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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 21 of 109  ·  2,165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CF CF INDUSTRIES HOLD Basic Materials 28,344.0 $3.7M 0.04% +1K +5.0% $129.84 -6.7%
402 TWLO TWILIO INC Communication Services 28,813.0 $3.6M 0.04% $125.82 +49.2%
403 BCS BARCLAYS PLC Financial Services 170,118.0 $3.6M 0.04% -13K -6.9% $21.16 +12.2%
404 CW CURTISS WRIGHT CORP Industrials 5,262.0 $3.6M 0.04% +119.0 +2.3% $681.12 +6.6%
405 E ENI SPA Energy 63,223.0 $3.6M 0.04% -17K -21.1% $56.61 -3.7%
406 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 39,439.0 $3.6M 0.04% +1K +3.8% $90.11 +14.1%
407 WPM WHEATON PRECIOUS METALS CORP Basic Materials 27,088.0 $3.5M 0.04% $131.01 -2.7%
408 CBOE CBOE GLOBAL MKTS INC Financial Services 12,565.0 $3.5M 0.04% +380.0 +3.1% $281.07 +29.0%
409 CCL CARNIVAL CORP Consumer Cyclical 136,458.0 $3.5M 0.04% +3K +2.3% $25.88 +0.4%
410 WCN WASTE CONNECTIONS INC Industrials 21,710.0 $3.5M 0.04% -271.0 -1.2% $162.44 -3.4%
411 FICO FAIR ISAAC CORP Technology 3,300.0 $3.5M 0.04% -479.0 -12.7% $1067.54 +13.8%
412 CMS CMS ENERGY CORP Utilities 45,340.0 $3.5M 0.04% +818.0 +1.8% $77.58 -5.8%
413 AEIS ADVANCED ENERGY INDS Industrials 10,871.0 $3.5M 0.03% +3K +42.8% $322.71 -3.9%
414 CTRA COTERRA ENERGY INC Energy 99,379.0 $3.5M 0.03% +3K +3.3% $35.14 -7.3%
415 CINF CINCINNATI FINL CORP Financial Services 22,167.0 $3.5M 0.03% +4K +20.7% $157.35 +6.9%
416 LYV LIVE NATION ENTERTAINMENT IN Communication Services 22,754.0 $3.5M 0.03% +5K +30.9% $152.51 +6.5%
417 FISV FISERV INC Technology 62,108.0 $3.5M 0.03% +3K +4.6% $55.80 +1.2%
418 TSEM TOWER SEMICONDUCTOR LTD Technology 19,693.0 $3.5M 0.03% -2K -10.1% $175.48 +48.4%
419 RGLD ROYAL GOLD INC Basic Materials 13,556.0 $3.4M 0.03% +129.0 +1.0% $254.49 -12.4%
420 DTM DT MIDSTREAM INC Energy 25,570.0 $3.4M 0.03% -338.0 -1.3% $134.67 +12.4%
Page 21 of 109  ·  2,165 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%