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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 16 of 32  ·  630 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 WLK WESTLAKE CORPORATION Basic Materials 9,463.0 $1.1M 0.01% -292.0 -3.0% $116.82 -24.2%
302 DCI DONALDSON INC Industrials 12,939.0 $1.1M 0.01% -321.0 -2.4% $84.87 -3.5%
303 UI UBIQUITI INC Technology 1,357.0 $1.1M 0.01% -20.0 -1.4% $790.29 -21.1%
304 WMS ADVANCED DRAIN SYS INC DEL Industrials 7,787.0 $1.1M 0.01% -300.0 -3.7% $137.13 -1.1%
305 FTAI AVIATION LTD 4,349.0 $1.1M 0.01% -441.0 -9.2% $245.00
306 CPB THE CAMPBELLS COMPANY Consumer Defensive 47,781.0 $1.1M 0.01% -389.0 -0.8% $22.27 -10.1%
307 AR ANTERO RESOURCES CORP Energy 25,031.0 $1.1M 0.01% -493.0 -1.9% $42.44 -9.6%
308 CPT CAMDEN PPTY TR Real Estate 10,755.0 $1.1M 0.01% -2K -17.9% $97.66 +5.0%
309 EPD ENTERPRISE PRODS PARTNERS L Energy 27,730.0 $1.0M 0.01% -124K -81.7% $37.84 +3.7%
310 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 16,649.0 $1.0M 0.01% -132.0 -0.8% $62.42 -2.1%
311 CDW CDW CORP Technology 8,572.0 $1.0M 0.01% -298.0 -3.4% $121.02 -14.0%
312 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 5,427.0 $1.0M 0.01% -54.0 -1.0% $189.05 +21.0%
313 ACM AECOM Industrials 12,091.0 $1.0M 0.01% -433.0 -3.5% $84.82 -15.7%
314 IUSG ISHARES TR 6,606.0 $1.0M 0.01% -2K -21.6% $155.11 +19.5%
315 DPZ DOMINOS PIZZA INC Consumer Cyclical 2,845.0 $1.0M 0.01% -350.0 -10.9% $358.79 -15.7%
316 HRL HORMEL FOODS CORP Consumer Defensive 45,049.0 $1.0M 0.01% -4K -8.6% $22.65 -12.8%
317 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 33,705.0 $1.0M 0.01% -3K -8.7% $30.12 +13.8%
318 W WAYFAIR INC Consumer Cyclical 13,375.0 $1.0M 0.01% -857.0 -6.0% $75.21 -22.6%
319 M MACYS INC Consumer Cyclical 55,218.0 $999K 0.01% -5K -7.8% $18.09 +1.8%
320 RHI ROBERT HALF INC. Industrials 38,684.0 $983K 0.01% -4K -9.2% $25.40 -1.1%
Page 16 of 32  ·  630 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%