Vanguard Personalized Indexing Management, LLC

CIK 0001767306 · Q2 2026

13F Equity AUM

$12.2B

+19.7% QoQ

Positions

2,238

+73 QoQ

AUM Rank

#450

Top 5%

Skill Alpha (FF)

-0.4%/yr^ns

No Clear Edge

Rank #3,277 · Top 39%

vs S&P -1.0%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 22.0%Top 10: 31.0%Top 20: 40.9%

NVDA6.3%

AAPL5.9%

GOOGL3.6%

MSFT3.4%

AMZN2.9%

AVGO2.6%

MU1.7%

GOOG1.6%

META1.5%

LLY1.5%

Others (2228)69.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology36.3%

Financial Services13.4%

Healthcare9.0%

Communication Services8.8%

Consumer Cyclical8.7%

Industrials8.6%

Consumer Defensive3.9%

Energy3.3%

Other8.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 2238Median: 0.01%Avg: 0.04%

0–0.5%

2210(54.1%)

0.5–1%

14(9.8%)

1–3%

10(16.9%)

3–5%

2(7.0%)

5%+

2(12.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 2,238vs 20 funds

0%Low

2,238

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Loading overlap analysis...

Position Changes This Quarter

New196Increased1269Decreased762Exited119

New Positions

HONEYWELL AEROSPACE …0.1%

+44K

HONEYWELL INTL INC0.1%

+45K

CARNIVAL CORP LTD0.0%

+158K

FEDEX FGHT HLDG CO I…0.0%

+21K

DUPONT DE NEMOURS IN…0.0%

+22K

THOMSON REUTERS CORP0.0%

+9K

VERSIGENT PLC0.0%

+24K

MXL0.0%

+9K

SPACE EXPLORATION TE…0.0%

+6K

ICHR0.0%

+5K

Increased

WIT0.0%

+631K(+55%)

LPL0.0%

+367K(+60%)

DFNS0.0%

+321K(+1923%)

KLAC0.6%

+218K(+917%)

SAJA0.0%

+206K(+554%)

GIS0.1%

+131K(+163%)

BKNG0.2%

+124K(+2462%)

KEP0.0%

+115K(+54%)

AAPL5.9%

+106K(+5%)

CPB0.0%

+94K(+197%)

Decreased

CMCSA0.1%

-155,354(-35%)

PFE0.1%

-100,965(-17%)

NVX0.0%

-66,770(-61%)

W3U0.0%

-61,178(-58%)

T0.2%

-44,293(-4%)

VICI0.0%

-38,216(-34%)

HLN0.0%

-33,464(-16%)

NFLX0.4%

-32,412(-4%)

STLA0.0%

-30,963(-34%)

HCAT0.0%

-27,935(-61%)

Exited

HON

-88,906

HOLX

-33,753

CCL

-136,458

-69,548

-99,379

-10,251

-31,420

-25,433

-13,229

-12,948

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...