Vanguard Personalized Indexing Management, LLC

Q2 2026 13F-HR Detailed Holdings

Location
Oakland, CA
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
2,242
Total value ($000)
$12,191,277
Net value change ($000)
+2,002,801 (19.7%)
New positions
196
Sold out positions
119
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 5/14/2026 Next filing: — SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MU 152,651 275.8%
NVDA 115,046 17.6%
AAPL 114,788 19.2%
GOOGL 107,788 32.2%
AMD 100,688 213.9%
AVGO 65,432 26.2%
AMZN 56,974 19.6%
AMAT 55,915 113.9%
INTC 55,266 278.0%
LRCX 52,480 109.8%
Top Reduces (Value $000, Stocks/ETFs)
NFLX -20,486 -29.0%
HON -20,095 -100.0%
XOM -17,640 -18.2%
PLTR -10,433 -22.9%
CVX -9,448 -19.3%
T -9,159 -31.8%
WMT -8,958 -9.1%
INTU -8,830 -49.0%
COST -8,139 -10.4%
MCD -7,818 -21.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None