Filed: 7/25/2025ACC: 0001420506-25-001576
📋 What this filing means
VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 1945 equity positions with a total reported market value of $8.86B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1945
Positions
$8.86B
Total AUM (reported)
89.67M
Total Shares
Allocation by class
COM$6.60B74.5%
CL A$573.84M6.5%
COM NEW$254.35M2.9%
CAP STK CL A$180.03M2.0%
COM CL A$161.07M1.8%
SHS$159.58M1.8%
SPONSORED ADR$123.39M1.4%
Portfolio Concentration
Top 3$1.53B17.3%
4–10$1.26B14.2%
11–25$983.28M11.1%
Rest$5.09B57.4%
Top 3 weight
17.3%
Top 10 weight
31.5%
Voting Authority Distribution
Total shares with voting rights: 89.67M
Sole
Full voting authority
68.70M
shares
% of voting shares76.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
20.97M
shares
% of voting shares23.4%
Investment Discretion (by position count)
Sole1945
Shared0
Other0
Dominant voting typeSole · 76.6% of voting shares
Institutional Holdings1945
Rows:
NVIDIA CORPORATION
SOLEShares3.48M
TypeSH
Market value$549.70M
6.20%
Sole
2.64M
Shared
0.00
None
839.09K
MICROSOFT CORP
SOLEShares1.09M
TypeSH
Market value$544.73M
6.15%
Sole
829.35K
Shared
0.00
None
265.34K
APPLE INC
SOLEShares2.13M
TypeSH
Market value$437.03M
4.93%
Sole
1.64M
Shared
0.00
None
488.54K
AMAZON COM INC
SOLEShares1.31M
TypeSH
Market value$286.84M
3.24%
Sole
996.33K
Shared
0.00
None
311.02K
META PLATFORMS INC
SOLEShares309.98K
TypeSH
Market value$228.82M
2.58%
Sole
233.40K
Shared
0.00
None
76.58K
BROADCOM INC
SOLEShares764.34K
TypeSH
Market value$211.23M
2.38%
Sole
584.68K
Shared
0.00
None
179.66K
ALPHABET INC
SOLEShares1.02M
TypeSH
Market value$180.03M
2.03%
Sole
753.75K
Shared
0.00
None
267.66K
JPMORGAN CHASE & CO.
SOLEShares442.66K
TypeSH
Market value$128.42M
1.45%
Sole
330.23K
Shared
0.00
None
112.43K
TESLA INC
SOLEShares368.42K
TypeSH
Market value$117.07M
1.32%
Sole
278.77K
Shared
0.00
None
89.65K
BERKSHIRE HATHAWAY INC DEL
SOLEShares217.92K
TypeSH
Market value$105.91M
1.20%
Sole
164.49K
Shared
0.00
None
53.42K
ALPHABET INC
SOLEShares544.55K
TypeSH
Market value$96.73M
1.09%
Sole
448.56K
Shared
0.00
None
95.99K
ELI LILLY & CO
SOLEShares121.02K
TypeSH
Market value$94.42M
1.07%
Sole
92.07K
Shared
0.00
None
28.95K
VISA INC
SOLEShares262.67K
TypeSH
Market value$93.55M
1.06%
Sole
202.66K
Shared
0.00
None
60.01K
NETFLIX INC
SOLEShares69.72K
TypeSH
Market value$93.41M
1.05%
Sole
53.84K
Shared
0.00
None
15.88K
MASTERCARD INCORPORATED
SOLEShares130.49K
TypeSH
Market value$73.37M
0.83%
Sole
101.54K
Shared
0.00
None
28.95K
COSTCO WHSL CORP NEW
SOLEShares72.46K
TypeSH
Market value$71.76M
0.81%
Sole
54.59K
Shared
0.00
None
17.87K
WALMART INC
SOLEShares697.20K
TypeSH
Market value$68.23M
0.77%
Sole
504.16K
Shared
0.00
None
193.04K
ORACLE CORP
SOLEShares271.22K
TypeSH
Market value$59.32M
0.67%
Sole
207.64K
Shared
0.00
None
63.58K
EXXON MOBIL CORP
SOLEShares504.01K
TypeSH
Market value$54.64M
0.62%
