Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings2,165 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 3.7M | $653.1M | 6.4% | $127.10 | +41.65% | 25 qtrssince 2020-Q1 | Increased 63 |
APPLE INC | 2.4M | $599.4M | 5.9% | $181.97 | +39.22% | 25 qtrssince 2020-Q1 | Increased 62 |
MICROSOFT CORP | 1.1M | $407.8M | 4.0% | $355.38 | +13.66% | 25 qtrssince 2020-Q1 | Decreased 0 |
ALPHABET INC-CL A | 1.2M | $335.1M | 3.3% | $153.96 | +97.18% | 25 qtrssince 2020-Q1 | Increased 58 |
AMAZON.COM INC | 1.4M | $291.1M | 2.9% | $160.72 | +29.87% | 25 qtrssince 2020-Q1 | Increased 53 |
BROADCOM INC | 806,796 | $249.7M | 2.5% | $194.84 | +58.60% | 25 qtrssince 2020-Q1 | Increased 54 |
META PLATFORMS INC-CLASS A | 330,130 | $188.9M | 1.9% | $424.41 | +54.35% | 25 qtrssince 2020-Q1 | Increased 49 |
ALPHABET INC-CL C | 562,006 | $161.2M | 1.6% | $133.79 | +126.90% | 25 qtrssince 2020-Q1 | Increased 49 |
JPMORGAN CHASE & CO | 502,465 | $147.8M | 1.5% | $191.78 | +56.56% | 25 qtrssince 2020-Q1 | Increased 50 |
TESLA INC | 394,023 | $146.5M | 1.4% | $286.12 | +37.16% | 25 qtrssince 2020-Q1 | Increased 48 |
ELI LILLY & CO | 141,070 | $129.8M | 1.3% | $591.79 | +54.93% | 25 qtrssince 2020-Q1 | Increased 50 |
BERKSHIRE HATHAWAY INC-CL B | 240,293 | $115.1M | 1.1% | $393.19 | +22.42% | 25 qtrssince 2020-Q1 | Increased 50 |
WALMART INC | 788,704 | $98M | 1.0% | $73.44 | +74.17% | 25 qtrssince 2020-Q1 | Increased 44 |
EXXON MOBIL CORP | 570,305 | $96.8M | 0.9% | $98.91 | +53.51% | 25 qtrssince 2020-Q1 | Increased 45 |
VISA INC-CLASS A SHARES | 286,872 | $86.7M | 0.9% | $263.37 | +14.31% | 25 qtrssince 2020-Q1 | Increased 44 |
JOHNSON & JOHNSON | 344,313 | $84.2M | 0.8% | $164.27 | +50.21% | 25 qtrssince 2020-Q1 | Increased 45 |
COSTCO WHOLESALE CORP | 78,605 | $78.3M | 0.8% | $697.12 | +42.50% | 25 qtrssince 2020-Q1 | Increased 47 |
NETFLIX INC | 734,209 | $70.6M | 0.7% | $91.06 | +7.29% | 25 qtrssince 2020-Q1 | Increased 44 |
MASTERCARD INC - A | 135,281 | $67.6M | 0.7% | $425.59 | +23.20% | 25 qtrssince 2020-Q1 | Decreased 0 |
ABBVIE INC | 305,324 | $66.4M | 0.7% | $157.02 | +36.40% | 25 qtrssince 2020-Q1 | Increased 43 |
Vanguard Personalized Indexing Management, LLC manages $10.2B across 2165 positions as of Q1 2026. Top holdings: NVDA (6.4%), AAPL (5.9%), MSFT (4.0%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2/5.0.
Active quarter - 290 new positions, 100 exits, 1195 increased. Top move: NVDA (INCREASED, conviction 63). Portfolio: $10.2B across 2165 positions.
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Position Outcomes
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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