANALYTICS INC(VRSK)014,170+14,17003,8100.07%+3,810
S&P GLOBAL INC(SPGI)27,27529,226+1,95111,60413,0350.25%+1,430
CITIGROUP INC(C)152,194176,340+24,1469,62511,0530.21%+1,428
KIMBERLY-CLARK CORP(KMB)036,820+36,82005,0270.10%+5,027
CINTAS CORP(CTAS)011,811+11,81108,2570.16%+8,257
HUMANA INC(HUM)012,015+12,01504,3990.08%+4,399
AMERICAN WTR WKS CO INC NEW028,485+28,48503,6580.07%+3,658
FAIR ISAAC CORP(FICO)02,674+2,67403,9760.08%+3,976
CELESTICA INC(CLS)022,515+22,51501,2880.02%+1,288
SCHWAB STRATEGIC TR033,956+33,95601,2790.02%+1,279
SERVICENOW INC(NOW)20,14321,192+1,04915,35716,6320.32%+1,274
PFIZER INC(PFE)309,761357,546+47,7858,5969,8220.19%+1,226
ZOETIS INC(ZTS)051,771+51,77108,8990.17%+8,899
GENERAL DYNAMICS CORP(GD)027,802+27,80208,0650.15%+8,065
EMERSON ELEC CO(EMR)065,473+65,47307,2030.14%+7,203
VANGUARD STAR FDS019,335+19,33501,1660.02%+1,166
WILLIAMS COS INC(WMB)0105,812+105,81204,4970.09%+4,497
MARSH & MCLENNAN COS INC(MRSH)44,05048,500+4,4509,07310,2200.19%+1,146
CHUBB LIMITED
COM
30,94635,974+5,0288,0199,1650.17%+1,146
OLD REP INTL CORP(ORI)068,348+68,34802,1090.04%+2,109
DANAHER CORPORATION(DHR)52,01356,633+4,62012,98914,1030.27%+1,114
SHELL PLC(SHEL)0104,637+104,63707,4550.14%+7,455
ICICI BANK LIMITED(IBN)0211,862+211,86206,0410.12%+6,041
GENERAL MTRS CO(GM)0146,123+146,12306,7840.13%+6,784
KINDER MORGAN INC DEL(KMI)0151,021+151,02102,9890.06%+2,989
T-MOBILE US INC(TMUS)047,549+47,54908,3660.16%+8,366
MODERNA INC(MRNA)030,504+30,50403,6220.07%+3,622
TERADYNE INC(TER)017,703+17,70302,6060.05%+2,606
THE TRADE DESK INC(TTD)044,411+44,41104,3370.08%+4,337
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