Vanguard Personalized Indexing Management, LLC

Q2 2025 13F-HR Detailed Holdings

Location
Oakland, CA
Holdings as of
6/30/2025
Date filed
7/25/2025
Form type
13F-HR
Num holdings
1,980
Total value ($000)
$8,859,944
Net value change ($000)
+2,078,081 (30.6%)
New positions
220
Sold out positions
114
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/14/2025 Next filing: 10/31/2025 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 2025
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)
NVDA 231,306 72.6%
MSFT 212,486 64.0%
AVGO 108,075 104.8%
META 76,871 50.6%
AMZN 76,020 36.1%
GOOGL 42,751 31.1%
TSLA 41,779 55.5%
NFLX 39,418 73.0%
JPM 38,817 43.3%
GOOGL 28,605 42.0%
Top Reduces (Value $000, Stocks/ETFs)
UNH -20,398 -39.4%
DFS -6,474 -100.0%
CVX -6,063 -18.8%
TMO -3,551 -18.4%
BMY -3,093 -22.2%
VT -2,661 -76.8%
SLB -1,920 -32.1%
DVN -1,448 -27.3%
BP -1,439 -38.5%
FISV -1,408 -9.8%
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

Other Managers

Num Name File Number
1 VANGUARD GROUP INC 028-06408