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Portfolio (Quarterly) Guide ↗

Vanguard Personalized Indexing Management, LLC

· CIK 0001767306
13F Portfolio $10.2B AUM 2,165 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 293 New 1166 Added 630 Reduced 103 Exited
Page 25 of 59  ·  1,166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 BLD TOPBUILD COR Industrials 3,772.0 $1.3M 0.01% +37.0 +1.0% $351.30 +13.4%
482 SITM SITIME CORP Technology 3,834.0 $1.3M 0.01% +710.0 +22.7% $345.35 +110.1%
483 ENS ENERSYS Industrials 7,620.0 $1.3M 0.01% +4K +116.2% $173.72 +29.2%
484 SOLV SOLVENTUM CORP Healthcare 20,211.0 $1.3M 0.01% +3K +19.1% $65.30 +16.6%
485 OGS ONE GAS INC Utilities 15,259.0 $1.3M 0.01% +7K +81.9% $86.13 -3.4%
486 HR HEALTHCARE RLTY TR Real Estate 77,328.0 $1.3M 0.01% +3K +3.4% $16.99 +20.1%
487 PAYC PAYCOM SOFTWARE INC Technology 10,728.0 $1.3M 0.01% +6K +106.2% $121.54 +14.5%
488 TKR TIMKEN CO Industrials 12,912.0 $1.3M 0.01% +6K +74.5% $100.57 +13.8%
489 BC BRUNSWICK CORP Consumer Cyclical 17,832.0 $1.3M 0.01% +1K +8.2% $72.76 +1.0%
490 PBF PBF ENERGY INC Energy 27,203.0 $1.3M 0.01% +4K +16.8% $47.62 -11.5%
491 WTS WATTS WATER TECHNOLOGIES INC Industrials 4,453.0 $1.3M 0.01% +545.0 +13.9% $290.29 +4.0%
492 TTD THE TRADE DESK INC Technology 56,777.0 $1.3M 0.01% +14K +32.7% $22.69 -1.9%
493 XPEV XPENG INC Consumer Cyclical 74,829.0 $1.3M 0.01% +1K +1.4% $17.11 -12.0%
494 EVEREST GROUP LTD 3,903.0 $1.3M 0.01% +713.0 +22.4% $326.85
495 TOST TOAST INC Technology 48,090.0 $1.3M 0.01% +14K +42.8% $26.51 -14.6%
496 SANM SANMINA CORP Technology 9,797.0 $1.3M 0.01% +198.0 +2.1% $129.64 +73.7%
497 IVE ISHARES TR 6,002.0 $1.3M 0.01% +352.0 +6.2% $211.15 +6.3%
498 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 67,103.0 $1.3M 0.01% +6K +9.3% $18.70 -18.4%
499 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 34,350.0 $1.2M 0.01% +3K +8.3% $36.39 -0.5%
500 VTV VANGUARD INDEX FDS 6,354.0 $1.2M 0.01% +176.0 +2.9% $196.20 +5.5%
Page 25 of 59  ·  1,166 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.3%
Financial Services 12.7%
Healthcare 9.7%
Communication Services 9.7%
Consumer Cyclical 9.7%
Industrials 9.2%
Consumer Defensive 5.0%
Energy 4.5%
Utilities 2.9%
Basic Materials 2.4%