Filed: 5/10/2023ACC: 0001420506-23-000951
📋 What this filing means
VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 1466 equity positions with a total reported market value of $2.88B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1466
Positions
$2.88B
Total AUM (reported)
38.14M
Total Shares
Allocation by class
COM$2.22B77.1%
CL A$145.64M5.1%
COM NEW$80.63M2.8%
SHS$51.19M1.8%
CAP STK CL A$44.54M1.5%
COM CL A$39.44M1.4%
SPONSORED ADR$38.88M1.4%
Portfolio Concentration
Top 3$386.11M13.4%
4–10$245.57M8.5%
11–25$296.19M10.3%
Rest$1.95B67.8%
Top 3 weight
13.4%
Top 10 weight
21.9%
Voting Authority Distribution
Total shares with voting rights: 38.14M
Sole
Full voting authority
31.53M
shares
% of voting shares82.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.60M
shares
% of voting shares17.3%
Investment Discretion (by position count)
Sole1466
Shared0
Other0
Dominant voting typeSole · 82.7% of voting shares
Institutional Holdings1466
Rows:
APPLE INC
SOLEShares1.10M
TypeSH
Market value$180.97M
6.29%
Sole
919.73K
Shared
0.00
None
177.69K
MICROSOFT CORP
SOLEShares505.48K
TypeSH
Market value$145.73M
5.06%
Sole
417.31K
Shared
0.00
None
88.17K
AMAZON COM INC
SOLEShares575.25K
TypeSH
Market value$59.42M
2.06%
Sole
498.88K
Shared
0.00
None
76.36K
NVIDIA CORPORATION
SOLEShares171.17K
TypeSH
Market value$47.55M
1.65%
Sole
143.59K
Shared
0.00
None
27.59K
ALPHABET INC
SOLEShares429.36K
TypeSH
Market value$44.54M
1.55%
Sole
364.27K
Shared
0.00
None
65.08K
ALPHABET INC
SOLEShares367.68K
TypeSH
Market value$38.24M
1.33%
Sole
306.66K
Shared
0.00
None
61.02K
TESLA INC
SOLEShares154.06K
TypeSH
Market value$31.96M
1.11%
Sole
127.99K
Shared
0.00
None
26.07K
META PLATFORMS INC
SOLEShares143.81K
TypeSH
Market value$30.44M
1.06%
Sole
120.31K
Shared
0.00
None
23.50K
UNITEDHEALTH GROUP INC
SOLEShares56.57K
TypeSH
Market value$26.73M
0.93%
Sole
47.66K
Shared
0.00
None
8.91K
VISA INC
SOLEShares115.83K
TypeSH
Market value$26.11M
0.91%
Sole
92.47K
Shared
0.00
None
23.36K
JPMORGAN CHASE & CO
SOLEShares194.91K
TypeSH
Market value$25.40M
0.88%
Sole
156.13K
Shared
0.00
None
38.78K
BERKSHIRE HATHAWAY INC DEL
SOLEShares78.40K
TypeSH
Market value$24.21M
0.84%
Sole
67.97K
Shared
0.00
None
10.43K
EXXON MOBIL CORP
SOLEShares200.19K
TypeSH
Market value$21.95M
0.76%
Sole
162.90K
Shared
0.00
None
37.29K
MASTERCARD INCORPORATED
SOLEShares58.18K
TypeSH
Market value$21.13M
0.73%
Sole
47.83K
Shared
0.00
None
10.35K
PROCTER AND GAMBLE CO
SOLEShares141.83K
TypeSH
Market value$21.09M
0.73%
Sole
113.04K
Shared
0.00
None
28.79K
HOME DEPOT INC
SOLEShares68.26K
TypeSH
Market value$20.15M
0.70%
Sole
54.68K
Shared
0.00
None
13.58K
LILLY ELI & CO
SOLEShares58.59K
TypeSH
Market value$20.12M
0.70%
Sole
47.35K
Shared
0.00
None
11.23K
MERCK & CO INC
SOLEShares183.09K
TypeSH
Market value$19.48M
0.68%
Sole
144.68K
Shared
0.00
None
38.42K
ABBVIE INC
SOLEShares124.57K
TypeSH
Market value$19.17M
0.67%
Sole
