JustInvest

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

Tip: Access up to 7 years of quarterly data

Positions held by JustInvest consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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.

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

Setup an alert

JustInvest will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

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