VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC

PrivateCIK: 1767306

Location

OAKLAND, CA

2165

Positions

$10.19B

Total AUM (reported)

98.56M

Total Shares

Allocation by class

COM$7.52B73.8%

CL A$516.60M5.1%

COM NEW$351.77M3.5%

CAP STK CL A$335.13M3.3%

COM CL A$170.18M1.7%

SHS$165.88M1.6%

CAP STK CL C$161.22M1.6%

Portfolio Concentration

Top 3$1.66B16.3%

4–10$1.52B14.9%

11–25$1.16B11.4%

Rest$5.85B57.4%

Top 3 weight

16.3%

Top 10 weight

31.2%

Voting Authority Distribution

Total shares with voting rights: 98.56M

Sole

Full voting authority

73.46M

% of voting shares74.5%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

25.10M

% of voting shares25.5%

Investment Discretion (by position count)

Sole2165

Shared0

Other0

Dominant voting typeSole · 74.5% of voting shares

Institutional Holdings2165

Rows:

NVIDIA CORPORATION

SOLE

COM

Shares3.74M

TypeSH

Market value$653.07M

6.41%

Sole

2.82M

Shared

0.00

None

925.69K

APPLE INC

SOLE

COM

Shares2.36M

TypeSH

Market value$599.41M

5.88%

Sole

1.81M

Shared

0.00

None

554.44K

MICROSOFT CORP

SOLE

COM

Shares1.10M

TypeSH

Market value$407.77M

4.00%

Sole

841.07K

Shared

0.00

None

260.51K

ALPHABET INC

SOLE

CAP STK CL A

Shares1.17M

TypeSH

Market value$335.13M

3.29%

Sole

860.89K

Shared

0.00

None

304.53K

AMAZON COM INC

SOLE

COM

Shares1.40M

TypeSH

Market value$291.06M

2.86%

Sole

1.06M

Shared

0.00

None

341.47K

BROADCOM INC

SOLE

COM

Shares806.80K

TypeSH

Market value$249.71M

2.45%

Sole

614.13K

Shared

0.00

None

192.67K

META PLATFORMS INC

SOLE

CL A

Shares330.13K

TypeSH

Market value$188.88M

1.85%

Sole

246.06K

Shared

0.00

None

84.07K

ALPHABET INC

SOLE

CAP STK CL C

Shares562.01K

TypeSH

Market value$161.22M

1.58%

Sole

456.60K

Shared

0.00

None

105.41K

JPMORGAN CHASE & CO

SOLE

COM

Shares502.46K

TypeSH

Market value$147.81M

1.45%

Sole

374.96K

Shared

0.00

None

127.50K

TESLA INC

SOLE

COM

Shares394.02K

TypeSH

Market value$146.48M

1.44%

Sole

297.31K

Shared

0.00

None

96.71K

ELI LILLY & CO

SOLE

COM

Shares141.07K

TypeSH

Market value$129.75M

1.27%

Sole

107.18K

Shared

0.00

None

33.89K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares240.29K

TypeSH

Market value$115.15M

1.13%

Sole

178.09K

Shared

0.00

None

62.20K

WALMART INC

SOLE

COM

Shares788.70K

TypeSH

Market value$98.02M

0.96%

Sole

572.33K

Shared

0.00

None

216.37K

EXXON MOBIL CORP

SOLE

COM

Shares570.30K

TypeSH

Market value$96.76M

0.95%

Sole

413.54K

Shared

0.00

None

156.77K

VISA INC

SOLE

COM CL A

Shares286.87K

TypeSH

Market value$86.70M

0.85%

Sole

224.18K

Shared

0.00

None

62.69K

JOHNSON & JOHNSON

SOLE

COM

Shares344.31K

TypeSH

Market value$84.16M

0.83%

Sole

259.27K

Shared

0.00

None

85.04K

COSTCO WHOLESALE CORPORATION

SOLE

COM

Shares78.61K

TypeSH

Market value$78.32M

0.77%

Sole

58.66K

Shared

0.00

None

19.94K

NETFLIX INC.

