Vanguard Personalized Indexing Management, LLC

CIK 0001767306 · Q1 2026

13F Equity AUM

$10.2B

-0.6% QoQ

Positions

2,165

+190 QoQ

AUM Rank

#630

Top 5%

Skill Alpha (FF)

-0.6%/yr^ns

No Clear Edge

Rank #3,112 · Top 38%

vs S&P -3.0%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 22.4%Top 10: 31.2%Top 20: 40.0%

NVDA6.4%

AAPL5.9%

MSFT4.0%

GOOGL3.3%

AMZN2.9%

AVGO2.5%

META1.9%

GOOG1.6%

JPM1.4%

TSLA1.4%

Others (2155)68.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology31.5%

Financial Services13.9%

Healthcare9.5%

Communication Services9.4%

Consumer Cyclical9.3%

Industrials8.8%

Consumer Defensive4.5%

Energy4.4%

Other8.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 2165Median: 0.01%Avg: 0.05%

0–0.5%

2142(58.4%)

0.5–1%

11(8.0%)

1–3%

8(14.0%)

3–5%

2(7.3%)

5%+

2(12.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 2,139Unique: 26vs 20 funds

29.2%Moderate

2,165

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

38.7%

BlackRock, Inc.

50.6%

BANK OF AMERICA CORP /DE/

41.1%

JPMORGAN CHASE & CO

38.1%

GEODE CAPITAL MANAGEMENT, LLC

52%

VANGUARD CAPITAL MANAGEMENT LLC

52.9%

STATE STREET CORP

51.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

53.6%

FMR LLC

52.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New292Increased1194Decreased665Exited103

New Positions

AZN0.1%

+70K

ESGD0.0%

+16K

PNFP0.0%

+28K

TRMK0.0%

+16K

SUNBELT RENTALS HOLD…0.0%

+14K

AMCOR PLC0.0%

+28K

PIPER SANDLER COMPAN…0.0%

+15K

QIAGEN NV0.0%

+20K

AAOI0.0%

+6K

IWF0.0%

+2K

Increased

LPL0.0%

+168K(+38%)

NVDA6.4%

+107K(+3%)

T0.3%

+87K(+10%)

FITB0.1%

+75K(+63%)

PFE0.2%

+72K(+14%)

PLUN0.0%

+66K(+151%)

OWL0.0%

+64K(+146%)

HBAN0.0%

+62K(+33%)

NVX0.0%

+62K(+130%)

CMCSA0.1%

+57K(+15%)

Decreased

WIT0.0%

-285,051(-20%)

PSKY0.0%

-151,483(-70%)

EPD0.0%

-123,865(-82%)

MFG0.1%

-93,305(-13%)

LYG0.0%

-88,753(-10%)

INFY0.0%

-72,715(-31%)

SAN0.1%

-69,371(-10%)

NMR0.0%

-61,055(-15%)

CAG0.0%

-60,381(-27%)

IX0.0%

-46,666(-26%)

Exited

-142,455

-31,873

-16,492

-4,688

-27,021

-151,508

-25,135

-29,783

-129,821

-3,523

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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