Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings1,692 positions
Microsoft Corp. | 773,105 | $343.3M | 6.5% | $297.46 | +47.65% | 18 qtrssince 2020-Q1 | Increased 67 |
Apple Inc. | 1.6M | $328.4M | 6.3% | $153.68 | +35.76% | 18 qtrssince 2020-Q1 | Increased 67 |
NVIDIA Corp. | 2.5M | $301M | 5.7% | $38.97 | +216.15% | 18 qtrssince 2020-Q1 | Increased 97 |
Amazon.com, Inc. | 888,131 | $171.6M | 3.3% | $145.92 | +32.43% | 18 qtrssince 2020-Q1 | Increased 62 |
Alphabet Inc. | 759,611 | $138.3M | 2.6% | $127.57 | +41.60% | 18 qtrssince 2020-Q1 | Increased 61 |
Meta Platforms Inc | 209,648 | $104.7M | 2.0% | $290.45 | +72.31% | 18 qtrssince 2020-Q1 | Increased 52 |
Eli Lilly & Co. | 90,031 | $80.5M | 1.5% | $410.80 | +117.05% | 18 qtrssince 2020-Q1 | Increased 53 |
Broadcom Inc | 48,493 | $67.4M | 1.3% | $78.08 | +101.45% | 18 qtrssince 2020-Q1 | Increased 54 |
Alphabet Inc. | 385,494 | $61.6M | 1.2% | $117.39 | +54.96% | 18 qtrssince 2020-Q1 | Increased 51 |
JPMorgan Chase & Co. | 291,483 | $58.1M | 1.1% | $133.50 | +44.59% | 18 qtrssince 2020-Q1 | Increased 52 |
Berkshire Hathaway Inc. | 140,324 | $57M | 1.1% | $328.59 | +23.80% | 18 qtrssince 2020-Q1 | Increased 52 |
Visa Inc | 172,364 | $44.5M | 0.8% | $217.31 | +18.75% | 18 qtrssince 2020-Q1 | Increased 44 |
UnitedHealth Group Inc. | 83,839 | $42.6M | 0.8% | $426.09 | +13.55% | 18 qtrssince 2020-Q1 | Increased 43 |
Costco Wholesale Corporation | 49,033 | $41.4M | 0.8% | $521.02 | +61.14% | 18 qtrssince 2020-Q1 | Increased 46 |
Tesla Inc | 207,453 | $41M | 0.8% | $236.38 | -16.29% | 18 qtrssince 2020-Q1 | Increased 43 |
The Procter & Gamble Co. | 240,089 | $39.1M | 0.7% | $133.72 | +16.16% | 18 qtrssince 2020-Q1 | Increased 47 |
MasterCard Incorporated | 84,947 | $37.3M | 0.7% | $358.27 | +21.49% | 18 qtrssince 2020-Q1 | Increased 42 |
EXXON MOBIL CORP | 357,751 | $36.2M | 0.7% | $86.63 | +25.30% | 18 qtrssince 2020-Q1 | Increased 53 |
Merck & Co., Inc | 274,378 | $33.5M | 0.6% | $88.26 | +30.53% | 18 qtrssince 2020-Q1 | Increased 47 |
Home Depot Inc. | 92,403 | $31.6M | 0.6% | $279.87 | +16.14% | 18 qtrssince 2020-Q1 | Increased 42 |
Vanguard Personalized Indexing Management, LLC manages $5.3B across 1692 positions as of Q2 2024. Top holdings: MSFT (6.5%), AAPL (6.3%), NVDA (5.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 152 new positions, 90 exits, 1216 increased. Top move: NVDA (INCREASED, conviction 97). Portfolio: $5.3B across 1692 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