Fund Holdings — Vanguard Personalized Indexing Management, LLC

Total Portfolio Value
$9.76B
Total Bought
$1.23B
Total Sold
$357.48M
Net Transaction
+$867.70M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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APPLE INC(AAPL)2,129,3452,246,305+116,960437,030572,1685.86%+135,139
NVIDIA CORPORATION(NVDA)3,477,7113,560,233+82,522549,697664,5676.81%+114,870
ALPHABET INC(GOOG)1,021,4161,080,177+58,761180,030262,7782.69%+82,747
TESLA INC(TSLA)368,423374,975+6,552117,065166,8031.71%+49,737
BROADCOM INC(AVGO)764,338773,421+9,083211,228255,7742.62%+44,546
ALPHABET INC(GOOG)544,549555,650+11,10196,730135,6811.39%+38,950
MICROSOFT CORP(MSFT)1,094,6971,121,025+26,328544,729580,8795.95%+36,151
ORACLE CORP(ORCL)271,221276,013+4,79259,32177,6600.80%+18,339
JOHNSON & JOHNSON(JNJ)267,704307,241+39,53740,99957,0940.58%+16,096
ABBVIE INC(ABBV)273,739283,988+10,24950,83565,7830.67%+14,948
JPMORGAN CHASE & CO.(JPM)442,656452,698+10,042128,420142,8921.46%+14,472
PALANTIR TECHNOLOGIES INC(PLTR)294,476298,546+4,07040,14354,4610.56%+14,318
APPLOVIN CORP(APP)33,18334,321+1,13811,61724,6680.25%+13,051
CHEVRON CORP NEW(CVX)181,580237,091+55,51126,14137,0200.38%+10,879
AMAZON COM INC(AMZN)1,307,3451,351,143+43,798286,837296,6883.04%+9,851
HOME DEPOT INC(HD)137,415145,038+7,62350,40658,7900.60%+8,384
THERMO FISHER SCIENTIFIC INC(TMO)38,75448,671+9,91715,72523,6210.24%+7,896
LAM RESEARCH CORP(LRCX)202,727205,971+3,24419,73427,5830.28%+7,849
ARISTA NETWORKS INC(ANET)154,089160,597+6,50815,76523,4010.24%+7,636
CATERPILLAR INC(CAT)70,79873,363+2,56527,49935,0230.36%+7,524
TAIWAN SEMICONDUCTOR MFG LTD(TSM)93,138101,876+8,73821,09528,4700.29%+7,375
GE AEROSPACE(GE)135,932140,685+4,75335,09442,4460.43%+7,352
MICRON TECHNOLOGY INC(MU)130,204139,499+9,29516,04823,3420.24%+7,294
BERKSHIRE HATHAWAY INC DEL217,916225,059+7,143105,906113,1931.16%+7,288
AMPHENOL CORP NEW238,817243,181+4,36423,74730,2990.31%+6,552
META PLATFORMS INC(META)309,979320,139+10,160228,823235,1352.41%+6,312
UNITEDHEALTH GROUP INC(UNH)100,498108,919+8,42131,37637,6350.39%+6,259
ASML HOLDING N V
N Y REGISTRY SHS
18,89921,625+2,72615,15320,9440.21%+5,791
PEPSICO INC(PEP)142,831174,693+31,86218,93324,6310.25%+5,698
WALMART INC(WMT)697,204713,287+16,08368,22873,5720.75%+5,344
ADVANCED MICRO DEVICES INC(AMD)201,264208,655+7,39128,58733,7920.35%+5,205
ISHARES TR036,155+36,15504,9980.05%+4,998
RTX CORPORATION(RTX)198,621202,518+3,89729,08533,9810.35%+4,896
BANK AMERICA CORP864,230886,244+22,01440,91845,7530.47%+4,836
GOLDMAN SACHS GROUP INC(GS)42,20743,553+1,34629,88634,7010.36%+4,815
PARAMOUNT SKYDANCE CORP(PSKY)0250,532+250,53204,7400.05%+4,740
KLA CORP(KLAC)21,30721,956+64919,09123,6870.24%+4,596
TJX COS INC NEW(TJX)180,278184,948+4,67022,26426,7350.27%+4,470
ROBINHOOD MKTS INC(HOOD)58,60969,340+10,7315,4889,9290.10%+4,441
CORNING INC(GLW)132,743138,006+5,2636,98211,3220.12%+4,340
CITIGROUP INC(C)238,276238,901+62520,29224,2610.25%+3,968
INTEL CORP(INTC)361,839354,224-7,6158,10611,8850.12%+3,779
MORGAN STANLEY(MS)184,436186,334+1,89825,98829,6290.30%+3,641
GE VERNOVA INC(GEV)37,87238,338+46620,63824,2700.25%+3,632
WESTERN DIGITAL CORP(WDC)53,57058,759+5,1893,4287,0550.07%+3,627
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
36,31037,324+1,0145,2418,8120.09%+3,570
INVESCO QQQ TR1,9157,539+5,6241,0564,5260.05%+3,470
NEWMONT CORP(NEM)112,452118,659+6,2076,56010,0160.10%+3,456
