Filed: 2/10/2025ACC: 0001420506-25-000242
📋 What this filing means
VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 1806 equity positions with a total reported market value of $6.62B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1806
Positions
$6.62B
Total AUM (reported)
70.30M
Total Shares
Allocation by class
COM$5.01B75.7%
CL A$383.77M5.8%
COM NEW$167.43M2.5%
CAP STK CL A$162.65M2.5%
SHS$113.70M1.7%
COM CL A$108.89M1.6%
SPONSORED ADR$81.51M1.2%
Portfolio Concentration
Top 3$1.20B18.1%
4–10$954.48M14.4%
11–25$740.37M11.2%
Rest$3.73B56.3%
Top 3 weight
18.1%
Top 10 weight
32.5%
Voting Authority Distribution
Total shares with voting rights: 70.30M
Sole
Full voting authority
52.15M
shares
% of voting shares74.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
18.15M
shares
% of voting shares25.8%
Investment Discretion (by position count)
Sole1806
Shared0
Other0
Dominant voting typeSole · 74.2% of voting shares
Institutional Holdings1806
Rows:
APPLE INC
SOLEShares1.79M
TypeSH
Market value$447.89M
6.76%
Sole
1.32M
Shared
0.00
None
467.92K
NVIDIA CORPORATION
SOLEShares2.82M
TypeSH
Market value$378.34M
5.71%
Sole
2.03M
Shared
0.00
None
789.20K
MICROSOFT CORP
SOLEShares875.88K
TypeSH
Market value$369.18M
5.58%
Sole
632.53K
Shared
0.00
None
243.35K
AMAZON COM INC
SOLEShares1.05M
TypeSH
Market value$229.82M
3.47%
Sole
764.88K
Shared
0.00
None
282.64K
ALPHABET INC
SOLEShares859.24K
TypeSH
Market value$162.65M
2.46%
Sole
610.44K
Shared
0.00
None
248.81K
META PLATFORMS INC
SOLEShares248.91K
TypeSH
Market value$145.74M
2.20%
Sole
178.32K
Shared
0.00
None
70.58K
BROADCOM INC
SOLEShares584.60K
TypeSH
Market value$135.53M
2.05%
Sole
424.91K
Shared
0.00
None
159.69K
TESLA INC
SOLEShares289.54K
TypeSH
Market value$116.93M
1.77%
Sole
206.67K
Shared
0.00
None
82.88K
JPMORGAN CHASE & CO.
SOLEShares347.46K
TypeSH
Market value$83.29M
1.26%
Sole
245.81K
Shared
0.00
None
101.64K
ALPHABET INC
SOLEShares422.81K
TypeSH
Market value$80.52M
1.22%
Sole
335K
Shared
0.00
None
87.82K
BERKSHIRE HATHAWAY INC DEL
SOLEShares170.05K
TypeSH
Market value$77.08M
1.16%
Sole
118.37K
Shared
0.00
None
51.68K
ELI LILLY & CO
SOLEShares98.77K
TypeSH
Market value$76.25M
1.15%
Sole
72.84K
Shared
0.00
None
25.92K
VISA INC
SOLEShares198.17K
TypeSH
Market value$62.63M
0.95%
Sole
148.19K
Shared
0.00
None
49.98K
MASTERCARD INCORPORATED
SOLEShares100.65K
TypeSH
Market value$53.00M
0.80%
Sole
76.16K
Shared
0.00
None
24.49K
COSTCO WHSL CORP NEW
SOLEShares57.33K
TypeSH
Market value$52.53M
0.79%
Sole
41.17K
Shared
0.00
None
16.17K
WALMART INC
SOLEShares554.77K
TypeSH
Market value$50.12M
0.76%
Sole
377K
Shared
0.00
None
177.78K
UNITEDHEALTH GROUP INC
SOLEShares98.61K
TypeSH
Market value$49.88M
0.75%
Sole
71.21K
Shared
0.00
None
27.40K
NETFLIX INC
SOLEShares54.84K
TypeSH
Market value$48.88M
0.74%
Sole
40.23K
Shared
0.00
None
14.61K
PROCTER AND GAMBLE CO
SOLEShares274.62K
TypeSH
