Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings1,466 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.1M | $181M | 6.3% | $142.62 | +13.77% | 13 qtrssince 2020-Q1 | Increased 62 |
MICROSOFT CORP | 505,483 | $145.7M | 5.1% | $256.42 | +8.46% | 13 qtrssince 2020-Q1 | Increased 61 |
AMAZON.COM INC | 575,245 | $59.4M | 2.1% | $109.52 | -6.86% | 13 qtrssince 2020-Q1 | Increased 60 |
NVIDIA CORP | 171,174 | $47.5M | 1.7% | $21.74 | +25.87% | 13 qtrssince 2020-Q1 | Increased 54 |
ALPHABET INC-CL A | 429,356 | $44.5M | 1.5% | $97.41 | +2.79% | 13 qtrssince 2020-Q1 | Increased 49 |
ALPHABET INC-CL C | 367,676 | $38.2M | 1.3% | $97.45 | +3.20% | 13 qtrssince 2020-Q1 | Increased 52 |
TESLA INC | 154,064 | $32M | 1.1% | $248.74 | -21.49% | 13 qtrssince 2020-Q1 | Increased 58 |
META PLATFORMS INC-CLASS A | 143,811 | $30.4M | 1.1% | $236.81 | -12.84% | 13 qtrssince 2020-Q1 | Increased 57 |
UNITEDHEALTH GROUP INC | 56,572 | $26.7M | 0.9% | $414.01 | +7.87% | 13 qtrssince 2020-Q1 | Increased 42 |
VISA INC-CLASS A SHARES | 115,828 | $26.1M | 0.9% | $199.41 | +10.09% | 13 qtrssince 2020-Q1 | Increased 44 |
JPMORGAN CHASE & CO | 194,910 | $25.4M | 0.9% | $118.35 | +1.33% | 13 qtrssince 2020-Q1 | Increased 47 |
BERKSHIRE HATHAWAY INC-CL B | 78,400 | $24.2M | 0.8% | $287.07 | +6.27% | 13 qtrssince 2020-Q1 | Increased 46 |
EXXON MOBIL CORP | 200,186 | $22M | 0.8% | $70.74 | +39.74% | 13 qtrssince 2020-Q1 | Increased 47 |
MASTERCARD INC - A | 58,184 | $21.1M | 0.7% | $327.94 | +7.65% | 13 qtrssince 2020-Q1 | Increased 43 |
PROCTER & GAMBLE CO/THE | 141,828 | $21.1M | 0.7% | $125.16 | +8.41% | 13 qtrssince 2020-Q1 | Increased 44 |
HOME DEPOT INC | 68,261 | $20.1M | 0.7% | $271.09 | -1.76% | 13 qtrssince 2020-Q1 | Decreased 0 |
ELI LILLY & CO | 58,586 | $20.1M | 0.7% | $262.78 | +27.42% | 13 qtrssince 2020-Q1 | Increased 45 |
MERCK & CO. INC. | 183,092 | $19.5M | 0.7% | $78.61 | +23.83% | 13 qtrssince 2020-Q1 | Increased 47 |
ABBVIE INC | 124,573 | $19.2M | 0.7% | $113.70 | +23.85% | 13 qtrssince 2020-Q1 | Increased 47 |
BROADCOM INC | 29,871 | $19.2M | 0.7% | $51.49 | +18.52% | 13 qtrssince 2020-Q1 | Increased 46 |
Vanguard Personalized Indexing Management, LLC manages $2.9B across 1466 positions as of Q1 2023. Top holdings: AAPL (6.3%), MSFT (5.1%), AMZN (2.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 250 new positions, 63 exits, 847 increased. Top move: AAPL (INCREASED, conviction 62). Portfolio: $2.9B across 1466 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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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