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JustInvest

Latest statistics and disclosures from Vanguard Personalized Indexing Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, MSFT, NVDA, AMZN, META, and represent 22.51% of Vanguard Personalized Indexing Management's stock portfolio.
Added to shares of these 10 stocks: AVGO (+$85M), AAPL (+$33M), MSFT (+$26M), NVDA (+$22M), META (+$16M), AMZN (+$15M), TSLA (+$14M), UNH (+$10M), CTAS (+$8.7M), JNJ (+$8.3M).
Started 142 new stock positions in FRGE, AVAV, HLX, WD, ASTL, WMK, CRGY, WDFC, BGFV, CABA.
Reduced shares in these 10 stocks: Ferguson Plc F, , INTC, GD, VXUS, WST, WRK, NKE, CVX, EW.
Sold out of its positions in ACET, AAP, ALRM, IVAL, QMOM, AMRN, AXL, American Well Corp, AMPX, BGS.
Vanguard Personalized Indexing Management was a net buyer of stock by $674M.
Vanguard Personalized Indexing Management has $6.2B in assets under management (AUM), dropping by 18.23%.
Central Index Key (CIK): 0001767306

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Portfolio Holdings for Vanguard Personalized Indexing Management

Vanguard Personalized Indexing Management holds 1775 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Vanguard Personalized Indexing Management has 1775 total positions. Only the first 250 positions are shown.

Sign up to view all of the Vanguard Personalized Indexing Management Sept. 30, 2024 positions
Download the Vanguard Personalized Indexing Management September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	6.4	$398M	+9%	1.7M	233.00	View chart
Microsoft Corporation (MSFT)	5.8	$359M	+7%	834k	430.30	View chart
NVIDIA Corporation (NVDA)	5.2	$324M	+7%	2.7M	121.44	View chart
Amazon (AMZN)	2.9	$180M	+8%	968k	186.33	View chart
Meta Platforms Cl A (META)	2.2	$136M	+13%	237k	572.44	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.1	$131M	+4%	791k	165.85	View chart
Broadcom (AVGO)	1.5	$93M	+1017%	542k	172.50	View chart
Eli Lilly & Co. (LLY)	1.4	$88M	+9%	99k	885.94	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$73M	+12%	158k	460.26	View chart
JPMorgan Chase & Co. (JPM)	1.1	$69M	+12%	329k	210.86	View chart
Tesla Motors (TSLA)	1.1	$69M	+26%	263k	261.63	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$68M	+4%	404k	167.19	View chart
UnitedHealth (UNH)	1.0	$59M	+21%	102k	584.68	View chart
Visa Com Cl A (V)	0.8	$50M	+5%	182k	274.95	View chart
Exxon Mobil Corporation (XOM)	0.8	$50M	+17%	422k	117.22	View chart
Costco Wholesale Corporation (COST)	0.8	$49M	+12%	55k	886.51	View chart
Mastercard Incorporated Cl A (MA)	0.8	$47M	+12%	96k	493.80	View chart
Procter & Gamble Company (PG)	0.7	$45M	+8%	261k	173.20	View chart
Home Depot (HD)	0.7	$44M	+17%	108k	405.20	View chart
Wal-Mart Stores (WMT)	0.7	$43M	+14%	530k	80.75	View chart
Abbvie (ABBV)	0.6	$39M	+18%	197k	197.48	View chart
Netflix (NFLX)	0.6	$37M	+11%	52k	709.27	View chart
Oracle Corporation (ORCL)	0.6	$36M	+8%	209k	170.40	View chart
Johnson & Johnson (JNJ)	0.5	$33M	+34%	201k	162.06	View chart
Merck & Co (MRK)	0.5	$30M	-2%	268k	113.56	View chart
