Arkolith/Funds/Vanguard Personalized Indexing Management, LLC

Vanguard Personalized Indexing Management, LLC

CIK 1767306Index / ETF
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

Vanguard Personalized Indexing Management, LLC holds a diversified book of 2242 stocks worth $12.2B as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Honeywell International Inc and trimmed Meta Platforms Inc-Class A. Their largest long position is Nvidia Corp at 6% of the equity book.

Opened
196
bought for the first time
Added to
1269
already held, bought more
Trimmed
762
sold some, still holds it
Sold out
118
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
31%
Top 20 holdings
41%

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
44%
Financials
13%
Consumer Discretionary
10%
Industrials
9%
Health Care
8%
Materials
4%
Utilities
3%
Energy
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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Vanguard Personalized Indexing Management, LLC

Manager / fundShared namesTheir $ in those
Prospect Hill Management, LLC14 / 80$257.5M
United American Securities Inc. (d/b/a UAS Asset Management)10 / 80$453.6M
Howard Hughes Medical Institute24 / 80$434.6M
Oriental Harbor Investment Master Fund11 / 80$1.6B
Hoffman, Alan N Investment Management8 / 80$160.6M
Uhlmann Price Securities, LLC55 / 80$2.5B
Hoey Investments, Inc73 / 80$711.1M
Greenbrier Partners Capital Management, LLC8 / 80$1.2B

Ranked by the share of each fund's own book sitting in the names it shares with Vanguard Personalized Indexing Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

2,242 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$768.1M3.84M
6.3%
+2.5%
Added · +94K sh
2Apple Inc
COM
$714.2M2.47M
5.9%
+4.5%
Added · +106K sh
3Alphabet Inc
CAP STK CL A
$442.9M1.24M
3.6%
+6.3%
Added · +74K sh
4Microsoft Corp
COM
$412.7M1.11M
3.4%
+0.4%
Added · +5K sh
5Amazon Com Inc
COM
$348.0M1.46M
2.9%
+4.5%
Added · +63K sh
6Broadcom Inc
COM
$315.1M834.3K
2.6%
+3.4%
Added · +27K sh
7Micron Technology Inc
COM
$208.0M180.2K
1.7%
+10.0%
Added · +16K sh
8Alphabet Inc
CAP STK CL C
$200.3M566.9K
1.6%
+0.9%
Added · +5K sh
9Meta Platforms Inc
CL A
$183.1M325.1K
1.5%
−1.5%
Reduced · −5K sh
10Eli Lilly & Co
COM
$181.4M151.2K
1.5%
+7.2%
Added · +10K sh
11JPMorgan Chase & Co
COM
$177.7M542.9K
1.5%
+8.0%
Added · +40K sh
12Tesla Inc
COM
$174.5M414.8K
1.4%
+5.3%
Added · +21K sh
13Advanced Micro Devices Inc
COM
$147.8M254.3K
1.2%
+9.9%
Added · +23K sh
14Berkshire Hathaway Inc Del
CL B NEW
$124.6M248.9K
1.0%
+3.6%
Added · +9K sh
15Visa Inc
COM CL A
$108.4M316.1K
0.9%
+10%
Added · +29K sh
16Applied Matls Inc
COM
$105.0M145.2K
0.9%
+1.1%
Added · +2K sh
17Lam Research Corp
COM NEW
$100.3M231.4K
0.8%
+3.5%
Added · +8K sh
18Johnson & Johnson
COM
$92.5M364.2K
0.8%
+5.8%
Added · +20K sh
19Caterpillar Inc
COM
$90.3M84.8K
0.7%
+4.5%
Added · +4K sh
20Walmart Inc
COM
$89.1M786.3K
0.7%
−0.3%
Reduced · −2K sh
21Cisco Sys Inc
COM
$82.3M700.3K
0.7%
+4.9%
Added · +33K sh
22Abbvie Inc
COM
$81.3M323.0K
0.7%
+5.8%
Added · +18K sh
23Exxon Mobil Corp
COM
$79.1M578.7K
0.6%
+1.5%
Added · +8K sh
24Taiwan Semiconductor Manufac
SPONSORED ADS
$76.0M159.1K
0.6%
+20%
Added · +27K sh
25Intel Corp
COM
$75.1M538.2K
0.6%
+19%
Added · +88K sh
26Kla Corp
COM NEW
$73.0M242.1K
0.6%
10×
Added · +218K sh
27Costco Wholesale Corporation
COM
$70.2M75.0K
0.6%
−4.5%
Reduced · −4K sh
28Mastercard Incorporated
CL A
$69.9M136.2K
0.6%
+0.7%
Added · +889 sh
29Ge Aerospace
COM NEW
$59.6M159.5K
0.5%
+3.0%
Added · +5K sh
30Unitedhealth Group Inc
COM
$56.0M134.7K
0.5%
+29%
Added · +30K sh
31Goldman Sachs Group Inc
COM
$55.1M54.5K
0.5%
+8.1%
Added · +4K sh
32Merck & Co Inc
COM
$54.7M425.5K
0.4%
+3.8%
Added · +16K sh
33Bank Of Amer Corp
COM
$54.0M947.1K
0.4%
+0.8%
Added · +7K sh
34Home Depot Inc
COM
$52.0M147.5K
0.4%
+3.8%
Added · +5K sh
35Ge Vernova Inc
COM
$51.7M44.0K
0.4%
+1.6%
Added · +699 sh
36Netflix Inc.
COM
$50.1M701.8K
0.4%
−4.4%
Reduced · −32K sh
37Sandisk Corp
COM
$47.9M21.1K
0.4%
+32%
Added · +5K sh
38Oracle Corp
COM
$47.7M325.4K
0.4%
+10%
Added · +30K sh
39Coca Cola Co
COM
$47.4M583.4K
0.4%
+4.3%
Added · +24K sh
40ASML Hldg NV
N Y REGISTRY SHS
$47.0M23.6K
0.4%
+10%
Added · +2K sh
41TJX Cos Inc New
COM
$45.2M298.1K
0.4%
+29%
Added · +66K sh
42Morgan Stanley
COM NEW
$44.9M214.9K
0.4%
+5.3%
Added · +11K sh
43Procter & Gamble Co
COM
$44.4M302.5K
0.4%
+3.5%
Added · +10K sh
44Palo Alto Networks Inc
COM
$43.9M128.8K
0.4%
+15%
Added · +16K sh
45Amphenol Corp
CL A
$43.2M245.1K
0.4%
+5.5%
Added · +13K sh
46Texas Instrs Inc
COM
$43.0M144.3K
0.4%
+23%
Added · +27K sh
47RTX Corporation
COM
$42.6M224.5K
0.3%
+1.9%
Added · +4K sh
48Western Digital Corp
COM
$42.1M65.9K
0.3%
+4.3%
Added · +3K sh
49Seagate Technology HLDNGS PL
ORD SHS
$40.1M41.6K
0.3%
+2.8%
Added · +1K sh
50Corning Inc
COM
$39.4M154.4K
0.3%
+1.3%
Added · +2K sh
Showing 50 of 2,242 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 20262,242$12.2B13F-HR
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
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, filed up to 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.