Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q2 2021
Top Holdings896 positions
APPLE INC | 292,894 | $40.1M | 4.2% | $97.68 | +36.56% | 6 qtrssince 2020-Q1 | Increased 64 |
MICROSOFT CORP | 144,846 | $39.2M | 4.1% | $200.20 | +29.62% | 6 qtrssince 2020-Q1 | Increased 64 |
AMAZON COM INC | 6,975 | $24M | 2.5% | $141.92 | +21.20% | 6 qtrssince 2020-Q1 | Increased 63 |
ALPHABET INC | 7,577 | $18.5M | 1.9% | $78.38 | +54.30% | 6 qtrssince 2020-Q1 | Increased 45 |
META PLATFORMS INC | 43,295 | $15.1M | 1.6% | $264.96 | +29.99% | 6 qtrssince 2020-Q1 | Increased 57 |
PAYPAL HLDGS INC | 37,465 | $10.9M | 1.1% | $224.69 | +28.30% | 6 qtrssince 2020-Q1 | Increased 59 |
ALPHABET INC | 3,851 | $9.7M | 1.0% | $82.59 | +50.31% | 6 qtrssince 2020-Q1 | Increased 60 |
VISA INC | 34,558 | $8.1M | 0.8% | $183.93 | +22.23% | 6 qtrssince 2020-Q1 | Increased 46 |
NVIDIA CORPORATION | 10,060 | $8M | 0.8% | $11.39 | +74.76% | 6 qtrssince 2020-Q1 | Increased 43 |
ADOBE INC | 12,761 | $7.5M | 0.8% | $500.20 | +17.08% | 6 qtrssince 2020-Q1 | Increased 62 |
VANGUARD TAX-MANAGED FDS | 139,514 | $7.2M | 0.8% | $35.09 | +25.40% | 4 qtrssince 2020-Q3 | Increased 40 |
UNITEDHEALTH GROUP INC | 17,694 | $7.1M | 0.7% | $282.36 | +29.11% | 6 qtrssince 2020-Q1 | Increased 44 |
BERKSHIRE HATHAWAY INC DEL | 25,156 | $7M | 0.7% | $236.24 | +17.64% | 6 qtrssince 2020-Q1 | Increased 62 |
JOHNSON & JOHNSON | 41,858 | $6.9M | 0.7% | $121.24 | +17.47% | 6 qtrssince 2020-Q1 | Decreased 0 |
TESLA INC | 9,860 | $6.7M | 0.7% | $105.71 | +114.32% | 6 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 28,787 | $6.4M | 0.7% | $157.61 | +31.47% | 4 qtrssince 2020-Q3 | Unchanged 0 |
HOME DEPOT INC | 18,837 | $6M | 0.6% | $206.42 | +35.41% | 6 qtrssince 2020-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 38,386 | $6M | 0.6% | $106.35 | +28.31% | 6 qtrssince 2020-Q1 | Increased 45 |
PROCTER & GAMBLE CO | 44,062 | $5.9M | 0.6% | $105.79 | +11.47% | 6 qtrssince 2020-Q1 | Decreased 0 |
TEXAS INSTRS INC | 27,437 | $5.3M | 0.6% | $138.97 | +19.43% | 6 qtrssince 2020-Q1 | Increased 49 |
Vanguard Personalized Indexing Management, LLC manages $955.2M across 896 positions as of Q2 2021. Top holdings: AAPL (4.2%), MSFT (4.1%), AMZN (2.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 287 new positions, 115 exits, 429 increased. Top move: AAPL (INCREASED, conviction 64). Portfolio: $955M across 896 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