Coca-Cola Company (KO)	0.5	$28M	+12%	394k	71.86	View chart
Adobe Systems Incorporated (ADBE)	0.5	$28M	+15%	55k	517.78	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.4	$26M	+19%	73k	353.48	View chart
Bank of America Corporation (BAC)	0.4	$26M	+6%	643k	39.68	View chart
Advanced Micro Devices (AMD)	0.4	$25M	+4%	153k	164.08	View chart
salesforce (CRM)	0.4	$25M	+15%	90k	273.71	View chart
Thermo Fisher Scientific (TMO)	0.4	$24M	+12%	39k	618.57	View chart
McDonald's Corporation (MCD)	0.4	$24M	+21%	77k	304.51	View chart
Cisco Systems (CSCO)	0.4	$23M	+15%	435k	53.22	View chart
Servicenow (NOW)	0.4	$23M	+19%	25k	894.37	View chart
Pepsi (PEP)	0.4	$22M	+9%	132k	170.05	View chart
Intuitive Surgical Com New (ISRG)	0.3	$22M	+14%	44k	491.26	View chart
Linde SHS (LIN)	0.3	$22M	+12%	45k	476.86	View chart
Applied Materials (AMAT)	0.3	$21M	+7%	105k	202.05	View chart
Caterpillar (CAT)	0.3	$21M	+8%	53k	391.12	View chart
Texas Instruments Incorporated (TXN)	0.3	$21M	+11%	100k	206.57	View chart
Chevron Corporation (CVX)	0.3	$21M	-4%	141k	147.27	View chart
International Business Machines (IBM)	0.3	$20M	+19%	90k	221.08	View chart
Abbott Laboratories (ABT)	0.3	$20M	+14%	172k	114.01	View chart
Eaton Corp SHS (ETN)	0.3	$19M	+8%	58k	331.44	View chart
Ge Aerospace Com New (GE)	0.3	$19M	+14%	100k	188.58	View chart
American Express Company (AXP)	0.3	$19M	+9%	69k	271.20	View chart
Qualcomm (QCOM)	0.3	$18M	+9%	108k	170.05	View chart
Intuit (INTU)	0.3	$18M	+23%	30k	621.00	View chart
Nextera Energy (NEE)	0.3	$18M	+12%	217k	84.53	View chart
Lowe's Companies (LOW)	0.3	$18M	+16%	68k	270.85	View chart
Amgen (AMGN)	0.3	$18M		56k	322.21	View chart
Comcast Corp Cl A (CMCSA)	0.3	$18M	+13%	435k	41.77	View chart
S&p Global (SPGI)	0.3	$18M	+19%	35k	516.62	View chart
Progressive Corporation (PGR)	0.3	$18M	+15%	70k	253.76	View chart
Danaher Corporation (DHR)	0.3	$18M	+11%	63k	278.02	View chart
Raytheon Technologies Corp (RTX)	0.3	$17M	+10%	144k	121.16	View chart
Wells Fargo & Company (WFC)	0.2	$15M	+4%	274k	56.49	View chart
TJX Companies (TJX)	0.2	$15M	+9%	131k	117.54	View chart
Lockheed Martin Corporation (LMT)	0.2	$15M	+12%	26k	584.57	View chart
Union Pacific Corporation (UNP)	0.2	$15M	+19%	62k	246.48	View chart
Philip Morris International (PM)	0.2	$15M	+17%	124k	121.40	View chart
BlackRock (BLK)	0.2	$15M	+19%	16k	949.52	View chart
Anthem (ELV)	0.2	$15M	+7%	29k	520.00	View chart
Booking Holdings (BKNG)	0.2	$15M	-3%	3.5k	4211.58	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$15M	+7%	32k	465.08	View chart
Verizon Communications (VZ)	0.2	$15M	+10%	328k	44.91	View chart
Novo-nordisk A S Adr (NVO)	0.2	$15M	+7%	124k	119.07	View chart
Goldman Sachs (GS)	0.2	$15M	+10%	30k	495.12	View chart
At&t (T)	0.2	$14M	+17%	650k	22.00	View chart
Stryker Corporation (SYK)	0.2	$14M	+8%	38k	361.26	View chart
Honeywell International (HON)	0.2	$14M	+5%	66k	206.71	View chart
Boston Scientific Corporation (BSX)	0.2	$13M	+7%	156k	83.80	View chart
Morgan Stanley Com New (MS)	0.2	$13M	+9%	125k	104.24	View chart