Sole
377.68K
Shared
0.00
None
126.33K
PROCTER AND GAMBLE CO
SOLEShares323.68K
TypeSH
Market value$51.58M
0.58%
Sole
242.41K
Shared
0.00
None
81.27K
ABBVIE INC
SOLEShares273.74K
TypeSH
Market value$50.83M
0.57%
Sole
207.18K
Shared
0.00
None
66.56K
HOME DEPOT INC
SOLEShares137.41K
TypeSH
Market value$50.41M
0.57%
Sole
102.64K
Shared
0.00
None
34.78K
CISCO SYS INC
SOLEShares621.03K
TypeSH
Market value$43.13M
0.49%
Sole
453.60K
Shared
0.00
None
167.44K
JOHNSON & JOHNSON
SOLEShares267.70K
TypeSH
Market value$41.00M
0.46%
Sole
202.34K
Shared
0.00
None
65.36K
BANK AMERICA CORP
SOLEShares864.23K
TypeSH
Market value$40.92M
0.46%
Sole
647.32K
Shared
0.00
None
216.91K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 3.48M | SH | $549.70M 6.20% | 2.64M | 0.00 | 839.09K |
MICROSOFT CORPSOLE | COM | 1.09M | SH | $544.73M 6.15% | 829.35K | 0.00 | 265.34K |
APPLE INCSOLE | COM | 2.13M | SH | $437.03M 4.93% | 1.64M | 0.00 | 488.54K |
AMAZON COM INCSOLE | COM | 1.31M | SH | $286.84M 3.24% | 996.33K | 0.00 | 311.02K |
META PLATFORMS INCSOLE | CL A | 309.98K | SH | $228.82M 2.58% | 233.40K | 0.00 | 76.58K |
BROADCOM INCSOLE | COM | 764.34K | SH | $211.23M 2.38% | 584.68K | 0.00 | 179.66K |
ALPHABET INCSOLE | CAP STK CL A | 1.02M | SH | $180.03M 2.03% | 753.75K | 0.00 | 267.66K |
JPMORGAN CHASE & CO.SOLE | COM | 442.66K | SH | $128.42M 1.45% | 330.23K | 0.00 | 112.43K |
TESLA INCSOLE | COM | 368.42K | SH | $117.07M 1.32% | 278.77K | 0.00 | 89.65K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 217.92K | SH | $105.91M 1.20% | 164.49K | 0.00 | 53.42K |
ALPHABET INCSOLE | CAP STK CL C | 544.55K | SH | $96.73M 1.09% | 448.56K | 0.00 | 95.99K |
ELI LILLY & COSOLE | COM | 121.02K | SH | $94.42M 1.07% | 92.07K | 0.00 | 28.95K |
VISA INCSOLE | COM CL A | 262.67K | SH | $93.55M 1.06% | 202.66K | 0.00 | 60.01K |
NETFLIX INCSOLE | COM | 69.72K | SH | $93.41M 1.05% | 53.84K | 0.00 | 15.88K |
MASTERCARD INCORPORATEDSOLE | CL A | 130.49K | SH | $73.37M 0.83% | 101.54K | 0.00 | 28.95K |
COSTCO WHSL CORP NEWSOLE | COM | 72.46K | SH | $71.76M 0.81% | 54.59K | 0.00 | 17.87K |
WALMART INCSOLE | COM | 697.20K | SH | $68.23M 0.77% | 504.16K | 0.00 | 193.04K |
ORACLE CORPSOLE | COM | 271.22K | SH | $59.32M 0.67% | 207.64K | 0.00 | 63.58K |
EXXON MOBIL CORPSOLE | COM | 504.01K | SH | $54.64M 0.62% | 377.68K | 0.00 | 126.33K |
PROCTER AND GAMBLE COSOLE | COM | 323.68K | SH | $51.58M 0.58% | 242.41K | 0.00 | 81.27K |
ABBVIE INCSOLE | COM | 273.74K | SH | $50.83M 0.57% | 207.18K | 0.00 | 66.56K |
HOME DEPOT INCSOLE | COM | 137.41K | SH | $50.41M 0.57% | 102.64K | 0.00 | 34.78K |
CISCO SYS INCSOLE | COM | 621.03K | SH | $43.13M 0.49% | 453.60K | 0.00 | 167.44K |
JOHNSON & JOHNSONSOLE | COM | 267.70K | SH | $41.00M 0.46% | 202.34K | 0.00 | 65.36K |
BANK AMERICA CORPSOLE | COM | 864.23K | SH | $40.92M 0.46% | 647.32K | 0.00 | 216.91K |
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