Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings724 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 242,264 | $29.6M | 4.5% | $109.00 | +8.96% | 5 qtrssince 2020-Q1 | Increased 66 |
MICROSOFT CORP | 118,090 | $27.8M | 4.2% | $186.80 | +19.37% | 5 qtrssince 2020-Q1 | Increased 71 |
AMAZON.COM INC | 5,274 | $16.3M | 2.5% | $131.12 | +16.50% | 5 qtrssince 2020-Q1 | Increased 60 |
ALPHABET INC-CL A | 7,459 | $15.4M | 2.3% | $77.16 | +31.62% | 5 qtrssince 2020-Q1 | Increased 66 |
META PLATFORMS INC-CLASS A | 32,158 | $9.5M | 1.4% | $234.59 | +21.92% | 5 qtrssince 2020-Q1 | Increased 60 |
JOHNSON & JOHNSON | 44,290 | $7.3M | 1.1% | $124.14 | +16.04% | 5 qtrssince 2020-Q1 | Increased 59 |
PROCTER & GAMBLE CO/THE | 51,601 | $7M | 1.1% | $105.79 | +11.17% | 5 qtrssince 2020-Q1 | Increased 62 |
TESLA INC | 10,184 | $6.8M | 1.0% | $144.44 | +46.69% | 5 qtrssince 2020-Q1 | Increased 49 |
VANGUARD FTSE DEVELOPED ETF | 135,452 | $6.7M | 1.0% | $35.26 | +19.45% | 3 qtrssince 2020-Q3 | Decreased 0 |
PAYPAL HOLDINGS INC | 25,826 | $6.3M | 0.9% | $193.75 | +21.80% | 5 qtrssince 2020-Q1 | Increased 62 |
VISA INC-CLASS A SHARES | 29,124 | $6.2M | 0.9% | $176.30 | +15.31% | 5 qtrssince 2020-Q1 | Increased 48 |
VANGUARD TOTAL STOCK MARKET VIPERS | 28,787 | $6M | 0.9% | $157.79 | +21.74% | 3 qtrssince 2020-Q3 | Increased 39 |
HOME DEPOT INC | 19,435 | $5.9M | 0.9% | $213.18 | +27.39% | 5 qtrssince 2020-Q1 | Increased 47 |
UNITEDHEALTH GROUP INC | 15,470 | $5.8M | 0.9% | $275.25 | +25.54% | 5 qtrssince 2020-Q1 | Increased 49 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 48,314 | $5.7M | 0.9% | $49.17 | +115.99% | 5 qtrssince 2020-Q1 | Decreased 0 |
ALPHABET INC-CL C | 2,558 | $5.3M | 0.8% | $61.06 | +67.07% | 5 qtrssince 2020-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 32,367 | $4.9M | 0.7% | $103.26 | +31.74% | 5 qtrssince 2020-Q1 | Increased 54 |
NVIDIA CORP | 8,990 | $4.8M | 0.7% | $10.18 | +26.14% | 5 qtrssince 2020-Q1 | Increased 49 |
MASTERCARD INC - A | 12,947 | $4.6M | 0.7% | $298.84 | +16.49% | 5 qtrssince 2020-Q1 | Increased 48 |
WALT DISNEY CO/THE | 24,460 | $4.5M | 0.7% | $130.36 | +39.05% | 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: Concentrated Value. HoldingsIntel Rating: 2/5.0.
Active quarter - 188 new positions, 21 exits, 380 increased. Top move: MSFT (INCREASED, conviction 71). Portfolio: $661M across 724 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