Vanguard Personalized Indexing Management, LLC

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CIK 1767306

13F portfolio (2026-Q1)

$10.2B

Positions

2,165

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

2165

Top 5

22.4%

Top 10

31.2%

Effective N

69.1

HHI

0.014

This quarter

293 new · 0 exit →

By sector

Information Technology32.1%

Financials13.7%

Consumer Discretionary11.6%

Industrials9.8%

Communication Services9.2%

Health Care8.0%

Materials3.7%

Energy3.6%

Other8.4%

By market cap

Mega (>$200B)51.9%

Large ($10–200B)36.4%

Unknown6.6%

Mid ($2–10B)4.6%

Small ($300M–2B)0.4%

Micro (<$300M)0.1%

By region

North America95.0%

Europe1.8%

Asia-Pacific1.8%

Other1.2%

Middle East0.1%

Africa0.1%

Latin America0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Semiconductors & Semiconductor Equipment	13.06%	80
Technology Hardware & Equipment	9.42%	63
Software & IT Services	7.62%	77
Software	7.15%	106
Specialty Retail	6.98%	66
Pharmaceuticals & Biotechnology	6.09%	175
Banks	5.79%	147
Oil, Gas & Consumable Fuels	3.53%	86
Machinery	3.49%	78
Commercial Services & Supplies	3.48%	78
Utilities	3.02%	82
Insurance	2.67%	75
Capital Markets	2.51%	61
Unclassified	2.39%	146
Automobiles & Components	2.03%	34
Chemicals	1.80%	71
Aerospace & Defense	1.78%	27
Equity Real Estate Investment Trusts (REITs)	1.68%	99
Metals & Mining	1.45%	68
Health Care Equipment & Supplies	1.20%	46
Media & Entertainment	1.14%	28
Hotels, Restaurants & Leisure	1.10%	35
Electrical Equipment & Components	1.05%	12
Beverages	0.98%	20
Distributors	0.97%	36
Diversified Telecommunication Services	0.94%	22
Road & Rail	0.67%	17
Construction & Engineering	0.67%	31
Tobacco	0.54%	4
Communications Equipment	0.50%	14
Health Care Providers & Services	0.45%	33
Food Products	0.41%	28
Transportation Infrastructure	0.39%	12
Airlines	0.34%	15
Life Sciences Tools & Services	0.31%	20
Construction Materials	0.27%	15
Entertainment	0.27%	15
Textiles, Apparel & Luxury Goods	0.26%	16
Food & Staples Retailing	0.24%	7
Marine	0.23%	12
Real Estate Management & Development	0.21%	25
Professional Services	0.20%	17
Paper & Forest Products	0.18%	19
Industrial Conglomerates	0.11%	1
Household Durables	0.11%	8
Agricultural Products	0.09%	4
Diversified Consumer Services	0.09%	15
Media & Publishing	0.07%	7
Leisure Products	0.05%	7
Coal & Consumable Fuels	0.02%	5

Top holdings

#	Ticker	Name	Sector	Weight
1	NVDA	NVIDIA CORP	Information Technology	6.41%
2	AAPL	Apple Inc.	Information Technology	5.88%
3	MSFT	MICROSOFT CORP	Information Technology	4.00%
4	GOOGL	Alphabet Inc.	Communication Services	3.29%
5	AMZN	AMAZON COM INC	Consumer Discretionary	2.86%
6	AVGO	Broadcom Inc.	Information Technology	2.45%
7	META	Meta Platforms, Inc.	Communication Services	1.85%
8	GOOG	Alphabet Inc.	Communication Services	1.58%
9	JPM	JPMORGAN CHASE & CO	Financials	1.45%
10	TSLA	Tesla, Inc.	Consumer Discretionary	1.44%

2024/2165 names classified · sector 98.8% of weight · industry 97.6% · mkt cap 93.4%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 25 quarters

