Vanguard Personalized Indexing Management, LLC

OAKLAND, CA · CIK 1767306 · 13F filing filed 2026-08-11

SEC-registered investment adviser since 2019 · limited liability company

Assets managed$11.4bn
Staff39 · 6 in investment roles
Main clients (by assets)Other advisers 99%
Form ADV · 2026-09-24SEC adviser record

Kindmutual funds, futures, FCA fund manager, wealth
Others nearbyMalvern, PA, Oakland, CA, London, Charlotte, NC, Scottsdale, AZ, Newtown Square, PA
FamilyVANGUARD GROUP INC · 8 related pages · largest: VANGUARD GROUP INC

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Oakland, CA (main office)United States	United States	about 1
Malvern, PAUnited States	United States	4
Philadelphia, PAUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$12.2bn reported value +19.7% vs Q1 2026

2,242positions

31.0%in top 10

196 new 1,266 added 765 reduced 119 sold out vs Q1 2026

Also in the report of:

Addison Advisors LLC – $12.9m of shares are in both reports
Francis Financial, Inc. – $8.7m of shares are in both reports
CARY STREET PARTNERS INVESTMENT ADVISORY LLC – $5.2m of shares are in both reports
Advisory Services Network, LLC – $1.4m of shares are in both reports
Palisades Hudson Asset Management, L.P. – $451.0k of shares are in both reports
IRON Financial LLC

