Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings269 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 47,950 | $7.6M | 4.4% | $152.55 | 0.00% | 1 qtr | New 76 |
APPLE INC | 26,217 | $6.7M | 3.9% | $61.33 | 0.00% | 1 qtr | New 75 |
SCHWAB EMRG MRKTS EQTY ETF | 274,316 | $5.7M | 3.3% | $17.27 | 0.00% | 1 qtr | New 75 |
CHUNGHWA TELECOM LT-SPON ADR | 134,448 | $4.8M | 2.8% | $28.29 | 0.00% | 1 qtr | New 70 |
JOHNSON & JOHNSON | 28,355 | $3.7M | 2.2% | $113.06 | 0.00% | 1 qtr | New 69 |
WALMART INC | 31,944 | $3.6M | 2.1% | $35.44 | 0.00% | 1 qtr | New 69 |
AMAZON.COM INC | 1,762 | $3.4M | 2.0% | $98.20 | 0.00% | 1 qtr | New 69 |
ALPHABET INC-CL A | 2,701 | $3.1M | 1.8% | $56.89 | 0.00% | 1 qtr | New 60 |
PROCTER & GAMBLE CO/THE | 25,359 | $2.8M | 1.6% | $93.21 | 0.00% | 1 qtr | New 60 |
ALPHABET INC-CL C | 2,209 | $2.6M | 1.5% | $56.91 | 0.00% | 1 qtr | New 60 |
NEXTERA ENERGY INC | 10,478 | $2.5M | 1.5% | — | — | — | — |
VISA INC-CLASS A SHARES | 14,326 | $2.3M | 1.3% | $153.73 | 0.00% | 1 qtr | New 60 |
FRANCO-NEVADA CORP /CAD/ | 22,310 | $2.2M | 1.3% | $93.11 | 0.00% | 1 qtr | New 59 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 45,835 | $2.2M | 1.3% | $43.24 | 0.00% | 1 qtr | New 59 |
INTEL CORP | 32,793 | $1.8M | 1.0% | $49.19 | 0.00% | 1 qtr | New 59 |
PEPSICO INC | 14,638 | $1.8M | 1.0% | $105.21 | 0.00% | 1 qtr | New 59 |
HONEYWELL INTL INC | 12,919 | $1.7M | 1.0% | $110.17 | 0.00% | 1 qtr | New 59 |
UNITEDHEALTH GROUP INC | 6,859 | $1.7M | 1.0% | $228.85 | 0.00% | 1 qtr | New 50 |
BERKSHIRE HATHAWAY INC-CL B | 8,951 | $1.6M | 1.0% | $183.18 | 0.00% | 1 qtr | New 50 |
META PLATFORMS INC-CLASS A | 9,651 | $1.6M | 0.9% | $164.80 | 0.00% | 1 qtr | New 50 |
Vanguard Personalized Indexing Management, LLC manages $171.5M across 269 positions as of Q1 2020. Top holdings: MSFT (4.4%), AAPL (3.9%), SCHE (3.3%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 269 new positions, 0 exits, 0 increased. Top move: MSFT (NEW, conviction 76). Portfolio: $171M across 269 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer