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Portfolio (Quarterly) Guide ↗

Vanguard Personalized Indexing Management, LLC

· CIK 0001767306
13F Portfolio $10.2B AUM 2,165 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 293 New 1166 Added 630 Reduced 103 Exited
Page 2 of 59  ·  1,166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMAT APPLIED MATLS INC Technology 143,576.0 $49.1M 0.48% +1K +0.7% $341.79 +27.7%
22 CVX CHEVRON CORPORATION Energy 236,061.0 $48.8M 0.48% +14K +6.1% $206.90 -9.8%
23 LRCX LAM RESEARCH CORP Technology 223,638.0 $47.8M 0.47% +8K +3.8% $213.66 +40.0%
24 AMD ADVANCED MICRO DEVICES INC Technology 231,343.0 $47.1M 0.46% +5K +2.0% $203.43 +108.5%
25 HD HOME DEPOT INC Consumer Cyclical 142,078.0 $46.7M 0.46% +4K +2.8% $328.89 -7.5%
26 BAC BANK AMERICA CORP Financial Services 939,695.0 $45.8M 0.45% +6K +0.7% $48.75 +2.1%
27 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 132,355.0 $44.7M 0.44% +15K +12.4% $337.95 +23.6%
28 GE GE AEROSPACE Industrials 154,796.0 $43.9M 0.43% +9K +6.4% $283.77 +2.7%
29 ORCL ORACLE CORP Technology 294,951.0 $43.4M 0.43% +16K +5.9% $147.11 +33.0%
30 GS GOLDMAN SACHS GROUP INC Financial Services 50,383.0 $42.6M 0.42% +6K +12.7% $845.99 +14.5%
31 KO COCA COLA CO Consumer Defensive 559,042.0 $42.5M 0.42% +43K +8.2% $76.05 +5.8%
32 RTX RTX CORPORATION Industrials 220,256.0 $42.5M 0.42% +7K +3.4% $192.90 -8.9%
33 PG PROCTER & GAMBLE CO Consumer Defensive 292,131.0 $42.2M 0.41% +18K +6.5% $144.44 -1.2%
34 GEV GE VERNOVA INC Utilities 43,278.0 $37.8M 0.37% +3K +7.7% $872.90 +24.9%
35 TJX TJX COS INC NEW Consumer Cyclical 231,718.0 $37.0M 0.36% +14K +6.4% $159.70 -7.7%
36 MCD MCDONALDS CORP Consumer Cyclical 116,013.0 $36.1M 0.35% +7K +6.3% $310.79 -11.5%
37 KLAC KLA CORP Technology 23,803.0 $35.0M 0.34% +1K +5.1% $1472.41 +28.6%
38 PM PHILIP MORRIS INTL INC Consumer Defensive 210,157.0 $34.7M 0.34% +16K +8.2% $165.34 +16.0%
39 AMGN AMGEN INC Healthcare 96,029.0 $33.8M 0.33% +8K +8.8% $351.85 -7.3%
40 MS MORGAN STANLEY Financial Services 204,202.0 $33.6M 0.33% +7K +3.5% $164.57 +18.2%
Page 2 of 59  ·  1,166 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.3%
Financial Services 12.7%
Healthcare 9.7%
Communication Services 9.7%
Consumer Cyclical 9.7%
Industrials 9.2%
Consumer Defensive 5.0%
Energy 4.5%
Utilities 2.9%
Basic Materials 2.4%