Vanguard Personalized Indexing Management, LLC
All 13F Filings
- Location
- Oakland, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 10,250,487
- Description
- Oakland California based planning integrated investment advisor with a limited liability advisory organization and a disciplined and process driven investment mandate. The approach emphasizes fundamental research depth, active stewardship and governance oversight, and asset liability coordination for planning centered advisory portfolios. Execution standards emphasize measured risk, governance alignment, and durable portfolio outcomes through risk budget governance and mandate calibration.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 1,975 | 10,250,487 | 13F-HR | Vanguard Personalized Indexing Management, LLC |
| Q3 2025 | 10/31/2025 | 1,985 | 9,763,264 | 13F-HR | Vanguard Personalized Indexing Management, LLC |
| Q2 2025 | 7/25/2025 | 1,945 | 8,859,944 | 13F-HR | Vanguard Personalized Indexing Management, LLC |
| Q1 2025 | 5/14/2025 | 1,839 | 6,781,863 | 13F-HR | Vanguard Personalized Indexing Management, LLC |
| Q4 2024 | 2/10/2025 | 1,806 | 6,621,018 | 13F-HR | Vanguard Personalized Indexing Management, LLC |
| Q3 2024 | 11/12/2024 | 1,775 | 6,209,686 | 13F-HR | Vanguard Personalized Indexing Management, LLC |
| Q2 2024 | 8/12/2024 | 1,692 | 5,252,377 | 13F-HR | Vanguard Personalized Indexing Management, LLC |
| Q1 2024 | 5/9/2024 | 1,630 | 4,659,535 | 13F-HR | Vanguard Personalized Indexing Management, LLC |
| Q4 2023 | 6/4/2024 | 24 | 43,605 | 13F-HR/A - NEW HOLDINGS | Vanguard Personalized Indexing Management, LLC |
| Q4 2023 | 2/8/2024 | 1,535 | 3,853,946 | 13F-HR | Vanguard Personalized Indexing Management, LLC |
| Q3 2023 | 11/8/2023 | 1,481 | 3,345,352 | 13F-HR | Vanguard Personalized Indexing Management, LLC |
| Q2 2023 | 7/28/2023 | 1,467 | 3,264,388 | 13F-HR | Vanguard Personalized Indexing Management, LLC |
| Q1 2023 | 5/10/2023 | 1,466 | 2,879,216 | 13F-HR | Vanguard Personalized Indexing Management, LLC |
| Q4 2022 | 2/10/2023 | 1,279 | 2,423,335 | 13F-HR | Vanguard Personalized Indexing Management, LLC |
| Q3 2022 | 11/14/2022 | 1,232 | 2,211,181 | 13F-HR | Vanguard Personalized Indexing Management, LLC |
| Q2 2022 | 8/12/2022 | 1,263 | 2,159,076 | 13F-HR/A - RESTATEMENT | Vanguard Personalized Indexing Management, LLC |
| Q2 2022 | 8/9/2022 | 1,263 | 2,159,076 | 13F-HR | Vanguard Personalized Indexing Management, LLC |
| Q1 2022 | 5/16/2022 | 1,210 | 2,065,857 | 13F-HR | Vanguard Personalized Indexing Management, LLC |
| Q4 2021 | 2/23/2022 | 1,057 | 1,696,728 | 13F-HR | JustInvest LLC |
| Q3 2021 | 11/9/2021 | 976 | 1,112,906 | 13F-HR | JustInvest LLC |
| Q2 2021 | 8/11/2021 | 896 | 955,244 | 13F-HR/A - RESTATEMENT | JustInvest LLC |
| Q2 2021 | 7/21/2021 | 717 | 657,021 | 13F-HR | JustInvest LLC |
| Q1 2021 | 4/28/2021 | 724 | 660,586 | 13F-HR | JustInvest LLC |
| Q4 2020 | 1/20/2021 | 557 | 459,724 | 13F-HR/A - RESTATEMENT | JustInvest LLC |
| Q4 2020 | 1/19/2021 | 148 | 34,254 | 13F-HR | JustInvest LLC |
| Q3 2020 | 10/26/2020 | 469 | 356,395 | 13F-HR | JustInvest LLC |
| Q2 2020 | 7/27/2020 | 350 | 220,468 | 13F-HR | JustInvest LLC |
| Q1 2020 | 5/13/2020 | 269 | 171,491 | 13F-HR | JustInvest LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 10.2 M | 99.5% | 495.3 K | 0 | 495.3 K |
| ETFs | 48.21 K | 0.5% | 0 | 8.857 K | -8.857 K |
| Other | 5.466 K | 0.1% | 735 | 0 | 735 |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
10,250,487
Holdings
1975
QoQ value change ($000)
487,223
(5.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.