Fund Holdings — Vanguard Personalized Indexing Management, LLC

Total Portfolio Value
$8.86B
Total Bought
$2.23B
Total Sold
$82.85M
Net Transaction
+$2.14B
Filing Period:
Securities
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SharesValue ($K)
Q1 2025
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Q2 2025
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Change
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Q1 2025
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Q2 2025
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Weight (%)
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Change
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NVIDIA CORPORATION(NVDA)2,937,7273,477,711+539,984318,391549,6976.20%+231,306
MICROSOFT CORP(MSFT)885,0621,094,697+209,635332,243544,7296.15%+212,485
BROADCOM INC(AVGO)616,098764,338+148,240103,153211,2282.38%+108,075
META PLATFORMS INC(META)263,641309,979+46,338151,952228,8232.58%+76,871
AMAZON COM INC(AMZN)1,108,0481,307,345+199,297210,817286,8373.24%+76,020
ALPHABET INC(GOOG)887,7361,021,416+133,680137,279180,0302.03%+42,751
TESLA INC(TSLA)290,502368,423+77,92175,286117,0651.32%+41,779
NETFLIX INC(NFLX)57,90269,723+11,82153,99593,4131.05%+39,418
JPMORGAN CHASE & CO.(JPM)365,278442,656+77,37889,603128,4201.45%+38,817
ALPHABET INC(GOOG)436,056544,549+108,49368,12596,7301.09%+28,605
ORACLE CORP(ORCL)230,269271,221+40,95232,19459,3210.67%+27,127
PALANTIR TECHNOLOGIES INC(PLTR)235,257294,476+59,21919,85640,1430.45%+20,288
WALMART INC(WMT)581,570697,204+115,63451,05668,2280.77%+17,172
VISA INC(V)220,657262,665+42,00877,33293,5451.06%+16,214
COSTCO WHSL CORP NEW(COST)60,97172,460+11,48957,66571,7570.81%+14,091
INTUIT(INTU)33,11143,639+10,52820,33034,3820.39%+14,052
MASTERCARD INCORPORATED(MA)109,454130,490+21,03659,99473,3700.83%+13,376
APPLE INC(AAPL)1,911,3102,129,345+218,035424,559437,0304.93%+12,470
ADVANCED MICRO DEVICES INC(AMD)160,281201,264+40,98316,46728,5870.32%+12,120
CAPITAL ONE FINL CORP(COF)46,17994,964+48,7858,28020,2750.23%+11,995
GE AEROSPACE(GE)115,657135,932+20,27523,14935,0940.40%+11,945
PHILIP MORRIS INTL INC(PM)159,077203,550+44,47325,25037,0810.42%+11,830
BANK AMERICA CORP702,795864,230+161,43529,32840,9180.46%+11,590
SERVICENOW INC(NOW)28,00132,905+4,90422,29333,8550.38%+11,562
AMPHENOL CORP NEW186,607238,817+52,21012,24023,7470.27%+11,507
GE VERNOVA INC(GEV)30,28137,872+7,5919,24420,6380.23%+11,394
INTERNATIONAL BUSINESS MACHS(IBM)111,547130,618+19,07127,73738,9040.44%+11,166
APPLIED MATLS INC110,265145,277+35,01216,00226,6010.30%+10,600
GOLDMAN SACHS GROUP INC(GS)35,41842,207+6,78919,34829,8860.34%+10,538
BOOKING HOLDINGS INC(BKNG)4,1895,118+92919,29729,6390.33%+10,342
CISCO SYS INC(CSCO)531,393621,032+89,63932,79243,1250.49%+10,333
MORGAN STANLEY(MS)140,275184,436+44,16116,36625,9880.29%+9,622
EATON CORP PLC(ETN)63,21274,239+11,02717,18326,5090.30%+9,326
UBER TECHNOLOGIES INC(UBER)193,598243,922+50,32414,10622,7600.26%+8,654
TAIWAN SEMICONDUCTOR MFG LTD(TSM)78,19393,138+14,94512,98021,0950.24%+8,115
ABBOTT LABS227,097278,752+51,65530,12437,9360.43%+7,812
CONSTELLATION ENERGY CORP(CEG)36,50046,628+10,1287,36015,1520.17%+7,793
KLA CORP(KLAC)16,71521,307+4,59211,36319,0910.22%+7,728
WELLS FARGO CO NEW(WFC)324,918386,414+61,49623,32630,9650.35%+7,639
INTUITIVE SURGICAL INC47,80357,477+9,67423,67531,2460.35%+7,571
CATERPILLAR INC(CAT)61,25770,798+9,54120,20227,4990.31%+7,297
BERKSHIRE HATHAWAY INC DEL185,291217,916+32,62598,682105,9061.20%+7,223
AMERICAN EXPRESS CO(AXP)70,14881,777+11,62918,87326,0870.29%+7,213
RTX CORPORATION(RTX)168,064198,621+30,55722,26229,0850.33%+6,824
VANGUARD INTL EQUITY INDEX F0128,038+128,03806,3330.07%+6,333
