Fund Holdings

Vanguard Personalized Indexing Management, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
APPLE INC(AAPL)2,129,3452,246,305+116,960437,029,612572,168,4315.86%+135,138,819
NVIDIA CORPORATION(NVDA)3,477,7113,560,233+82,522549,697,231664,567,3166.81%+114,870,085
ALPHABET INC(GOOG)1,021,4161,080,177+58,761180,030,353262,777,6702.69%+82,747,317
TESLA INC(TSLA)368,423374,975+6,552117,065,271166,802,5351.71%+49,737,264
BROADCOM INC(AVGO)764,338773,421+9,083211,228,340255,774,2952.62%+44,545,955
ALPHABET INC(GOOG)544,549555,650+11,10196,730,194135,680,6701.39%+38,950,476
MICROSOFT CORP(MSFT)1,094,6971,121,025+26,328544,728,838580,879,3615.95%+36,150,523
ORACLE CORP(ORCL)271,221276,013+4,79259,320,94677,659,5830.80%+18,338,637
JOHNSON & JOHNSON(JNJ)267,704307,241+39,53740,998,64657,094,4630.58%+16,095,817
ABBVIE INC(ABBV)273,739283,988+10,24950,834,68165,782,8680.67%+14,948,187
JPMORGAN CHASE & CO.(JPM)442,656452,698+10,042128,419,659142,892,0901.46%+14,472,431
PALANTIR TECHNOLOGIES INC(PLTR)294,476298,546+4,07040,143,39054,461,3090.56%+14,317,919
APPLOVIN CORP(APP)33,18334,321+1,13811,616,98024,668,1750.25%+13,051,195
CHEVRON CORP NEW(CVX)181,580237,091+55,51126,141,41437,020,2770.38%+10,878,863
AMAZON COM INC(AMZN)1,307,3451,351,143+43,798286,837,001296,687,6473.04%+9,850,646
HOME DEPOT INC(HD)137,415145,038+7,62350,406,22158,790,3970.60%+8,384,176
THERMO FISHER SCIENTIFIC INC(TMO)38,75448,671+9,91715,725,36523,621,0300.24%+7,895,665
LAM RESEARCH CORP(LRCX)202,727205,971+3,24419,733,96127,582,9320.28%+7,848,971
ARISTA NETWORKS INC(ANET)154,089160,597+6,50815,765,27223,401,3420.24%+7,636,070
CATERPILLAR INC(CAT)70,79873,363+2,56527,499,00435,022,6760.36%+7,523,672
TAIWAN SEMICONDUCTOR MFG LTD(TSM)93,138101,876+8,73821,095,31328,470,2050.29%+7,374,892
GE AEROSPACE(GE)135,932140,685+4,75335,094,06042,446,4440.43%+7,352,384
MICRON TECHNOLOGY INC(MU)130,204139,499+9,29516,048,41323,342,4160.24%+7,294,003
BERKSHIRE HATHAWAY INC DEL217,916225,059+7,143105,905,579113,193,4001.16%+7,287,821
AMPHENOL CORP NEW238,817243,181+4,36423,746,72930,298,5930.31%+6,551,864
META PLATFORMS INC(META)309,979320,139+10,160228,823,056235,135,2912.41%+6,312,235
UNITEDHEALTH GROUP INC(UNH)100,498108,919+8,42131,375,84537,635,0870.39%+6,259,242
ASML HOLDING N V18,89921,625+2,72615,153,27420,944,3740.21%+5,791,100
SNOWFLAKE INC(SNOW)025,429+25,42905,735,8010.06%+5,735,801
PEPSICO INC(PEP)142,831174,693+31,86218,933,12724,631,3590.25%+5,698,232
WALMART INC(WMT)697,204713,287+16,08368,228,04873,571,8770.75%+5,343,829
