Vanguard Personalized Indexing Management, L

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$10.19B
Q ending 2026-03-31
Prior quarter
$10.25B
Q ending 2025-12-31
Change
-0.6% QoQ · +50.2% YoY
Positions
2,165
reported holdings

Largest positions

Top 100 of 2,165 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Nvidia CorporationNVDAShares$653.1M3.7M
Apple IncAAPLShares$599.4M2.4M
Microsoft CorpMSFTShares$407.8M1.1M
Alphabet IncGOOGLShares$335.1M1.2M
Amazon Com IncAMZNShares$291.1M1.4M
Broadcom IncAVGOShares$249.7M807K
Meta Platforms IncMETAShares$188.9M330K
Alphabet IncGOOGShares$161.2M562K
Jpmorgan Chase & CoJPMShares$147.8M502K
Tesla IncTSLAShares$146.5M394K
Eli Lilly & CoLLYShares$129.8M141K
Berkshire Hathaway Inc DelBRK/BShares$115.1M240K
Walmart IncWMTShares$98.0M789K
Exxon Mobil CorpXOMShares$96.8M570K
Visa IncVShares$86.7M287K
Johnson & JohnsonJNJShares$84.2M344K
Costco Wholesale CorporationCOSTShares$78.3M79K
Netflix Inc.NFLXShares$70.6M734K
Mastercard IncorporatedMAShares$67.6M135K
Abbvie IncABBVShares$66.4M305K
Caterpillar IncCATShares$57.5M81K
Micron Technology IncMUShares$55.3M164K
Cisco Sys IncCSCOShares$51.8M668K
Merck & Co IncMRKShares$49.3M410K
Applied Matls IncAMATShares$49.1M144K
Chevron CorporationCVXShares$48.8M236K
Lam Research CorpLRCXShares$47.8M224K
Advanced Micro Devices IncAMDShares$47.1M231K
Home Depot IncHDShares$46.7M142K
Bank America CorpBACShares$45.8M940K
Palantir Technologies IncPLTRShares$45.6M312K
Taiwan Semiconductor ManufacTSMShares$44.7M132K
Ge AerospaceGEShares$43.9M155K
Oracle CorpORCLShares$43.4M295K
Goldman Sachs Group IncGSShares$42.6M50K
Coca Cola CoKOShares$42.5M559K
Rtx CorporationRTXShares$42.5M220K
Procter & Gamble CoPGShares$42.2M292K
Ge Vernova IncGEVShares$37.8M43K
Tjx Cos Inc NewTJXShares$37.0M232K
Mcdonalds CorpMCDShares$36.1M116K
Kla CorpKLACShares$35.0M24K
Philip Morris Intl IncPMShares$34.7M210K
Amgen IncAMGNShares$33.8M96K
Morgan StanleyMSShares$33.6M204K
Wells Fargo & CoWFCShares$31.5M395K
Nextera Energy IncNEEShares$31.0M333K
International Business MachsIBMShares$30.5M126K
Gilead Sciences IncGILDShares$29.7M213K
Pepsico IncPEPShares$29.5M190K
Amphenol CorpAPHShares$29.4M232K
Citigroup IncCShares$29.1M256K
At&T IncTShares$28.8M994K
Unitedhealth Group IncUNHShares$28.3M105K
Asml Hldg NvShares$28.3M21K
Linde PlcShares$28.3M57K
Intuitive Surgical IncISRGShares$27.9M61K
Eaton Corp PlcShares$27.2M76K
American Express CoAXPShares$27.2M90K
Thermo Fisher Scientific IncTMOShares$26.0M53K
Abbott LaboratoriesABTShares$25.5M248K
Lowes Cos IncLOWShares$23.8M101K
Analog Devices IncADIShares$23.8M75K
Deere & CoDEShares$23.3M41K
Salesforce IncCRMShares$23.1M124K
Verizon Communications IncVZShares$22.9M455K
Texas Instrs IncTXNShares$22.8M117K
Blackrock IncBLKShares$22.3M23K
Union Pac CorpUNPShares$21.8M90K
Chubb Ltd SwitzShares$21.5M66K
Lockheed Martin CorpLMTShares$21.3M35K
ConocophillipsCOPShares$21.3M161K
Booking Holdings IncBKNGShares$21.2M5K
Mckesson CorpMCKShares$20.8M24K
Corning IncGLWShares$20.7M152K
Arista Networks IncANETShares$20.4M166K
S&P Global IncSPGIShares$20.3M48K
Honeywell Intl IncHONGBPShares$20.1M89K
Intel CorpINTCShares$19.9M450K
Progressive CorpPGRShares$19.5M98K
Schwab Charles CorpSCHWShares$19.3M205K
Hca Healthcare IncHCAShares$19.3M41K
Vertex Pharmaceuticals IncVRTXShares$18.6M42K
Novartis AgNVSShares$18.4M121K
Parker-Hannifin CorpPHShares$18.4M21K
Servicenow IncNOWShares$18.1M174K
Welltower IncWELLShares$18.1M91K
IntuitINTUShares$18.0M42K
Palo Alto Networks IncPANWShares$18.0M112K
Cummins IncCMIShares$17.9M33K
Duke Energy Corp NewDUKShares$17.8M136K
Disney Walt CoDISShares$17.7M184K
Capital One Finl CorpCOFShares$17.6M97K
Stryker CorporationSYKShares$17.6M54K
Trane Technologies PlcShares$17.3M41K
Western Digital CorpWDCShares$17.1M63K
Marathon Pete CorpMPCShares$16.9M69K
Pfizer IncPFEShares$16.8M599K
Uber Technologies IncUBERShares$16.4M228K
T-Mobile Us IncTMUSShares$16.3M78K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.