Vanguard Personalized Indexing Management, LLC

$10.2B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1767306 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $10.2B
ALL retained default holdings for this (filer, period), including NULL-value ones: 2,165
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 293
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 103

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:15642` · issuer key `iss:1334` COM	ADD	−$25.3M	+107,490	$678M	$653M	3,637,198	3,744,688
position key `pos:13215` · issuer key `iss:144` COM	ADD	−$31.0M	+43,045	$630M	$599M	2,318,807	2,361,852
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$143M	−36,697	$550M	$408M	1,138,269	1,101,572
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	ADD	−$22.9M	+21,436	$358M	$335M	1,143,981	1,165,417
position key `pos:14175` · issuer key `iss:95` COM	ADD	−$30.1M	+5,972	$321M	$291M	1,391,525	1,397,497
position key `pos:12827` · issuer key `iss:323` COM	ADD	−$24.9M	+13,426	$275M	$250M	793,370	806,796
position key `pos:11390` · issuer key `iss:720` CL A	ADD	−$24.1M	+7,434	$213M	$189M	322,696	330,130
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	ADD	−$10.9M	+13,523	$172M	$161M	548,483	562,006
position key `pos:18039` · issuer key `iss:1025` COM	ADD	−$8.0M	+18,917	$156M	$148M	483,548	502,465
position key `pos:10357` · issuer key `iss:1786` COM	ADD	−$30.4M	+632	$177M	$146M	393,391	394,023
position key `pos:15863` · issuer key `iss:1123` COM	ADD	−$14.1M	+7,253	$144M	$130M	133,817	141,070
position key `pos:11205` · issuer key `iss:255` CL B NEW	ADD	+$264K	+11,736	$115M	$115M	228,557	240,293
position key `pos:13490` · issuer key `iss:1939` COM	ADD	+$13.0M	+25,645	$85.0M	$98.0M	763,059	788,704
position key `pos:14552` · issuer key `iss:711` COM	ADD	+$32.1M	+33,154	$64.6M	$96.8M	537,151	570,305
position key `pos:12848` · issuer key `iss:1921` COM CL A	ADD	−$9.9M	+11,385	$96.6M	$86.7M	275,487	286,872
position key `pos:13599` · issuer key `iss:1035` COM	ADD	+$16.9M	+19,196	$67.3M	$84.2M	325,117	344,313
position key `pos:12030` · issuer key `iss:525` COM	ADD	+$18.7M	+9,408	$59.7M	$78.3M	69,197	78,605
position key `pos:15433` · issuer key `iss:1290` COM	ADD	+$4.7M	+31,139	$65.9M	$70.6M	703,070	734,209
position key `pos:14206` · issuer key `iss:1193` CL A	TRIM	−$9.7M	−171	$77.3M	$67.6M	135,452	135,281
position key `pos:15499` · issuer key `iss:23` COM	ADD	−$665K	+11,790	$67.1M	$66.4M	293,534	305,324
position key `pos:13432` · issuer key `iss:411` COM	ADD	+$13.4M	+4,255	$44.0M	$57.5M	76,875	81,130
position key `pos:15221` · issuer key `iss:1228` COM	ADD	+$10.8M	+7,766	$44.5M	$55.3M	156,061	163,827
position key `pos:11944` · issuer key `iss:454` COM	ADD	+$1.6M	+15,986	$50.2M	$51.8M	651,765	667,751
position key `pos:17751` · issuer key `iss:1214` COM	ADD	+$8.7M	+23,972	$40.6M	$49.3M	385,886	409,858
position key `pos:14157` · issuer key `iss:149` COM	ADD	+$12.4M	+1,056	$36.6M	$49.1M	142,520	143,576
position key `pos:11717` · issuer key `iss:440` COM	ADD	+$14.9M	+13,628	$33.9M	$48.8M	222,433	236,061
position key `pos:10455` · issuer key `iss:1091` COM NEW	ADD	+$10.9M	+8,089	$36.9M	$47.8M	215,549	223,638
position key `pos:14060` · issuer key `iss:47` COM	ADD	−$1.5M	+4,629	$48.6M	$47.1M	226,714	231,343
position key `pos:10715` · issuer key `iss:916` COM	ADD	−$853K	+3,801	$47.6M	$46.7M	138,277	142,078
position key `pos:13234` · issuer key `iss:230` COM	ADD	−$5.5M	+6,391	$51.3M	$45.8M	933,304	939,695
