Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings350 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 61,484 | $12.5M | 5.7% | $160.67 | +17.92% | 2 qtrssince 2020-Q1 | Increased 68 |
APPLE INC | 33,815 | $12.3M | 5.6% | $67.38 | +30.95% | 2 qtrssince 2020-Q1 | Increased 68 |
AMAZON.COM INC | 3,131 | $8.6M | 3.9% | $113.86 | +17.70% | 2 qtrssince 2020-Q1 | Increased 77 |
ALPHABET INC-CL A | 3,323 | $4.7M | 2.1% | $59.22 | +17.07% | 2 qtrssince 2020-Q1 | Increased 56 |
JOHNSON & JOHNSON | 26,354 | $3.7M | 1.7% | $113.06 | +5.26% | 2 qtrssince 2020-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 14,538 | $3.3M | 1.5% | $183.06 | +19.70% | 2 qtrssince 2020-Q1 | Increased 58 |
VISA INC-CLASS A SHARES | 16,399 | $3.2M | 1.4% | $157.64 | +17.12% | 2 qtrssince 2020-Q1 | Increased 48 |
WALMART INC | 25,922 | $3.1M | 1.4% | $35.44 | +3.81% | 2 qtrssince 2020-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 25,527 | $3.1M | 1.4% | $93.27 | +9.36% | 2 qtrssince 2020-Q1 | Increased 42 |
ALPHABET INC-CL C | 2,089 | $3M | 1.3% | $56.91 | +21.65% | 2 qtrssince 2020-Q1 | Decreased 0 |
CHUNGHWA TELECOM LT-SPON ADR | 69,094 | $2.7M | 1.2% | $28.29 | +9.05% | 2 qtrssince 2020-Q1 | Decreased 0 |
HOME DEPOT INC | 10,369 | $2.6M | 1.2% | $178.42 | +20.82% | 2 qtrssince 2020-Q1 | Increased 49 |
UNITEDHEALTH GROUP INC | 8,609 | $2.5M | 1.2% | $236.20 | +12.20% | 2 qtrssince 2020-Q1 | Increased 51 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 41,708 | $2.4M | 1.1% | $43.24 | +18.80% | 2 qtrssince 2020-Q1 | Decreased 0 |
INTEL CORP | 36,859 | $2.2M | 1.0% | $49.49 | +4.94% | 2 qtrssince 2020-Q1 | Increased 46 |
NEXTERA ENERGY INC | 9,139 | $2.2M | 1.0% | — | — | — | — |
CISCO SYSTEMS INC | 43,855 | $2M | 0.9% | $34.29 | +13.55% | 2 qtrssince 2020-Q1 | Increased 41 |
VANGUARD INT-TERM CORPORATE | 21,279 | $2M | 0.9% | $75.84 | 0.00% | 1 qtr | New 51 |
PEPSICO INC | 14,805 | $2M | 0.9% | $105.27 | +5.21% | 2 qtrssince 2020-Q1 | Increased 37 |
MASTERCARD INC - A | 6,403 | $1.9M | 0.9% | $256.72 | +10.48% | 2 qtrssince 2020-Q1 | Increased 49 |
Vanguard Personalized Indexing Management, LLC manages $220.5M across 350 positions as of Q2 2020. Top holdings: MSFT (5.7%), AAPL (5.6%), AMZN (3.9%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2/5.0.
Active quarter - 138 new positions, 57 exits, 125 increased. Top move: AMZN (INCREASED, conviction 77). Portfolio: $220M across 350 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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