Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q2 2021
Top Holdings896 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 292,894 | $40.1M | 4.2% | $113.21 | +17.82% | 6 qtrssince 2020-Q1 | Increased 64 |
MICROSOFT CORP | 144,846 | $39.2M | 4.1% | $200.62 | +30.41% | 6 qtrssince 2020-Q1 | Increased 64 |
AMAZON.COM INC | 6,975 | $24M | 2.5% | $141.19 | +22.11% | 6 qtrssince 2020-Q1 | Increased 63 |
ALPHABET INC-CL A | 7,577 | $18.5M | 1.9% | $77.85 | +55.89% | 6 qtrssince 2020-Q1 | Increased 45 |
META PLATFORMS INC-CLASS A | 43,295 | $15.1M | 1.6% | $264.13 | +32.30% | 6 qtrssince 2020-Q1 | Increased 57 |
PAYPAL HOLDINGS INC | 37,465 | $10.9M | 1.1% | $224.30 | +30.22% | 6 qtrssince 2020-Q1 | Increased 59 |
ALPHABET INC-CL C | 3,851 | $9.7M | 1.0% | $82.55 | +51.51% | 6 qtrssince 2020-Q1 | Increased 60 |
VISA INC-CLASS A SHARES | 34,558 | $8.1M | 0.8% | $183.93 | +22.23% | 6 qtrssince 2020-Q1 | Increased 46 |
NVIDIA CORP | 10,060 | $8M | 0.8% | $11.22 | +78.05% | 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 FTSE DEVELOPED ETF | 139,514 | $7.2M | 0.8% | $35.54 | +25.84% | 4 qtrssince 2020-Q3 | Increased 40 |
UNITEDHEALTH GROUP INC | 17,694 | $7.1M | 0.7% | $287.11 | +28.73% | 6 qtrssince 2020-Q1 | Increased 44 |
BERKSHIRE HATHAWAY INC-CL B | 25,156 | $7M | 0.7% | $235.18 | +17.44% | 6 qtrssince 2020-Q1 | Increased 62 |
JOHNSON & JOHNSON | 41,858 | $6.9M | 0.7% | $124.14 | +16.07% | 6 qtrssince 2020-Q1 | Decreased 0 |
TESLA INC | 9,860 | $6.7M | 0.7% | $144.44 | +57.11% | 6 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD TOTAL STOCK MARKET VIPERS | 28,787 | $6.4M | 0.7% | $157.79 | +32.43% | 4 qtrssince 2020-Q3 | Unchanged 0 |
HOME DEPOT INC | 18,837 | $6M | 0.6% | $213.18 | +33.69% | 6 qtrssince 2020-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 38,386 | $6M | 0.6% | $108.48 | +25.86% | 6 qtrssince 2020-Q1 | Increased 45 |
PROCTER & GAMBLE CO/THE | 44,062 | $5.9M | 0.6% | $105.79 | +11.47% | 6 qtrssince 2020-Q1 | Decreased 0 |
TEXAS INSTRUMENTS 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 Rating: 2.5/5.0.
Active quarter - 287 new positions, 115 exits, 429 increased. Top move: AAPL (INCREASED, conviction 64). Portfolio: $955M across 896 positions.
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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