Fund Holdings — Vanguard Personalized Indexing Management, LLC

Total Portfolio Value
$10.25B
Total Bought
$1.04B
Total Sold
$413.06M
Net Transaction
+$631.74M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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ALPHABET INC(GOOG)1,080,1771,143,981+63,804262,778358,0663.49%+95,288
APPLE INC(AAPL)2,246,3052,318,807+72,502572,168630,3916.15%+58,222
ELI LILLY & CO(LLY)119,436133,817+14,38191,212143,8101.40%+52,598
ALPHABET INC(GOOG)555,650548,483-7,167135,681172,1141.68%+36,433
AMAZON COM INC(AMZN)1,351,1431,391,525+40,382296,688321,1923.13%+24,504
MICRON TECHNOLOGY INC(MU)139,499156,061+16,56223,34244,5410.43%+21,199
BROADCOM INC(AVGO)773,421793,370+19,949255,774274,5852.68%+18,811
ADVANCED MICRO DEVICES INC(AMD)208,655226,714+18,05933,79248,5530.47%+14,761
NVIDIA CORPORATION(NVDA)3,560,2333,637,198+76,965664,567678,3376.62%+13,770
MERCK & CO INC(MRK)319,771385,886+66,11526,85340,6180.40%+13,766
JPMORGAN CHASE & CO.(JPM)452,698483,548+30,850142,892155,8091.52%+12,917
WALMART INC(WMT)713,287763,059+49,77273,57285,0120.83%+11,441
JOHNSON & JOHNSON(JNJ)307,241325,117+17,87657,09467,2830.66%+10,188
TESLA INC(TSLA)374,975393,391+18,416166,803176,9161.73%+10,113
INTUITIVE SURGICAL INC53,71159,901+6,19024,02933,9260.33%+9,897
LAM RESEARCH CORP(LRCX)205,971215,549+9,57827,58336,8980.36%+9,315
CATERPILLAR INC(CAT)73,36376,875+3,51235,02344,0390.43%+9,017
AMGEN INC(AMGN)71,77588,290+16,51520,27228,8980.28%+8,626
CISCO SYS INC(CSCO)615,458651,765+36,30742,15550,2050.49%+8,051
APPLIED MATLS INC139,691142,520+2,82928,60736,6260.36%+8,020
TAIWAN SEMICONDUCTOR MFG LTD(TSM)101,876117,765+15,88928,47035,7880.35%+7,317
EXXON MOBIL CORP509,345537,151+27,80657,74864,6410.63%+6,893
TJX COS INC NEW(TJX)184,948217,730+32,78226,73533,4460.33%+6,711
THERMO FISHER SCIENTIFIC INC(TMO)48,67152,009+3,33823,62130,1370.29%+6,516
TOTALENERGIES SE(TTE)095,498+95,49806,2470.06%+6,247
VISA INC(V)264,795275,487+10,69290,67296,6160.94%+5,944
AMERICAN EXPRESS CO(AXP)83,98190,670+6,68927,89633,5430.33%+5,647
BANK AMERICA CORP886,244933,304+47,06045,75351,3320.50%+5,578
UNILEVER PLC(UL)083,277+83,27705,4460.05%+5,446
MORGAN STANLEY(MS)186,334197,398+11,06429,62935,0440.34%+5,415
WELLS FARGO CO NEW(WFC)395,209412,511+17,30233,13238,4460.38%+5,314
ACCENTURE PLC IRELAND
SHS CLASS A
66,28980,421+14,13216,35321,5770.21%+5,224
RTX CORPORATION(RTX)202,518212,944+10,42633,98139,0540.38%+5,073
GOLDMAN SACHS GROUP INC(GS)43,55344,709+1,15634,70139,2990.38%+4,599
GENERAL MTRS CO(GM)194,869200,136+5,26711,88216,2750.16%+4,393
SALESFORCE INC(CRM)111,992116,780+4,78826,54830,9360.30%+4,388
CITIGROUP INC(C)238,901244,574+5,67324,26128,5390.28%+4,279
S&P GLOBAL INC(SPGI)45,10050,176+5,07622,03126,2210.26%+4,191
WARNER BROS DISCOVERY INC(WBD)237,807302,136+64,3294,6468,7080.08%+4,062
KLA CORP(KLAC)21,95622,646+69023,68727,5170.27%+3,830
CAPITAL ONE FINL CORP(COF)95,53099,691+4,16120,37624,1610.24%+3,785
DANAHER CORPORATION(DHR)69,93776,247+6,31013,86817,4540.17%+3,586
CHUBB LIMITED
COM
57,00562,701+5,69616,09519,5700.19%+3,475
NEXTERA ENERGY INC(NEE)296,631322,850+26,21922,46025,9180.25%+3,458
WESTERN DIGITAL CORP(WDC)58,75960,987+2,2287,05510,5060.10%+3,452
INTEL CORP(INTC)354,224415,178+60,95411,88515,3200.15%+3,435
CUMMINS INC(CMI)31,72232,919+1,19713,40116,8040.16%+3,402
VERTEX PHARMACEUTICALS INC(VRTX)37,00039,165+2,16514,49217,7560.17%+3,264
COCA COLA CO(KO)496,540516,484+19,94432,95436,1070.35%+3,153
