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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 60 of 109  ·  2,165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 ENVA ENOVA INTL INC Financial Services 4,607.0 $626K 0.01% +732.0 +18.9% $135.83 +18.5%
1182 SMTC SEMTECH CORP Technology 8,131.0 $625K 0.01% +3K +47.4% $76.89 +84.5%
1183 FOX FOX CORP Communication Services 11,726.0 $623K 0.01% +7K +166.7% $53.10 +8.5%
1184 CUZ COUSINS PPTYS INC Real Estate 27,563.0 $622K 0.01% +3K +14.3% $22.57 +17.1%
1185 ST SENSATA TECHNOLOGIES HLDG PL Technology 17,613.0 $620K 0.01% -1K -7.4% $35.22 +35.5%
1186 POOL POOL CORP Industrials 3,062.0 $620K 0.01% -112.0 -3.5% $202.33 -10.1%
1187 UFPI UFP INDUSTRIES INC Basic Materials 6,714.0 $618K 0.01% -554.0 -7.6% $92.12 -13.2%
1188 TPH TRI POINTE HOMES INC Consumer Cyclical 13,229.0 $618K 0.01% +4K +43.1% $46.73 +0.5%
1189 RITM RITHM CAPITAL CORP Real Estate 65,170.0 $618K 0.01% -11K -14.3% $9.48 -2.2%
1190 PHIN PHINIA INC Consumer Cyclical 9,018.0 $617K 0.01% +270.0 +3.1% $68.44 +8.9%
1191 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 11,195.0 $613K 0.01% +7K +166.1% $54.75 +10.6%
1192 PATH UIPATH INC Technology 55,215.0 $613K 0.01% +13K +32.3% $11.10 -4.8%
1193 SEB SEABOARD CORP DEL Industrials 108.0 $611K 0.01% +16.0 +17.4% $5654.02 -11.7%
1194 FUTU FUTU HLDGS LTD Financial Services 4,458.0 $610K 0.01% -1K -19.1% $136.76 -9.4%
1195 HIW HIGHWOODS PPTYS INC Real Estate 28,389.0 $608K 0.01% -3K -8.9% $21.41 +19.3%
1196 SYNA SYNAPTICS INC Technology 8,672.0 $607K 0.01% +941.0 +12.2% $70.04 +85.4%
1197 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 8,161.0 $607K 0.01% -1K -12.0% $74.38 -32.5%
1198 MSM MSC INDL DIRECT INC Industrials 6,569.0 $606K 0.01% -141.0 -2.1% $92.27 +14.9%
1199 REZI RESIDEO TECHNOLOGIES INC Industrials 17,974.0 $606K 0.01% +3K +16.5% $33.71 -14.2%
1200 SFBS SERVISFIRST BANCSHARES INC Financial Services 8,311.0 $605K 0.01% +2K +22.8% $72.83 +6.0%
Page 60 of 109  ·  2,165 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%