Filed: 5/14/2026ACC: 0001104659-26-061303
📋 What this filing means
VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 2165 equity positions with a total reported market value of $10.19B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2165
Positions
$10.19B
Total AUM (reported)
98.56M
Total Shares
Allocation by class
COM$7.52B73.8%
CL A$516.60M5.1%
COM NEW$351.77M3.5%
CAP STK CL A$335.13M3.3%
COM CL A$170.18M1.7%
SHS$165.88M1.6%
CAP STK CL C$161.22M1.6%
Portfolio Concentration
Top 3$1.66B16.3%
4–10$1.52B14.9%
11–25$1.16B11.4%
Rest$5.85B57.4%
Top 3 weight
16.3%
Top 10 weight
31.2%
Voting Authority Distribution
Total shares with voting rights: 98.56M
Sole
Full voting authority
73.46M
shares
% of voting shares74.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
25.10M
shares
% of voting shares25.5%
Investment Discretion (by position count)
Sole2165
Shared0
Other0
Dominant voting typeSole · 74.5% of voting shares
Institutional Holdings2165
Rows:
NVIDIA CORPORATION
SOLEShares3.74M
TypeSH
Market value$653.07M
6.41%
Sole
2.82M
Shared
0.00
None
925.69K
APPLE INC
SOLEShares2.36M
TypeSH
Market value$599.41M
5.88%
Sole
1.81M
Shared
0.00
None
554.44K
MICROSOFT CORP
SOLEShares1.10M
TypeSH
Market value$407.77M
4.00%
Sole
841.07K
Shared
0.00
None
260.51K
ALPHABET INC
SOLEShares1.17M
TypeSH
Market value$335.13M
3.29%
Sole
860.89K
Shared
0.00
None
304.53K
AMAZON COM INC
SOLEShares1.40M
TypeSH
Market value$291.06M
2.86%
Sole
1.06M
Shared
0.00
None
341.47K
BROADCOM INC
SOLEShares806.80K
TypeSH
Market value$249.71M
2.45%
Sole
614.13K
Shared
0.00
None
192.67K
META PLATFORMS INC
SOLEShares330.13K
TypeSH
Market value$188.88M
1.85%
Sole
246.06K
Shared
0.00
None
84.07K
ALPHABET INC
SOLEShares562.01K
TypeSH
Market value$161.22M
1.58%
Sole
456.60K
Shared
0.00
None
105.41K
JPMORGAN CHASE & CO
SOLEShares502.46K
TypeSH
Market value$147.81M
1.45%
Sole
374.96K
Shared
0.00
None
127.50K
TESLA INC
SOLEShares394.02K
TypeSH
Market value$146.48M
1.44%
Sole
297.31K
Shared
0.00
None
96.71K
ELI LILLY & CO
SOLEShares141.07K
TypeSH
Market value$129.75M
1.27%
Sole
107.18K
Shared
0.00
None
33.89K
BERKSHIRE HATHAWAY INC DEL
SOLEShares240.29K
TypeSH
Market value$115.15M
1.13%
Sole
178.09K
Shared
0.00
None
62.20K
WALMART INC
SOLEShares788.70K
TypeSH
Market value$98.02M
0.96%
Sole
572.33K
Shared
0.00
None
216.37K
EXXON MOBIL CORP
SOLEShares570.30K
TypeSH
Market value$96.76M
0.95%
Sole
413.54K
Shared
0.00
None
156.77K
VISA INC
SOLEShares286.87K
TypeSH
Market value$86.70M
0.85%
Sole
224.18K
Shared
0.00
None
62.69K
JOHNSON & JOHNSON
SOLEShares344.31K
TypeSH
Market value$84.16M
0.83%
Sole
259.27K
Shared
0.00
None
85.04K
COSTCO WHOLESALE CORPORATION
SOLEShares78.61K
TypeSH
Market value$78.32M
0.77%
Sole
58.66K
Shared
0.00
None
19.94K
NETFLIX INC.