Information TechnologyAAPL, MSFT, NVDA, AVGO, TSM · other

FinancialsJPM, V, BRK.B, UNH, PYPL · other

Consumer DiscretionaryAMZN, TSLA, HD, WMT, COST · other

IndustrialsACN, HON, CAT, LRCX, BABA · other

Health CareLLY, JNJ, ABBV, MRK, NVO · other

Communication ServicesGOOGL, META, GOOG, NFLX, CHT · other

MaterialsPG, LIN, NKE, FNV, NG · other

Consumer StaplesPEP, KO, HRL, MZTI, TR · other

UtilitiesNEE, AEP, ED, WEC, PNW · other

EnergyXOM, CVX, COP, MPC, DVN · other

Real EstateAMT, PLD, EQIX, CCI, PSA · other

UnclassifiedVTI, VEA, SCHE, VCIT, EQUITY COMWLTH · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 98.8% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (1338 classified)Vanguard Personalized Indexing Management, LLC centroid (Large Core)

Information TechnologyConsumer DiscretionaryFinancialsIndustrialsCommunication ServicesHealth CareEnergyMaterialsUtilitiesConsumer StaplesReal Estate

Style box summary for Vanguard Personalized Indexing Management, LLC: centroid Large Core. Heaviest cells: Large Growth 42.3%, Large Core 15.3%, Large Value 11.1%.

