Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings1,263 positions
Apple Inc | 959,645 | $131.2M | 6.1% | $137.51 | -2.62% | 10 qtrssince 2020-Q1 | Increased 74 |
Microsoft Corp | 423,891 | $108.9M | 5.0% | $254.87 | -2.68% | 10 qtrssince 2020-Q1 | Increased 74 |
Amazon.com Inc | 452,743 | $48.1M | 2.2% | $144.09 | -26.29% | 10 qtrssince 2020-Q1 | Increased 81 |
Alphabet Inc | 19,320 | $42.1M | 2.0% | $109.64 | -1.55% | 10 qtrssince 2020-Q1 | Increased 55 |
Alphabet Inc | 13,800 | $30.2M | 1.4% | $113.79 | -4.78% | 10 qtrssince 2020-Q1 | Increased 62 |
Tesla Inc | 43,750 | $29.5M | 1.4% | $250.63 | -10.44% | 10 qtrssince 2020-Q1 | Increased 59 |
UnitedHealth Group Inc | 46,930 | $24.1M | 1.1% | $390.51 | +21.34% | 10 qtrssince 2020-Q1 | Increased 56 |
Johnson & Johnson | 133,245 | $23.7M | 1.1% | $142.85 | +10.18% | 10 qtrssince 2020-Q1 | Increased 56 |
NVIDIA Corp | 144,936 | $22M | 1.0% | $19.02 | -20.63% | 10 qtrssince 2020-Q1 | Increased 60 |
Visa Inc | 94,467 | $18.6M | 0.9% | $197.13 | -3.32% | 10 qtrssince 2020-Q1 | Increased 51 |
Facebook Inc | 114,220 | $18.4M | 0.9% | $242.81 | -34.22% | 10 qtrssince 2020-Q1 | Increased 50 |
Home Depot Inc/The | 60,803 | $16.7M | 0.8% | $264.27 | -7.05% | 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 | 57,314 | $15.6M | 0.7% | $280.04 | -2.51% | 10 qtrssince 2020-Q1 | Increased 43 |
Mastercard Inc | 46,814 | $14.8M | 0.7% | $323.68 | -5.00% | 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% | $119.13 | -14.96% | 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% | $523.16 | +2.53% | 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: Steady Compounder. HoldingsIntel Score: 3/5.0.
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
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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