SOLEShares734.21K
TypeSH
Market value$70.59M
0.69%
Sole
560.31K
Shared
0.00
None
173.90K
MASTERCARD INCORPORATED
SOLEShares135.28K
TypeSH
Market value$67.59M
0.66%
Sole
105.33K
Shared
0.00
None
29.95K
ABBVIE INC
SOLEShares305.32K
TypeSH
Market value$66.40M
0.65%
Sole
228.53K
Shared
0.00
None
76.79K
CATERPILLAR INC
SOLEShares81.13K
TypeSH
Market value$57.48M
0.56%
Sole
60.39K
Shared
0.00
None
20.74K
MICRON TECHNOLOGY INC
SOLEShares163.83K
TypeSH
Market value$55.35M
0.54%
Sole
124.44K
Shared
0.00
None
39.39K
CISCO SYS INC
SOLEShares667.75K
TypeSH
Market value$51.81M
0.51%
Sole
485.22K
Shared
0.00
None
182.53K
MERCK & CO INC
SOLEShares409.86K
TypeSH
Market value$49.30M
0.48%
Sole
310.31K
Shared
0.00
None
99.55K
APPLIED MATLS INC
SOLEShares143.58K
TypeSH
Market value$49.07M
0.48%
Sole
113.95K
Shared
0.00
None
29.63K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 3.74M | SH | $653.07M 6.41% | 2.82M | 0.00 | 925.69K |
APPLE INCSOLE | COM | 2.36M | SH | $599.41M 5.88% | 1.81M | 0.00 | 554.44K |
MICROSOFT CORPSOLE | COM | 1.10M | SH | $407.77M 4.00% | 841.07K | 0.00 | 260.51K |
ALPHABET INCSOLE | CAP STK CL A | 1.17M | SH | $335.13M 3.29% | 860.89K | 0.00 | 304.53K |
AMAZON COM INCSOLE | COM | 1.40M | SH | $291.06M 2.86% | 1.06M | 0.00 | 341.47K |
BROADCOM INCSOLE | COM | 806.80K | SH | $249.71M 2.45% | 614.13K | 0.00 | 192.67K |
META PLATFORMS INCSOLE | CL A | 330.13K | SH | $188.88M 1.85% | 246.06K | 0.00 | 84.07K |
ALPHABET INCSOLE | CAP STK CL C | 562.01K | SH | $161.22M 1.58% | 456.60K | 0.00 | 105.41K |
JPMORGAN CHASE & COSOLE | COM | 502.46K | SH | $147.81M 1.45% | 374.96K | 0.00 | 127.50K |
TESLA INCSOLE | COM | 394.02K | SH | $146.48M 1.44% | 297.31K | 0.00 | 96.71K |
ELI LILLY & COSOLE | COM | 141.07K | SH | $129.75M 1.27% | 107.18K | 0.00 | 33.89K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 240.29K | SH | $115.15M 1.13% | 178.09K | 0.00 | 62.20K |
WALMART INCSOLE | COM | 788.70K | SH | $98.02M 0.96% | 572.33K | 0.00 | 216.37K |
EXXON MOBIL CORPSOLE | COM | 570.30K | SH | $96.76M 0.95% | 413.54K | 0.00 | 156.77K |
VISA INCSOLE | COM CL A | 286.87K | SH | $86.70M 0.85% | 224.18K | 0.00 | 62.69K |
JOHNSON & JOHNSONSOLE | COM | 344.31K | SH | $84.16M 0.83% | 259.27K | 0.00 | 85.04K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 78.61K | SH | $78.32M 0.77% | 58.66K | 0.00 | 19.94K |
NETFLIX INC.SOLE | COM | 734.21K | SH | $70.59M 0.69% | 560.31K | 0.00 | 173.90K |
MASTERCARD INCORPORATEDSOLE | CL A | 135.28K | SH | $67.59M 0.66% | 105.33K | 0.00 | 29.95K |
ABBVIE INCSOLE | COM | 305.32K | SH | $66.40M 0.65% | 228.53K | 0.00 | 76.79K |
CATERPILLAR INCSOLE | COM | 81.13K | SH | $57.48M 0.56% | 60.39K | 0.00 | 20.74K |
MICRON TECHNOLOGY INCSOLE | COM | 163.83K | SH | $55.35M 0.54% | 124.44K | 0.00 | 39.39K |
CISCO SYS INCSOLE | COM | 667.75K | SH | $51.81M 0.51% | 485.22K | 0.00 | 182.53K |
MERCK & CO INCSOLE | COM | 409.86K | SH | $49.30M 0.48% | 310.31K | 0.00 | 99.55K |
APPLIED MATLS INCSOLE | COM | 143.58K | SH | $49.07M 0.48% | 113.95K | 0.00 | 29.63K |
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