position key `pos:12445` · issuer key `iss:1405` CL A	TRIM	−$10.5M	−3,868	$56.1M	$45.6M	315,385	311,517
position key `pos:17467` · issuer key `iss:1751` SPONSORED ADS	ADD	+$8.9M	+14,590	$35.8M	$44.7M	117,765	132,355
position key `pos:12492` · issuer key `iss:810` COM NEW	ADD	−$893K	+9,291	$44.8M	$43.9M	145,505	154,796
position key `pos:16072` · issuer key `iss:1370` COM	ADD	−$10.9M	+16,400	$54.3M	$43.4M	278,551	294,951
position key `pos:11938` · issuer key `iss:834` COM	ADD	+$3.3M	+5,674	$39.3M	$42.6M	44,709	50,383
position key `pos:10493` · issuer key `iss:471` COM	ADD	+$6.4M	+42,558	$36.1M	$42.5M	516,484	559,042
position key `pos:15626` · issuer key `iss:1529` COM	ADD	+$3.4M	+7,312	$39.1M	$42.5M	212,944	220,256
position key `pos:14992` · issuer key `iss:1485` COM	ADD	+$2.9M	+17,835	$39.3M	$42.2M	274,296	292,131
position key `pos:17386` · issuer key `iss:806` COM	ADD	+$11.5M	+3,081	$26.3M	$37.8M	40,197	43,278
position key `pos:17899` · issuer key `iss:1745` COM	ADD	+$3.6M	+13,988	$33.4M	$37.0M	217,730	231,718
position key `pos:16096` · issuer key `iss:1206` COM	ADD	+$2.7M	+6,929	$33.3M	$36.1M	109,084	116,013
position key `pos:18187` · issuer key `iss:1040` COM NEW	ADD	+$7.5M	+1,157	$27.5M	$35.0M	22,646	23,803
position key `pos:15198` · issuer key `iss:1445` COM	ADD	+$3.6M	+16,008	$31.1M	$34.7M	194,149	210,157
position key `pos:11671` · issuer key `iss:122` COM	ADD	+$4.9M	+7,739	$28.9M	$33.8M	88,290	96,029
position key `pos:11621` · issuer key `iss:1253` COM NEW	ADD	−$1.4M	+6,804	$35.0M	$33.6M	197,398	204,202
position key `pos:11688` · issuer key `iss:1955` COM	TRIM	−$7.0M	−17,033	$38.4M	$31.5M	412,511	395,478
position key `pos:10718` · issuer key `iss:1311` COM	ADD	+$5.0M	+10,436	$25.9M	$31.0M	322,850	333,286
position key `pos:10136` · issuer key `iss:990` COM	TRIM	−$8.6M	−6,243	$39.1M	$30.5M	132,028	125,785
position key `pos:10600` · issuer key `iss:821` COM	ADD	+$4.6M	+8,983	$25.0M	$29.7M	204,048	213,031
position key `pos:13833` · issuer key `iss:1435` COM	ADD	+$4.4M	+14,887	$25.1M	$29.5M	175,055	189,942
position key `pos:15235` · issuer key `iss:125` CL A	TRIM	−$3.5M	−11,052	$32.9M	$29.4M	243,345	232,293
position key `pos:15168` · issuer key `iss:456` COM NEW	ADD	+$537K	+11,805	$28.5M	$29.1M	244,574	256,379
position key `pos:16441` · issuer key `iss:16` COM	ADD	+$6.3M	+87,006	$22.5M	$28.8M	907,241	994,247
position key `pos:16115` · issuer key `iss:1869` COM	TRIM	−$10.0M	−11,531	$38.4M	$28.3M	116,205	104,674
position key `pos:11625` · issuer key `iss:2284` N Y REGISTRY SHS	TRIM	+$5.4M	−8	$22.9M	$28.3M	21,414	21,406
position key `pos:12681` · issuer key `iss:2154` SHS	ADD	+$7.9M	+9,235	$20.4M	$28.3M	47,765	57,000
position key `pos:16805` · issuer key `iss:997` COM NEW	ADD	−$6.0M	+639	$33.9M	$27.9M	59,901	60,540
position key `pos:17839` · issuer key `iss:2093` SHS	ADD	+$4.2M	+3,750	$23.1M	$27.2M	72,419	76,169
position key `pos:11849` · issuer key `iss:104` COM	TRIM	−$6.4M	−821	$33.5M	$27.2M	90,670	89,849
position key `pos:15125` · issuer key `iss:1798` COM	ADD	−$4.2M	+851	$30.1M	$26.0M	52,009	52,860
position key `pos:12366` · issuer key `iss:22` COM	TRIM	−$6.5M	−6,746	$31.9M	$25.5M	254,740	247,994
position key `pos:16172` · issuer key `iss:1141` COM	ADD	+$279K	+3,197	$23.5M	$23.8M	97,545	100,742
position key `pos:14307` · issuer key `iss:127` COM	ADD	+$4.7M	+4,563	$19.0M	$23.8M	70,205	74,768
position key `pos:13471` · issuer key `iss:562` COM	ADD	+$5.4M	+3,014	$17.8M	$23.3M	38,291	41,305
position key `pos:12725` · issuer key `iss:1615` COM	ADD	−$7.9M	+6,892	$30.9M	$23.1M	116,780	123,672
