2026 Q1 Portfolio Activity
In 2026 Q1, Vanguard Personalized Indexing Management, LLC maintained a portfolio of 2266 distinct positions. The most significant new addition was ASTRAZENECA PLC, now representing 0.13% of the total fund value. They heavily accumulated shares in EXXON MOBIL CORP, increasing the position by 6.2%.
Position History
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Vanguard Personalized Indexing Management, LLC
Malvern, PA
RIA / Direct Indexing Specialist
AUM $10,181M
Total Positions
2266
Quarter
2026 Q1
Top Holding
NVDA (6.4%)
Top 10 Concentration
31.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 2266
Vanguard Personalized Indexing Management, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 6.41% | 6.62% |
#1
Prev: #1
|
5.1 |
—
|
107,490 | 3.0% |
P
S
|
3,744,688 | $653,073,587 |
$126.66
+61.9%
|
2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
AAPL
APPLE INC
|
Technology | 5.88% | 6.15% |
#2
Prev: #2
|
4.4 |
—
|
43,045 | 1.9% |
P
S
|
2,361,852 | $599,414,419 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 4.00% | 5.37% |
#3
Prev: #3
|
3.1 |
—
|
-36,697 | -3.2% |
P
S
|
1,101,572 | $407,768,907 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.29% | 3.49% |
#4
Prev: #4
|
2.3 |
—
|
21,436 | 1.9% |
P
S
|
1,165,417 | $335,127,312 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.86% | 3.13% |
#5
Prev: #5
|
2.1 |
—
|
5,972 | 0.4% |
P
S
|
1,397,497 | $291,056,700 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AVGO
BROADCOM INC
|
Technology | 2.45% | 2.68% |
#6
Prev: #6
|
1.5 |
—
|
13,426 | 1.7% |
P
S
|
806,796 | $249,711,430 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.85% | 2.08% |
#7
Prev: #7
|
1.2 |
—
|
7,434 | 2.3% |
P
S
|
330,130 | $188,877,277 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.58% | 1.68% |
#8
1
Prev: #9
|
1.1 |
—
|
13,523 | 2.5% |
P
S
|
562,006 | $161,217,051 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.45% | 1.52% |
#9
1
Prev: #10
|
1.1 |
—
|
18,917 | 3.9% |
P
S
|
502,465 | $147,805,104 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.44% | 1.73% |
#10
2
Prev: #8
|
1.1 |
—
|
632 | 0.2% |
P
S
|
394,023 | $146,478,051 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.27% | 1.40% |
#11
Prev: #11
|
2.5 |
—
|
7,253 | 5.4% |
P
S
|
141,070 | $129,751,954 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.13% | 1.12% |
#12
Prev: #12
|
2.5 |
—
|
11,736 | 5.1% |
P
S
|
240,293 | $115,148,406 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.96% | 0.83% |
#13
1
Prev: #14
|
0.9 |
—
|
25,645 | 3.4% |
P
S
|
788,704 | $98,020,133 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.95% | 0.63% |
#14
5
Prev: #19
|
2.4 |
—
|
33,154 | 6.2% |
P
S
|
570,305 | $96,757,946 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
V
VISA INC
|
Financial Services | 0.85% | 0.94% |
#15
2
Prev: #13
|
0.8 |
—
|
11,385 | 4.1% |
P
S
|
286,872 | $86,704,193 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.83% | 0.66% |
#16
Prev: #16
|
2.3 |
—
|
19,196 | 5.9% |
P
S
|
344,313 | $84,163,869 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.77% | 0.58% |
#17
3
Prev: #20
|
2.3 |
—
|
9,408 | 13.6% |
P
S
|
78,605 | $78,324,380 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.69% | 0.64% |
#18
Prev: #18
|
0.8 |
—
|
31,139 | 4.4% |
P
S
|
734,209 | $70,594,195 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.66% | 0.75% |
#19
4
Prev: #15
|
0.8 |
—
|
-171 | -0.1% |
P
S
|
135,281 | $67,594,504 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.65% | 0.65% |
#20
3
Prev: #17
|
0.8 |
—
|
11,790 | 4.0% |
P
S
|
305,324 | $66,404,917 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.56% | 0.43% |
#21
8
Prev: #29
|
2.2 |
—
|
4,255 | 5.5% |
P
S
|
81,130 | $57,477,360 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.54% | 0.43% |
#22
6
Prev: #28
|
0.7 |
—
|
7,766 | 5.0% |
P
S
|
163,827 | $55,347,314 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.51% | 0.49% |
#23
1
Prev: #24
