VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC

Vanguard Personalized Indexing Management is based out of Oakland. Vanguard Personalized Indexing Management is a large advisory firm with 165 clients and discretionary assets under management (AUM) of $7,259,990,002 (Form ADV from 2025-08-26). Their last reported 13F filing for Q3 2025 included $9,763,263,972 in managed 13F securities and a top 10 holdings concentration of 33.94%. Vanguard Personalized Indexing Management's largest holding is NVIDIA Corp with shares held of 3,560,233. Whalewisdom has at least 27 13F filings The firm last filed a Form D notice of exempt offering of securities on 2020-07-15. The notice included securities offered of Equity