Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings350 positions
MICROSOFT CORP | 61,484 | $12.5M | 5.7% | $158.86 | +21.53% | 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% | $115.17 | +19.77% | 2 qtrssince 2020-Q1 | Increased 77 |
ALPHABET INC | 3,323 | $4.7M | 2.1% | $59.92 | +17.21% | 2 qtrssince 2020-Q1 | Increased 56 |
JOHNSON & JOHNSON | 26,354 | $3.7M | 1.7% | $109.70 | +7.99% | 2 qtrssince 2020-Q1 | Decreased 0 |
META PLATFORMS INC | 14,538 | $3.3M | 1.5% | $185.29 | +21.39% | 2 qtrssince 2020-Q1 | Increased 58 |
VISA INC | 16,399 | $3.2M | 1.4% | $157.64 | +17.12% | 2 qtrssince 2020-Q1 | Increased 48 |
WALMART INC | 25,922 | $3.1M | 1.4% | $34.74 | +5.89% | 2 qtrssince 2020-Q1 | Decreased 0 |
PROCTER & GAMBLE CO | 25,527 | $3.1M | 1.4% | $93.27 | +9.36% | 2 qtrssince 2020-Q1 | Increased 42 |
ALPHABET INC | 2,089 | $3M | 1.3% | $57.60 | +21.57% | 2 qtrssince 2020-Q1 | Decreased 0 |
CHUNGHWA TELECOM CO LTD SPON ADR NEW11 | 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% | $168.64 | +27.35% | 2 qtrssince 2020-Q1 | Increased 49 |
UNITEDHEALTH GROUP INC | 8,609 | $2.5M | 1.2% | $231.22 | +14.41% | 2 qtrssince 2020-Q1 | Increased 51 |
TAIWAN SEMICONDUCTOR MANUFAC | 41,708 | $2.4M | 1.1% | $42.88 | +19.68% | 2 qtrssince 2020-Q1 | Decreased 0 |
INTEL CORP | 36,859 | $2.2M | 1.0% | $48.57 | +9.82% | 2 qtrssince 2020-Q1 | Increased 46 |
NEXTERA ENERGY INC | 9,139 | $2.2M | 1.0% | $51.02 | +0.36% | 2 qtrssince 2020-Q1 | Decreased 0 |
CISCO SYS INC | 43,855 | $2M | 0.9% | $33.29 | +17.14% | 2 qtrssince 2020-Q1 | Increased 41 |
VANGUARD SCOTTSDALE FDS | 21,279 | $2M | 0.9% | $75.84 | 0.00% | 1 qtr | New 51 |
PEPSICO INC | 14,805 | $2M | 0.9% | $97.84 | +10.84% | 2 qtrssince 2020-Q1 | Increased 37 |
MASTERCARD INCORPORATED | 6,403 | $1.9M | 0.9% | $248.85 | +14.66% | 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: Balanced Allocator. HoldingsIntel Score: 3/5.0.
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
Verify source filings on SEC EDGAR