Walt Disney Company (DIS)	0.2	$13M	-3%	134k	96.19	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$13M	+9%	74k	173.67	View chart
Uber Technologies (UBER)	0.2	$13M	+15%	171k	75.16	View chart
Lam Research Corporation (LRCX)	0.2	$13M	+5%	16k	816.09	View chart
Palo Alto Networks (PANW)	0.2	$13M	+14%	37k	341.80	View chart
Automatic Data Processing (ADP)	0.2	$13M	+17%	46k	276.73	View chart
Pfizer (PFE)	0.2	$12M	+19%	429k	28.94	View chart
Marsh & McLennan Companies (MMC)	0.2	$12M	+13%	55k	223.09	View chart
Trane Technologies SHS (TT)	0.2	$12M	+8%	31k	388.73	View chart
Zoetis Cl A (ZTS)	0.2	$12M	+18%	61k	195.38	View chart
Hca Holdings (HCA)	0.2	$12M	+8%	29k	406.43	View chart
Starbucks Corporation (SBUX)	0.2	$12M	+7%	122k	97.49	View chart
Gilead Sciences (GILD)	0.2	$12M	+33%	141k	83.84	View chart
Analog Devices (ADI)	0.2	$12M	+12%	51k	230.17	View chart
Cigna Corp (CI)	0.2	$12M	+11%	34k	346.44	View chart
Citigroup Com New (C)	0.2	$12M	+6%	187k	62.60	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$12M	+2%	14k	833.22	View chart
Chubb (CB)	0.2	$12M	+10%	40k	288.39	View chart
Metropcs Communications (TMUS)	0.2	$11M	+15%	55k	206.36	View chart
Novartis Sponsored Adr (NVS)	0.2	$11M	+40%	98k	115.02	View chart
Regeneron Pharmaceuticals (REGN)	0.2	$11M	+10%	11k	1051.20	View chart
Arista Networks (ANET)	0.2	$11M	+11%	29k	383.82	View chart
Cintas Corporation (CTAS)	0.2	$11M	+357%	54k	205.88	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$11M	+14%	150k	73.67	View chart
Intercontinental Exchange (ICE)	0.2	$11M	+12%	68k	160.64	View chart
Amphenol Corp Cl A (APH)	0.2	$11M	+13%	164k	65.16	View chart
Kla Corp Com New (KLAC)	0.2	$11M	+14%	14k	774.39	View chart
ConocoPhillips (COP)	0.2	$11M	+5%	100k	105.28	View chart
American Tower Reit (AMT)	0.2	$10M	+15%	45k	232.56	View chart
Deere & Company (DE)	0.2	$10M	+7%	25k	417.33	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$10M	+16%	66k	153.13	View chart
Duke Energy Corp Com New (DUK)	0.2	$9.8M	+16%	85k	115.30	View chart
Sap Se Spon Adr (SAP)	0.2	$9.8M	+13%	43k	229.10	View chart
Cadence Design Systems (CDNS)	0.2	$9.6M		35k	271.03	View chart
Micron Technology (MU)	0.2	$9.5M		91k	103.71	View chart
Prologis (PLD)	0.2	$9.4M	+19%	75k	126.28	View chart
Southern Company (SO)	0.2	$9.4M	+9%	105k	90.18	View chart
Fiserv (FI)	0.2	$9.3M	+20%	52k	179.65	View chart
Altria (MO)	0.1	$9.2M	+16%	180k	51.04	View chart
Waste Management (WM)	0.1	$9.2M	+3%	44k	207.60	View chart
Motorola Solutions Com New (MSI)	0.1	$9.2M	+11%	20k	449.62	View chart
Colgate-Palmolive Company (CL)	0.1	$9.2M	+14%	88k	103.81	View chart
Chipotle Mexican Grill (CMG)	0.1	$9.0M	+4%	156k	57.62	View chart
AFLAC Incorporated (AFL)	0.1	$8.9M	+7%	80k	111.80	View chart
Constellation Energy (CEG)	0.1	$8.8M	+5%	34k	260.02	View chart
Synopsys (SNPS)	0.1	$8.7M		17k	506.39	View chart
Target Corporation (TGT)	0.1	$8.6M	+12%	55k	155.86	View chart
Ecolab (ECL)	0.1	$8.5M	+9%	33k	255.33	View chart
Moody's Corporation (MCO)	0.1	$8.4M	+18%	18k	474.59	View chart
O'reilly Automotive (ORLY)	0.1	$8.3M	+13%	7.2k	1151.60	View chart
