JustInvest
Latest statistics and disclosures from Vanguard Personalized Indexing Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, AMZN, GOOGL, GOOG, and represent 16.69% of Vanguard Personalized Indexing Management's stock portfolio.
- Added to shares of these 10 stocks: AMZN (+$46M), AAPL (+$30M), MSFT (+$26M), GOOG (+$9.5M), TSLA (+$7.6M), GOOGL (+$7.5M), NVDA (+$6.5M), UNH (+$5.2M), JNJ (+$5.2M), V.
- Started 150 new stock positions in RYN, BL, NSIT, BF.A, CC, FELE, SIMO, KFY, MC, VIPS.
- Reduced shares in these 10 stocks: SHM, Cerner Corporation, GDDY, VTI, People's United Financial, VYM, WMT, , , Anaplan.
- Sold out of its positions in AHI, AGL, ALTR, AMED, Anaplan, AIRC, APLT, ARWR, ASAN, Aspen Technology.
- Vanguard Personalized Indexing Management was a net buyer of stock by $479M.
- Vanguard Personalized Indexing Management has $2.2B in assets under management (AUM), dropping by 4.51%.
- Central Index Key (CIK): 0001767306
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Portfolio Holdings for Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management holds 1263 positions in its portfolio as reported in the June 2022 quarterly 13F filing
Vanguard Personalized Indexing Management has 1263 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Vanguard Personalized Indexing Management June 30, 2022 positions
- Download the Vanguard Personalized Indexing Management June 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.1 | $131M | +29% | 960k | 136.72 | |
| Microsoft Corporation (MSFT) | 5.0 | $109M | +32% | 424k | 256.83 | |
| Amazon (AMZN) | 2.2 | $48M | +2491% | 453k | 106.21 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $42M | +21% | 19k | 2179.24 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $30M | +46% | 14k | 2187.46 | |
| Tesla Motors (TSLA) | 1.4 | $30M | +34% | 44k | 673.42 | |
| UnitedHealth (UNH) | 1.1 | $24M | +27% | 47k | 513.64 | |
| Johnson & Johnson (JNJ) | 1.1 | $24M | +28% | 133k | 177.51 | |
| NVIDIA Corporation (NVDA) | 1.0 | $22M | +42% | 145k | 151.59 | |
| Visa Com Cl A (V) | 0.9 | $19M | +31% | 95k | 196.89 | |
| Meta Platforms Cl A (META) | 0.9 | $18M | +28% | 114k | 161.25 | |
| Home Depot (HD) | 0.8 | $17M | +32% | 61k | 274.26 | |
| Procter & Gamble Company (PG) | 0.8 | $16M | +11% | 114k | 143.79 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $16M | +8% | 57k | 273.02 | |
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| Mastercard Incorporated Cl A (MA) | 0.7 | $15M | +29% | 47k | 315.48 | |
| Eli Lilly & Co. (LLY) | 0.7 | $14M | +29% | 44k | 324.23 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $14M | +23% | 126k | 112.61 | |
| Pfizer (PFE) | 0.7 | $14M | +34% | 270k | 52.43 | |
| Abbvie (ABBV) | 0.7 | $14M | +24% | 92k | 153.16 | |
| Thermo Fisher Scientific (TMO) | 0.6 | $13M | +32% | 24k | 543.28 | |
| Costco Wholesale Corporation (COST) | 0.6 | $13M | +20% | 27k | 479.29 | |
| Coca-Cola Company (KO) | 0.6 | $12M | +34% | 196k | 62.91 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $12M | +31% | 138k | 85.64 | |
| Merck & Co (MRK) | 0.5 | $12M | +37% | 127k | 91.17 | |
| Pepsi (PEP) | 0.5 | $11M | +31% | 66k | 166.66 | |