SOLE

COM

Shares734.21K

TypeSH

Market value$70.59M

0.69%

Sole

560.31K

Shared

0.00

None

173.90K

MASTERCARD INCORPORATED

SOLE

CL A

Shares135.28K

TypeSH

Market value$67.59M

0.66%

Sole

105.33K

Shared

0.00

None

29.95K

ABBVIE INC

SOLE

COM

Shares305.32K

TypeSH

Market value$66.40M

0.65%

Sole

228.53K

Shared

0.00

None

76.79K

CATERPILLAR INC

SOLE

COM

Shares81.13K

TypeSH

Market value$57.48M

0.56%

Sole

60.39K

Shared

0.00

None

20.74K

MICRON TECHNOLOGY INC

SOLE

COM

Shares163.83K

TypeSH

Market value$55.35M

0.54%

Sole

124.44K

Shared

0.00

None

39.39K

CISCO SYS INC

SOLE

COM

Shares667.75K

TypeSH

Market value$51.81M

0.51%

Sole

485.22K

Shared

0.00

None

182.53K

MERCK & CO INC

SOLE

COM

Shares409.86K

TypeSH

Market value$49.30M

0.48%

Sole

310.31K

Shared

0.00

None

99.55K

APPLIED MATLS INC

SOLE

COM

Shares143.58K

TypeSH

Market value$49.07M

0.48%

Sole

113.95K

Shared

0.00

None

29.63K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NVIDIA CORPORATIONSOLE	COM	3.74M	SH	$653.07M 6.41%	2.82M	925.69K
APPLE INCSOLE	COM	2.36M	SH	$599.41M 5.88%	1.81M	554.44K
MICROSOFT CORPSOLE	COM	1.10M	SH	$407.77M 4.00%	841.07K	260.51K
ALPHABET INCSOLE	CAP STK CL A	1.17M	SH	$335.13M 3.29%	860.89K	304.53K
AMAZON COM INCSOLE	COM	1.40M	SH	$291.06M 2.86%	1.06M	341.47K
BROADCOM INCSOLE	COM	806.80K	SH	$249.71M 2.45%	614.13K	192.67K
META PLATFORMS INCSOLE	CL A	330.13K	SH	$188.88M 1.85%	246.06K	84.07K
ALPHABET INCSOLE	CAP STK CL C	562.01K	SH	$161.22M 1.58%	456.60K	105.41K
JPMORGAN CHASE & COSOLE	COM	502.46K	SH	$147.81M 1.45%	374.96K	127.50K
TESLA INCSOLE	COM	394.02K	SH	$146.48M 1.44%	297.31K	96.71K
ELI LILLY & COSOLE	COM	141.07K	SH	$129.75M 1.27%	107.18K	33.89K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	240.29K	SH	$115.15M 1.13%	178.09K	62.20K
WALMART INCSOLE	COM	788.70K	SH	$98.02M 0.96%	572.33K	216.37K
EXXON MOBIL CORPSOLE	COM	570.30K	SH	$96.76M 0.95%	413.54K	156.77K
VISA INCSOLE	COM CL A	286.87K	SH	$86.70M 0.85%	224.18K	62.69K
JOHNSON & JOHNSONSOLE	COM	344.31K	SH	$84.16M 0.83%	259.27K	85.04K
COSTCO WHOLESALE CORPORATIONSOLE	COM	78.61K	SH	$78.32M 0.77%	58.66K	19.94K
NETFLIX INC.SOLE	COM	734.21K	SH	$70.59M 0.69%	560.31K	173.90K
MASTERCARD INCORPORATEDSOLE	CL A	135.28K	SH	$67.59M 0.66%	105.33K	29.95K
ABBVIE INCSOLE	COM	305.32K	SH	$66.40M 0.65%	228.53K	76.79K
CATERPILLAR INCSOLE	COM	81.13K	SH	$57.48M 0.56%	60.39K	20.74K
MICRON TECHNOLOGY INCSOLE	COM	163.83K	SH	$55.35M 0.54%	124.44K	39.39K
CISCO SYS INCSOLE	COM	667.75K	SH	$51.81M 0.51%	485.22K	182.53K
MERCK & CO INCSOLE	COM	409.86K	SH	$49.30M 0.48%	310.31K	99.55K
APPLIED MATLS INCSOLE	COM	143.58K	SH	$49.07M 0.48%	113.95K	29.63K

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