Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
Vanguard Personalized Indexing Management, LLC manages $10.3B across 1975 positions as of Q4 2025. Top holdings: NVDA (6.6%), AAPL (6.1%), MSFT (5.4%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 110 new positions, 119 exits, 1136 increased. Top move: NVDA (INCREASED, conviction 63). Portfolio: $10.3B across 1975 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
Upgrade to Pro to see the worst-performing positions.
View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile