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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 41 of 109  ·  2,165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 LNC LINCOLN NATL CORP IND Financial Services 36,746.0 $1.3M 0.01% -8K -18.4% $35.50 +1.4%
802 PAYC PAYCOM SOFTWARE INC Technology 10,728.0 $1.3M 0.01% +6K +106.2% $121.54 +10.5%
803 TKR TIMKEN CO Industrials 12,912.0 $1.3M 0.01% +6K +74.5% $100.57 +16.5%
804 TECK TECK RESOURCES LTD Basic Materials 25,083.0 $1.3M 0.01% -1K -4.1% $51.75 +18.3%
805 BC BRUNSWICK CORP Consumer Cyclical 17,832.0 $1.3M 0.01% +1K +8.2% $72.76 +8.2%
806 XLK SELECT SECTOR SPDR TR 9,753.0 $1.3M 0.01% -716.0 -6.8% $132.90 +34.4%
807 PBF PBF ENERGY INC Energy 27,203.0 $1.3M 0.01% +4K +16.8% $47.62 -18.0%
808 WTS WATTS WATER TECHNOLOGIES INC Industrials 4,453.0 $1.3M 0.01% +545.0 +13.9% $290.29 +3.1%
809 TTD THE TRADE DESK INC Technology 56,777.0 $1.3M 0.01% +14K +32.7% $22.69 -7.4%
810 UDR UDR INC Real Estate 37,977.0 $1.3M 0.01% -4K -9.0% $33.78 +12.0%
811 XPEV XPENG INC Consumer Cyclical 74,829.0 $1.3M 0.01% +1K +1.4% $17.11 -11.5%
812 ALAB ASTERA LABS INC Technology 11,670.0 $1.3M 0.01% -721.0 -5.8% $109.60 +171.8%
813 LEA LEAR CORP Consumer Cyclical 10,554.0 $1.3M 0.01% $121.08 +14.3%
814 EVEREST GROUP LTD 3,903.0 $1.3M 0.01% +713.0 +22.4% $326.85
815 TOST TOAST INC Technology 48,090.0 $1.3M 0.01% +14K +42.8% $26.51 -12.0%
816 CWEN CLEARWAY ENERGY INC Utilities 32,432.0 $1.3M 0.01% -440.0 -1.3% $39.29 -2.9%
817 TRU TRANSUNION Industrials 18,360.0 $1.3M 0.01% -2K -7.7% $69.19 -0.4%
818 SANM SANMINA CORP Technology 9,797.0 $1.3M 0.01% +198.0 +2.1% $129.64 +78.3%
819 EMN EASTMAN CHEM CO Basic Materials 16,632.0 $1.3M 0.01% -867.0 -5.0% $76.32 -4.1%
820 IVE ISHARES TR 6,002.0 $1.3M 0.01% +352.0 +6.2% $211.15 +7.1%
Page 41 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%