| Chevron Corporation (CVX) | 0.5 | $11M | +24% | 75k | 144.78 | |
| McDonald's Corporation (MCD) | 0.5 | $11M | +30% | 43k | 246.88 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $11M | +38% | 38k | 277.65 | |
| Bank of America Corporation (BAC) | 0.4 | $9.6M | +20% | 309k | 31.13 | |
| Abbott Laboratories (ABT) | 0.4 | $9.6M | +45% | 88k | 108.65 | |
| Danaher Corporation (DHR) | 0.4 | $9.5M | +23% | 38k | 253.51 | |
| Broadcom (AVGO) | 0.4 | $9.5M | 20k | 485.81 | ||
| Adobe Systems Incorporated (ADBE) | 0.4 | $9.4M | +33% | 26k | 366.06 | |
| salesforce (CRM) | 0.4 | $9.2M | +89% | 56k | 165.04 | |
| Bristol Myers Squibb (BMY) | 0.4 | $8.6M | +39% | 112k | 77.00 | |
| Amgen (AMGN) | 0.4 | $8.5M | +22% | 35k | 243.30 | |
| Verizon Communications (VZ) | 0.4 | $7.9M | +32% | 155k | 50.75 | |
| Qualcomm (QCOM) | 0.4 | $7.8M | +36% | 61k | 127.74 | |
| Oracle Corporation (ORCL) | 0.4 | $7.7M | +30% | 111k | 69.87 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $7.6M | +6% | 50k | 153.65 | |
| Nextera Energy (NEE) | 0.3 | $7.5M | +20% | 96k | 77.46 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $7.2M | +23% | 75k | 96.11 | |
| United Parcel Service CL B (UPS) | 0.3 | $7.0M | +35% | 38k | 182.55 | |
| Advanced Micro Devices (AMD) | 0.3 | $6.9M | +23% | 90k | 76.47 | |
| Lowe's Companies (LOW) | 0.3 | $6.8M | +29% | 39k | 174.68 | |
| ConocoPhillips (COP) | 0.3 | $6.6M | +15% | 73k | 89.81 | |
| American Tower Reit (AMT) | 0.3 | $6.5M | +51% | 26k | 255.60 | |
| Linde SHS (LIN) | 0.3 | $6.5M | +96% | 23k | 287.52 | |
| Cisco Systems (CSCO) | 0.3 | $6.4M | -3% | 151k | 42.64 | |
| CVS Caremark Corporation (CVS) | 0.3 | $6.4M | +19% | 69k | 92.66 | |
| Honeywell International (HON) | 0.3 | $6.4M | +17% | 37k | 173.82 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $6.4M | +16% | 163k | 39.24 | |
| Anthem (ANTM) | 0.3 | $6.4M | +28% | 13k | 482.57 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $6.3M | -17% | 34k | 188.62 | |
| Walt Disney Company (DIS) | 0.3 | $6.3M | +23% | 67k | 94.40 | |
| S&p Global (SPGI) | 0.3 | $6.2M | +25% | 18k | 337.06 | |
| At&t (T) | 0.3 | $6.1M | +65% | 290k | 20.96 | |
| Nike CL B (NKE) | 0.3 | $6.0M | +31% | 59k | 102.20 | |
| Intel Corporation (INTC) | 0.3 | $5.9M | +22% | 158k | 37.41 | |
| Starbucks Corporation (SBUX) | 0.3 | $5.9M | +82% | 77k | 76.39 | |
| Wells Fargo & Company (WFC) | 0.3 | $5.8M | +16% | 148k | 39.17 | |
| Morgan Stanley Com New (MS) | 0.3 | $5.8M | +53% | 76k | 76.06 | |
| Intuit (INTU) | 0.3 | $5.7M | +24% | 15k | 385.47 | |
| Union Pacific Corporation (UNP) | 0.3 | $5.7M | -8% | 27k | 213.27 | |
| Wal-Mart Stores (WMT) | 0.3 | $5.6M | -17% | 46k | 121.58 | |
| Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) | 0.3 | $5.5M | 135k | 40.80 | ||
| Philip Morris International (PM) | 0.3 | $5.4M | +33% | 55k | 98.73 | |
| Automatic Data Processing (ADP) | 0.2 | $5.4M | +39% | 26k | 210.04 | |
| Cigna Corp (CI) | 0.2 | $5.3M | +31% | 20k | 263.51 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $5.3M | +34% | 19k | 281.77 | |
