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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2121 | BMEA | BIOMEA FUSION INC | Healthcare | 13,703.0 | $21K | — | NEW | — | $1.53 | -18.3% |
| 2122 | DCGO | DOCGO INC | Healthcare | 32,473.0 | $20K | — | +21K | +180.9% | $0.63 | -12.1% |
| 2123 | EGHT | 8X8 INC NEW | Technology | 12,122.0 | $20K | — | NEW | — | $1.66 | +42.2% |
| 2124 | — | CCH HLDGS LTD | — | 31,436.0 | $20K | — | NEW | — | $0.64 | — |
| 2125 | ZIP | ZIPRECRUITER INC | Industrials | 10,655.0 | $20K | — | NEW | — | $1.84 | +90.8% |
| 2126 | AUTL | AUTOLUS THERAPEUTICS LTD | Healthcare | 14,116.0 | $19K | — | -4K | -20.5% | $1.38 | +30.4% |
| 2127 | QSI | QUANTUM SI INC | Healthcare | 23,991.0 | $19K | — | +192.0 | +0.8% | $0.77 | +10.3% |
| 2128 | OCG | ORIENTAL CULTURE HOLDING LTD | Consumer Cyclical | 28,779.0 | $18K | — | NEW | — | $0.63 | +203.2% |
| 2129 | MAPS | WM TECHNOLOGY INC | Technology | 27,270.0 | $18K | — | +16K | +139.2% | $0.66 | -43.2% |
| 2130 | EXFY | EXPENSIFY INC | Technology | 20,510.0 | $18K | — | +5K | +31.6% | $0.87 | +32.2% |
| 2131 | DGNX | DIGINEX LTD | Technology | 36,959.0 | $18K | — | NEW | — | $0.48 | +96.0% |
| 2132 | GORO | GOLD RESOURCE CORP | Basic Materials | 14,505.0 | $17K | — | +2K | +19.3% | $1.20 | +3.3% |
| 2133 | IQ | IQIYI INC | Communication Services | 12,295.0 | $17K | — | -22K | -64.4% | $1.35 | -14.1% |
| 2134 | BTCS | BTCS INC | Financial Services | 11,825.0 | $16K | — | NEW | — | $1.39 | +25.9% |
| 2135 | ARBE | ARBE ROBOTICS LTD | Technology | 26,336.0 | $16K | — | -25K | -48.5% | $0.61 | +63.9% |
| 2136 | HAIN | HAIN CELESTIAL GROUP INC | Consumer Defensive | 22,584.0 | $16K | — | +7K | +45.4% | $0.70 | +6.3% |
| 2137 | — | WEARABLE DEVICES LTD | — | 10,700.0 | $15K | — | NEW | — | $1.44 | — |
| 2138 | RXT | RACKSPACE TECHNOLOGY INC | Technology | 15,236.0 | $15K | — | NEW | — | $0.98 | +494.0% |
| 2139 | LPRO | OPEN LENDING CORP | Financial Services | 11,703.0 | $15K | — | NEW | — | $1.25 | +41.6% |
| 2140 | — | QUINCE THERAPEUTICS INC | — | 132,661.0 | $13K | — | NEW | — | $0.10 | — |
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%