Market value$46.04M
0.70%
Sole
194.99K
Shared
0.00
None
79.63K
HOME DEPOT INC
SOLEShares115.19K
TypeSH
Market value$44.81M
0.68%
Sole
82.08K
Shared
0.00
None
33.12K
EXXON MOBIL CORP
SOLEShares403.62K
TypeSH
Market value$43.42M
0.66%
Sole
284.27K
Shared
0.00
None
119.34K
ORACLE CORP
SOLEShares219.47K
TypeSH
Market value$36.57M
0.55%
Sole
161.57K
Shared
0.00
None
57.90K
ABBVIE INC
SOLEShares203.72K
TypeSH
Market value$36.20M
0.55%
Sole
149.62K
Shared
0.00
None
54.10K
SALESFORCE INC
SOLEShares98.31K
TypeSH
Market value$32.87M
0.50%
Sole
70.64K
Shared
0.00
None
27.67K
BANK AMERICA CORP
SOLEShares684.51K
TypeSH
Market value$30.08M
0.45%
Sole
473.33K
Shared
0.00
None
211.18K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 1.79M | SH | $447.89M 6.76% | 1.32M | 0.00 | 467.92K |
NVIDIA CORPORATIONSOLE | COM | 2.82M | SH | $378.34M 5.71% | 2.03M | 0.00 | 789.20K |
MICROSOFT CORPSOLE | COM | 875.88K | SH | $369.18M 5.58% | 632.53K | 0.00 | 243.35K |
AMAZON COM INCSOLE | COM | 1.05M | SH | $229.82M 3.47% | 764.88K | 0.00 | 282.64K |
ALPHABET INCSOLE | CAP STK CL A | 859.24K | SH | $162.65M 2.46% | 610.44K | 0.00 | 248.81K |
META PLATFORMS INCSOLE | CL A | 248.91K | SH | $145.74M 2.20% | 178.32K | 0.00 | 70.58K |
BROADCOM INCSOLE | COM | 584.60K | SH | $135.53M 2.05% | 424.91K | 0.00 | 159.69K |
TESLA INCSOLE | COM | 289.54K | SH | $116.93M 1.77% | 206.67K | 0.00 | 82.88K |
JPMORGAN CHASE & CO.SOLE | COM | 347.46K | SH | $83.29M 1.26% | 245.81K | 0.00 | 101.64K |
ALPHABET INCSOLE | CAP STK CL C | 422.81K | SH | $80.52M 1.22% | 335K | 0.00 | 87.82K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 170.05K | SH | $77.08M 1.16% | 118.37K | 0.00 | 51.68K |
ELI LILLY & COSOLE | COM | 98.77K | SH | $76.25M 1.15% | 72.84K | 0.00 | 25.92K |
VISA INCSOLE | COM CL A | 198.17K | SH | $62.63M 0.95% | 148.19K | 0.00 | 49.98K |
MASTERCARD INCORPORATEDSOLE | CL A | 100.65K | SH | $53.00M 0.80% | 76.16K | 0.00 | 24.49K |
COSTCO WHSL CORP NEWSOLE | COM | 57.33K | SH | $52.53M 0.79% | 41.17K | 0.00 | 16.17K |
WALMART INCSOLE | COM | 554.77K | SH | $50.12M 0.76% | 377K | 0.00 | 177.78K |
UNITEDHEALTH GROUP INCSOLE | COM | 98.61K | SH | $49.88M 0.75% | 71.21K | 0.00 | 27.40K |
NETFLIX INCSOLE | COM | 54.84K | SH | $48.88M 0.74% | 40.23K | 0.00 | 14.61K |
PROCTER AND GAMBLE COSOLE | COM | 274.62K | SH | $46.04M 0.70% | 194.99K | 0.00 | 79.63K |
HOME DEPOT INCSOLE | COM | 115.19K | SH | $44.81M 0.68% | 82.08K | 0.00 | 33.12K |
EXXON MOBIL CORPSOLE | COM | 403.62K | SH | $43.42M 0.66% | 284.27K | 0.00 | 119.34K |
ORACLE CORPSOLE | COM | 219.47K | SH | $36.57M 0.55% | 161.57K | 0.00 | 57.90K |
ABBVIE INCSOLE | COM | 203.72K | SH | $36.20M 0.55% | 149.62K | 0.00 | 54.10K |
SALESFORCE INCSOLE | COM | 98.31K | SH | $32.87M 0.50% | 70.64K | 0.00 | 27.67K |
BANK AMERICA CORPSOLE | COM | 684.51K | SH | $30.08M 0.45% | 473.33K | 0.00 | 211.18K |
Page 1 of 73
…