Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings1,210 positions
APPLE INC | 741,510 | $129.5M | 6.3% | $138.57 | +23.24% | 9 qtrssince 2020-Q1 | Increased 73 |
MICROSOFT CORP | 320,927 | $98.9M | 4.8% | $257.06 | +15.56% | 9 qtrssince 2020-Q1 | Increased 69 |
AMAZON COM INC | 17,472 | $57M | 2.8% | $155.28 | +4.97% | 9 qtrssince 2020-Q1 | Increased 69 |
ALPHABET INC | 15,869 | $44.1M | 2.1% | $110.01 | +25.22% | 9 qtrssince 2020-Q1 | Increased 64 |
TESLA INC | 32,467 | $35M | 1.7% | $259.72 | +38.30% | 9 qtrssince 2020-Q1 | Increased 58 |
NVIDIA CORPORATION | 101,987 | $27.8M | 1.3% | $20.68 | +31.43% | 9 qtrssince 2020-Q1 | Increased 58 |
ALPHABET INC | 9,436 | $26.3M | 1.3% | $116.30 | +18.95% | 9 qtrssince 2020-Q1 | Increased 58 |
META PLATFORMS INC | 89,012 | $19.8M | 1.0% | $266.33 | -17.30% | 9 qtrssince 2020-Q1 | Increased 54 |
UNITEDHEALTH GROUP INC | 36,806 | $18.8M | 0.9% | $367.58 | +27.54% | 9 qtrssince 2020-Q1 | Increased 48 |
BERKSHIRE HATHAWAY INC DEL | 52,855 | $18.7M | 0.9% | $280.63 | +25.76% | 9 qtrssince 2020-Q1 | Increased 51 |
JOHNSON & JOHNSON | 103,978 | $18.4M | 0.9% | $138.76 | +12.53% | 9 qtrssince 2020-Q1 | Increased 49 |
VISA INC | 71,712 | $15.9M | 0.8% | $199.21 | +7.55% | 9 qtrssince 2020-Q1 | Increased 59 |
PROCTER & GAMBLE CO | 102,020 | $15.6M | 0.8% | $123.93 | +9.69% | 9 qtrssince 2020-Q1 | Increased 47 |
JPMORGAN CHASE & CO | 102,178 | $13.9M | 0.7% | $123.27 | -1.24% | 9 qtrssince 2020-Q1 | Increased 52 |
HOME DEPOT INC | 46,044 | $13.8M | 0.7% | $270.25 | -1.43% | 9 qtrssince 2020-Q1 | Increased 49 |
MASTERCARD INCORPORATED | 36,187 | $12.9M | 0.6% | $328.43 | +5.92% | 9 qtrssince 2020-Q1 | Increased 57 |
COSTCO WHOLESALE CORPORATION | 22,295 | $12.8M | 0.6% | $409.38 | +33.72% | 9 qtrssince 2020-Q1 | Increased 48 |
BROADCOM INC | 19,453 | $12.2M | 0.6% | $49.55 | +17.85% | 9 qtrssince 2020-Q1 | Increased 49 |
ABBVIE INC | 74,133 | $12M | 0.6% | $98.16 | +39.71% | 9 qtrssince 2020-Q1 | Increased 47 |
THERMO FISHER SCIENTIFIC INC | 18,030 | $10.6M | 0.5% | $518.86 | +12.33% | 9 qtrssince 2020-Q1 | Increased 48 |
Vanguard Personalized Indexing Management, LLC manages $2.1B across 1210 positions as of Q1 2022. Top holdings: AAPL (6.3%), MSFT (4.8%), AMZN (2.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 197 new positions, 44 exits, 799 increased. Top move: AAPL (INCREASED, conviction 73). Portfolio: $2.1B across 1210 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
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