Vanguard Personalized Indexing Management, LLC

FundOakland · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$12.2B

Reported value of US stock holdings on Jun 30, the filing's own figure

2,242 positions · filed Aug 11, 42 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 11 · against the report before it

New positions

196, biggest 4

HON HONEYWELL INTL INC 44,515 sharesunder 0.1% of this fund's holdings

HONA HONEYWELL AEROSPACE INC 44,382 sharesunder 0.1% of this fund's holdings

CCL CARNIVAL CORP LTD 158K sharesunder 0.1% of this fund's holdings

FDXF FEDEX FGHT HLDG CO INC 20,915 sharesunder 0.1% of this fund's holdings

Sold out

119, biggest 4

CTRA COTERRA ENERGY INC All 99,379 shares

no ticker HOLOGIC INC All 33,753 shares

no ticker MASIMO CORP All 10,251 shares

no ticker TERNS PHARMACEUTICALS INC All 22,676 shares

Added to

1,102, biggest 4

NVDA NVIDIA CORPORATION +94,183 shares+3%

AAPL APPLE INC +106K shares+5%

GOOGL ALPHABET INC +73,957 shares+6%

AMZN AMAZON COM INC +62,732 shares+4%

Trimmed

634, biggest 4

COST COSTCO WHOLESALE CORPORATION −3,579 shares−5%

NFLX NETFLIX INC. −32,412 shares−4%

PLTR PALANTIR TECHNOLOGIES INC −10,359 shares−3%

NEE NEXTERA ENERGY INC −7,420 shares−2%

Top holdings

Reference, not news

Top holdings · 2,242 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 NVDA NVIDIA CORPORATION 3.8M 6.3% +3%

2 AAPL APPLE INC 2.5M 5.9% +5%

3 GOOGL ALPHABET INC 1.2M 3.6% +6%

4 MSFT MICROSOFT CORP 1.1M 3.4% No change

5 AMZN AMAZON COM INC 1.5M 2.9% +4%

6 AVGO BROADCOM INC 834K 2.6% +3%

7 MU MICRON TECHNOLOGY INC 180K 1.7% +10%

8 GOOG ALPHABET INC 567K 1.6% +1%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.