98.06K
Shared
0.00
None
26.51K
BROADCOM INC
SOLEShares29.87K
TypeSH
Market value$19.16M
0.67%
Sole
24.92K
Shared
0.00
None
4.96K
CHEVRON CORP NEW
SOLEShares112.95K
TypeSH
Market value$18.43M
0.64%
Sole
92.75K
Shared
0.00
None
20.20K
JOHNSON & JOHNSON
SOLEShares113.47K
TypeSH
Market value$17.58M
0.61%
Sole
87.33K
Shared
0.00
None
26.14K
PEPSICO INC
SOLEShares91.78K
TypeSH
Market value$16.73M
0.58%
Sole
72.28K
Shared
0.00
None
19.49K
COSTCO WHSL CORP NEW
SOLEShares32.58K
TypeSH
Market value$16.19M
0.56%
Sole
27.64K
Shared
0.00
None
4.94K
THERMO FISHER SCIENTIFIC INC
SOLEShares26.72K
TypeSH
Market value$15.40M
0.53%
Sole
23.38K
Shared
0.00
None
3.34K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 1.10M | SH | $180.97M 6.29% | 919.73K | 0.00 | 177.69K |
MICROSOFT CORPSOLE | COM | 505.48K | SH | $145.73M 5.06% | 417.31K | 0.00 | 88.17K |
AMAZON COM INCSOLE | COM | 575.25K | SH | $59.42M 2.06% | 498.88K | 0.00 | 76.36K |
NVIDIA CORPORATIONSOLE | COM | 171.17K | SH | $47.55M 1.65% | 143.59K | 0.00 | 27.59K |
ALPHABET INCSOLE | CAP STK CL A | 429.36K | SH | $44.54M 1.55% | 364.27K | 0.00 | 65.08K |
ALPHABET INCSOLE | CAP STK CL C | 367.68K | SH | $38.24M 1.33% | 306.66K | 0.00 | 61.02K |
TESLA INCSOLE | COM | 154.06K | SH | $31.96M 1.11% | 127.99K | 0.00 | 26.07K |
META PLATFORMS INCSOLE | CL A | 143.81K | SH | $30.44M 1.06% | 120.31K | 0.00 | 23.50K |
UNITEDHEALTH GROUP INCSOLE | COM | 56.57K | SH | $26.73M 0.93% | 47.66K | 0.00 | 8.91K |
VISA INCSOLE | COM CL A | 115.83K | SH | $26.11M 0.91% | 92.47K | 0.00 | 23.36K |
JPMORGAN CHASE & COSOLE | COM | 194.91K | SH | $25.40M 0.88% | 156.13K | 0.00 | 38.78K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 78.40K | SH | $24.21M 0.84% | 67.97K | 0.00 | 10.43K |
EXXON MOBIL CORPSOLE | COM | 200.19K | SH | $21.95M 0.76% | 162.90K | 0.00 | 37.29K |
MASTERCARD INCORPORATEDSOLE | CL A | 58.18K | SH | $21.13M 0.73% | 47.83K | 0.00 | 10.35K |
PROCTER AND GAMBLE COSOLE | COM | 141.83K | SH | $21.09M 0.73% | 113.04K | 0.00 | 28.79K |
HOME DEPOT INCSOLE | COM | 68.26K | SH | $20.15M 0.70% | 54.68K | 0.00 | 13.58K |
LILLY ELI & COSOLE | COM | 58.59K | SH | $20.12M 0.70% | 47.35K | 0.00 | 11.23K |
MERCK & CO INCSOLE | COM | 183.09K | SH | $19.48M 0.68% | 144.68K | 0.00 | 38.42K |
ABBVIE INCSOLE | COM | 124.57K | SH | $19.17M 0.67% | 98.06K | 0.00 | 26.51K |
BROADCOM INCSOLE | COM | 29.87K | SH | $19.16M 0.67% | 24.92K | 0.00 | 4.96K |
CHEVRON CORP NEWSOLE | COM | 112.95K | SH | $18.43M 0.64% | 92.75K | 0.00 | 20.20K |
JOHNSON & JOHNSONSOLE | COM | 113.47K | SH | $17.58M 0.61% | 87.33K | 0.00 | 26.14K |
PEPSICO INCSOLE | COM | 91.78K | SH | $16.73M 0.58% | 72.28K | 0.00 | 19.49K |
COSTCO WHSL CORP NEWSOLE | COM | 32.58K | SH | $16.19M 0.56% | 27.64K | 0.00 | 4.94K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 26.72K | SH | $15.40M 0.53% | 23.38K | 0.00 | 3.34K |
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