2026 Q2 Portfolio Activity
In 2026 Q2, Vanguard Personalized Indexing Management, LLC maintained a portfolio of 2361 distinct positions. The most significant new addition was MAXLINEAR INC, now representing 0.01% of the total fund value. They heavily accumulated shares in MICRON TECHNOLOGY INC, increasing the position by 10.0%.
Position History
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Vanguard Personalized Indexing Management, LLC
Malvern, PA
RIA / Direct Indexing Specialist
AUM $12,183M
Total Positions
2361
Quarter
2026 Q2
Top Holding
NVDA (6.3%)
Top 10 Concentration
31.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 2361
Vanguard Personalized Indexing Management, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 6.30% | 6.41% |
#1
Prev: #1
|
5.0 |
—
|
94,183 | 2.5% |
P
S
|
3,838,871 | $768,119,698 |
$128.36
+71.2%
|
2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | ||
|
AAPL
APPLE INC
|
Technology | 5.86% | 5.88% |
#2
Prev: #2
|
4.3 |
—
|
106,360 | 4.5% |
P
S
|
2,468,212 | $714,201,824 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.63% | 3.29% |
#3
1
Prev: #4
|
4.5 |
—
|
73,957 | 6.3% |
P
S
|
1,239,374 | $442,915,086 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.38% | 4.00% |
#4
1
Prev: #3
|
2.4 |
—
|
4,712 | 0.4% |
P
S
|
1,106,284 | $412,666,058 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.85% | 2.86% |
#5
Prev: #5
|
2.1 |
—
|
62,732 | 4.5% |
P
S
|
1,460,229 | $348,030,980 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
AVGO
BROADCOM INC
|
Technology | 2.58% | 2.45% |
#6
Prev: #6
|
1.5 |
—
|
27,468 | 3.4% |
P
S
|
834,264 | $315,143,226 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.71% | 0.54% |
#7
15
Prev: #22
|
2.7 |
—
|
16,369 | 10.0% |
P
S
|
180,196 | $207,998,441 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.64% | 1.58% |
#8
Prev: #8
|
1.2 |
—
|
4,886 | 0.9% |
P
S
|
566,892 | $200,299,950 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.50% | 1.85% |
#9
2
Prev: #7
|
1.1 |
—
|
-5,024 | -1.5% |
P
S
|
325,106 | $183,128,959 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.49% | 1.27% |
#10
1
Prev: #11
|
2.6 |
—
|
10,133 | 7.2% |
P
S
|
151,203 | $181,357,414 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.46% | 1.45% |
#11
2
Prev: #9
|
2.6 |
—
|
40,408 | 8.0% |
P
S
|
542,873 | $177,698,619 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.43% | 1.44% |
#12
2
Prev: #10
|
2.6 |
—
|
20,753 | 5.3% |
P
S
|
414,776 | $174,454,786 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.21% | 0.46% |
#13
15
Prev: #28
|
2.5 |
—
|
23,000 | 9.9% |
P
S
|
254,343 | $147,750,392 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.02% | 1.13% |
#14
2
Prev: #12
|
0.9 |
—
|
8,648 | 3.6% |
P
S
|
248,941 | $124,567,587 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
V
VISA INC
|
Financial Services | 0.89% | 0.85% |
#15
Prev: #15
|
2.4 |
—
|
29,213 | 10.2% |
P
S
|
316,085 | $108,445,603 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.86% | 0.48% |
#16
9
Prev: #25
|
0.8 |
—
|
1,635 | 1.1% |
P
S
|
145,211 | $104,987,553 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.82% | 0.47% |
#17
10
Prev: #27
|
0.8 |
—
|
7,737 | 3.5% |
P
S
|
231,375 | $100,261,729 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.76% | 0.83% |
#18
2
Prev: #16
|
2.3 |
—
|
19,904 | 5.8% |
P
S
|
364,217 | $92,500,191 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.74% | 0.56% |
#19
2
Prev: #21
|
0.8 |
—
|
3,632 | 4.5% |
P
S
|
84,762 | $90,263,054 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.73% | 0.96% |
#20
7
Prev: #13
|
0.8 |
—
|
-2,356 | -0.3% |
P
S
|
786,348 | $89,061,774 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.67% | 0.51% |
#21
2
Prev: #23
|
0.8 |
—
|
32,505 | 4.9% |
P
S
|
700,256 | $82,252,070 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.67% | 0.65% |
#22
2
Prev: #20
|
2.3 |
—
|
17,688 | 5.8% |
P
S
|
323,012 | $81,282,740 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.65% | 0.95% |
#23
9
Prev: #14
|
0.8 |
—
|
8,381 | 1.5% |
P
S
|
578,686 | $79,117,950 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.62% | 0.44% |
#24
8
Prev: #32
|
2.7 |
—
|
26,747 | 20.2% |
P
S
|
159,102 | $75,982,342 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
INTC
INTEL CORP
|
Technology | 0.62% | 0.20% |
#25
54
Prev: #79
|
2.2 |
—
|
87,734 | 19.5% |
P
S
|
538,159 | $75,143,141 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
KLAC
KLA CORP
|
Technology | 0.60% | 0.34% |
#26
16
Prev: #42
|
3.2 |
—
|
218,312 | 917.2% |
P
S
|
242,115 | $73,048,517 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.58% | 0.77% |
#27
10
Prev: #17
|
0.7 |
—
|
-3,579 | -4.6% |
P
S
|
75,026 | $70,184,572 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.57% | 0.66% |
#28
9
Prev: #19
|
0.7 |
—
|
889 | 0.7% |
P
S
|
136,170 | $69,936,912 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.49% | 0.43% |
#29
4
Prev: #33
|
0.7 |
—
|
4,690 | 3.0% |
P
S
|
159,486 | $59,604,703 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.46% | 0.28% |
#30
24
Prev: #54
|
2.7 |
—
|
30,030 | 28.7% |
P
S
|
134,704 | $55,987,024 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.45% | 0.42% |
#31
4
Prev: #35
|
2.2 |
—
|
4,082 | 8.1% |
P
S
|
54,465 | $55,084,267 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.45% | 0.48% |
#32
8
Prev: #24
|
0.7 |
—
|
15,660 | 3.8% |
P
S
|
425,518 | $54,679,063 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
BAC
BANK OF AMER CO...