position key `pos:10935` · issuer key `iss:1902` COM	ADD	+$6.5M	+52,798	$16.4M	$22.9M	402,587	455,385
position key `pos:16841` · issuer key `iss:1791` COM	ADD	+$4.1M	+9,441	$18.7M	$22.8M	107,908	117,349
position key `pos:11610` · issuer key `iss:287` COM	ADD	−$1.7M	+787	$24.0M	$22.3M	22,427	23,214
position key `pos:14191` · issuer key `iss:1855` COM	ADD	+$2.5M	+6,315	$19.3M	$21.8M	83,404	89,719
position key `pos:11267` · issuer key `iss:2257` COM	ADD	+$2.0M	+3,393	$19.6M	$21.5M	62,701	66,094
position key `pos:17173` · issuer key `iss:1138` COM	ADD	+$6.7M	+5,127	$14.6M	$21.3M	30,119	35,246
position key `pos:15035` · issuer key `iss:505` COM	ADD	+$7.1M	+9,458	$14.2M	$21.3M	151,617	161,075
position key `pos:10854` · issuer key `iss:300` COM	TRIM	−$7.2M	−267	$28.4M	$21.2M	5,306	5,039
position key `pos:17201` · issuer key `iss:1208` COM	ADD	+$1.7M	+752	$19.1M	$20.8M	23,327	24,079
position key `pos:16439` · issuer key `iss:520` COM	ADD	+$7.8M	+5,046	$12.9M	$20.7M	147,284	152,330
position key `pos:11577` · issuer key `iss:167` COM SHS	ADD	−$698K	+5,108	$21.0M	$20.4M	160,639	165,747
position key `pos:15495` · issuer key `iss:1590` COM	TRIM	−$5.9M	−2,451	$26.2M	$20.3M	50,176	47,725
position key `pos:13876` · issuer key `iss:917` COM	ADD	+$4.1M	+7,007	$16.0M	$20.1M	81,899	88,906
position key `pos:18143` · issuer key `iss:982` COM	ADD	+$4.6M	+35,247	$15.3M	$19.9M	415,178	450,425
position key `pos:11683` · issuer key `iss:1491` COM	ADD	−$1.8M	+4,844	$21.3M	$19.5M	93,353	98,197
position key `pos:16131` · issuer key `iss:1632` COM	ADD	−$733K	+4,848	$20.0M	$19.3M	200,445	205,293
position key `pos:16411` · issuer key `iss:865` COM	ADD	+$382K	+262	$18.9M	$19.3M	40,456	40,718
position key `pos:10586` · issuer key `iss:1908` COM	ADD	+$830K	+2,458	$17.8M	$18.6M	39,165	41,623
position key `pos:14360` · issuer key `iss:1327` SPONSORED ADR	TRIM	+$449K	−9,764	$18.0M	$18.4M	130,399	120,635
position key `pos:10128` · issuer key `iss:1413` COM	ADD	+$1.5M	+1,310	$16.9M	$18.4M	19,238	20,548
position key `pos:13683` · issuer key `iss:1648` COM	ADD	−$6.1M	+15,140	$24.3M	$18.1M	158,379	173,519
position key `pos:11177` · issuer key `iss:1956` COM	ADD	+$2.4M	+7,134	$15.6M	$18.1M	84,237	91,371
position key `pos:13832` · issuer key `iss:996` COM	TRIM	−$11.9M	−3,431	$29.9M	$18.0M	45,076	41,645
position key `pos:14782` · issuer key `iss:1406` COM	ADD	+$345K	+16,426	$17.7M	$18.0M	95,833	112,259
position key `pos:11393` · issuer key `iss:545` COM	ADD	+$1.1M	+392	$16.8M	$17.9M	32,919	33,311
position key `pos:15690` · issuer key `iss:610` COM NEW	ADD	+$3.3M	+12,594	$14.5M	$17.8M	123,481	136,075
position key `pos:17095` · issuer key `iss:588` COM	TRIM	−$4.2M	−8,674	$21.9M	$17.7M	192,715	184,041
position key `pos:16278` · issuer key `iss:390` COM	TRIM	−$6.5M	−2,998	$24.2M	$17.6M	99,691	96,693
position key `pos:15220` · issuer key `iss:1725` COM	ADD	+$166K	+3,965	$17.5M	$17.6M	49,667	53,632
position key `pos:14081` · issuer key `iss:2235` SHS	ADD	+$2.2M	+2,605	$15.1M	$17.3M	38,883	41,488
position key `pos:15598` · issuer key `iss:1962` COM	ADD	+$6.6M	+2,197	$10.5M	$17.1M	60,987	63,184
position key `pos:14787` · issuer key `iss:1180` COM	TRIM	+$5.6M	−441	$11.3M	$16.9M	69,676	69,235
position key `pos:10790` · issuer key `iss:1444` COM	ADD	+$3.7M	+71,903	$13.1M	$16.8M	526,644	598,547
position key `pos:12696` · issuer key `iss:1845` COM	TRIM	−$2.6M	−4,469	$19.0M	$16.4M	232,248	227,779
position key `pos:10554` · issuer key `iss:1747` COM	ADD	+$1.2M	+3,299	$15.1M	$16.3M	74,281	77,580