Bristol Myers Squibb (BMY)	0.1	$8.3M	+37%	161k	51.74	View chart
Sherwin-Williams Company (SHW)	0.1	$8.3M	+19%	22k	381.66	View chart
Marathon Petroleum Corp (MPC)	0.1	$8.2M	+9%	51k	162.91	View chart
Cummins (CMI)	0.1	$8.1M	+13%	25k	323.80	View chart
Nike CL B (NKE)	0.1	$8.1M	-11%	91k	88.40	View chart
Medtronic SHS (MDT)	0.1	$8.0M		89k	90.03	View chart
Autodesk (ADSK)	0.1	$8.0M	+25%	29k	275.48	View chart
Illinois Tool Works (ITW)	0.1	$7.9M	+5%	30k	262.07	View chart
Ameriprise Financial (AMP)	0.1	$7.9M	+9%	17k	469.80	View chart
Carrier Global Corporation (CARR)	0.1	$7.9M	+12%	98k	80.49	View chart
D.R. Horton (DHI)	0.1	$7.7M	+15%	40k	190.77	View chart
Parker-Hannifin Corporation (PH)	0.1	$7.7M	+18%	12k	631.80	View chart
United Rentals (URI)	0.1	$7.6M	+22%	9.4k	809.77	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$7.5M	+3%	97k	77.91	View chart
McKesson Corporation (MCK)	0.1	$7.3M	-2%	15k	494.42	View chart
Emerson Electric (EMR)	0.1	$7.3M	+2%	67k	109.37	View chart
Welltower Inc Com reit (WELL)	0.1	$7.2M	+11%	57k	128.03	View chart
Shell Spon Ads (SHEL)	0.1	$7.2M	+4%	110k	65.95	View chart
AutoZone (AZO)	0.1	$7.2M	+8%	2.3k	3150.04	View chart
Charles Schwab Corporation (SCHW)	0.1	$7.1M		110k	64.81	View chart
Bank of New York Mellon Corporation (BK)	0.1	$7.1M	+13%	98k	71.86	View chart
General Dynamics Corporation (GD)	0.1	$7.0M	-16%	23k	302.20	View chart
General Mills (GIS)	0.1	$7.0M	+15%	95k	73.85	View chart
Paypal Holdings (PYPL)	0.1	$7.0M	+17%	90k	78.03	View chart
Northrop Grumman Corporation (NOC)	0.1	$7.0M	+12%	13k	528.06	View chart
W.W. Grainger (GWW)	0.1	$7.0M	+15%	6.7k	1038.82	View chart
Equinix (EQIX)	0.1	$6.9M	+16%	7.8k	887.66	View chart
PNC Financial Services (PNC)	0.1	$6.9M	+13%	37k	184.85	View chart
General Motors Company (GM)	0.1	$6.9M	+5%	154k	44.84	View chart
Travelers Companies (TRV)	0.1	$6.9M	+15%	29k	234.12	View chart
3M Company (MMM)	0.1	$6.8M	+23%	50k	136.70	View chart
United Parcel Service CL B (UPS)	0.1	$6.8M		50k	136.34	View chart
MetLife (MET)	0.1	$6.7M	+24%	81k	82.48	View chart
Roper Industries (ROP)	0.1	$6.6M	+3%	12k	556.43	View chart
Air Products & Chemicals (APD)	0.1	$6.6M	+9%	22k	297.74	View chart
Icici Bank Adr (IBN)	0.1	$6.6M	+4%	221k	29.85	View chart
Aon Shs Cl A (AON)	0.1	$6.6M	+18%	19k	345.98	View chart
TransDigm Group Incorporated (TDG)	0.1	$6.6M	+9%	4.6k	1427.13	View chart
Cme (CME)	0.1	$6.5M	+22%	29k	220.65	View chart
American Intl Group Com New (AIG)	0.1	$6.5M		88k	73.23	View chart
Hartford Financial Services (HIG)	0.1	$6.5M	+6%	55k	117.61	View chart
Fortinet (FTNT)	0.1	$6.4M	+14%	83k	77.55	View chart
Ge Vernova (GEV)	0.1	$6.3M	+16%	25k	254.98	View chart
FedEx Corporation (FDX)	0.1	$6.2M	+13%	23k	273.68	View chart
Freeport-mcmoran CL B (FCX)	0.1	$6.2M	+8%	124k	49.92	View chart
Monolithic Power Systems (MPWR)	0.1	$6.1M	+26%	6.6k	924.48	View chart
Palantir Technologies Cl A (PLTR)	0.1	$6.1M	+18%	163k	37.20	View chart
Dominion Resources (D)	0.1	$6.0M	+11%	103k	57.79	View chart
Boeing Company (BA)	0.1	$6.0M	-9%	39k	152.04	View chart