HOME DEPOT INC(HD)120,403137,415+17,01244,12650,4060.57%+6,280
BOEING CO(BA)49,85670,007+20,1518,50314,6700.17%+6,167
MICRON TECHNOLOGY INC(MU)115,256130,204+14,94810,01516,0480.18%+6,034
COINBASE GLOBAL INC(COIN)18,34426,026+7,6823,1599,1220.10%+5,963
ARISTA NETWORKS INC(ANET)126,559154,089+27,5309,80615,7650.18%+5,960
DISNEY WALT CO(DIS)165,221179,348+14,12716,30722,2660.25%+5,959
TRANE TECHNOLOGIES PLC(TT)33,36839,111+5,74311,24217,1080.19%+5,866
AT&T INC(T)779,744958,928+179,18422,05127,7610.31%+5,710
LAM RESEARCH CORP(LRCX)193,519202,727+9,20814,06919,7340.22%+5,665
COCA COLA CO(KO)439,058523,732+84,67431,44537,0790.42%+5,634
SCHWAB CHARLES CORP(SCHW)150,263190,538+40,27511,76317,3870.20%+5,624
PALO ALTO NETWORKS INC(PANW)86,87298,891+12,01914,82420,2430.23%+5,419
HONEYWELL INTL INC(HON)73,53289,728+16,19615,57020,8990.24%+5,329
AUTODESK INC36,14347,754+11,6119,46214,7830.17%+5,321
TEXAS INSTRS INC(TXN)112,033122,557+10,52420,13225,4480.29%+5,316
ROYAL CARIBBEAN GROUP
COM
35,20839,766+4,5587,23312,4530.14%+5,220
BOSTON SCIENTIFIC CORP(BSX)179,332216,910+37,57818,09123,2990.26%+5,208
CITIGROUP INC(C)212,973238,276+25,30315,11920,2920.23%+5,173
AXON ENTERPRISE INC(AXON)8,43711,600+3,1634,4379,6040.11%+5,167
SALESFORCE INC(CRM)102,838120,042+17,20427,59832,7410.37%+5,143
ELI LILLY & CO(LLY)108,346121,020+12,67489,48494,4201.07%+4,936
DEERE & CO(DE)30,57037,802+7,23214,34819,2250.22%+4,877
STRYKER CORPORATION(SYK)43,43352,869+9,43616,16820,9180.24%+4,750
MICROSTRATEGY INC(MSTR)15,88522,896+7,0114,5799,2550.10%+4,676
CLOUDFLARE INC(NET)40,15946,377+6,2184,5259,0830.10%+4,557
CADENCE DESIGN SYSTEM INC(CDNS)35,77544,285+8,5109,09913,6480.15%+4,549
BLACKROCK INC(BLK)19,63221,989+2,35718,58223,1230.26%+4,542
VISTRA CORP(VST)41,02747,928+6,9014,8189,2900.10%+4,472
MCKESSON CORP(MCK)17,79522,263+4,46811,97616,3210.18%+4,345
SPOTIFY TECHNOLOGY S A(SPOT)12,75614,758+2,0027,01611,3240.13%+4,308
S&P GLOBAL INC(SPGI)39,37045,912+6,54220,00424,2940.27%+4,290
SAP SE(SAP)51,83359,496+7,66313,91418,0960.20%+4,182
LOCKHEED MARTIN CORP(LMT)25,37833,292+7,91411,33715,4310.17%+4,095
QUALCOMM INC(QCOM)120,271141,468+21,19718,47522,5380.25%+4,064
TJX COS INC NEW(TJX)149,496180,278+30,78218,20922,2640.25%+4,056
HOWMET AEROSPACE INC(HWM)43,26551,818+8,5535,6139,6470.11%+4,035
ANALOG DEVICES INC(ADI)60,67968,080+7,40112,23716,2270.18%+3,990
QUANTA SVCS INC16,74021,603+4,8634,2558,1690.09%+3,914
CROWDSTRIKE HLDGS INC(CRWD)10,56114,968+4,4073,7237,6270.09%+3,903
HCA HEALTHCARE INC(HCA)31,77438,771+6,99710,98014,8540.17%+3,874
DOORDASH INC(DASH)31,11038,428+7,3185,6869,4740.11%+3,788
LINDE PLC(LIN)50,41357,814+7,40123,47427,1320.31%+3,657
EMERSON ELEC CO(EMR)83,73996,258+12,5199,18112,8350.14%+3,654
ROBINHOOD MKTS INC(HOOD)45,13258,609+13,4771,8785,4880.06%+3,610
SYNOPSYS INC(SNPS)19,76123,531+3,7708,47512,0660.14%+3,591
PARKER-HANNIFIN CORP(PH)14,24117,461+3,2208,65612,1980.14%+3,542
MARATHON PETE CORP(MPC)50,70065,672+14,9727,38610,9130.12%+3,527
AUTOMATIC DATA PROCESSING IN53,43464,316+10,88216,32619,8350.22%+3,509
ASML HOLDING N V
N Y REGISTRY SHS
17,67418,899+1,22511,71115,1530.17%+3,442
JOHNSON CTLS INTL PLC
SHS
73,93588,561+14,6265,9239,3570.11%+3,435
AMERICAN TOWER CORP NEW(AMT)49,44963,924+14,47510,76014,1360.16%+3,376
APPLOVIN CORP(APP)31,12833,183+2,0558,24811,6170.13%+3,369
INTERCONTINENTAL EXCHANGE IN(ICE)79,78893,213+13,42513,76317,1090.19%+3,345
GILEAD SCIENCES INC(GILD)162,316194,028+31,71218,18821,5220.24%+3,334
NEXTERA ENERGY INC(NEE)239,673291,126+51,45316,99020,2680.23%+3,278
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Vanguard Personalized Indexing Management, LLC — 13F Holdings — Q2 2025 | TickerTrail