Morningstar, Inc.

Vanguard Personalized Indexing Management, LLC MORN

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/13/2026

Shares

5,219

Value ($000)

1,134

Weight

0.0%

2020 Q4 - 2025 Q4 (21 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/13/2026	1,134	0.0%	5,219	12/31/2025
2025 Q3	10/31/2025	877	0.0%	3,779	9/30/2025
2025 Q2	7/25/2025	1,468	0.0%	4,676	6/30/2025
2025 Q1	5/14/2025	1,166	0.0%	3,888	3/31/2025
2024 Q4	2/10/2025	1,231	0.0%	3,655	12/31/2024
2024 Q3	11/12/2024	1,047	0.0%	3,282	9/30/2024
2024 Q2	8/12/2024	888	0.0%	3,003	6/30/2024
2024 Q1	5/9/2024	847	0.0%	2,747	3/31/2024
2023 Q4	2/8/2024	790	0.0%	2,759	12/31/2023
2023 Q3	11/8/2023	351	0.0%	1,498	9/30/2023
2023 Q2	7/28/2023	258	0.0%	1,313	6/30/2023
2023 Q1	5/10/2023	263	0.0%	1,294	3/31/2023
2022 Q4	2/10/2023	324	0.0%	1,494	12/31/2022
2022 Q3	11/14/2022	391	0.0%	1,842	9/30/2022
2022 Q2	8/12/2022	582	0.0%	2,408	6/30/2022
2022 Q1	5/16/2022	767	0.0%	2,809	3/31/2022
2021 Q4	2/23/2022	624	0.0%	1,826	12/31/2021
2021 Q3	11/9/2021	261	0.0%	1,007	9/30/2021
2021 Q2	8/11/2021	266	0.0%	1,034	6/30/2021
2021 Q1	4/28/2021	288	0.0%	1,279	3/31/2021
2020 Q4	1/20/2021	247	0.1%	1,068	12/31/2020