| International Business Machines (IBM) | 0.2 | $5.2M | +48% | 37k | 141.19 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $5.1M | +54% | 12k | 429.93 | |
| Servicenow (NOW) | 0.2 | $5.0M | +23% | 11k | 475.52 | |
| Applied Materials (AMAT) | 0.2 | $5.0M | +9% | 55k | 90.97 | |
| American Express Company (AXP) | 0.2 | $5.0M | -2% | 36k | 138.62 | |
| BlackRock (BLK) | 0.2 | $4.9M | +14% | 8.1k | 609.02 | |
| Goldman Sachs (GS) | 0.2 | $4.9M | +87% | 17k | 297.05 | |
| Paypal Holdings (PYPL) | 0.2 | $4.8M | +23% | 69k | 69.84 | |
| Marsh & McLennan Companies (MMC) | 0.2 | $4.7M | +24% | 30k | 155.25 | |
| Zoetis Cl A (ZTS) | 0.2 | $4.6M | +28% | 27k | 171.91 | |
| Mondelez Intl Cl A (MDLZ) | 0.2 | $4.5M | +50% | 73k | 62.10 | |
| Netflix (NFLX) | 0.2 | $4.5M | +58% | 26k | 174.88 | |
| Citigroup Com New (C) | 0.2 | $4.5M | +104% | 97k | 45.99 | |
| Metropcs Communications (TMUS) | 0.2 | $4.4M | +43% | 33k | 134.55 | |
| Lauder Estee Cos Cl A (EL) | 0.2 | $4.3M | +57% | 17k | 254.66 | |
| General Dynamics Corporation (GD) | 0.2 | $4.3M | +9% | 20k | 221.24 | |
| Edwards Lifesciences (EW) | 0.2 | $4.3M | +67% | 45k | 95.09 | |
| Prologis (PLD) | 0.2 | $4.2M | +20% | 36k | 117.66 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $4.2M | +46% | 21k | 200.71 | |
| Analog Devices (ADI) | 0.2 | $4.1M | +56% | 28k | 146.08 | |
| Becton, Dickinson and (BDX) | 0.2 | $4.1M | +3% | 17k | 246.51 | |
| Colgate-Palmolive Company (CL) | 0.2 | $4.1M | +87% | 51k | 80.14 | |
| Progressive Corporation (PGR) | 0.2 | $4.0M | +43% | 34k | 116.28 | |
| Chubb (CB) | 0.2 | $4.0M | +31% | 20k | 196.57 | |
| Lam Research Corporation (LRCX) | 0.2 | $4.0M | +76% | 9.3k | 426.16 | |
| Charter Communications Inc N Cl A (CHTR) | 0.2 | $3.9M | +33% | 8.3k | 468.50 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $3.9M | +29% | 36k | 107.22 | |
| Synopsys (SNPS) | 0.2 | $3.8M | +57% | 13k | 303.66 | |
| PNC Financial Services (PNC) | 0.2 | $3.7M | +28% | 24k | 157.75 | |
| Caterpillar (CAT) | 0.2 | $3.7M | -5% | 21k | 178.76 | |
| Crown Castle Intl (CCI) | 0.2 | $3.7M | +12% | 22k | 168.39 | |
| Deere & Company (DE) | 0.2 | $3.6M | -6% | 12k | 299.45 | |
| Northrop Grumman Corporation (NOC) | 0.2 | $3.6M | +36% | 7.6k | 478.51 | |
| MetLife (MET) | 0.2 | $3.6M | +24% | 58k | 62.80 | |
| Waste Management (WM) | 0.2 | $3.6M | +29% | 24k | 152.96 | |
| Medtronic SHS (MDT) | 0.2 | $3.6M | -11% | 40k | 89.75 | |
| Charles Schwab Corporation (SCHW) | 0.2 | $3.5M | +13% | 56k | 63.18 | |
| Southern Company (SO) | 0.2 | $3.5M | +23% | 49k | 71.31 | |
| Air Products & Chemicals (APD) | 0.2 | $3.5M | +73% | 14k | 240.49 | |
| Devon Energy Corporation (DVN) | 0.2 | $3.5M | +17% | 63k | 55.11 | |
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.2 | $3.5M | +16% | 84k | 41.26 | |
| TJX Companies (TJX) | 0.2 | $3.5M | +39% | 62k | 55.84 | |
| Eaton Corp SHS (ETN) | 0.2 | $3.4M | -4% | 27k | 126.01 | |
| Novo-nordisk A S Adr (NVO) | 0.2 | $3.4M | +39% | 31k | 111.43 | |
| Fortinet (FTNT) | 0.2 | $3.4M | +595% | 60k | 56.59 | |
| Kla Corp Com New (KLAC) | 0.2 | $3.4M | +92% | 11k | 319.12 | |
| Astrazeneca Sponsored Adr (AZN) | 0.2 | $3.4M | +32% | 51k | 66.06 | |