|
0.7 |
—
|
15,986 | 2.5% |
P
S
|
667,751 | $51,810,800 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.48% | 0.40% |
#24
6
Prev: #30
|
2.2 |
—
|
23,972 | 6.2% |
P
S
|
409,858 | $49,301,819 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.48% | 0.36% |
#25
13
Prev: #38
|
0.7 |
—
|
1,056 | 0.7% |
P
S
|
143,576 | $49,072,841 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.48% | 0.33% |
#26
17
Prev: #43
|
2.2 |
—
|
13,628 | 6.1% |
P
S
|
236,061 | $48,841,021 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.47% | 0.36% |
#27
10
Prev: #37
|
0.7 |
—
|
8,089 | 3.8% |
P
S
|
223,638 | $47,782,495 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.46% | 0.47% |
#28
3
Prev: #25
|
0.7 |
—
|
4,629 | 2.0% |
P
S
|
231,343 | $47,062,106 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.46% | 0.46% |
#29
3
Prev: #26
|
0.7 |
—
|
3,801 | 2.7% |
P
S
|
142,078 | $46,728,033 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 0.45% | 0.50% |
#30
7
Prev: #23
|
0.7 |
—
|
6,391 | 0.7% |
P
S
|
939,695 | $45,810,131 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.45% | 0.55% |
#31
10
Prev: #21
|
0.7 |
—
|
-3,868 | -1.2% |
P
S
|
311,517 | $45,568,707 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.44% | 0.35% |
#32
8
Prev: #40
|
2.2 |
—
|
14,590 | 12.4% |
P
S
|
132,355 | $44,729,372 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.43% | 0.44% |
#33
6
Prev: #27
|
2.2 |
—
|
9,291 | 6.4% |
P
S
|
154,796 | $43,926,461 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.43% | 0.53% |
#34
12
Prev: #22
|
2.2 |
—
|
16,400 | 5.9% |
P
S
|
294,951 | $43,390,242 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.42% | 0.38% |
#35
3
Prev: #32
|
2.2 |
—
|
5,674 | 12.7% |
P
S
|
50,383 | $42,623,514 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.42% | 0.35% |
#36
3
Prev: #39
|
2.2 |
—
|
42,558 | 8.2% |
P
S
|
559,042 | $42,515,144 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.42% | 0.38% |
#37
3
Prev: #34
|
0.7 |
—
|
7,312 | 3.4% |
P
S
|
220,256 | $42,487,383 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.41% | 0.38% |
#38
7
Prev: #31
|
2.2 |
—
|
17,835 | 6.5% |
P
S
|
292,131 | $42,195,402 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.37% | 0.26% |
#39
19
Prev: #58
|
2.1 |
—
|
3,081 | 7.7% |
P
S
|
43,278 | $37,777,366 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.36% | 0.33% |
#40
5
Prev: #45
|
2.1 |
—
|
13,988 | 6.4% |
P
S
|
231,718 | $37,005,364 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.35% | 0.33% |
#41
5
Prev: #46
|
2.1 |
—
|
6,929 | 6.4% |
P
S
|
116,013 | $36,055,680 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
KLAC
KLA CORP
|
Technology | 0.34% | 0.27% |
#42
14
Prev: #56
|
2.1 |
—
|
1,157 | 5.1% |
P
S
|
23,803 | $35,047,775 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 0.34% | 0.30% |
#43
6
Prev: #49
|
2.1 |
—
|
16,008 | 8.2% |
P
S
|
210,157 | $34,747,358 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.33% | 0.28% |
#44
9
Prev: #53
|
2.1 |
—
|
7,739 | 8.8% |
P
S
|
96,029 | $33,787,804 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 0.33% | 0.34% |
#45
4
Prev: #41
|
0.6 |
—
|
6,804 | 3.4% |
P
S
|
204,202 | $33,605,523 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 0.31% | 0.38% |
#46
11
Prev: #35
|
0.6 |
—
|
-17,033 | -4.1% |
P
S
|
395,478 | $31,484,004 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.30% | 0.25% |
#47
13
Prev: #60
|
0.6 |
—
|
10,436 | 3.2% |
P
S
|
333,286 | $30,955,604 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.30% | 0.38% |
#48
15
Prev: #33
|
0.6 |
—
|
-6,243 | -4.7% |
P
S
|
125,785 | $30,489,026 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 0.29% | 0.24% |
#49
13
Prev: #62
|
0.6 |
—
|
8,983 | 4.4% |
P
S
|
213,031 | $29,690,130 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.29% | 0.25% |
#50
11
Prev: #61
|
2.1 |
—
|
14,887 | 8.5% |
P
S
|
189,942 | $29,496,093 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-50 of 2266 holdings