Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings1,692 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 773,105 | $343.3M | 6.5% | $300.14 | +47.26% | 18 qtrssince 2020-Q1 | Increased 67 |
APPLE INC | 1.6M | $328.4M | 6.3% | $156.58 | +33.24% | 18 qtrssince 2020-Q1 | Increased 67 |
NVIDIA CORP | 2.5M | $301M | 5.7% | $115.15 | +7.24% | 18 qtrssince 2020-Q1 | Increased 97 |
AMAZON.COM INC | 888,131 | $171.6M | 3.3% | $129.99 | +48.66% | 18 qtrssince 2020-Q1 | Increased 62 |
ALPHABET INC-CL A | 759,611 | $138.3M | 2.6% | $121.42 | +49.06% | 18 qtrssince 2020-Q1 | Increased 61 |
META PLATFORMS INC-CLASS A | 209,648 | $104.7M | 2.0% | $291.46 | +72.15% | 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% | $78.23 | +101.45% | 18 qtrssince 2020-Q1 | Increased 54 |
ALPHABET INC-CL C | 385,494 | $61.6M | 1.2% | $107.06 | +70.23% | 18 qtrssince 2020-Q1 | Increased 51 |
JPMORGAN CHASE & CO | 291,483 | $58.1M | 1.1% | $135.49 | +43.85% | 18 qtrssince 2020-Q1 | Increased 52 |
BERKSHIRE HATHAWAY INC-CL B | 140,324 | $57M | 1.1% | $328.54 | +23.82% | 18 qtrssince 2020-Q1 | Increased 52 |
VISA INC-CLASS A SHARES | 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% | $435.73 | +13.23% | 18 qtrssince 2020-Q1 | Increased 43 |
COSTCO WHOLESALE CORP | 49,033 | $41.4M | 0.8% | $521.02 | +61.14% | 18 qtrssince 2020-Q1 | Increased 46 |
TESLA INC | 207,453 | $41M | 0.8% | $241.66 | -18.12% | 18 qtrssince 2020-Q1 | Increased 43 |
PROCTER & GAMBLE CO/THE | 240,089 | $39.1M | 0.7% | $133.72 | +16.16% | 18 qtrssince 2020-Q1 | Increased 47 |
MASTERCARD INC - A | 84,947 | $37.3M | 0.7% | $361.53 | +20.81% | 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% | $90.13 | +30.46% | 18 qtrssince 2020-Q1 | Increased 47 |
HOME DEPOT INC | 92,403 | $31.6M | 0.6% | $287.10 | +15.67% | 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: Concentrated Value. HoldingsIntel Rating: 2/5.0.
Active quarter - 151 new positions, 89 exits, 1217 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
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