Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings724 positions
Apple Inc. | 242,264 | $29.6M | 4.5% | $90.21 | +31.65% | 5 qtrssince 2020-Q1 | Increased 66 |
Microsoft Corp. | 118,090 | $27.8M | 4.2% | $186.76 | +20.65% | 5 qtrssince 2020-Q1 | Increased 71 |
Amazon.com, Inc. | 5,274 | $16.3M | 2.5% | $132.21 | +17.01% | 5 qtrssince 2020-Q1 | Increased 60 |
Alphabet Inc. | 7,459 | $15.4M | 2.3% | $77.71 | +31.46% | 5 qtrssince 2020-Q1 | Increased 66 |
Meta Platforms Inc | 32,158 | $9.5M | 1.4% | $237.44 | +22.87% | 5 qtrssince 2020-Q1 | Increased 60 |
Johnson & Johnson | 44,290 | $7.3M | 1.1% | $121.24 | +16.47% | 5 qtrssince 2020-Q1 | Increased 59 |
The Procter & Gamble Co. | 51,601 | $7M | 1.1% | $105.79 | +11.17% | 5 qtrssince 2020-Q1 | Increased 62 |
Tesla Inc | 10,184 | $6.8M | 1.0% | $105.71 | +110.61% | 5 qtrssince 2020-Q1 | Increased 49 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 135,452 | $6.7M | 1.0% | $34.82 | +19.49% | 3 qtrssince 2020-Q3 | Decreased 0 |
PAYPAL HLDGS INC | 25,826 | $6.3M | 0.9% | $196.03 | +22.51% | 5 qtrssince 2020-Q1 | Increased 62 |
Visa Inc | 29,124 | $6.2M | 0.9% | $176.30 | +15.31% | 5 qtrssince 2020-Q1 | Increased 48 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 28,787 | $6M | 0.9% | $157.61 | +21.58% | 3 qtrssince 2020-Q3 | Increased 39 |
Home Depot Inc. | 19,435 | $5.9M | 0.9% | $206.42 | +28.94% | 5 qtrssince 2020-Q1 | Increased 47 |
UnitedHealth Group Inc. | 15,470 | $5.8M | 0.9% | $270.54 | +24.75% | 5 qtrssince 2020-Q1 | Increased 49 |
TAIWAN SEMICONDUCTOR MFG LTD | 48,314 | $5.7M | 0.9% | $48.86 | +121.71% | 5 qtrssince 2020-Q1 | Decreased 0 |
Alphabet Inc. | 2,558 | $5.3M | 0.8% | $61.58 | +66.38% | 5 qtrssince 2020-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 32,367 | $4.9M | 0.7% | $100.75 | +31.79% | 5 qtrssince 2020-Q1 | Increased 54 |
NVIDIA Corp. | 8,990 | $4.8M | 0.7% | $10.38 | +27.98% | 5 qtrssince 2020-Q1 | Increased 49 |
MasterCard Incorporated | 12,947 | $4.6M | 0.7% | $294.30 | +17.18% | 5 qtrssince 2020-Q1 | Increased 48 |
DISNEY WALT CO | 24,460 | $4.5M | 0.7% | $127.51 | +40.31% | 5 qtrssince 2020-Q1 | Increased 51 |
Vanguard Personalized Indexing Management, LLC manages $660.6M across 724 positions as of Q1 2021. Top holdings: AAPL (4.5%), MSFT (4.2%), AMZN (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 188 new positions, 21 exits, 380 increased. Top move: MSFT (INCREASED, conviction 71). Portfolio: $661M across 724 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR