Filed: 5/14/2025ACC: 0001420506-25-001056
📋 What this filing means
VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 1839 equity positions with a total reported market value of $6.78B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1839
Positions
$6.78B
Total AUM (reported)
76.35M
Total Shares
Allocation by class
COM$5.07B74.8%
CL A$406.50M6.0%
COM NEW$189.82M2.8%
CAP STK CL A$137.28M2.0%
SHS$121.78M1.8%
COM CL A$118.17M1.7%
SPONSORED ADR$103.46M1.5%
Portfolio Concentration
Top 3$1.08B15.9%
4–10$880.97M13.0%
11–25$794.94M11.7%
Rest$4.03B59.4%
Top 3 weight
15.9%
Top 10 weight
28.8%
Voting Authority Distribution
Total shares with voting rights: 76.35M
Sole
Full voting authority
56.96M
shares
% of voting shares74.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
19.39M
shares
% of voting shares25.4%
Investment Discretion (by position count)
Sole1839
Shared0
Other0
Dominant voting typeSole · 74.6% of voting shares
Institutional Holdings1839
Rows:
APPLE INC
SOLEShares1.91M
TypeSH
Market value$424.56M
6.26%
Sole
1.44M
Shared
0.00
None
474.76K
MICROSOFT CORP
SOLEShares885.06K
TypeSH
Market value$332.24M
4.90%
Sole
651.37K
Shared
0.00
None
233.69K
NVIDIA CORPORATION
SOLEShares2.94M
TypeSH
Market value$318.39M
4.69%
Sole
2.15M
Shared
0.00
None
788.11K
AMAZON COM INC
SOLEShares1.11M
TypeSH
Market value$210.82M
3.11%
Sole
821.10K
Shared
0.00
None
286.95K
META PLATFORMS INC
SOLEShares263.64K
TypeSH
Market value$151.95M
2.24%
Sole
191.80K
Shared
0.00
None
71.84K
ALPHABET INC
SOLEShares887.74K
TypeSH
Market value$137.28M
2.02%
Sole
639.21K
Shared
0.00
None
248.52K
BROADCOM INC
SOLEShares616.10K
TypeSH
Market value$103.15M
1.52%
Sole
448.90K
Shared
0.00
None
167.19K
BERKSHIRE HATHAWAY INC DEL
SOLEShares185.29K
TypeSH
Market value$98.68M
1.46%
Sole
133.28K
Shared
0.00
None
52.01K
JPMORGAN CHASE & CO.
SOLEShares365.28K
TypeSH
Market value$89.60M
1.32%
Sole
260.76K
Shared
0.00
None
104.51K
ELI LILLY & CO
SOLEShares108.35K
TypeSH
Market value$89.48M
1.32%
Sole
80.91K
Shared
0.00
None
27.44K
VISA INC
SOLEShares220.66K
TypeSH
Market value$77.33M
1.14%
Sole
165.99K
Shared
0.00
None
54.67K
TESLA INC
SOLEShares290.50K
TypeSH
Market value$75.29M
1.11%
Sole
212.18K
Shared
0.00
None
78.32K
ALPHABET INC
SOLEShares436.06K
TypeSH
Market value$68.13M
1.00%
Sole
347.33K
Shared
0.00
None
88.72K
MASTERCARD INCORPORATED
SOLEShares109.45K
TypeSH
Market value$59.99M
0.88%
Sole
83.39K
Shared
0.00
None
26.07K
COSTCO WHSL CORP NEW
SOLEShares60.97K
TypeSH
Market value$57.67M
0.85%
Sole
44.57K
Shared
0.00
None
16.40K
NETFLIX INC
SOLEShares57.90K
TypeSH
Market value$54.00M
0.80%
Sole
43.23K
Shared
0.00
None
14.68K
EXXON MOBIL CORP
SOLEShares447.41K
TypeSH
Market value$53.21M
0.78%
Sole
319.08K
Shared
0.00
None
128.33K
UNITEDHEALTH GROUP INC
SOLEShares98.85K
TypeSH
Market value$51.77M
0.76%
Sole
72.84K
Shared
0.00
None
26.01K
WALMART INC
SOLEShares581.57K
TypeSH
Market value$51.06M
0.75%
