Arkolith/Funds/Vanguard Personalized Indexing Management, LLC

Vanguard Personalized Indexing Management, LLC

CIK 1767306Index / ETF
Holdings as of Mar 31, 2026·disclosed May 14, 2026·~44-day 13F lag·13F-HR
Active Filer

Vanguard Personalized Indexing Management, LLC holds a diversified book of 2165 stocks worth $10.2B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Microsoft Corp. Their largest long position is Nvidia Corp at 6% of the equity book.

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Use Arkolith to show Vanguard Personalized Indexing Management, LLC's latest
holdings, largest changes, and filing provenance.
Opened
293
new positions
Added to
1,194
existing
Trimmed
665
reduced
Sold out
91
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
31%
Top 20 holdings
40%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

99% mapped to company sectors

Information Technology
39%
Financials
14%
Consumer Discretionary
11%
Industrials
9%
Health Care
9%
Materials
4%
Energy
4%
Utilities
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

2,165 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$653.1M3.74M
6.4%
+3.0%
Added · +107K sh
2Apple Inc
COM
$599.4M2.36M
5.9%
+1.9%
Added · +43K sh
3Microsoft Corp
COM
$407.8M1.10M
4.0%
−3.2%
Reduced · −37K sh
4Alphabet Inc
CAP STK CL A
$335.1M1.17M
3.3%
+1.9%
Added · +21K sh
5Amazon Com Inc
COM
$291.1M1.40M
2.9%
+0.4%
Added · +6K sh
6Broadcom Inc
COM
$249.7M806.8K
2.5%
+1.7%
Added · +13K sh
7Meta Platforms Inc
CL A
$188.9M330.1K
1.9%
+2.3%
Added · +7K sh
8Alphabet Inc
CAP STK CL C
$161.2M562.0K
1.6%
+2.5%
Added · +14K sh
9JPMorgan Chase & Co
COM
$147.8M502.5K
1.5%
+3.9%
Added · +19K sh
10Tesla Inc
COM
$146.5M394.0K
1.4%
+0.2%
Added · +632 sh
11Eli Lilly & Co
COM
$129.8M141.1K
1.3%
+5.4%
Added · +7K sh
12Berkshire Hathaway Inc Del
CL B NEW
$115.1M240.3K
1.1%
+5.1%
Added · +12K sh
13Walmart Inc
COM
$98.0M788.7K
1.0%
+3.4%
Added · +26K sh
14Exxon Mobil Corp
COM
$96.8M570.3K
0.9%
+6.2%
Added · +33K sh
15Visa Inc
COM CL A
$86.7M286.9K
0.9%
+4.1%
Added · +11K sh
16Johnson & Johnson
COM
$84.2M344.3K
0.8%
+5.9%
Added · +19K sh
17Costco Wholesale Corporation
COM
$78.3M78.6K
0.8%
+14%
Added · +9K sh
18Netflix Inc.
COM
$70.6M734.2K
0.7%
+4.4%
Added · +31K sh
19Mastercard Incorporated
CL A
$67.6M135.3K
0.7%
−0.1%
Reduced · −171 sh
20Abbvie Inc
COM
$66.4M305.3K
0.7%
+4.0%
Added · +12K sh
21Caterpillar Inc
COM
$57.5M81.1K
0.6%
+5.5%
Added · +4K sh
22Micron Technology Inc
COM
$55.3M163.8K
0.5%
+5.0%
Added · +8K sh
23Cisco Sys Inc
COM
$51.8M667.8K
0.5%
+2.5%
Added · +16K sh
24Merck & Co Inc
COM
$49.3M409.9K
0.5%
+6.2%
Added · +24K sh
25Applied Matls Inc
COM
$49.1M143.6K
0.5%
+0.7%
Added · +1K sh
26Chevron Corporation
COM
$48.8M236.1K
0.5%
+6.1%
Added · +14K sh
27Lam Research Corp
COM NEW
