Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,839 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.9M | $424.6M | 6.3% | $170.06 | +29.82% | 21 qtrssince 2020-Q1 | Increased 65 |
MICROSOFT CORP | 885,062 | $332.2M | 4.9% | $315.21 | +19.53% | 21 qtrssince 2020-Q1 | Increased 57 |
NVIDIA CORP | 2.9M | $318.4M | 4.7% | $116.42 | -5.81% | 21 qtrssince 2020-Q1 | Increased 59 |
AMAZON.COM INC | 1.1M | $210.8M | 3.1% | $144.16 | +33.69% | 21 qtrssince 2020-Q1 | Increased 60 |
META PLATFORMS INC-CLASS A | 263,641 | $152M | 2.2% | $349.14 | +64.82% | 21 qtrssince 2020-Q1 | Increased 55 |
ALPHABET INC-CL A | 887,736 | $137.3M | 2.0% | $129.24 | +19.08% | 21 qtrssince 2020-Q1 | Increased 54 |
BROADCOM INC | 616,098 | $103.2M | 1.5% | $166.57 | -0.45% | 21 qtrssince 2020-Q1 | Increased 50 |
BERKSHIRE HATHAWAY INC-CL B | 185,291 | $98.7M | 1.5% | $365.15 | +44.14% | 21 qtrssince 2020-Q1 | Increased 51 |
JPMORGAN CHASE & CO | 365,278 | $89.6M | 1.3% | $152.51 | +56.04% | 21 qtrssince 2020-Q1 | Increased 49 |
ELI LILLY & CO | 108,346 | $89.5M | 1.3% | $484.30 | +68.75% | 21 qtrssince 2020-Q1 | Increased 52 |
VISA INC-CLASS A SHARES | 220,657 | $77.3M | 1.1% | $239.77 | +44.51% | 21 qtrssince 2020-Q1 | Increased 52 |
TESLA INC | 290,502 | $75.3M | 1.1% | $261.61 | +0.74% | 21 qtrssince 2020-Q1 | Increased 47 |
ALPHABET INC-CL C | 436,056 | $68.1M | 1.0% | $114.64 | +35.75% | 21 qtrssince 2020-Q1 | Increased 48 |
MASTERCARD INC - A | 109,454 | $60M | 0.9% | $395.50 | +35.91% | 21 qtrssince 2020-Q1 | Increased 45 |
COSTCO WHOLESALE CORP | 60,971 | $57.7M | 0.9% | $595.41 | +57.50% | 21 qtrssince 2020-Q1 | Increased 44 |
NETFLIX INC | 57,902 | $54M | 0.8% | $49.22 | +89.76% | 21 qtrssince 2020-Q1 | Increased 44 |
EXXON MOBIL CORP | 447,408 | $53.2M | 0.8% | $92.51 | +23.03% | 21 qtrssince 2020-Q1 | Increased 46 |
UNITEDHEALTH GROUP INC | 98,853 | $51.8M | 0.8% | $458.49 | +10.32% | 21 qtrssince 2020-Q1 | Increased 41 |
WALMART INC | 581,570 | $51.1M | 0.8% | $62.27 | +35.80% | 21 qtrssince 2020-Q1 | Increased 43 |
ABBVIE INC | 236,059 | $49.5M | 0.7% | $145.13 | +37.55% | 21 qtrssince 2020-Q1 | Increased 48 |
Vanguard Personalized Indexing Management, LLC manages $6.8B across 1839 positions as of Q1 2025. Top holdings: AAPL (6.3%), MSFT (4.9%), NVDA (4.7%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2/5.0.
Active quarter - 134 new positions, 101 exits, 1230 increased. Top move: AAPL (INCREASED, conviction 65). Portfolio: $6.8B across 1839 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