Vanguard Personalized Indexing Management portfolio
Type not verifiedPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 11, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Vanguard Personalized Indexing Management reported a $12.2 bn portfolio of 2,234 companies (2,242 positions, counting each share class separately) to the SEC as of the end of Q2 2026. Its largest positions are NVDA, AAPL, GOOGL.
Sections with a free account
What changed this quarter
2140 positions with a change (182 new, 1171 added to, 706 trimmed, 81 sold); also, 4 entered through an IPO, 31 exited through an acquisition or merger, 3 entered through a spin-off.
No moves of 0.5 points of the portfolio or more.
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- NVIDIANVDA6.3%
- AppleAAPL5.9%
- AlphabetGOOGL · GOOG5.3%
- MicrosoftMSFT3.4%
- Amazon.comAMZN2.9%
- BroadcomAVGO2.6%
- Micron TechnologyMU1.7%
- Meta PlatformsMETA1.5%
- Eli LillyLLY1.5%
- JPMorgan ChaseJPM1.5%
- TeslaTSLA1.4%
- Advanced Micro DevicesAMD1.2%
- Berkshire HathawayBRK/B1.0%
- VisaV0.9%
- Applied MaterialsAMAT0.9%
Portfolio by sector
- ● Information Technology 36%
- ● Financials 13%
- ● Industrials 10%
- ● Health Care 9%
- ● Consumer Discretionary 9%
- ● Communication Services 9%
- ● Consumer Staples 4%
- ● Energy 3%
- ● Materials 2%
- ● Utilities 2%
- ● Real Estate 2%
- ● No sector 1%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified: we have not assigned a type because we found no document that is enough to tell. Most 13F filers are in this situation: we only review in depth those that meet the portfolio criteria.
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- Jericho Capital Asset ManagementInvestment firm · $12.1 bn
- Whale Rock Capital ManagementInvestment firm · $12.5 bn
- Centersquare Investment ManagementInvestment firm · $11.7 bn
- RTW InvestmentsInvestment firm · $11.7 bn
- RA Capital ManagementInvestment firm · $11.5 bn
- EdgePoint Investment GroupInvestment firm · $13.2 bn