Classified: 89.5% of book weight (1338/2148 names) · unclassified 10.5%: BRK.B, TSM, ASML, NVS, AZN, SHEL, HSBC, NET, MNST, SNDK +800 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 2,165 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	NVDANVIDIA CORPORATION	3,744,688	$653M	6.4%	ADD 3%
2	AAPLAPPLE INC	2,361,852	$599M	5.9%	HOLD
3	MSFTMICROSOFT CORP	1,101,572	$408M	4.0%	TRIM −3%
4	GOOGLALPHABET INC	1,165,417	$335M	3.3%	HOLD
5	AMZNAMAZON COM INC	1,397,497	$291M	2.9%	HOLD
6	AVGOBROADCOM INC	806,796	$250M	2.5%	HOLD
7	METAMETA PLATFORMS INC	330,130	$189M	1.9%	ADD 2%
8	GOOGALPHABET INC	562,006	$161M	1.6%	ADD 2%
9	JPMJPMORGAN CHASE & CO	502,465	$148M	1.5%	ADD 4%
10	TSLATESLA INC	394,023	$146M	1.4%	HOLD
11	LLYELI LILLY & CO	141,070	$130M	1.3%	ADD 5%
12	BRK.BBERKSHIRE HATHAWAY INC DEL	240,293	$115M	1.1%	ADD 5%
13	WMTWALMART INC	788,704	$98M	1.0%	ADD 3%
14	XOMEXXON MOBIL CORP	570,305	$97M	0.9%	ADD 6%
15	VVISA INC	286,872	$87M	0.9%	ADD 4%
16	JNJJOHNSON & JOHNSON	344,313	$84M	0.8%	ADD 6%
17	COSTCOSTCO WHSL CORP NEW	78,605	$78M	0.8%	ADD 14%
18	NFLXNETFLIX INC	734,209	$71M	0.7%	ADD 4%
19	MAMASTERCARD INCORPORATED	135,281	$68M	0.7%	HOLD
20	ABBVABBVIE INC	305,324	$66M	0.7%	ADD 4%
21	CATCATERPILLAR INC	81,130	$57M	0.6%	ADD 6%
22	MUMICRON TECHNOLOGY INC	163,827	$55M	0.5%	ADD 5%
23	CSCOCISCO SYS INC	667,751	$52M	0.5%	ADD 2%
24	MRKMERCK & CO INC	409,858	$49M	0.5%	ADD 6%
25	AMATAPPLIED MATLS INC	143,576	$49M	0.5%	HOLD
26	CVXCHEVRON CORP NEW	236,061	$49M	0.5%	ADD 6%
27	LRCXLAM RESEARCH CORP	223,638	$48M	0.5%	ADD 4%
28	AMDADVANCED MICRO DEVICES INC	231,343	$47M	0.5%	ADD 2%
29	HDHOME DEPOT INC	142,078	$47M	0.5%	ADD 3%
30	BACBANK AMERICA CORP	939,695	$46M	0.4%	HOLD
31	PLTRPALANTIR TECHNOLOGIES INC	311,517	$46M	0.4%	HOLD
32	TSMTAIWAN SEMICONDUCTOR MFG LTD	132,355	$45M	0.4%	ADD 12%
33	GEGE AEROSPACE	154,796	$44M	0.4%	ADD 6%
34	ORCLORACLE CORP	294,951	$43M	0.4%	ADD 6%
35	GSGOLDMAN SACHS GROUP INC	50,383	$43M	0.4%	ADD 13%
36	KOCOCA COLA CO	559,042	$43M	0.4%	ADD 8%
37	RTXRTX CORPORATION	220,256	$42M	0.4%	ADD 3%
38	PGPROCTER AND GAMBLE CO	292,131	$42M	0.4%	ADD 7%
39	GEVGE VERNOVA INC	43,278	$38M	0.4%	ADD 8%
40	TJXTJX COS INC NEW	231,718	$37M	0.4%	ADD 6%
41	MCDMCDONALDS CORP	116,013	$36M	0.4%	ADD 6%
42	KLACKLA CORP	23,803	$35M	0.3%	ADD 5%
43	PMPHILIP MORRIS INTL INC	210,157	$35M	0.3%	ADD 8%
44	AMGNAMGEN INC	96,029	$34M	0.3%	ADD 9%
45	MSMORGAN STANLEY	204,202	$34M	0.3%	ADD 3%
46	WFCWELLS FARGO CO NEW	395,478	$31M	0.3%	TRIM −4%
47	NEENEXTERA ENERGY INC	333,286	$31M	0.3%	ADD 3%
48	IBMINTERNATIONAL BUSINESS MACHS	125,785	$30M	0.3%	TRIM −5%
49	GILDGILEAD SCIENCES INC	213,031	$30M	0.3%	ADD 4%
50	PEPPEPSICO INC	189,942	$29M	0.3%	ADD 9%
51	APHAMPHENOL CORP	232,293	$29M	0.3%	TRIM −5%
52	CCITIGROUP INC	256,379	$29M	0.3%	ADD 5%
53	TAT&T INC	994,247	$29M	0.3%	ADD 10%
54	UNHUNITEDHEALTH GROUP INC	104,674	$28M	0.3%	TRIM −10%
55	ASMLASML HOLDING N V	21,406	$28M	0.3%	HOLD
56	LINLINDE PLC	57,000	$28M	0.3%	ADD 19%
57	ISRGINTUITIVE SURGICAL INC	60,540	$28M	0.3%	HOLD
58	ETNEATON CORP PLC	76,169	$27M	0.3%	ADD 5%
59	AXPAMERICAN EXPRESS CO	89,849	$27M	0.3%	HOLD
60	TMOTHERMO FISHER SCIENTIFIC INC	52,860	$26M	0.3%	HOLD
61	ABTABBOTT LABS	247,994	$25M	0.2%	TRIM −3%
62	LOWLOWES COS INC	100,742	$24M	0.2%	ADD 3%
63	ADIANALOG DEVICES INC	74,768	$24M	0.2%	ADD 6%
64	DEDEERE & CO	41,305	$23M	0.2%	ADD 8%
65	CRMSALESFORCE INC	123,672	$23M	0.2%	ADD 6%