PARKER-HANNIFIN CORP(PH)18,26919,238+96913,85616,9090.16%+3,053
NEWMONT CORP(NEM)118,659130,850+12,19110,01613,0650.13%+3,049
REGENERON PHARMACEUTICALS(REGN)11,07211,973+9016,2269,2420.09%+3,015
ANALOG DEVICES INC(ADI)65,21470,205+4,99116,04819,0400.19%+2,991
GILEAD SCIENCES INC(GILD)199,160204,048+4,88822,11625,0450.24%+2,928
MARRIOTT INTL INC NEW(MAR)32,96136,703+3,7428,58911,3870.11%+2,798
ASTRAZENECA PLC(AZN)134,308142,455+8,14710,30813,0960.13%+2,788
UNITED PARCEL SERVICE INC(UPS)53,95573,320+19,3654,5087,2730.07%+2,765
INTERNATIONAL BUSINESS MACHS(IBM)127,643132,028+4,38536,42239,1080.38%+2,686
QNITY ELECTRONICS INC(Q)032,801+32,80102,6780.03%+2,678
CARDINAL HEALTH INC(CAH)44,31846,878+2,5606,9579,6330.09%+2,677
PROLOGIS INC.(PLD)79,73592,313+12,5789,15111,7850.11%+2,634
BRISTOL-MYERS SQUIBB CO(BMY)195,127211,950+16,8238,80511,4330.11%+2,628
AMPHENOL CORP NEW243,181243,345+16430,29932,8860.32%+2,587
FEDEX CORP(FDX)33,22836,079+2,8517,83710,4220.10%+2,585
HCA HEALTHCARE INC(HCA)38,58440,456+1,87216,44518,8870.18%+2,443
CONSTELLATION ENERGY CORP(CEG)47,59051,447+3,85715,76718,1750.18%+2,407
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)69,15684,864+15,7084,6397,0440.07%+2,405
GE AEROSPACE(GE)140,685145,505+4,82042,44644,8200.44%+2,373
ROCKET COS INC(RKT)49,582171,196+121,6149613,3140.03%+2,353
FREEPORT-MCMORAN INC(FCX)149,180160,022+10,8425,8518,1280.08%+2,276
ROSS STORES INC(ROST)43,63149,041+5,4106,6508,8340.09%+2,184
ASE TECHNOLOGY HLDG CO LTD(ASX)340,388366,300+25,9123,7755,8970.06%+2,123
MCKESSON CORP(MCK)22,15823,327+1,16917,12519,1350.19%+2,010
GE VERNOVA INC(GEV)38,33840,197+1,85924,27026,2720.26%+2,002
ASML HOLDING N V
N Y REGISTRY SHS
21,62521,414-21120,94422,9100.22%+1,966
CIENA CORP(CIEN)19,39120,423+1,0322,8254,7760.05%+1,952
COOPER COS INC(COO)22,93341,933+19,0001,5723,4370.03%+1,865
SANDISK CORP(SNDK)10,05612,609+2,5531,1362,9930.03%+1,857
TWILIO INC(TWLO)22,41428,805+6,3912,2444,0970.04%+1,854
MONSTER BEVERAGE CORP NEW(MNST)134,404142,165+7,7619,04710,9000.11%+1,853
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
37,32438,577+1,2538,81210,6240.10%+1,812
APPLOVIN CORP(APP)34,32139,240+4,91924,66826,4410.26%+1,773
TRANSDIGM GROUP INC(TDG)6,8088,081+1,2738,97410,7470.10%+1,772
WELLTOWER INC(WELL)77,85384,237+6,38413,87015,6350.15%+1,765
DELTA AIR LINES INC DEL(DAL)97,757105,083+7,3265,5487,2930.07%+1,745
BERKSHIRE HATHAWAY INC DEL225,059228,557+3,498113,193114,8841.12%+1,691
BANK NEW YORK MELLON CORP116,389123,570+7,18112,68214,3450.14%+1,663
NUCOR CORP(NUE)36,15040,113+3,9634,8966,5430.06%+1,647
ROYAL BK CDA(RY)52,69455,105+2,4117,7639,3950.09%+1,632
LUMENTUM HLDGS INC(LITE)6,7307,380+6501,0952,7200.03%+1,625
PALANTIR TECHNOLOGIES INC(PLTR)298,546315,385+16,83954,46156,0600.55%+1,598
TERADYNE INC(TER)21,73723,686+1,9492,9934,5850.04%+1,592
SCHWAB CHARLES CORP(SCHW)192,938200,445+7,50718,44220,0260.20%+1,585
CORNING INC(GLW)138,006147,284+9,27811,32212,8960.13%+1,575
MONGODB INC(MDB)8,89910,319+1,4202,7624,3310.04%+1,568
HILTON WORLDWIDE HLDGS INC(HLT)29,57032,142+2,5727,6739,2330.09%+1,560
SHOPIFY INC(SHOP)59,29964,297+4,9988,81310,3500.10%+1,537
HARTFORD INSURANCE GROUP INC(HIG)77,96686,479+8,51310,40511,9170.12%+1,512
COHERENT CORP(COHR)17,70118,487+7861,9073,4120.03%+1,505
HDFC BANK LTD(HDB)156,188187,064+30,8765,3366,8350.07%+1,500
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Vanguard Personalized Indexing Management, LLC — 13F Holdings — Q4 2025 | TickerTrail