Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings1,630 positions
MICROSOFT CORP | 697,191 | $293.3M | 6.3% | $282.02 | +46.33% | 17 qtrssince 2020-Q1 | Increased 66 |
APPLE INC | 1.4M | $242.2M | 5.2% | $147.65 | +14.88% | 17 qtrssince 2020-Q1 | Increased 63 |
NVIDIA CORPORATION | 224,105 | $202.5M | 4.3% | $29.57 | +204.73% | 17 qtrssince 2020-Q1 | Increased 61 |
AMAZON COM INC | 797,316 | $143.8M | 3.1% | $140.53 | +28.36% | 17 qtrssince 2020-Q1 | Increased 62 |
ALPHABET INC | 645,732 | $97.5M | 2.1% | $118.22 | +26.47% | 17 qtrssince 2020-Q1 | Increased 57 |
META PLATFORMS INC | 191,801 | $93.1M | 2.0% | $270.91 | +77.73% | 17 qtrssince 2020-Q1 | Increased 52 |
ELI LILLY & CO | 79,014 | $61.5M | 1.3% | $343.76 | +122.49% | 17 qtrssince 2020-Q1 | Increased 50 |
BROADCOM INC | 41,841 | $55.5M | 1.2% | $65.49 | +97.66% | 17 qtrssince 2020-Q1 | Increased 52 |
ALPHABET INC | 348,138 | $53M | 1.1% | $110.47 | +36.54% | 17 qtrssince 2020-Q1 | Increased 47 |
BERKSHIRE HATHAWAY INC DEL | 123,889 | $52.1M | 1.1% | $318.21 | +32.15% | 17 qtrssince 2020-Q1 | Increased 52 |
JPMORGAN CHASE & CO | 257,916 | $51.7M | 1.1% | $125.75 | +51.13% | 17 qtrssince 2020-Q1 | Increased 51 |
VISA INC | 159,890 | $44.6M | 1.0% | $214.13 | +27.90% | 17 qtrssince 2020-Q1 | Increased 45 |
UNITEDHEALTH GROUP INC | 80,250 | $39.7M | 0.9% | $423.51 | +10.50% | 17 qtrssince 2020-Q1 | Increased 44 |
MASTERCARD INCORPORATED | 82,094 | $39.5M | 0.8% | $355.59 | +33.44% | 17 qtrssince 2020-Q1 | Increased 48 |
TESLA INC | 198,959 | $35M | 0.8% | $238.02 | -26.15% | 17 qtrssince 2020-Q1 | Increased 44 |
HOME DEPOT INC | 88,777 | $34.1M | 0.7% | $278.02 | +29.38% | 17 qtrssince 2020-Q1 | Increased 47 |
PROCTER & GAMBLE CO | 207,718 | $33.7M | 0.7% | $130.35 | +16.48% | 17 qtrssince 2020-Q1 | Increased 45 |
COSTCO WHOLESALE CORPORATION | 43,349 | $31.8M | 0.7% | $479.25 | +50.75% | 17 qtrssince 2020-Q1 | Increased 45 |
MERCK & CO INC | 235,344 | $31.1M | 0.7% | $83.79 | +45.67% | 17 qtrssince 2020-Q1 | Increased 44 |
EXXON MOBIL CORP | 266,008 | $30.9M | 0.7% | $79.07 | +37.49% | 17 qtrssince 2020-Q1 | Increased 45 |
Vanguard Personalized Indexing Management, LLC manages $4.7B across 1630 positions as of Q1 2024. Top holdings: MSFT (6.3%), AAPL (5.2%), NVDA (4.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 128 new positions, 57 exits, 997 increased. Top move: MSFT (INCREASED, conviction 66). Portfolio: $4.7B across 1630 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