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Manager record

Vanguard Personalized Indexing Management, LLC

Oakland, CA · CIK 1767306 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$12.19BReported 13F valueQ2 2026 · as filed
2,242Holdings listed
+19.7%vs prior quartervalue change includes market moves
5Quarters on record
Aug 11Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $8.9B$8.9BQ2 20251,980 holdingsQ3 2025: $9.8B$9.8BQ3 20251,985 holdingsQ4 2025: $10.3B$10.3BQ4 20251,975 holdingsQ1 2026: $10.2B$10.2BQ1 20262,165 holdingsQ2 2026: $12.2B$12.2BQ2 20262,242 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 11 2026 13F-HR · period Q2 2026

$12.19B · 2,242 holdings listed · View original SEC filing ↗
May 14 2026 13F-HR · period Q1 2026

$10.19B · 2,165 holdings listed · View original SEC filing ↗
Feb 13 2026 13F-HR · period Q4 2025

$10.25B · 1,975 holdings listed · View original SEC filing ↗
Oct 31 2025 13F-HR · period Q3 2025

$9.76B · 1,985 holdings listed · View original SEC filing ↗
Jul 25 2025 13F-HR · period Q2 2025

$8.86B · 1,980 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 11, 2026 · Change methodology