|
Financial Services | 0.44% | 0.45% |
#33
3
Prev: #30
|
0.7 |
—
|
7,399 | 0.8% |
P
S
|
947,094 | $53,965,416 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.43% | 0.46% |
#34
5
Prev: #29
|
0.7 |
—
|
5,393 | 3.8% |
P
S
|
147,471 | $52,010,072 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.42% | 0.37% |
#35
4
Prev: #39
|
0.7 |
—
|
699 | 1.6% |
P
S
|
43,977 | $51,666,818 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.41% | 0.69% |
#36
18
Prev: #18
|
0.7 |
—
|
-32,412 | -4.4% |
P
S
|
701,797 | $50,108,306 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
SNDK
SANDISK CORP
|
Technology | 0.39% | 0.10% |
#37
137
Prev: #174
|
2.7 |
—
|
5,093 | 31.9% |
P
S
|
21,070 | $47,907,491 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.39% | 0.43% |
#38
4
Prev: #34
|
2.2 |
—
|
30,477 | 10.3% |
P
S
|
325,428 | $47,691,473 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.39% | 0.42% |
#39
3
Prev: #36
|
0.7 |
—
|
24,352 | 4.4% |
P
S
|
583,394 | $47,412,430 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
ASML
ASML HLDG NV
|
Technology | 0.39% | 0.28% |
#40
15
Prev: #55
|
2.2 |
—
|
2,202 | 10.3% |
P
S
|
23,608 | $46,966,700 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.37% | 0.36% |
#41
1
Prev: #40
|
2.6 |
—
|
66,430 | 28.7% |
P
S
|
298,148 | $45,169,422 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 0.37% | 0.33% |
#42
3
Prev: #45
|
2.1 |
—
|
10,732 | 5.3% |
P
S
|
214,934 | $44,929,803 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.36% | 0.41% |
#43
5
Prev: #38
|
0.6 |
—
|
10,374 | 3.6% |
P
S
|
302,505 | $44,359,333 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.36% | 0.18% |
#44
45
Prev: #89
|
2.1 |
—
|
16,491 | 14.7% |
P
S
|
128,750 | $43,906,325 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
APH
AMPHENOL CORP
|
Technology | 0.35% | 0.29% |
#45
6
Prev: #51
|
2.1 |
—
|
12,800 | 5.5% |
P
S
|
245,093 | $43,214,798 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 0.35% | 0.22% |
#46
21
Prev: #67
|
2.6 |
—
|
26,988 | 23.0% |
P
S
|
144,337 | $43,022,530 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.35% | 0.42% |
#47
10
Prev: #37
|
0.6 |
—
|
4,288 | 1.9% |
P
S
|
224,544 | $42,602,733 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
WDC
WESTERN DIGITAL...
|
Technology | 0.35% | 0.17% |
#48
48
Prev: #96
|
0.6 |
—
|
2,708 | 4.3% |
P
S
|
65,892 | $42,086,538 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
STX
SEAGATE TECHNOL...
|
Technology | 0.33% | 0.16% |
#49
55
Prev: #104
|
0.6 |
—
|
1,127 | 2.8% |
P
S
|
41,574 | $40,118,910 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
GLW
CORNING INC
|
Technology | 0.32% | 0.20% |
#50
25
Prev: #75
|
0.6 |
—
|
2,052 | 1.3% |
P
S
|
154,382 | $39,433,794 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 |
Showing 1-50 of 2361 holdings