Portfolio (Quarterly)
Guide ↗
Vanguard Personalized Indexing Management, LLC
· CIK 0001767306| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | BBBY | BED BATH & BEYOND INC | Consumer Cyclical | 11,211.0 | $52K | 0.00% | NEW | — | $4.64 | -1.4% |
| 242 | YEXT | YEXT INC | Technology | 13,294.0 | $51K | 0.00% | NEW | — | $3.84 | -7.0% |
| 243 | OSUR | ORASURE TECHNOLOGIES INC | Healthcare | 16,775.0 | $50K | — | NEW | — | $3.00 | +1.3% |
| 244 | LRMR | LARIMAR THERAPEUTICS INC | Healthcare | 11,142.0 | $50K | — | NEW | — | $4.50 | -21.9% |
| 245 | — | STRATA CRITICAL MEDICAL INC | — | 11,615.0 | $49K | — | NEW | — | $4.18 | — |
| 246 | LFMD | LIFEMD INC | Healthcare | 13,323.0 | $48K | — | NEW | — | $3.61 | +22.7% |
| 247 | XFOR | X4 PHARMACEUTICALS INC | Healthcare | 11,525.0 | $48K | — | NEW | — | $4.13 | -7.0% |
| 248 | ABUS | ARBUTUS BIOPHARMA CORP | Healthcare | 10,555.0 | $47K | — | NEW | — | $4.50 | -5.3% |
| 249 | UDMY | UDEMY INC | Consumer Defensive | 10,247.0 | $47K | — | NEW | — | $4.62 | +0.2% |
| 250 | MDXG | MIMEDX GROUP INC | Healthcare | 11,938.0 | $47K | — | NEW | — | $3.95 | -9.2% |
| 251 | THRY | THRYV HLDGS INC | Communication Services | 15,906.0 | $44K | — | NEW | — | $2.74 | +26.6% |
| 252 | LFVN | LIFEVANTAGE CORP | Consumer Defensive | 10,063.0 | $43K | — | NEW | — | $4.32 | +19.0% |
| 253 | GOGO | GOGO INC | Communication Services | 10,494.0 | $42K | — | NEW | — | $4.02 | -1.0% |
| 254 | LAW | CS DISCO INC | Technology | 10,714.0 | $41K | — | NEW | — | $3.82 | -5.4% |
| 255 | REAX | THE REAL BROKERAGE INC | Real Estate | 16,247.0 | $41K | — | NEW | — | $2.50 | -29.6% |
| 256 | NNOX | NANO X IMAGING LTD | Healthcare | 17,048.0 | $39K | — | NEW | — | $2.27 | -24.2% |
| 257 | ABSI | ABSCI CORPORATION | Healthcare | 12,252.0 | $37K | — | NEW | — | $3.00 | +68.5% |
| 258 | TKNO | ALPHA TEKNOVA INC | Healthcare | 12,081.0 | $35K | — | NEW | — | $2.89 | +25.6% |
| 259 | BRCC | BRC INC | Consumer Defensive | 44,530.0 | $35K | — | NEW | — | $0.78 | +104.8% |
| 260 | SVC | SERVICE PPTYS TR | Real Estate | 25,071.0 | $34K | — | NEW | — | $1.35 | +25.1% |
① 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%