$47.8M223.6K
0.5%
+3.8%
Added · +8K sh
28Advanced Micro Devices Inc
COM
$47.1M231.3K
0.5%
+2.0%
Added · +5K sh
29Home Depot Inc
COM
$46.7M142.1K
0.5%
+2.7%
Added · +4K sh
30Bank America Corp
COM
$45.8M939.7K
0.4%
+0.7%
Added · +6K sh
31Palantir Technologies Inc
CL A
$45.6M311.5K
0.4%
−1.2%
Reduced · −4K sh
32Taiwan Semiconductor Manufac
SPONSORED ADS
$44.7M132.4K
0.4%
+12%
Added · +15K sh
33Ge Aerospace
COM NEW
$43.9M154.8K
0.4%
+6.4%
Added · +9K sh
34Oracle Corp
COM
$43.4M295.0K
0.4%
+5.9%
Added · +16K sh
35Goldman Sachs Group Inc
COM
$42.6M50.4K
0.4%
+13%
Added · +6K sh
36Coca Cola Co
COM
$42.5M559.0K
0.4%
+8.2%
Added · +43K sh
37RTX Corporation
COM
$42.5M220.3K
0.4%
+3.4%
Added · +7K sh
38Procter & Gamble Co
COM
$42.2M292.1K
0.4%
+6.5%
Added · +18K sh
39Ge Vernova Inc
COM
$37.8M43.3K
0.4%
+7.7%
Added · +3K sh
40TJX Cos Inc New
COM
$37.0M231.7K
0.4%
+6.4%
Added · +14K sh
41McDonalds Corp
COM
$36.1M116.0K
0.4%
+6.3%
Added · +7K sh
42Kla Corp
COM NEW
$35.0M23.8K
0.3%
+5.1%
Added · +1K sh
43Philip Morris Intl Inc
COM
$34.7M210.2K
0.3%
+8.2%
Added · +16K sh
44Amgen Inc
COM
$33.8M96.0K
0.3%
+8.8%
Added · +8K sh
45Morgan Stanley
COM NEW
$33.6M204.2K
0.3%
+3.4%
Added · +7K sh
46Wells Fargo & Co
COM
$31.5M395.5K
0.3%
−4.1%
Reduced · −17K sh
47NextEra Energy Inc
COM
$31.0M333.3K
0.3%
+3.2%
Added · +10K sh
48International Business Machs
COM
$30.5M125.8K
0.3%
−4.7%
Reduced · −6K sh
49Gilead Sciences Inc
COM
$29.7M213.0K
0.3%
+4.4%
Added · +9K sh
50Pepsico Inc
COM
$29.5M189.9K
0.3%
+8.5%
Added · +15K sh
Showing 50 of 2,165 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 14, 20262,165$10.2B13F-HR
Q4 2025Dec 31, 2025Feb 13, 20261,975$10.3B13F-HR
Q3 2025Sep 30, 2025Oct 31, 20251,985$9.8B13F-HR
Q2 2025Jun 30, 2025Jul 25, 20251,980$8.9B13F-HR
Q1 2025Mar 31, 2025May 14, 20251,840$6.8B13F-HR
Q4 2024Dec 31, 2024Feb 10, 20251,808$6.6B13F-HR
Q3 2024Sep 30, 2024Nov 12, 20241,776$6.2B13F-HR
Q2 2024Jun 30, 2024Aug 12, 20241,692$5.3B13F-HR
Q1 2024Mar 31, 2024May 9, 20241,630$4.7B13F-HR
Q4 2023Dec 31, 2023Jun 4, 20241,559$3.9B13F-HR/A
Q3 2023Sep 30, 2023Nov 8, 20231,481$3.3B13F-HR
Q2 2023Jun 30, 2023Jul 28, 20231,467$3.3B13F-HR
Q1 2023Mar 31, 2023May 10, 20231,466$2.9B13F-HR
Q4 2022Dec 31, 2022Feb 10, 20231,279$2.4B13F-HR
Q3 2022Sep 30, 2022Nov 14, 20221,232$2.2B13F-HR
Q2 2022Jun 30, 2022Aug 12, 20221,263$2.2B13F-HR/A
Q1 2022Mar 31, 2022May 16, 20221,210$2.1B13F-HR
Q4 2021Dec 31, 2021Feb 23, 20221,058$1.7B13F-HR
Q3 2021Sep 30, 2021Nov 9, 2021976$1.1B13F-HR
Q2 2021Jun 30, 2021Aug 11, 2021896$955.2M13F-HR/A
Q1 2021Mar 31, 2021Apr 28, 2021724$660.6M13F-HR
Amended / restated
  • Q4 2023 · filed Feb 8, 202413F-HR · superseded
  • Q2 2022 · filed Aug 9, 202213F-HR · superseded
  • Q2 2021 · filed Jul 21, 202113F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.