66	VZVERIZON COMMUNICATIONS INC	455,385	$23M	0.2%	ADD 13%
67	TXNTEXAS INSTRS INC	117,349	$23M	0.2%	ADD 9%
68	BLKBLACKROCK INC	23,214	$22M	0.2%	ADD 4%
69	UNPUNION PAC CORP	89,719	$22M	0.2%	ADD 8%
70	CBCHUBB LIMITED	66,094	$22M	0.2%	ADD 5%
71	LMTLOCKHEED MARTIN CORP	35,246	$21M	0.2%	ADD 17%
72	COPCONOCOPHILLIPS	161,075	$21M	0.2%	ADD 6%
73	BKNGBOOKING HOLDINGS INC	5,039	$21M	0.2%	TRIM −5%
74	MCKMCKESSON CORP	24,079	$21M	0.2%	ADD 3%
75	GLWCORNING INC	152,330	$21M	0.2%	ADD 3%
76	ANETARISTA NETWORKS INC	165,747	$20M	0.2%	ADD 3%
77	SPGIS&P GLOBAL INC	47,725	$20M	0.2%	TRIM −5%
78	HONHONEYWELL INTL INC	88,906	$20M	0.2%	ADD 9%
79	INTCINTEL CORP	450,425	$20M	0.2%	ADD 8%
80	PGRPROGRESSIVE CORP	98,197	$19M	0.2%	ADD 5%
81	SCHWSCHWAB CHARLES CORP	205,293	$19M	0.2%	ADD 2%
82	HCAHCA HEALTHCARE INC	40,718	$19M	0.2%	HOLD
83	VRTXVERTEX PHARMACEUTICALS INC	41,623	$19M	0.2%	ADD 6%
84	NVSNOVARTIS AG	120,635	$18M	0.2%	TRIM −7%
85	PHPARKER-HANNIFIN CORP	20,548	$18M	0.2%	ADD 7%
86	NOWSERVICENOW INC	173,519	$18M	0.2%	ADD 10%
87	WELLWELLTOWER INC	91,371	$18M	0.2%	ADD 8%
88	INTUINTUIT	41,645	$18M	0.2%	TRIM −8%
89	PANWPALO ALTO NETWORKS INC	112,259	$18M	0.2%	ADD 17%
90	CMICUMMINS INC	33,311	$18M	0.2%	HOLD
91	DUKDUKE ENERGY CORP NEW	136,075	$18M	0.2%	ADD 10%
92	DISDISNEY WALT CO	184,041	$18M	0.2%	TRIM −5%
93	COFCAPITAL ONE FINL CORP	96,693	$18M	0.2%	TRIM −3%
94	SYKSTRYKER CORPORATION	53,632	$18M	0.2%	ADD 8%
95	TTTRANE TECHNOLOGIES PLC	41,488	$17M	0.2%	ADD 7%
96	WDCWESTERN DIGITAL CORP	63,184	$17M	0.2%	ADD 4%
97	MPCMARATHON PETE CORP	69,235	$17M	0.2%	HOLD
98	PFEPFIZER INC	598,547	$17M	0.2%	ADD 14%
99	UBERUBER TECHNOLOGIES INC	227,779	$16M	0.2%	HOLD
100	TMUST-MOBILE US INC	77,580	$16M	0.2%	ADD 4%
101	QCOMQUALCOMM INC	124,813	$16M	0.2%	TRIM −13%
102	MOALTRIA GROUP INC	242,406	$16M	0.2%	ADD 8%
103	EQIXEQUINIX INC	16,193	$16M	0.2%	ADD 55%
104	STXSEAGATE TECHNOLOGY HLDNGS PL	40,447	$16M	0.2%	ADD 5%
105	BNYBANK NEW YORK MELLON CORP	130,317	$15M	0.2%	ADD 5%
106	BABOEING CO	77,096	$15M	0.2%	ADD 6%
107	SOSOUTHERN CO	157,180	$15M	0.1%	ADD 6%
108	SBUXSTARBUCKS CORP	168,289	$15M	0.1%	ADD 10%
109	ICEINTERCONTINENTAL EXCHANGE IN	95,224	$15M	0.1%	ADD 7%
110	CMECME GROUP INC	50,633	$15M	0.1%	ADD 5%
111	APPAPPLOVIN CORP	37,471	$15M	0.1%	TRIM −5%
112	ADPAUTOMATIC DATA PROCESSING IN	73,285	$15M	0.1%	HOLD
113	ORLYOREILLY AUTOMOTIVE INC	161,220	$15M	0.1%	HOLD
114	GMGENERAL MTRS CO	196,930	$15M	0.1%	HOLD
115	NEMNEWMONT CORP	135,114	$15M	0.1%	ADD 3%
116	WMWASTE MGMT INC DEL	63,406	$15M	0.1%	ADD 8%
117	NOCNORTHROP GRUMMAN CORP	20,984	$14M	0.1%	ADD 5%
118	CEGCONSTELLATION ENERGY CORP	51,216	$14M	0.1%	HOLD
119	PWRQUANTA SVCS INC	25,906	$14M	0.1%	ADD 6%
120	BMYBRISTOL-MYERS SQUIBB CO	232,774	$14M	0.1%	ADD 10%
121	PLDPROLOGIS INC.	105,826	$14M	0.1%	ADD 15%
122	GDGENERAL DYNAMICS CORP	40,633	$14M	0.1%	ADD 3%
123	WMBWILLIAMS COS INC	188,915	$14M	0.1%	ADD 7%
124	AZNASTRAZENECA PLC	69,697	$14M	0.1%	NEW
125	ACNACCENTURE PLC IRELAND	68,339	$14M	0.1%	TRIM −15%
126	VLOVALERO ENERGY CORP	54,727	$14M	0.1%	ADD 3%
127	BSXBOSTON SCIENTIFIC CORP	215,075	$13M	0.1%	HOLD
128	ADBEADOBE INC	55,395	$13M	0.1%	HOLD
129	ITWILLINOIS TOOL WKS INC	51,179	$13M	0.1%	ADD 4%
130	JCIJOHNSON CONTROLS INTERNATION	100,212	$13M	0.1%	ADD 5%
131	EMREMERSON ELEC CO	100,065	$13M	0.1%	ADD 4%
132	PSXPHILLIPS 66	71,722	$13M	0.1%	ADD 9%
133	FDXFEDEX CORP	36,634	$13M	0.1%	HOLD