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 13

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:10919` · issuer key `iss:1013` ESG OPTIMIZED	NO CHANGE	−$104K	$2.0M	$1.9M	14,393	14,393
position key `pos:12270` · issuer key `iss:750` COM	NO CHANGE	+$327K	$1.5M	$1.9M	8,149	8,149
position key `pos:11020` · issuer key `iss:255` CL A	NO CHANGE	−$73.3K	$1.5M	$1.4M	2	2
position key `sid:sec:prov:6f9dc5decf4c0d4690493bc1e0555f7c` · issuer key `cusip6:921910` MEGA CAP VAL ETF	NO CHANGE	+$18.2K	$678K	$696K	4,801	4,801
position key `pos:13780` · issuer key `cusip6:922908` EXTEND MKT ETF	NO CHANGE	−$9.1K	$570K	$561K	2,727	2,727
position key `sid:sec:prov:562fba1b5020edb2d0b8d70706ee0532` · issuer key `cusip6:921910` MEGA CAP INDEX	NO CHANGE	−$30.6K	$518K	$487K	2,062	2,062
position key `pos:14349` · issuer key `iss:1013` ESG MSCI KLD 400	NO CHANGE	−$28.7K	$484K	$455K	3,754	3,754
position key `sid:sec:prov:52224165749a7cd51f969efbfcab8cf8` · issuer key `cusip6:33733E` DJ INTERNT IDX	NO CHANGE	−$54.6K	$418K	$363K	1,553	1,553
position key `sid:sec:prov:a44fed19d15b00532a2c89f1e9353cc2` · issuer key `cusip6:637215` COM	NO CHANGE	+$77.3K	$272K	$350K	2,551	2,551
position key `sid:sec:prov:a246d16f2d7af754acb07580c50f4c33` · issuer key `cusip6:G7111A` CL A ORD SHS	NO CHANGE	$0	$269K	$269K	25,886	25,886
position key `sid:sec:prov:16b2967c1b0bb76b6346bfde109e0bb6` · issuer key `cusip6:23284F` COM	NO CHANGE	+$11.8K	$114K	$126K	26,765	26,765
position key `pos:16763` · issuer key `iss:1678` COM CL A	NO CHANGE	−$14.1K	$54.7K	$40.6K	27,056	27,056
position key `sid:sec:prov:b8252ac82a295338e53b48a0dbe8bee1` · issuer key `cusip6:M25722` ORD	NO CHANGE	+$7.0K	$17.9K	$24.9K	11,690	11,690

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 2,126 issuers · $10.2B disclosed value over 2,165 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$653M

3,744,688

6.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$599M

2,361,852

5.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Vanguard Personalized Indexing Management, LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$335M	1,165,417
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$161M	562,006

$496M

1,727,423

4.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$408M

1,101,572

4.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$291M

1,397,497

2.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$250M

806,796

2.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$189M

330,130

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$148M

502,465

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$146M

394,023

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$130M

141,070

1.3%

BERKSHIRE HATHAWAY INC DEL

2 positions · 2 reported rows

Rows Vanguard Personalized Indexing Management, LLC reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$115M	240,293
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$1.4M	2

$117M

240,295

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$98.0M

788,704

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$96.8M

570,305

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$86.7M

286,872

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$84.2M

344,313

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$78.3M

78,605

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$70.6M

734,209

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$67.6M

135,281

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$66.4M

305,324

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$57.5M

81,130

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICRON TECHNOLOGY INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$55.3M