| General Mills (GIS) | 0.2 | $3.3M | +38% | 44k | 75.44 | |
| Boeing Company (BA) | 0.2 | $3.3M | +27% | 24k | 136.74 | |
| Intercontinental Exchange (ICE) | 0.1 | $3.2M | +20% | 34k | 94.05 | |
| Target Corporation (TGT) | 0.1 | $3.2M | -10% | 23k | 141.21 | |
| Gilead Sciences (GILD) | 0.1 | $3.2M | +76% | 52k | 61.81 | |
| Paychex (PAYX) | 0.1 | $3.2M | +37% | 28k | 113.87 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $3.1M | 23k | 137.47 | ||
| Micron Technology (MU) | 0.1 | $3.1M | +25% | 56k | 55.27 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $3.1M | +32% | 5.2k | 591.05 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $3.1M | +24% | 6.4k | 475.89 | |
| Booking Holdings (BKNG) | 0.1 | $3.1M | +41% | 1.8k | 1748.86 | |
| Stryker Corporation (SYK) | 0.1 | $3.0M | 15k | 198.94 | ||
| General Electric Com New (GE) | 0.1 | $3.0M | +40% | 48k | 63.67 | |
| Equinix (EQIX) | 0.1 | $3.0M | +25% | 4.6k | 656.99 | |
| Cme (CME) | 0.1 | $3.0M | +4% | 15k | 204.68 | |
| O'reilly Automotive (ORLY) | 0.1 | $3.0M | +21% | 4.8k | 631.70 | |
| Humana (HUM) | 0.1 | $3.0M | +34% | 6.4k | 468.09 | |
| FedEx Corporation (FDX) | 0.1 | $3.0M | +108% | 13k | 226.73 | |
| Activision Blizzard (ATVI) | 0.1 | $3.0M | +10% | 38k | 77.85 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $3.0M | 71k | 41.65 | ||
| Dollar General (DG) | 0.1 | $3.0M | +45% | 12k | 245.43 | |
| AutoZone (AZO) | 0.1 | $2.9M | +52% | 1.4k | 2148.80 | |
| M&T Bank Corporation (MTB) | 0.1 | $2.9M | +100% | 18k | 159.40 | |
| Pioneer Natural Resources (PXD) | 0.1 | $2.9M | +25% | 13k | 223.05 | |
| Emerson Electric (EMR) | 0.1 | $2.9M | +26% | 36k | 79.53 | |
| Truist Financial Corp equities (TFC) | 0.1 | $2.9M | +24% | 61k | 47.43 | |
| Msci (MSCI) | 0.1 | $2.8M | +198% | 6.9k | 412.20 | |
| Palo Alto Networks (PANW) | 0.1 | $2.8M | +36% | 5.7k | 493.89 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $2.8M | +5% | 108k | 25.79 | |
| Aon Shs Cl A (AON) | 0.1 | $2.7M | +22% | 10k | 269.68 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $2.7M | 33k | 81.75 | ||
| Ecolab (ECL) | 0.1 | $2.7M | -11% | 18k | 153.73 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $2.7M | +37% | 23k | 118.76 | |
| Sempra Energy (SRE) | 0.1 | $2.7M | +28% | 18k | 150.26 | |
| CSX Corporation (CSX) | 0.1 | $2.7M | -8% | 93k | 29.05 | |
| Cadence Design Systems (CDNS) | 0.1 | $2.7M | +17% | 18k | 150.01 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.7M | +20% | 29k | 91.23 | |
| Monster Beverage Corp (MNST) | 0.1 | $2.7M | +80% | 29k | 92.71 | |
| Illinois Tool Works (ITW) | 0.1 | $2.6M | +27% | 15k | 182.24 | |
| Occidental Petroleum Corporation (OXY) | 0.1 | $2.6M | +40% | 45k | 58.88 | |
| Boston Scientific Corporation (BSX) | 0.1 | $2.6M | +19% | 70k | 37.27 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $2.6M | +47% | 31k | 84.52 | |
| Us Bancorp Del Com New (USB) | 0.1 | $2.6M | +33% | 57k | 46.01 | |
| Kroger (KR) | 0.1 | $2.6M | +29% | 55k | 47.34 | |
| American Electric Power Company (AEP) | 0.1 | $2.6M | +18% | 27k | 95.95 | |
| 3M Company (MMM) | 0.1 | $2.6M | -17% | 20k | 129.42 | |