134	DHRDANAHER CORP DEL	67,645	$13M	0.1%	TRIM −11%
135	SHELSHELL PLC	137,720	$13M	0.1%	HOLD
136	CMCSACOMCAST CORP NEW	444,457	$13M	0.1%	ADD 15%
137	MARMARRIOTT INTL INC NEW	38,716	$13M	0.1%	ADD 5%
138	CDNSCADENCE DESIGN SYSTEM INC	45,496	$13M	0.1%	HOLD
139	PNCPNC FINL SVCS GROUP INC	60,690	$13M	0.1%	ADD 7%
140	HWMHOWMET AEROSPACE INC	54,509	$13M	0.1%	ADD 5%
141	TRVTRAVELERS COMPANIES INC	42,890	$13M	0.1%	ADD 3%
142	RCLROYAL CARIBBEAN GROUP	44,707	$12M	0.1%	ADD 4%
143	HIGHARTFORD INSURANCE GROUP INC	89,772	$12M	0.1%	ADD 4%
144	EBAYEBAY INC.	132,344	$12M	0.1%	HOLD
145	AFLAFLAC INC	108,480	$12M	0.1%	HOLD
146	ECLECOLAB INC	44,330	$12M	0.1%	ADD 4%
147	MSIMOTOROLA SOLUTIONS INC	26,826	$12M	0.1%	ADD 8%
148	MMM3M CO	79,414	$12M	0.1%	ADD 3%
149	CORCENCORA INC	36,645	$12M	0.1%	ADD 3%
150	MCOMOODYS CORP	25,822	$11M	0.1%	HOLD
151	ROSTROSS STORES INC	51,896	$11M	0.1%	ADD 6%
152	LHXL3HARRIS TECHNOLOGIES INC	32,382	$11M	0.1%	ADD 5%
153	CTASCINTAS CORP	65,778	$11M	0.1%	ADD 5%
154	MRSHMARSH & MCLENNAN COS INC	64,071	$11M	0.1%	HOLD
155	HLTHILTON WORLDWIDE HLDGS INC	36,544	$11M	0.1%	ADD 14%
156	MPWRMONOLITHIC PWR SYS INC	10,153	$11M	0.1%	ADD 2%
157	CVSCVS HEALTH CORP	152,885	$11M	0.1%	TRIM −3%
158	VRTVERTIV HOLDINGS CO	43,732	$11M	0.1%	ADD 5%
159	AEPAMERICAN ELEC PWR CO INC	83,509	$11M	0.1%	ADD 2%
160	MDTMEDTRONIC PLC	125,589	$11M	0.1%	TRIM −4%
161	ALLALLSTATE CORP	52,025	$11M	0.1%	ADD 9%
162	CITHE CIGNA GROUP	40,354	$11M	0.1%	ADD 9%
163	HSBCHSBC HLDGS PLC	129,488	$11M	0.1%	HOLD
164	CLCOLGATE PALMOLIVE CO	124,563	$11M	0.1%	ADD 12%
165	FASTFASTENAL CO	224,591	$10M	0.1%	ADD 4%
166	ADSKAUTODESK INC	43,469	$10M	0.1%	TRIM −10%
167	AZOAUTOZONE INC	3,079	$10M	0.1%	TRIM −2%
168	NETCLOUDFLARE INC	50,272	$10M	0.1%	ADD 6%
169	FTNTFORTINET INC	126,622	$10M	0.1%	ADD 17%
170	MNSTMONSTER BEVERAGE CORP NEW	142,060	$10M	0.1%	HOLD
171	CAHCARDINAL HEALTH INC	48,677	$10M	0.1%	ADD 4%
172	BXBLACKSTONE INC	88,457	$10M	0.1%	TRIM −12%
173	SPGSIMON PPTY GROUP INC NEW	54,457	$10M	0.1%	ADD 7%
174	SNDKSANDISK CORP	15,977	$10M	0.1%	ADD 27%
175	TELTE CONNECTIVITY PLC	47,747	$10M	0.1%	TRIM −3%
176	FCXFREEPORT MCMORAN INC	167,999	$10M	0.1%	ADD 5%
177	AMPAMERIPRISE FINL INC	22,119	$10M	0.1%	HOLD
178	REGNREGENERON PHARMACEUTICALS	12,633	$10M	0.1%	ADD 6%
179	KRKROGER CO	134,200	$10M	0.1%	ADD 3%
180	AIGAMERICAN INTL GROUP INC	126,750	$10M	0.1%	HOLD
181	CSXCSX CORP	230,032	$9M	0.1%	HOLD
182	TMTOYOTA MOTOR CORP	45,573	$9M	0.1%	TRIM −5%
183	KMIKINDER MORGAN INC DEL	276,856	$9M	0.1%	ADD 7%
184	MRVLMARVELL TECHNOLOGY INC	93,359	$9M	0.1%	ADD 6%
185	PCARPACCAR INC	79,987	$9M	0.1%	HOLD
186	IDXXIDEXX LABS INC	16,376	$9M	0.1%	ADD 3%
187	GWWWW GRAINGER INC	8,430	$9M	0.1%	ADD 3%
188	ETRENTERGY CORP NEW	81,381	$9M	0.1%	ADD 13%
189	CRWDCROWDSTRIKE HLDGS INC	23,368	$9M	0.1%	ADD 109%
190	NSCNORFOLK SOUTHN CORP	31,722	$9M	0.1%	ADD 4%
191	FITBFIFTH THIRD BANCORP	194,598	$9M	0.1%	ADD 63%
192	EDCONSOLIDATED EDISON INC	79,734	$9M	0.1%	ADD 5%
193	AMTAMERICAN TOWER CORP	52,284	$9M	0.1%	TRIM −7%
194	RSGREPUBLIC SVCS INC	40,632	$9M	0.1%	ADD 11%
195	WBDWARNER BROS DISCOVERY INC	321,147	$9M	0.1%	ADD 6%
196	HALHALLIBURTON CO	224,270	$9M	0.1%	ADD 2%
197	CRHCRH PLC	83,071	$9M	0.1%	ADD 5%
198	AONAON PLC	27,025	$9M	0.1%	TRIM −3%
199	DDOMINION ENERGY INC	139,033	$9M	0.1%	HOLD
200	CIENCIENA CORP	22,040	$9M	0.1%	ADD 8%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