Pulte (PHM)	0.1	$6.0M	+5%	42k	143.53	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$5.9M	+14%	21k	281.37	View chart
Capital One Financial (COF)	0.1	$5.9M	+4%	40k	149.73	View chart
CSX Corporation (CSX)	0.1	$5.9M	+3%	172k	34.53	View chart
Fastenal Company (FAST)	0.1	$5.9M	+8%	83k	71.42	View chart
Toyota Motor Corp Ads (TM)	0.1	$5.9M	+7%	33k	178.57	View chart
Fair Isaac Corporation (FICO)	0.1	$5.9M	+13%	3.0k	1943.52	View chart
Crown Castle Intl (CCI)	0.1	$5.8M	+14%	49k	118.63	View chart
EOG Resources (EOG)	0.1	$5.8M	+4%	47k	122.93	View chart
Williams Companies (WMB)	0.1	$5.8M	+19%	126k	45.65	View chart
Old Dominion Freight Line (ODFL)	0.1	$5.7M	+15%	29k	198.64	View chart
eBay (EBAY)	0.1	$5.7M	+11%	88k	65.11	View chart
Intel Corporation (INTC)	0.1	$5.7M	-22%	244k	23.46	View chart
Simon Property (SPG)	0.1	$5.7M	+11%	34k	169.02	View chart
ResMed (RMD)	0.1	$5.7M	+13%	23k	244.12	View chart
Royal Caribbean Cruises (RCL)	0.1	$5.7M	+13%	32k	177.36	View chart
CVS Caremark Corporation (CVS)	0.1	$5.7M	-7%	90k	62.88	View chart
Allstate Corporation (ALL)	0.1	$5.7M	+5%	30k	189.65	View chart
Paychex (PAYX)	0.1	$5.6M	+4%	42k	134.19	View chart
Prudential Financial (PRU)	0.1	$5.5M	+7%	46k	121.10	View chart
Us Bancorp Del Com New (USB)	0.1	$5.5M	+39%	121k	45.73	View chart
Kimberly-Clark Corporation (KMB)	0.1	$5.5M	+5%	39k	142.28	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$5.5M	+2192%	46k	119.70	View chart
Marriott Intl Cl A (MAR)	0.1	$5.5M	-6%	22k	248.60	View chart
Valero Energy Corporation (VLO)	0.1	$5.5M	+5%	40k	135.03	View chart
American Electric Power Company (AEP)	0.1	$5.4M	+12%	53k	102.60	View chart
Kroger (KR)	0.1	$5.3M	+6%	93k	57.30	View chart
Realty Income (O)	0.1	$5.3M	+13%	84k	63.42	View chart
The Trade Desk Com Cl A (TTD)	0.1	$5.3M	+8%	48k	109.65	View chart
Vistra Energy (VST)	0.1	$5.3M	+4%	44k	118.54	View chart
Republic Services (RSG)	0.1	$5.3M	+6%	26k	200.84	View chart
Ross Stores (ROST)	0.1	$5.2M	+7%	35k	150.51	View chart
Hilton Worldwide Holdings (HLT)	0.1	$5.1M	+10%	22k	230.50	View chart
Nucor Corporation (NUE)	0.1	$5.1M	+7%	34k	150.34	View chart
Dupont De Nemours (DD)	0.1	$5.1M	+11%	57k	89.11	View chart
Schlumberger Com Stk (SLB)	0.1	$5.0M	+12%	120k	41.95	View chart
Truist Financial Corp equities (TFC)	0.1	$5.0M	+23%	118k	42.77	View chart
IDEXX Laboratories (IDXX)	0.1	$5.0M	-2%	9.9k	505.24	View chart
Msci (MSCI)	0.1	$5.0M	+15%	8.6k	582.91	View chart
Paccar (PCAR)	0.1	$5.0M	+2%	51k	98.68	View chart
Copart (CPRT)	0.1	$5.0M	+6%	95k	52.40	View chart
L3harris Technologies (LHX)	0.1	$4.9M	+8%	21k	237.87	View chart
Sony Group Corp Sponsored Adr (SONY)	0.1	$4.9M	+29%	51k	96.57	View chart
Phillips 66 (PSX)	0.1	$4.9M		38k	131.45	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$4.9M	+11%	63k	77.61	View chart
Microchip Technology (MCHP)	0.1	$4.9M		61k	80.29	View chart
Xylem (XYL)	0.1	$4.9M	+72%	36k	135.03	View chart
AmerisourceBergen (COR)	0.1	$4.9M		22k	225.08	View chart
American Water Works (AWK)	0.1	$4.9M	+16%	33k	146.24	View chart
