Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings1,467 positions
APPLE INC | 1.2M | $229.2M | 7.0% | $142.23 | +34.38% | 14 qtrssince 2020-Q1 | Increased 64 |
MICROSOFT CORP | 553,141 | $188.4M | 5.8% | $259.89 | +27.76% | 14 qtrssince 2020-Q1 | Increased 65 |
NVIDIA CORPORATION | 183,289 | $77.5M | 2.4% | $21.54 | +95.82% | 14 qtrssince 2020-Q1 | Increased 55 |
AMAZON COM INC | 558,080 | $72.8M | 2.2% | $134.87 | -3.34% | 14 qtrssince 2020-Q1 | Decreased 0 |
ALPHABET INC | 448,420 | $53.7M | 1.6% | $108.92 | +8.86% | 14 qtrssince 2020-Q1 | Increased 48 |
TESLA INC | 166,516 | $43.6M | 1.3% | $242.51 | +7.94% | 14 qtrssince 2020-Q1 | Increased 50 |
META PLATFORMS INC | 151,525 | $43.5M | 1.3% | $238.01 | +19.43% | 14 qtrssince 2020-Q1 | Increased 48 |
ALPHABET INC | 355,622 | $43M | 1.3% | $109.37 | +9.57% | 14 qtrssince 2020-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 218,452 | $31.8M | 1.0% | $118.03 | +14.57% | 14 qtrssince 2020-Q1 | Increased 46 |
ELI LILLY & CO | 65,339 | $30.6M | 0.9% | $283.00 | +61.99% | 14 qtrssince 2020-Q1 | Increased 45 |
UNITEDHEALTH GROUP INC | 63,458 | $30.5M | 0.9% | $408.71 | +10.01% | 14 qtrssince 2020-Q1 | Increased 46 |
BERKSHIRE HATHAWAY INC DEL | 88,659 | $30.2M | 0.9% | $292.91 | +16.42% | 14 qtrssince 2020-Q1 | Increased 46 |
VISA INC | 124,045 | $29.5M | 0.9% | $201.55 | +14.95% | 14 qtrssince 2020-Q1 | Increased 44 |
BROADCOM INC | 33,358 | $28.9M | 0.9% | $54.61 | +52.94% | 14 qtrssince 2020-Q1 | Increased 45 |
JOHNSON & JOHNSON | 153,993 | $25.5M | 0.8% | $146.25 | +3.18% | 14 qtrssince 2020-Q1 | Increased 52 |
MASTERCARD INCORPORATED | 63,798 | $25.1M | 0.8% | $328.82 | +17.33% | 14 qtrssince 2020-Q1 | Increased 44 |
PROCTER & GAMBLE CO | 158,870 | $24.1M | 0.7% | $126.68 | +9.99% | 14 qtrssince 2020-Q1 | Increased 45 |
MERCK & CO INC | 198,245 | $22.9M | 0.7% | $78.93 | +32.51% | 14 qtrssince 2020-Q1 | Increased 44 |
EXXON MOBIL CORP | 212,119 | $22.7M | 0.7% | $72.23 | +34.54% | 14 qtrssince 2020-Q1 | Increased 43 |
HOME DEPOT INC | 72,999 | $22.7M | 0.7% | $265.04 | +7.83% | 14 qtrssince 2020-Q1 | Increased 43 |
Vanguard Personalized Indexing Management, LLC manages $3.3B across 1467 positions as of Q2 2023. Top holdings: AAPL (7.0%), MSFT (5.8%), NVDA (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 95 new positions, 94 exits, 929 increased. Top move: MSFT (INCREASED, conviction 65). Portfolio: $3.3B across 1467 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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