ADVANCED MICRO DEVICES INC(AMD)201,264208,655+7,39128,586,85733,791,7210.35%+5,204,864
ISHARES TR036,155+36,15504,998,0670.05%+4,998,067
RTX CORPORATION(RTX)198,621202,518+3,89729,085,30133,981,0890.35%+4,895,788
BANK AMERICA CORP864,230886,244+22,01440,917,82645,753,4440.47%+4,835,618
GOLDMAN SACHS GROUP INC(GS)42,20743,553+1,34629,885,89234,700,5220.36%+4,814,630
PARAMOUNT SKYDANCE CORP(PSKY)0250,532+250,53204,740,2260.05%+4,740,226
KLA CORP(KLAC)21,30721,956+64919,090,73123,687,0880.24%+4,596,357
TJX COS INC NEW(TJX)180,278184,948+4,67022,264,49926,734,7060.27%+4,470,207
ROBINHOOD MKTS INC(HOOD)58,60969,340+10,7315,487,9039,928,7680.10%+4,440,865
CORNING INC(GLW)132,743138,006+5,2636,981,54711,321,5560.12%+4,340,009
CITIGROUP INC(C)238,276238,901+62520,292,34924,260,7290.25%+3,968,380
INTEL CORP(INTC)361,839354,224-7,6158,106,02111,885,4310.12%+3,779,410
MORGAN STANLEY(MS)184,436186,334+1,89825,987,59929,628,7020.30%+3,641,103
GE VERNOVA INC(GEV)37,87238,338+46620,637,99224,269,5990.25%+3,631,607
WESTERN DIGITAL CORP(WDC)53,57058,759+5,1893,427,9547,054,6240.07%+3,626,670
SEAGATE TECHNOLOGY HLDNGS PL36,31037,324+1,0145,241,3168,811,6080.09%+3,570,292
INVESCO QQQ TR1,9157,539+5,6241,056,3914,526,1890.05%+3,469,798
NEWMONT CORP(NEM)112,452118,659+6,2076,559,60710,015,9400.10%+3,456,333
LOWES COS INC(LOW)92,66794,415+1,74820,571,67223,740,9940.24%+3,169,322
EXXON MOBIL CORP504,007509,345+5,33854,638,89557,747,9860.59%+3,109,091
GENERAL DYNAMICS CORP(GD)35,10039,023+3,92310,242,46013,312,9140.14%+3,070,454
GENERAL MTRS CO(GM)180,660194,869+14,2098,890,96611,881,9840.12%+2,991,018
CUMMINS INC(CMI)31,86131,722-13910,434,80013,401,0920.14%+2,966,292
OREILLY AUTOMOTIVE INC(ORLY)157,161158,022+86114,166,80817,038,7220.17%+2,871,914
BLACKSTONE INC(BX)86,89292,630+5,73813,006,29515,840,2500.16%+2,833,955
UNITED RENTALS INC(URI)11,36111,918+5578,560,51311,379,0760.12%+2,818,563
TE CONNECTIVITY PLC(TEL)45,58247,834+2,2527,688,56510,501,7490.11%+2,813,184
BLACKROCK INC(BLK)21,98922,120+13123,123,30225,845,6100.26%+2,722,308
NORTHROP GRUMMAN CORP(NOC)18,86719,913+1,0469,436,68512,137,1220.12%+2,700,437
CRH PLC66,28472,998+6,7146,084,9218,752,5260.09%+2,667,605
MASTERCARD INCORPORATED(MA)130,490133,585+3,09573,370,47976,026,7490.78%+2,656,270
SPDR S&P 500 ETF TR(SPY)8,48111,738+3,2575,257,1577,838,1360.08%+2,580,979
D R HORTON INC(DHI)44,56848,570+4,0025,745,9918,231,4470.08%+2,485,456
SHOPIFY INC(SHOP)55,24859,299+4,0516,373,1578,812,8110.09%+2,439,654
ALIBABA GROUP HLDG LTD(BABA)26,43230,361+3,9292,997,8785,426,7750.06%+2,428,897