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	3,838,871	$768.1m6.30%	6.30%	Added +94.2k	+94,183 2.5%
2	APPLE INC COM AAPL	AAPL	2,468,212	$714.2m5.86%	5.86%	Added +106.4k	+106,360 4.5%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,239,374	$442.9m3.63%	3.63%	Added +74.0k	+73,957 6.3%
4	MICROSOFT CORP COM MSFT	MSFT	1,106,284	$412.7m3.38%	3.38%	Added +4.7k	+4,712 0.4%
5	AMAZON COM INC COM AMZN	AMZN	1,460,229	$348.0m2.85%	2.85%	Added +62.7k	+62,732 4.5%
6	BROADCOM INC COM AVGO	AVGO	834,264	$315.1m2.58%	2.58%	Added +27.5k	+27,468 3.4%
7	MICRON TECHNOLOGY INC COM MU	MU	180,196	$208.0m1.71%	1.71%	Added +16.4k	+16,369 10.0%
8	ALPHABET INC CAP STK CL C GOOG	GOOG	566,892	$200.3m1.64%	1.64%	Added +4.9k	+4,886 0.9%
9	META PLATFORMS INC CL A META	META	325,106	$183.1m1.50%	1.50%	Reduced -5.0k	-5,024 -1.5%
10	ELI LILLY & CO COM LLY	LLY	151,203	$181.4m1.49%	1.49%	Added +10.1k	+10,133 7.2%
11	JPMORGAN CHASE & CO COM JPM	JPM	542,873	$177.7m1.46%	1.46%	Added +40.4k	+40,408 8.0%
12	TESLA INC COM TSLA	TSLA	414,776	$174.5m1.43%	1.43%	Added +20.8k	+20,753 5.3%
13	ADVANCED MICRO DEVICES INC COM AMD	AMD	254,343	$147.8m1.21%	1.21%	Added +23.0k	+23,000 9.9%
14	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	248,941	$124.6m1.02%	1.02%	Added +8.6k	+8,648 3.6%
15	VISA INC COM CL A V	V	316,085	$108.4m0.89%	0.89%	Added +29.2k	+29,213 10.2%
16	APPLIED MATLS INC COM AMAT	AMAT	145,211	$105.0m0.86%	0.86%	Added +1.6k	+1,635 1.1%
17	LAM RESEARCH CORP COM NEW LRCX	LRCX	231,375	$100.3m0.82%	0.82%	Added +7.7k	+7,737 3.5%
18	JOHNSON & JOHNSON COM JNJ	JNJ	364,217	$92.5m0.76%	0.76%	Added +19.9k	+19,904 5.8%
19	CATERPILLAR INC COM CAT	CAT	84,762	$90.3m0.74%	0.74%	Added +3.6k	+3,632 4.5%
20	WALMART INC COM WMT	WMT	786,348	$89.1m0.73%	0.73%	Reduced -2.4k	-2,356 -0.3%
21	CISCO SYS INC COM CSCO	CSCO	700,256	$82.3m0.67%	0.67%	Added +32.5k	+32,505 4.9%
22	ABBVIE INC COM ABBV	ABBV	323,012	$81.3m0.67%	0.67%	Added +17.7k	+17,688 5.8%
23	EXXON MOBIL CORP COM XOM	XOM	578,686	$79.1m0.65%	0.65%	Added +8.4k	+8,381 1.5%
24	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	159,102	$76.0m0.62%	0.62%	Added +26.7k	+26,747 20.2%
25	INTEL CORP COM INTC	INTC	538,159	$75.1m0.62%	0.62%	Added +87.7k	+87,734 19.5%
26	KLA CORP COM NEW KLAC	KLAC	242,115	$73.0m0.60%	0.60%	Added +4.1k	+4,085 1.7%
27	COSTCO WHSL CORP NEW COM COST	COST	75,026	$70.2m0.58%	0.58%	Reduced -3.6k	-3,579 -4.5%
28	MASTERCARD INCORPORATED CL A MA	MA	136,170	$69.9m0.57%	0.57%	Added +889	+889 0.7%
29	GE AEROSPACE COM NEW GE	GE	159,486	$59.6m0.49%	0.49%	Added +4.7k	+4,690 3.0%
30	UNITEDHEALTH GROUP INC COM UNH	UNH	134,704	$56.0m0.46%	0.46%	Added +30.0k	+30,030 28.7%
31	GOLDMAN SACHS GROUP INC COM GS	GS	54,465	$55.1m0.45%	0.45%	Added +4.1k	+4,082 8.1%
32	MERCK & CO INC COM MRK	MRK	425,518	$54.7m0.45%	0.45%	Added +15.7k	+15,660 3.8%
33	BANK AMERICA CORP COM BAC	BAC	947,094	$54.0m0.44%	0.44%	Added +7.4k	+7,399 0.8%
34	HOME DEPOT INC COM HD	HD	147,471	$52.0m0.43%	0.43%	Added +5.4k	+5,393 3.8%
35	GE VERNOVA INC COM GEV	GEV	43,977	$51.7m0.42%	0.42%	Added +699	+699 1.6%
36	NETFLIX INC COM NFLX	NFLX	701,797	$50.1m0.41%	0.41%	Reduced -32.4k	-32,412 -4.4%
37	SANDISK CORP COM SNDK	SNDK	21,070	$47.9m0.39%	0.39%	Added +5.1k	+5,093 31.9%
38	ORACLE CORP COM ORCL	ORCL	325,428	$47.7m0.39%	0.39%	Added +30.5k	+30,477 10.3%