| West Pharmaceutical Services (WST) | 0.1 | $2.6M | +8% | 8.4k | 302.39 | |
| Cummins (CMI) | 0.1 | $2.5M | +67% | 13k | 193.50 | |
| L3harris Technologies (LHX) | 0.1 | $2.5M | +39% | 10k | 241.72 | |
| SYSCO Corporation (SYY) | 0.1 | $2.5M | +57% | 30k | 84.70 | |
| Moderna (MRNA) | 0.1 | $2.5M | +23% | 17k | 142.84 | |
| Centene Corporation (CNC) | 0.1 | $2.5M | +19% | 29k | 84.59 | |
| EOG Resources (EOG) | 0.1 | $2.5M | +31% | 22k | 110.46 | |
| Hca Holdings (HCA) | 0.1 | $2.4M | -3% | 15k | 168.08 | |
| Newmont Mining Corporation (NEM) | 0.1 | $2.4M | +27% | 41k | 59.66 | |
| Iqvia Holdings (IQV) | 0.1 | $2.4M | +86% | 11k | 216.96 | |
| Yum! Brands (YUM) | 0.1 | $2.4M | +64% | 21k | 113.52 | |
| ON Semiconductor (ON) | 0.1 | $2.4M | +20% | 47k | 50.30 | |
| Marriott Intl Cl A (MAR) | 0.1 | $2.4M | +19% | 18k | 136.00 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $2.4M | +36% | 29k | 82.22 | |
| Toyota Motor Corp Ads (TM) | 0.1 | $2.3M | -5% | 15k | 154.15 | |
| Realty Income (O) | 0.1 | $2.3M | +53% | 34k | 68.27 | |
| Corteva (CTVA) | 0.1 | $2.3M | +29% | 43k | 54.15 | |
| Old Dominion Freight Line (ODFL) | 0.1 | $2.3M | +78% | 8.9k | 256.30 | |
| Fidelity National Information Services (FIS) | 0.1 | $2.3M | +170% | 25k | 91.67 | |
| Valero Energy Corporation (VLO) | 0.1 | $2.3M | +71% | 21k | 106.28 | |
| Shell Spon Ads (SHEL) | 0.1 | $2.3M | +20% | 43k | 52.28 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $2.2M | +89% | 17k | 135.17 | |
| Public Storage (PSA) | 0.1 | $2.2M | +28% | 7.1k | 312.71 | |
| Travelers Companies (TRV) | 0.1 | $2.2M | +39% | 13k | 169.14 | |
| Trane Technologies SHS (TT) | 0.1 | $2.2M | +49% | 17k | 129.88 | |
| Johnson Ctls Intl SHS (JCI) | 0.1 | $2.2M | +44% | 45k | 47.88 | |
| Cintas Corporation (CTAS) | 0.1 | $2.2M | +25% | 5.8k | 373.54 | |
| Altria (MO) | 0.1 | $2.2M | -5% | 52k | 41.77 | |
| Hp (HPQ) | 0.1 | $2.2M | +23% | 66k | 32.77 | |
| Schlumberger Com Stk (SLB) | 0.1 | $2.2M | +25% | 60k | 35.76 | |
| Archer Daniels Midland Company (ADM) | 0.1 | $2.2M | +51% | 28k | 77.61 | |
| McKesson Corporation (MCK) | 0.1 | $2.2M | +32% | 6.6k | 326.21 | |
| Hess (HES) | 0.1 | $2.1M | +27% | 20k | 105.96 | |
| AFLAC Incorporated (AFL) | 0.1 | $2.1M | -10% | 39k | 55.34 | |
| Zoom Video Communications In Cl A (ZM) | 0.1 | $2.1M | +274% | 20k | 107.99 | |
| Welltower Inc Com reit (WELL) | 0.1 | $2.1M | +19% | 26k | 82.33 | |
| Motorola Solutions Com New (MSI) | 0.1 | $2.1M | +42% | 10k | 209.58 | |
| Sba Communications Corp Cl A (SBAC) | 0.1 | $2.1M | +40% | 6.5k | 320.07 | |
| eBay (EBAY) | 0.1 | $2.1M | +21% | 50k | 41.67 | |
| Dominion Resources (D) | 0.1 | $2.1M | +12% | 26k | 79.79 | |
| Te Connectivity SHS (TEL) | 0.1 | $2.1M | +36% | 18k | 113.15 | |
| Quanta Services (PWR) | 0.1 | $2.0M | +18% | 16k | 125.35 | |
| Allstate Corporation (ALL) | 0.1 | $2.0M | +33% | 16k | 126.74 | |
| Autodesk (ADSK) | 0.1 | $2.0M | +12% | 12k | 171.92 | |
| Prudential Financial (PRU) | 0.1 | $2.0M | 21k | 95.66 | ||
| Norfolk Southern (NSC) | 0.1 | $2.0M | +7% | 8.9k | 227.29 | |
| Electronic Arts (EA) | 0.1 | $2.0M | +26% | 17k | 121.63 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $2.0M | +19% | 48k | 41.71 | |
