Back to funds
View filing
Vanguard Personalized Indexing Management, LLC
hedge fundUpdated 30 days agoManaged by Vanguard Personalized Indexing Management, Llc • Latest filing Q2 2026
Portfolio value
$12.2B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
35.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $2.9B |
| Q2 2023 | $3.3B |
| Q3 2023 | $3.3B |
| Q4 2023 | $3.9B |
| Q1 2024 | $4.7B |
| Q2 2024 | $5.3B |
| Q3 2024 | $6.2B |
| Q4 2024 | $6.6B |
| Q1 2025 | $6.8B |
| Q2 2025 | $8.9B |
| Q3 2025 | $9.8B |
| Q4 2025 | $10.3B |
| Q1 2026 | $10.2B |
| Q2 2026 | $12.2B |
Top holdings
2,242 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $768.1M | 3.84M | 6.30% | — |
| 2 | A AAPL APPLE INC | $714.2M | 2.47M | 5.86% | — |
| 3 | G GOOGN ALPHABET INC | $442.9M | 1.24M | 3.63% | — |
| 4 | M MSFT MICROSOFT CORP | $412.7M | 1.11M | 3.38% | — |
| 5 | A AMZN AMAZON COM INC | $348M | 1.46M | 2.85% | — |
| 6 | A AVGO BROADCOM INC | $315.1M | 834.3K | 2.58% | — |
| 7 | M MU MICRON TECHNOLOGY INC | $208M | 180.2K | 1.71% | — |
| 8 | G GOOGN ALPHABET INC | $200.3M | 566.9K | 1.64% | — |
| 9 | M META META PLATFORMS INC | $183.1M | 325.1K | 1.50% | — |
| 10 | L LLY ELI LILLY & CO | $181.4M | 151.2K | 1.49% | — |
| 11 | J JPM-PM JPMORGAN CHASE & CO | $177.7M | 542.9K | 1.46% | — |
| 12 | T TSLA TESLA INC | $174.5M | 414.8K | 1.43% | — |
| 13 | A AMD ADVANCED MICRO DEVICES INC | $147.8M | 254.3K | 1.21% | — |
| 14 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $124.6M | 248.9K | 1.02% | — |
| 15 | V V VISA INC | $108.4M | 316.1K | 0.89% | — |
| 16 | A AMAT APPLIED MATLS INC | $105M | 145.2K | 0.86% | — |
| 17 | L LRCX LAM RESEARCH CORP | $100.3M | 231.4K | 0.82% | — |
| 18 | J JNJ JOHNSON & JOHNSON | $92.5M | 364.2K | 0.76% | — |
| 19 | C CAT CATERPILLAR INC | $90.3M | 84.8K | 0.74% | — |
| 20 | W WMT WALMART INC | $89.1M | 786.3K | 0.73% | — |