39	COCA COLA CO COM KO	KO	583,394	$47.4m0.39%	0.39%	Added +24.4k	+24,352 4.4%
40	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	23,608	$47.0m0.39%	0.39%	Added +2.2k	+2,202 10.3%
41	TJX COS INC NEW COM TJX	TJX	298,148	$45.2m0.37%	0.37%	Added +66.4k	+66,430 28.7%
42	MORGAN STANLEY COM NEW MS	MS	214,934	$44.9m0.37%	0.37%	Added +10.7k	+10,732 5.3%
43	PROCTER AND GAMBLE CO COM PG	PG	302,505	$44.4m0.36%	0.36%	Added +10.4k	+10,374 3.5%
44	PALO ALTO NETWORKS INC COM PANW	PANW	128,750	$43.9m0.36%	0.36%	Added +16.5k	+16,491 14.7%
45	AMPHENOL CORP CL A APH	APH	245,093	$43.2m0.35%	0.35%	Added +12.8k	+12,800 5.5%
46	TEXAS INSTRS INC COM TXN	TXN	144,337	$43.0m0.35%	0.35%	Added +27.0k	+26,988 23.0%
47	RTX CORPORATION COM RTX	RTX	224,544	$42.6m0.35%	0.35%	Added +4.3k	+4,288 1.9%
48	WESTERN DIGITAL CORP COM WDC	WDC	65,892	$42.1m0.35%	0.35%	Added +2.7k	+2,708 4.3%
49	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	41,574	$40.1m0.33%	0.33%	Added +1.1k	+1,127 2.8%
50	CORNING INC COM GLW	GLW	154,382	$39.4m0.32%	0.32%	Added +2.1k	+2,052 1.4%
51	CHEVRON CORP NEW COM CVX	CVX	237,649	$39.4m0.32%	0.32%	Added +1.6k	+1,588 0.7%
52	PHILIP MORRIS INTL INC COM PM	PM	216,839	$39.2m0.32%	0.32%	Added +6.7k	+6,682 3.2%
53	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	136,885	$38.5m0.32%	0.32%	Added +11.1k	+11,100 8.8%
54	AMGEN INC COM AMGN	AMGN	105,365	$38.2m0.31%	0.31%	Added +9.3k	+9,336 9.7%
55	CITIGROUP INC COM NEW C	C	262,954	$36.8m0.30%	0.30%	Added +6.6k	+6,575 2.6%
56	LINDE PLC SHS LIN	LIN	69,000	$35.8m0.29%	0.29%	Added +12.0k	+12,000 21.1%
57	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	301,158	$35.1m0.29%	0.29%	Reduced -10.4k	-10,359 -3.3%
58	EATON CORP PLC SHS ETN	ETN	81,722	$34.8m0.29%	0.29%	Added +5.6k	+5,553 7.3%
59	AMERICAN EXPRESS CO COM AXP	AXP	96,697	$32.7m0.27%	0.27%	Added +6.8k	+6,848 7.6%
60	WELLS FARGO CO NEW COM WFC	WFC	395,099	$32.7m0.27%	0.27%	Reduced -379	-379 -0.1%
61	ANALOG DEVICES INC COM ADI	ADI	81,383	$32.3m0.27%	0.27%	Added +6.6k	+6,615 8.8%
62	MARVELL TECHNOLOGY INC COM MRVL	MRVL	105,141	$31.3m0.26%	0.26%	Added +11.8k	+11,782 12.6%
63	DEERE & CO COM DE	DE	47,264	$30.0m0.25%	0.25%	Added +6.0k	+5,959 14.4%
64	ARISTA NETWORKS INC COM SHS ANET	ANET	171,945	$29.2m0.24%	0.24%	Added +6.2k	+6,198 3.7%
65	UNION PAC CORP COM UNP	UNP	106,722	$29.0m0.24%	0.24%	Added +17.0k	+17,003 18.9%
66	NEXTERA ENERGY INC COM NEE	NEE	325,866	$28.6m0.23%	0.23%	Reduced -7.4k	-7,420 -2.2%
67	MCDONALDS CORP COM MCD	MCD	104,467	$28.2m0.23%	0.23%	Reduced -11.5k	-11,546 -9.9%
68	GILEAD SCIENCES INC COM GILD	GILD	211,436	$26.7m0.22%	0.22%	Reduced -1.6k	-1,595 -0.8%
69	QUALCOMM INC COM QCOM	QCOM	140,207	$25.9m0.21%	0.21%	Added +15.4k	+15,394 12.3%
70	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	49,988	$25.1m0.21%	0.21%	Reduced -2.9k	-2,872 -5.4%
71	CUMMINS INC COM CMI	CMI	33,793	$24.1m0.20%	0.20%	Added +482	+482 1.4%
72	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	58,295	$23.2m0.19%	0.19%	Reduced -2.2k	-2,245 -3.7%
73	BOOKING HOLDINGS INC COM BKNG	BKNG	129,078	$23.0m0.19%	0.19%	Added +3.1k	+3,103 2.5%
74	PEPSICO INC COM PEP	PEP	169,766	$23.0m0.19%	0.19%	Reduced -20.2k	-20,176 -10.6%
75	CHUBB LIMITED COM CB	CB	67,373	$23.0m0.19%	0.19%	Added +1.3k	+1,279 1.9%
76	BLACKROCK INC COM BLK	BLK	23,708	$22.8m0.19%	0.19%	Added +494	+494 2.1%
77	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	28,437	$21.7m0.18%	0.18%	Added +5.1k	+5,069 21.7%