NVDANVIDIA CORPORATION

2.8M

2.9M

3.5M

3.6M

3.7M

$653M

AAPLAPPLE INC

1.8M

1.9M

2.1M

2.2M

2.3M

2.4M

$599M

MSFTMICROSOFT CORP

876K

885K

1.1M

$408M

GOOGLALPHABET INC

859K

888K

1.0M

1.1M

1.2M

$335M

AMZNAMAZON COM INC

1.0M

1.1M

1.3M

1.4M

$291M

AVGOBROADCOM INC

585K

616K

764K

773K

793K

807K

$250M

METAMETA PLATFORMS INC

249K

264K

310K

320K

323K

330K

$189M

GOOGALPHABET INC

423K

436K

545K

556K

548K

562K

$161M

JPMJPMORGAN CHASE & CO

347K

365K

443K

453K

484K

502K

$148M

TSLATESLA INC

290K

291K

368K

375K

393K

394K

$146M

LLYELI LILLY & CO

99K

108K

121K

119K

134K

141K

$130M

BRK.BBERKSHIRE HATHAWAY INC DEL

170K

185K

218K

225K

229K

240K

$115M

WMTWALMART INC

555K

582K

697K

713K

763K

789K

$98M

XOMEXXON MOBIL CORP

404K

447K

504K

509K

537K

570K

$97M

VVISA INC

198K

221K

263K

265K

275K

287K

$87M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Vanguard Personalized Indexing Management, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 2,165 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Vanguard Personalized Indexing Management, LLC