| Jack Henry & Associates (JKHY) | 0.1 | $2.0M | +10% | 11k | 179.99 | |
| Hershey Company (HSY) | 0.1 | $2.0M | +21% | 9.3k | 215.18 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $2.0M | +102% | 1.5k | 1307.34 | |
| Exelon Corporation (EXC) | 0.1 | $2.0M | +83% | 44k | 45.32 | |
| Keysight Technologies (KEYS) | 0.1 | $2.0M | +154% | 14k | 137.86 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $2.0M | +239% | 25k | 80.00 | |
| Digital Realty Trust (DLR) | 0.1 | $2.0M | +92% | 15k | 129.86 | |
| Wec Energy Group (WEC) | 0.1 | $1.9M | +18% | 19k | 100.62 | |
| Consolidated Edison (ED) | 0.1 | $1.9M | +38% | 20k | 95.08 | |
| Moody's Corporation (MCO) | 0.1 | $1.9M | 7.1k | 271.92 | ||
| Monolithic Power Systems (MPWR) | 0.1 | $1.9M | +33% | 5.0k | 383.96 | |
| D.R. Horton (DHI) | 0.1 | $1.9M | +112% | 29k | 66.19 | |
| Roper Industries (ROP) | 0.1 | $1.9M | +4% | 4.8k | 394.74 | |
| Sherwin-Williams Company (SHW) | 0.1 | $1.9M | +28% | 8.4k | 223.93 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.9M | +130% | 11k | 168.53 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $1.9M | NEW | 18k | 104.66 | |
| Republic Services (RSG) | 0.1 | $1.9M | +32% | 14k | 130.90 | |
| Assurant (AIZ) | 0.1 | $1.8M | +4% | 11k | 172.88 | |
| Freeport-mcmoran CL B (FCX) | 0.1 | $1.8M | +20% | 63k | 29.26 | |
| FactSet Research Systems (FDS) | 0.1 | $1.8M | +6% | 4.8k | 384.55 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.8M | 23k | 79.97 | ||
| T. Rowe Price (TROW) | 0.1 | $1.8M | -2% | 16k | 113.59 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.8M | 22k | 83.76 | ||
| IDEXX Laboratories (IDXX) | 0.1 | $1.8M | +55% | 5.2k | 350.68 | |
| Fmc Corp Com New (FMC) | 0.1 | $1.8M | -9% | 17k | 107.04 | |
| Church & Dwight (CHD) | 0.1 | $1.8M | +34% | 19k | 92.64 | |
| Atlassian Corp Cl A (TEAM) | 0.1 | $1.8M | +127% | 9.5k | 187.39 | |
| Simon Property (SPG) | 0.1 | $1.8M | +24% | 19k | 94.91 | |
| Paccar (PCAR) | 0.1 | $1.8M | +35% | 22k | 82.35 | |
| Cheniere Energy Com New (LNG) | 0.1 | $1.8M | +38% | 13k | 133.04 | |
| Carrier Global Corporation (CARR) | 0.1 | $1.8M | +27% | 50k | 35.66 | |
| ResMed (RMD) | 0.1 | $1.8M | +41% | 8.4k | 209.67 | |
| Ameriprise Financial (AMP) | 0.1 | $1.8M | -19% | 7.4k | 237.62 | |
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.1 | $1.8M | +44% | 62k | 28.55 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.8M | -5% | 5.1k | 346.86 | |
| Raymond James Financial (RJF) | 0.1 | $1.7M | +41% | 20k | 89.42 | |
| Apa Corporation (APA) | 0.1 | $1.7M | +10% | 50k | 34.90 | |
| American Water Works (AWK) | 0.1 | $1.7M | +6% | 12k | 148.76 | |
| Amphenol Corp Cl A (APH) | 0.1 | $1.7M | -20% | 27k | 64.39 | |
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 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
- JustInvest 2021 Q2 filed July 21, 2021
- JustInvest 2021 Q1 filed April 28, 2021
- JustInvest 2020 Q4 restated filed Jan. 20, 2021
- JustInvest 2020 Q4 filed Jan. 19, 2021
- JustInvest 2020 Q3 filed Oct. 26, 2020
- JustInvest 2020 Q2 filed July 27, 2020
- JustInvest 2020 Q1 filed May 13, 2020