Ubs Group SHS (UBS)	0.1	$4.9M	+6%	157k	30.91	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.1	$4.8M	+27%	63k	77.18	View chart
Quanta Services (PWR)	0.1	$4.8M	+5%	16k	298.14	View chart
Ferguson Enterprises Common Stock New (FERG)	0.1	$4.8M	NEW	24k	198.57	View chart
Totalenergies Se Sponsored Ads (TTE)	0.1	$4.8M	+7%	74k	64.62	View chart
Marvell Technology (MRVL)	0.1	$4.8M	+12%	66k	72.12	View chart
Diamondback Energy (FANG)	0.1	$4.7M	+9%	28k	172.40	View chart
Public Service Enterprise (PEG)	0.1	$4.7M	+8%	53k	89.21	View chart
Lennar Corp Cl A (LEN)	0.1	$4.7M	+15%	25k	187.48	View chart
Becton, Dickinson and (BDX)	0.1	$4.7M	-6%	19k	241.10	View chart
Cbre Group Cl A (CBRE)	0.1	$4.7M	+12%	37k	124.48	View chart
Oneok (OKE)	0.1	$4.6M	+15%	51k	91.13	View chart
Unilever Spon Adr New (UL)	0.1	$4.6M	+12%	71k	64.96	View chart
Iqvia Holdings (IQV)	0.1	$4.6M	+22%	19k	236.97	View chart
Spotify Technology S A SHS (SPOT)	0.1	$4.6M	+6%	13k	368.53	View chart
Sanofi Sponsored Adr (SNY)	0.1	$4.6M	+24%	79k	57.63	View chart
Norfolk Southern (NSC)	0.1	$4.6M	+8%	18k	248.50	View chart
CRH Ord (CRH)	0.1	$4.6M	+12%	49k	92.74	View chart
Reliance Steel & Aluminum (RS)	0.1	$4.6M		16k	289.21	View chart
Best Buy (BBY)	0.1	$4.6M	+19%	44k	103.30	View chart
Consolidated Edison (ED)	0.1	$4.5M	+38%	44k	104.13	View chart
Agilent Technologies Inc C ommon (A)	0.1	$4.5M	+5%	31k	148.48	View chart
Marathon Oil Corporation (MRO)	0.1	$4.5M	+13%	170k	26.63	View chart
Kenvue (KVUE)	0.1	$4.5M	+10%	195k	23.13	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$4.5M	+5%	7.8k	573.79	View chart
Discover Financial Services (DFS)	0.1	$4.4M	+2%	32k	140.29	View chart
Newmont Mining Corporation (NEM)	0.1	$4.4M	+26%	83k	53.45	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$4.4M		65k	67.85	View chart

Past Filings by Vanguard Personalized Indexing Management

SEC 13F filings are viewable for Vanguard Personalized Indexing Management going back to 2020

Vanguard Personalized Indexing Management 2024 Q3 filed Nov. 12, 2024
Vanguard Personalized Indexing Management 2024 Q2 filed Aug. 12, 2024
Vanguard Personalized Indexing Management 2023 Q4 amended filed June 4, 2024
Vanguard Personalized Indexing Management 2024 Q1 filed May 9, 2024
Vanguard Personalized Indexing Management 2023 Q4 filed Feb. 8, 2024
Vanguard Personalized Indexing Management 2023 Q3 filed Nov. 8, 2023
Vanguard Personalized Indexing Management 2023 Q2 filed July 28, 2023
Vanguard Personalized Indexing Management 2023 Q1 filed May 10, 2023
Vanguard Personalized Indexing Management 2022 Q4 filed Feb. 10, 2023
Vanguard Personalized Indexing Management 2022 Q3 filed Nov. 14, 2022
Vanguard Personalized Indexing Management 2022 Q2 restated filed Aug. 12, 2022
Vanguard Personalized Indexing Management 2022 Q2 filed Aug. 9, 2022
Vanguard Personalized Indexing Management 2022 Q1 filed May 16, 2022
JustInvest 2021 Q4 filed Feb. 23, 2022
JustInvest 2021 Q3 filed Nov. 9, 2021
JustInvest 2021 Q2 restated filed Aug. 11, 2021

View all past filings

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