163,827

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$51.8M

667,751

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$49.3M

409,858

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$49.1M

143,576

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$48.8M

236,061

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAM RESEARCH CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$47.8M

223,638

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADVANCED MICRO DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$47.1M

231,343

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$46.7M

142,078

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$45.8M

939,695

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALANTIR TECHNOLOGIES INC · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$45.6M

311,517

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$44.7M

132,355

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE AEROSPACE · COM NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$43.9M

154,796

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$43.4M

294,951

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$42.6M

50,383

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$42.5M

559,042

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$42.5M

220,256

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$42.2M

292,131

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE VERNOVA INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$37.8M

43,278

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$37.0M

231,718

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$36.1M

116,013

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KLA CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$35.0M

23,803

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$34.7M

210,157

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$33.8M

96,029

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY · COM NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$33.6M

204,202

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLS FARGO & CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$31.5M

395,478

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEXTERA ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$31.0M

333,286

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$30.5M

125,785

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GILEAD SCIENCES INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$29.7M

213,031

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$29.5M

189,942

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMPHENOL CORP · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$29.4M

232,293

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CITIGROUP INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$29.1M

256,379

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AT&T INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$28.8M

994,247

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITEDHEALTH GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$28.3M

104,674

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASML HLDG NV · N Y REGISTRY SHS CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$28.3M

21,406

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LINDE PLC · SHS CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$28.3M

57,000

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUITIVE SURGICAL INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$27.9M

60,540

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EATON CORP PLC · SHS CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$27.2M

76,169

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$27.2M

89,849

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$26.0M

52,860

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$25.5M

247,994

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$23.8M

100,742

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ANALOG DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$23.8M

74,768

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DEERE & CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$23.3M

41,305

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SALESFORCE INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$23.1M

123,672

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERIZON COMMUNICATIONS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$22.9M

455,385

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TEXAS INSTRS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$22.8M

117,349

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKROCK INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$22.3M

23,214

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$21.8M

89,719

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHUBB LTD SWITZ · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$21.5M

66,094

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOCKHEED MARTIN CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$21.3M

35,246

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CONOCOPHILLIPS · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$21.3M

161,075

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOOKING HOLDINGS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$21.2M

5,039

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCKESSON CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$20.8M

24,079

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CORNING INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$20.7M

152,330

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARISTA NETWORKS INC · COM SHS CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$20.4M

165,747

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

S&P GLOBAL INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$20.3M

47,725

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HONEYWELL INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$20.1M

88,906

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTEL CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$19.9M

450,425

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROGRESSIVE CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$19.5M

98,197

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SCHWAB CHARLES CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$19.3M

205,293

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HCA HEALTHCARE INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$19.3M

40,718

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERTEX PHARMACEUTICALS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$18.6M

41,623

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NOVARTIS AG · SPONSORED ADR CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$18.4M

120,635

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PARKER-HANNIFIN CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$18.4M

20,548

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SERVICENOW INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$18.1M

173,519

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLTOWER INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$18.1M

91,371

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUIT · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$18.0M

41,645

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALO ALTO NETWORKS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$18.0M

112,259

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CUMMINS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$17.9M

33,311

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DUKE ENERGY CORP NEW · COM NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$17.8M

136,075

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DISNEY WALT CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$17.7M

184,041

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CAPITAL ONE FINL CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$17.6M

96,693

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STRYKER CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$17.6M

53,632

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRANE TECHNOLOGIES PLC · SHS CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$17.3M

41,488

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WESTERN DIGITAL CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$17.1M

63,184

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARATHON PETE CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$16.9M

69,235

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PFIZER INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$16.8M

598,547

0.2%

—

VANGUARD INDEX FDS

8 positions · 8 reported rows

Rows Vanguard Personalized Indexing Management, LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$7.1M	11,945
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$2.5M	8,648
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$2.3M	7,164
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$1.7M	3,926
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$1.2M	6,354
VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — src ↗	$561K	2,727
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$533K	2,034
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$440K	1,472

ticker not yet mapped

$16.4M

44,270

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UBER TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$16.4M

227,779

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

T-MOBILE US INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$16.3M

77,580

0.2%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 42.6%below median 80.0%
Concentration index: 144 bpsbelow median 446 bps
Positions with value: 2165 / 2165median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 42.6% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 144 · QoQ moves: 2,268

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Vanguard Personalized Indexing Management, LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).