78	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	43,151	$21.4m0.18%	0.18%	Added +1.5k	+1,528 3.7%
79	PROGRESSIVE CORP COM PGR	PGR	98,092	$21.4m0.18%	0.18%	Reduced -105	-105 -0.1%
80	ABBOTT LABS COM ABT	ABT	235,178	$21.3m0.18%	0.18%	Reduced -12.8k	-12,816 -5.2%
81	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	94,419	$21.1m0.17%	0.17%	Added +21.1k	+21,134 28.8%
82	WELLTOWER INC COM WELL	WELL	92,710	$21.0m0.17%	0.17%	Added +1.3k	+1,339 1.5%
83	PARKER-HANNIFIN CORP COM PH	PH	21,317	$20.9m0.17%	0.17%	Added +769	+769 3.7%
84	APPLOVIN CORP COM CL A APP	APP	40,258	$20.7m0.17%	0.17%	Added +2.8k	+2,787 7.4%
85	LOWES COS INC COM LOW	LOW	93,229	$20.6m0.17%	0.17%	Reduced -7.5k	-7,513 -7.5%
86	TRANE TECHNOLOGIES PLC SHS TT	TT	41,614	$20.4m0.17%	0.17%	Added +126	+126 0.3%
87	VERIZON COMMUNICATIONS INC COM VZ	VZ	467,463	$19.8m0.16%	0.16%	Added +12.1k	+12,078 2.6%
88	NOVARTIS AG SPONSORED ADR NVS	NVS	126,054	$19.8m0.16%	0.16%	Added +5.4k	+5,419 4.5%
89	AT&T INC COM T	T	949,954	$19.7m0.16%	0.16%	Reduced -44.3k	-44,293 -4.5%
90	BANK NEW YORK MELLON CORP COM BNY	BNY	134,890	$19.5m0.16%	0.16%	Added +4.6k	+4,573 3.5%
91	QUANTA SVCS INC COM PWR	PWR	27,008	$19.4m0.16%	0.16%	Added +1.1k	+1,102 4.2%
92	FORTINET INC COM FTNT	FTNT	126,199	$19.4m0.16%	0.16%	Reduced -423	-423 -0.3%
93	CAPITAL ONE FINL CORP COM COF	COF	96,516	$19.4m0.16%	0.16%	Reduced -177	-177 -0.2%
94	DELL TECHNOLOGIES INC CL C DELL	DELL	44,795	$19.3m0.16%	0.16%	Added +3.7k	+3,717 9.1%
95	DISNEY WALT CO COM DIS	DIS	199,560	$19.2m0.16%	0.16%	Added +15.5k	+15,519 8.4%
96	MARATHON PETE CORP COM MPC	MPC	73,142	$18.7m0.15%	0.15%	Added +3.9k	+3,907 5.6%
97	SCHWAB CHARLES CORP COM SCHW	SCHW	198,471	$18.3m0.15%	0.15%	Reduced -6.8k	-6,822 -3.3%
98	LOCKHEED MARTIN CORP COM LMT	LMT	35,818	$18.2m0.15%	0.15%	Added +572	+572 1.6%
99	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	48,227	$18.1m0.15%	0.15%	Added +2.7k	+2,731 6.0%
100	DUKE ENERGY CORP NEW COM NEW DUK	DUK	142,989	$18.1m0.15%	0.15%	Added +6.9k	+6,914 5.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		44,453	$20.1m44.5k shares
CARNIVAL CORP		136,458	$3.5m136.5k shares
COTERRA ENERGY INC CTRA	CTRA	99,379	$3.5m99.4k shares
DUPONT DE NEMOURS INC DWDP	DWDP	23,183	$3.2m23.2k shares
HOLOGIC INC HOLX	HOLX	33,753	$2.6m33.8k shares
MASIMO CORP MASI	MASI	10,251	$1.8m10.3k shares
TERNS PHARMACEUTICALS INC		22,676	$1.2m22.7k shares
THOMSON REUTERS CORP		11,491	$1.0m11.5k shares
AIR LEASE CORP AL	AL	12,948	$840.8k12.9k shares
ARCELLX INC ACLX	ACLX	5,839	$670.4k5.8k shares
PLDT INC PHI	PHI	31,420	$661.1k31.4k shares
TRI POINTE HOMES INC TPH	TPH	13,229	$618.2k13.2k shares
CLEARWATER ANALYTICS HLDGS I		25,433	$601.5k25.4k shares
ISHARES TR ESML	ESML	11,415	$536.7k11.4k shares
AMICUS THERAPEUTICS INC FOLD	FOLD	36,983	$534.8k37.0k shares
TASEKO MINES LTD		81,356	$524.7k81.4k shares
SEALED AIR CORP NEW		10,249	$431.0k10.2k shares
ISHARES TR IWR	IWR	4,419	$429.7k4.4k shares
WAYSTAR HLDG CORP WAY	WAY	16,540	$398.8k16.5k shares
BOSTON BEER INC SAM	SAM	1,643	$378.5k1.6k shares
CARNIVAL PLC CUK	CUK	14,589	$376.0k14.6k shares
UNIVERSAL DISPLAY CORP OLED	OLED	3,872	$354.9k3.9k shares
WIX COM LTD WIX	WIX	3,808	$343.0k3.8k shares
ASCENDIS PHARMA A/S		1,425	$325.9k1.4k shares
SHAKE SHACK INC SHAK	SHAK	3,596	$318.1k3.6k shares