VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC

PrivateCIK: 1767306

Location

OAKLAND, CA

2242

Positions

$12.19B

Total AUM (reported)

105.18M

Total Shares

Allocation by class

COM$8.91B73.1%

CL A$542.79M4.5%

COM NEW$484.49M4.0%

CAP STK CL A$442.92M3.6%

COM CL A$218.68M1.8%

CAP STK CL C$200.30M1.6%

SHS$192.50M1.6%

Portfolio Concentration

Top 3$1.93B15.8%

4–10$1.85B15.2%

11–25$1.60B13.2%

Rest$6.81B55.9%

Top 3 weight

15.8%

Top 10 weight

31.0%

Voting Authority Distribution

Total shares with voting rights: 105.18M

Sole

Full voting authority

79.08M

% of voting shares75.2%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

26.10M

% of voting shares24.8%

Investment Discretion (by position count)

Sole2242

Shared0

Other0

Dominant voting typeSole · 75.2% of voting shares

Institutional Holdings2242

Rows:

NVIDIA CORPORATION

SOLE

COM

Shares3.84M

TypeSH

Market value$768.12M

6.30%

Sole

2.91M

Shared

0.00

None

929.65K

APPLE INC

SOLE

COM

Shares2.47M

TypeSH

Market value$714.20M

5.86%

Sole

1.87M

Shared

0.00

None

595.01K

ALPHABET INC

SOLE

CAP STK CL A

Shares1.24M

TypeSH

Market value$442.92M

3.63%

Sole

909.61K

Shared

0.00

None

329.76K

MICROSOFT CORP

SOLE

COM

Shares1.11M

TypeSH

Market value$412.67M

3.38%

Sole

844.49K

Shared

0.00

None

261.79K

AMAZON COM INC

SOLE

COM

Shares1.46M

TypeSH

Market value$348.03M

2.85%

Sole

1.10M

Shared

0.00

None

360.52K

BROADCOM INC

SOLE

COM

Shares834.26K

TypeSH

Market value$315.14M

2.58%

Sole

627.38K

Shared

0.00

None

206.89K

MICRON TECHNOLOGY INC

SOLE

COM

Shares180.20K

TypeSH

Market value$208.00M

1.71%

Sole

137.04K

Shared

0.00

None

43.15K

ALPHABET INC

SOLE

CAP STK CL C

Shares566.89K

TypeSH

Market value$200.30M

1.64%

Sole

463.30K

Shared

0.00

None

103.60K

META PLATFORMS INC

SOLE

CL A

Shares325.11K

TypeSH

Market value$183.13M

1.50%

Sole

244.76K

Shared

0.00

None

80.35K

ELI LILLY & CO

SOLE

COM

Shares151.20K

TypeSH

Market value$181.36M

1.49%

Sole

112.17K

Shared

0.00

None

39.04K

JPMORGAN CHASE & CO

SOLE

COM

Shares542.87K

TypeSH

Market value$177.70M

1.46%

Sole

403.17K

Shared

0.00

None

139.71K

TESLA INC

SOLE

COM

Shares414.78K

TypeSH

Market value$174.45M

1.43%

Sole

315.24K

Shared

0.00

None

99.53K

ADVANCED MICRO DEVICES INC

SOLE

COM

Shares254.34K

TypeSH

Market value$147.75M

1.21%

Sole

195.39K

Shared

0.00

None

58.95K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares248.94K

TypeSH

Market value$124.57M

1.02%

Sole

185.59K

Shared

0.00

None

63.35K

VISA INC

SOLE

COM CL A

Shares316.08K

TypeSH

Market value$108.45M

0.89%

Sole

238.62K

Shared

0.00

None

77.47K

APPLIED MATLS INC

SOLE

COM

Shares145.21K

TypeSH

Market value$104.99M

0.86%

Sole

113.81K