CADENCE DESIGN SYSTEM INC(CDNS)44,28545,640+1,35513,647,92516,033,3030.16%+2,385,378
MARATHON PETE CORP(MPC)65,67268,953+3,28110,913,45613,295,4310.14%+2,381,975
VALERO ENERGY CORP(VLO)49,19552,487+3,2926,615,3168,939,6230.09%+2,324,307
WELLTOWER INC(WELL)75,88877,853+1,96511,667,68413,870,4660.14%+2,202,782
L3HARRIS TECHNOLOGIES INC(LHX)27,33529,642+2,3076,865,3839,062,9840.09%+2,197,601
NEXTERA ENERGY INC(NEE)291,126296,631+5,50520,268,22022,460,3570.23%+2,192,137
WARNER BROS DISCOVERY INC(WBD)214,574237,807+23,2332,459,7314,645,5860.05%+2,185,855
CELESTICA INC(CLS)26,65525,739-9164,161,1786,341,6840.06%+2,180,506
XYLEM INC(XYL)47,25656,216+8,9606,113,4208,292,2980.08%+2,178,878
WELLS FARGO CO NEW(WFC)386,414395,209+8,79530,964,89033,132,1950.34%+2,167,305
ROBLOX CORP(RBLX)46,80450,960+4,1564,923,9917,059,1380.07%+2,135,147
IDEXX LABS INC(IDXX)14,19015,184+9947,611,7379,702,6050.10%+2,090,868
EBAY INC.(EBAY)125,144125,343+1999,320,08211,402,2440.12%+2,082,162
ALTRIA GROUP INC(MO)255,315257,791+2,47614,978,80617,040,5850.17%+2,061,779
ELECTRONIC ARTS INC(EA)40,48342,045+1,5626,466,5188,482,0220.09%+2,015,504
ALNYLAM PHARMACEUTICALS INC(ALNY)13,39013,985+5954,368,4926,380,1620.07%+2,011,670
APPLIED MATLS INC145,277139,691-5,58626,601,39128,606,6590.29%+2,005,268
MEDTRONIC PLC(MDT)120,034130,750+10,71610,464,33512,453,9780.13%+1,989,643
AUTOZONE INC(AZO)3,1013,142+4111,511,62513,479,9340.14%+1,968,309
BHP GROUP LTD91,591113,979+22,3884,405,9616,355,8930.07%+1,949,932
MONOLITHIC PWR SYS INC(MPWR)9,0029,244+2426,584,6278,511,6090.09%+1,926,982
AFLAC INC(AFL)93,449105,050+11,6019,856,28311,735,3040.12%+1,879,021
UBS GROUP AG(UBS)181,097194,897+13,8006,130,6047,997,9340.08%+1,867,330
CONAGRA BRANDS INC(CAG)107,495219,248+111,7532,200,5034,014,4520.04%+1,813,949
ITT INC(ITT)33,26839,325+6,0575,217,4207,029,7370.07%+1,812,317
AMERICAN EXPRESS CO(AXP)81,77783,981+2,20426,086,77327,896,4060.29%+1,809,633
NOVARTIS AG(NVS)125,612132,536+6,92415,204,22417,000,5660.17%+1,796,342
PROLOGIS INC.(PLD)70,23879,735+9,4977,394,4789,151,0650.09%+1,756,587
SIMON PPTY GROUP INC NEW(SPG)46,27248,778+2,5067,438,9919,154,5230.09%+1,715,532
HSBC HLDGS PLC(HSBC)117,639124,835+7,1967,151,3538,860,8800.09%+1,709,527
DUKE ENERGY CORP NEW(DUK)120,768128,860+8,09214,256,08715,950,0550.16%+1,693,968
BANCO SANTANDER S.A.(SAN)713,288724,982+11,6945,920,3607,597,8120.08%+1,677,452
ASTRAZENECA PLC(AZN)123,529134,308+10,7798,635,94910,307,8070.11%+1,671,858
PARKER-HANNIFIN CORP(PH)17,46118,269+80812,198,16613,856,1010.14%+1,657,935
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