1y return+18.9%S&P 500 +20.9%
3y return+63.2%S&P 500 +68.5%
5y return+60.6%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2020: $252 against $290 in the S&P 500.2
Vanguard Personalized Indexing Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $768.1M | 6.3% | +2.5% |
| AAPLApple Inc | $714.2M | 5.9% | +4.5% |
| GOOGLAlphabet Inc | $442.9M | 3.6% | +6.3% |
| MSFTMicrosoft Corp | $412.7M | 3.4% | |
| AMZNAmazon Com Inc | $348.0M | 2.9% | +4.5% |
| AVGOBroadcom Inc | $315.1M | 2.6% | +3.4% |
| MUMicron Technology Inc | $208.0M | 1.7% | +10.0% |
| GOOGAlphabet Inc | $200.3M | 1.6% | |
| METAMeta Platforms Inc | $183.1M | 1.5% | −1.5% |
| LLYEli Lilly & Co | $181.4M | 1.5% | +7.2% |
| JPMJpmorgan Chase & Co | $177.7M | 1.5% | +8.0% |
| TSLATesla Inc | $174.5M | 1.4% | +5.3% |
| AMDAdvanced Micro Devices Inc | $147.8M | 1.2% | +9.9% |
| BRK/BBerkshire Hathaway Inc Del | $124.6M | 1.0% | +3.6% |
| VVisa Inc | $108.4M | 0.9% | +10.2% |
| AMATApplied Matls Inc | $105.0M | 0.9% | +1.1% |
| LRCXLam Research Corp | $100.3M | 0.8% | +3.5% |
| JNJJohnson & Johnson | $92.5M | 0.8% | +5.8% |
| CATCaterpillar Inc | $90.3M | 0.7% | +4.5% |
| WMTWalmart Inc | $89.1M | 0.7% | |
| CSCOCisco Sys Inc | $82.3M | 0.7% | +4.9% |
| ABBVAbbvie Inc | $81.3M | 0.7% | +5.8% |
| Exxon Mobil CorpCUSIP 30231G102 | $79.1M | 0.6% | +1.5% |
| TSMTaiwan Semiconductor Manufac | $76.0M | 0.6% | +20.2% |
| INTCIntel Corp | $75.1M | 0.6% | +19.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $768.1M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $315.1M |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $105.0M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $147.8M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $90.3M |
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $76.0M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $181.4M |
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $51.7M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $100.3M |
| Asml Hldg NvCUSIP N07059210 | June 30, 2020 | +440.6% | $47.0M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $20.1M
- Carnival CorpCUSIP 143658300 was $3.5M
- CTRACoterra Energy Inc was $3.5M
- Dupont De Nemours IncCUSIP 26614N102 was $3.2M
- Hologic IncCUSIP 436440101 was $2.6M
- Masimo CorpCUSIP 574795100 was $1.8M
- Terns Pharmaceuticals IncCUSIP 880881107 was $1.2M
- Thomson Reuters CorpCUSIP 884903808 was $1.0M
- Air Lease CorpCUSIP 00912X302 was $841K
- Arcellx IncCUSIP 03940C100 was $670K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.2% | +14.8% |
| March 31, 2026 | −3.9% | −4.6% |
| December 31, 2025 | +2.2% | +2.4% |
| September 30, 2025 | +7.9% | +7.8% |
| June 30, 2025 | +10.7% | +10.5% |
| March 31, 2025 | −4.7% | −4.6% |
| December 31, 2024 | +1.7% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | +3.0% | +4.0% |
| March 31, 2024 | +9.8% | +10.0% |
| December 31, 2023 | +11.2% | +11.2% |
| September 30, 2023 | −3.4% | −3.6% |
| June 30, 2023 | +7.8% | +8.3% |
| March 31, 2023 | +7.1% | +7.0% |
| December 31, 2022 | +6.9% | +7.1% |
| September 30, 2022 | −5.1% | −5.3% |
| June 30, 2022 | −17.1% | −16.5% |
| March 31, 2022 | −6.7% | −4.9% |
| December 31, 2021 | +8.8% | +10.7% |
| September 30, 2021 | −0.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Vanguard Personalized Indexing Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1767306&type=13F-HR&dateb=&owner=include&count=40CIK 1767306
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1767306/000110465926093984/Filed August 11, 2026 · accession 0001104659-26-093984