Shared

0.00

None

31.40K

LAM RESEARCH CORP

SOLE

COM NEW

Shares231.38K

TypeSH

Market value$100.26M

0.82%

Sole

173.12K

Shared

0.00

None

58.25K

JOHNSON & JOHNSON

SOLE

COM

Shares364.22K

TypeSH

Market value$92.50M

0.76%

Sole

263.12K

Shared

0.00

None

101.10K

CATERPILLAR INC

SOLE

COM

Shares84.76K

TypeSH

Market value$90.26M

0.74%

Sole

62.51K

Shared

0.00

None

22.26K

WALMART INC

SOLE

COM

Shares786.35K

TypeSH

Market value$89.06M

0.73%

Sole

571.97K

Shared

0.00

None

214.38K

CISCO SYS INC

SOLE

COM

Shares700.26K

TypeSH

Market value$82.25M

0.67%

Sole

505.22K

Shared

0.00

None

195.03K

ABBVIE INC

SOLE

COM

Shares323.01K

TypeSH

Market value$81.28M

0.67%

Sole

233.18K

Shared

0.00

None

89.83K

EXXON MOBIL CORP

SOLE

COM

Shares578.69K

TypeSH

Market value$79.12M

0.65%

Sole

414.86K

Shared

0.00

None

163.82K

TAIWAN SEMICONDUCTOR MANUFAC

SOLE

INTEL CORP

SOLE

COM

Shares538.16K

TypeSH

Market value$75.14M

0.62%

Sole

395.39K

Shared

0.00

None

142.77K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NVIDIA CORPORATIONSOLE	COM	3.84M	SH	$768.12M 6.30%	2.91M	929.65K
APPLE INCSOLE	COM	2.47M	SH	$714.20M 5.86%	1.87M	595.01K
ALPHABET INCSOLE	CAP STK CL A	1.24M	SH	$442.92M 3.63%	909.61K	329.76K
MICROSOFT CORPSOLE	COM	1.11M	SH	$412.67M 3.38%	844.49K	261.79K
AMAZON COM INCSOLE	COM	1.46M	SH	$348.03M 2.85%	1.10M	360.52K
BROADCOM INCSOLE	COM	834.26K	SH	$315.14M 2.58%	627.38K	206.89K
MICRON TECHNOLOGY INCSOLE	COM	180.20K	SH	$208.00M 1.71%	137.04K	43.15K
ALPHABET INCSOLE	CAP STK CL C	566.89K	SH	$200.30M 1.64%	463.30K	103.60K
META PLATFORMS INCSOLE	CL A	325.11K	SH	$183.13M 1.50%	244.76K	80.35K
ELI LILLY & COSOLE	COM	151.20K	SH	$181.36M 1.49%	112.17K	39.04K
JPMORGAN CHASE & COSOLE	COM	542.87K	SH	$177.70M 1.46%	403.17K	139.71K
TESLA INCSOLE	COM	414.78K	SH	$174.45M 1.43%	315.24K	99.53K
ADVANCED MICRO DEVICES INCSOLE	COM	254.34K	SH	$147.75M 1.21%	195.39K	58.95K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	248.94K	SH	$124.57M 1.02%	185.59K	63.35K
VISA INCSOLE	COM CL A	316.08K	SH	$108.45M 0.89%	238.62K	77.47K
APPLIED MATLS INCSOLE	COM	145.21K	SH	$104.99M 0.86%	113.81K	31.40K
LAM RESEARCH CORPSOLE	COM NEW	231.38K	SH	$100.26M 0.82%	173.12K	58.25K
JOHNSON & JOHNSONSOLE	COM	364.22K	SH	$92.50M 0.76%	263.12K	101.10K
CATERPILLAR INCSOLE	COM	84.76K	SH	$90.26M 0.74%	62.51K	22.26K
WALMART INCSOLE	COM	786.35K	SH	$89.06M 0.73%	571.97K	214.38K
CISCO SYS INCSOLE	COM	700.26K	SH	$82.25M 0.67%	505.22K	195.03K
ABBVIE INCSOLE	COM	323.01K	SH	$81.28M 0.67%	233.18K	89.83K
EXXON MOBIL CORPSOLE	COM	578.69K	SH	$79.12M 0.65%	414.86K	163.82K
TAIWAN SEMICONDUCTOR MANUFACSOLE	SPONSORED ADS	159.10K	SH	$75.98M 0.62%	126.03K	33.07K
INTEL CORPSOLE	COM	538.16K	SH	$75.14M 0.62%	395.39K	142.77K

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