Sole
402.04K
Shared
0.00
None
179.53K
ABBVIE INC
SOLEShares236.06K
TypeSH
Market value$49.46M
0.73%
Sole
170.67K
Shared
0.00
None
65.38K
PROCTER AND GAMBLE CO
SOLEShares286.10K
TypeSH
Market value$48.76M
0.72%
Sole
202.78K
Shared
0.00
None
83.33K
HOME DEPOT INC
SOLEShares120.40K
TypeSH
Market value$44.13M
0.65%
Sole
87.92K
Shared
0.00
None
32.49K
JOHNSON & JOHNSON
SOLEShares236.15K
TypeSH
Market value$39.16M
0.58%
Sole
179.81K
Shared
0.00
None
56.34K
CISCO SYS INC
SOLEShares531.39K
TypeSH
Market value$32.79M
0.48%
Sole
369.50K
Shared
0.00
None
161.90K
CHEVRON CORP NEW
SOLEShares192.51K
TypeSH
Market value$32.20M
0.47%
Sole
132.92K
Shared
0.00
None
59.59K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 1.91M | SH | $424.56M 6.26% | 1.44M | 0.00 | 474.76K |
MICROSOFT CORPSOLE | COM | 885.06K | SH | $332.24M 4.90% | 651.37K | 0.00 | 233.69K |
NVIDIA CORPORATIONSOLE | COM | 2.94M | SH | $318.39M 4.69% | 2.15M | 0.00 | 788.11K |
AMAZON COM INCSOLE | COM | 1.11M | SH | $210.82M 3.11% | 821.10K | 0.00 | 286.95K |
META PLATFORMS INCSOLE | CL A | 263.64K | SH | $151.95M 2.24% | 191.80K | 0.00 | 71.84K |
ALPHABET INCSOLE | CAP STK CL A | 887.74K | SH | $137.28M 2.02% | 639.21K | 0.00 | 248.52K |
BROADCOM INCSOLE | COM | 616.10K | SH | $103.15M 1.52% | 448.90K | 0.00 | 167.19K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 185.29K | SH | $98.68M 1.46% | 133.28K | 0.00 | 52.01K |
JPMORGAN CHASE & CO.SOLE | COM | 365.28K | SH | $89.60M 1.32% | 260.76K | 0.00 | 104.51K |
ELI LILLY & COSOLE | COM | 108.35K | SH | $89.48M 1.32% | 80.91K | 0.00 | 27.44K |
VISA INCSOLE | COM CL A | 220.66K | SH | $77.33M 1.14% | 165.99K | 0.00 | 54.67K |
TESLA INCSOLE | COM | 290.50K | SH | $75.29M 1.11% | 212.18K | 0.00 | 78.32K |
ALPHABET INCSOLE | CAP STK CL C | 436.06K | SH | $68.13M 1.00% | 347.33K | 0.00 | 88.72K |
MASTERCARD INCORPORATEDSOLE | CL A | 109.45K | SH | $59.99M 0.88% | 83.39K | 0.00 | 26.07K |
COSTCO WHSL CORP NEWSOLE | COM | 60.97K | SH | $57.67M 0.85% | 44.57K | 0.00 | 16.40K |
NETFLIX INCSOLE | COM | 57.90K | SH | $54.00M 0.80% | 43.23K | 0.00 | 14.68K |
EXXON MOBIL CORPSOLE | COM | 447.41K | SH | $53.21M 0.78% | 319.08K | 0.00 | 128.33K |
UNITEDHEALTH GROUP INCSOLE | COM | 98.85K | SH | $51.77M 0.76% | 72.84K | 0.00 | 26.01K |
WALMART INCSOLE | COM | 581.57K | SH | $51.06M 0.75% | 402.04K | 0.00 | 179.53K |
ABBVIE INCSOLE | COM | 236.06K | SH | $49.46M 0.73% | 170.67K | 0.00 | 65.38K |
PROCTER AND GAMBLE COSOLE | COM | 286.10K | SH | $48.76M 0.72% | 202.78K | 0.00 | 83.33K |
HOME DEPOT INCSOLE | COM | 120.40K | SH | $44.13M 0.65% | 87.92K | 0.00 | 32.49K |
JOHNSON & JOHNSONSOLE | COM | 236.15K | SH | $39.16M 0.58% | 179.81K | 0.00 | 56.34K |
CISCO SYS INCSOLE | COM | 531.39K | SH | $32.79M 0.48% | 369.50K | 0.00 | 161.90K |
CHEVRON CORP NEWSOLE | COM | 192.51K | SH | $32.20M 0.47% | 132.92K | 0.00 | 59.59K |
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