Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings1,263 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 959,645 | $131.2M | 6.1% | $142.26 | -5.86% | 10 qtrssince 2020-Q1 | Increased 74 |
MICROSOFT CORP | 423,891 | $108.9M | 5.0% | $258.58 | -2.19% | 10 qtrssince 2020-Q1 | Increased 74 |
AMAZON.COM INC | 452,743 | $48.1M | 2.2% | $110.75 | -1.66% | 10 qtrssince 2020-Q1 | Increased 81 |
ALPHABET INC-CL A | 19,320 | $42.1M | 2.0% | $110.90 | -0.04% | 10 qtrssince 2020-Q1 | Increased 55 |
ALPHABET INC-CL C | 13,800 | $30.2M | 1.4% | $115.67 | -3.67% | 10 qtrssince 2020-Q1 | Increased 62 |
TESLA INC | 43,750 | $29.5M | 1.4% | $262.50 | -12.96% | 10 qtrssince 2020-Q1 | Increased 59 |
UNITEDHEALTH GROUP INC | 46,930 | $24.1M | 1.1% | $400.75 | +21.07% | 10 qtrssince 2020-Q1 | Increased 56 |
JOHNSON & JOHNSON | 133,245 | $23.7M | 1.1% | $146.09 | +9.15% | 10 qtrssince 2020-Q1 | Increased 56 |
NVIDIA CORP | 144,936 | $22M | 1.0% | $21.14 | -26.57% | 10 qtrssince 2020-Q1 | Increased 60 |
VISA INC-CLASS A SHARES | 94,467 | $18.6M | 0.9% | $197.13 | -3.32% | 10 qtrssince 2020-Q1 | Increased 51 |
META PLATFORMS INC-CLASS A | 114,220 | $18.4M | 0.9% | $245.45 | -33.67% | 10 qtrssince 2020-Q1 | Increased 50 |
HOME DEPOT INC | 60,803 | $16.7M | 0.8% | $271.80 | -7.80% | 10 qtrssince 2020-Q1 | Increased 51 |
PROCTER & GAMBLE CO/THE | 113,849 | $16.4M | 0.8% | $124.42 | +3.39% | 10 qtrssince 2020-Q1 | Increased 44 |
BERKSHIRE HATHAWAY INC-CL B | 57,314 | $15.6M | 0.7% | $281.19 | -2.74% | 10 qtrssince 2020-Q1 | Increased 43 |
MASTERCARD INC - A | 46,814 | $14.8M | 0.7% | $329.31 | -4.19% | 10 qtrssince 2020-Q1 | Increased 50 |
ELI LILLY & CO | 44,413 | $14.4M | 0.7% | $239.63 | +30.70% | 10 qtrssince 2020-Q1 | Increased 50 |
JPMORGAN CHASE & CO | 125,907 | $14.2M | 0.7% | $122.25 | -14.33% | 10 qtrssince 2020-Q1 | Increased 48 |
PFIZER INC | 270,267 | $14.2M | 0.7% | $36.66 | +12.48% | 10 qtrssince 2020-Q1 | Increased 51 |
ABBVIE INC | 92,331 | $14.1M | 0.7% | $105.21 | +24.96% | 10 qtrssince 2020-Q1 | Increased 48 |
THERMO FISHER SCIENTIFIC INC | 23,890 | $13M | 0.6% | $523.26 | +1.40% | 10 qtrssince 2020-Q1 | Increased 50 |
Vanguard Personalized Indexing Management, LLC manages $2.2B across 1263 positions as of Q2 2022. Top holdings: AAPL (6.1%), MSFT (5.0%), AMZN (2.2%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2/5.0.
Active quarter - 150 new positions, 97 exits, 869 increased. Top move: AMZN (INCREASED, conviction 81). Portfolio: $2.2B across 1263 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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