LOWES COS INC(LOW)92,66794,415+1,74820,57223,7410.24%+3,169
EXXON MOBIL CORP504,007509,345+5,33854,63957,7480.59%+3,109
GENERAL DYNAMICS CORP(GD)35,10039,023+3,92310,24213,3130.14%+3,070
GENERAL MTRS CO(GM)180,660194,869+14,2098,89111,8820.12%+2,991
CUMMINS INC(CMI)31,86131,722-13910,43513,4010.14%+2,966
OREILLY AUTOMOTIVE INC(ORLY)157,161158,022+86114,16717,0390.17%+2,872
BLACKSTONE INC(BX)86,89292,630+5,73813,00615,8400.16%+2,834
UNITED RENTALS INC(URI)11,36111,918+5578,56111,3790.12%+2,819
TE CONNECTIVITY PLC(TEL)45,58247,834+2,2527,68910,5020.11%+2,813
BLACKROCK INC(BLK)21,98922,120+13123,12325,8460.26%+2,722
NORTHROP GRUMMAN CORP(NOC)18,86719,913+1,0469,43712,1370.12%+2,700
CRH PLC
ORD
66,28472,998+6,7146,0858,7530.09%+2,668
MASTERCARD INCORPORATED(MA)130,490133,585+3,09573,37076,0270.78%+2,656
SPDR S&P 500 ETF TR(SPY)8,48111,738+3,2575,2577,8380.08%+2,581
D R HORTON INC(DHI)44,56848,570+4,0025,7468,2310.08%+2,485
SHOPIFY INC(SHOP)55,24859,299+4,0516,3738,8130.09%+2,440
ALIBABA GROUP HLDG LTD(BABA)26,43230,361+3,9292,9985,4270.06%+2,429
CADENCE DESIGN SYSTEM INC(CDNS)44,28545,640+1,35513,64816,0330.16%+2,385
MARATHON PETE CORP(MPC)65,67268,953+3,28110,91313,2950.14%+2,382
VALERO ENERGY CORP(VLO)49,19552,487+3,2926,6158,9400.09%+2,324
WELLTOWER INC(WELL)75,88877,853+1,96511,66813,8700.14%+2,203
L3HARRIS TECHNOLOGIES INC(LHX)27,33529,642+2,3076,8659,0630.09%+2,198
NEXTERA ENERGY INC(NEE)291,126296,631+5,50520,26822,4600.23%+2,192
WARNER BROS DISCOVERY INC(WBD)214,574237,807+23,2332,4604,6460.05%+2,186
CELESTICA INC(CLS)26,65525,739-9164,1616,3420.06%+2,181
XYLEM INC(XYL)47,25656,216+8,9606,1138,2920.08%+2,179
WELLS FARGO CO NEW(WFC)386,414395,209+8,79530,96533,1320.34%+2,167
ROBLOX CORP(RBLX)46,80450,960+4,1564,9247,0590.07%+2,135
IDEXX LABS INC(IDXX)14,19015,184+9947,6129,7030.10%+2,091
EBAY INC.(EBAY)125,144125,343+1999,32011,4020.12%+2,082
ALTRIA GROUP INC(MO)255,315257,791+2,47614,97917,0410.17%+2,062
ELECTRONIC ARTS INC40,48342,045+1,5626,4678,4820.09%+2,016
ALNYLAM PHARMACEUTICALS INC(ALNY)13,39013,985+5954,3686,3800.07%+2,012
APPLIED MATLS INC145,277139,691-5,58626,60128,6070.29%+2,005
MEDTRONIC PLC(MDT)120,034130,750+10,71610,46412,4540.13%+1,990
AUTOZONE INC(AZO)3,1013,142+4111,51213,4800.14%+1,968
BHP GROUP LTD91,591113,979+22,3884,4066,3560.07%+1,950
MONOLITHIC PWR SYS INC(MPWR)9,0029,244+2426,5858,5120.09%+1,927
AFLAC INC(AFL)93,449105,050+11,6019,85611,7350.12%+1,879
UBS GROUP AG(UBS)181,097194,897+13,8006,1317,9980.08%+1,867
CONAGRA BRANDS INC(CAG)107,495219,248+111,7532,2014,0140.04%+1,814
ITT INC(ITT)33,26839,325+6,0575,2177,0300.07%+1,812
AMERICAN EXPRESS CO(AXP)81,77783,981+2,20426,08727,8960.29%+1,810
NOVARTIS AG(NVS)125,612132,536+6,92415,20417,0010.17%+1,796
PROLOGIS INC.(PLD)70,23879,735+9,4977,3949,1510.09%+1,757
SIMON PPTY GROUP INC NEW(SPG)46,27248,778+2,5067,4399,1550.09%+1,716
HSBC HLDGS PLC(HSBC)117,639124,835+7,1967,1518,8610.09%+1,710
DUKE ENERGY CORP NEW(DUK)120,768128,860+8,09214,25615,9500.16%+1,694
BANCO SANTANDER S.A.(SAN)713,288724,982+11,6945,9207,5980.08%+1,677
ASTRAZENECA PLC(AZN)123,529134,308+10,7798,63610,3080.11%+1,672
PARKER-HANNIFIN CORP(PH)17,46118,269+80812,19813,8560.14%+1,658
IQVIA HLDGS INC(IQV)26,96130,837+3,8764,2495,8570.06%+1,609
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Vanguard Personalized Indexing Management, LLC — 13F Holdings — Q3 2025 | TickerTrail