Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings1,945 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 3.5M | $549.7M | 6.2% | $122.83 | +28.41% | 22 qtrssince 2020-Q1 | Increased 72 |
MICROSOFT CORP | 1.1M | $544.7M | 6.1% | $349.49 | +41.41% | 22 qtrssince 2020-Q1 | Increased 74 |
APPLE INC | 2.1M | $437M | 4.9% | $173.56 | +17.65% | 22 qtrssince 2020-Q1 | Increased 64 |
AMAZON.COM INC | 1.3M | $286.8M | 3.2% | $156.22 | +42.94% | 22 qtrssince 2020-Q1 | Increased 66 |
META PLATFORMS INC-CLASS A | 309,979 | $228.8M | 2.6% | $406.45 | +80.23% | 22 qtrssince 2020-Q1 | Increased 61 |
BROADCOM INC | 764,338 | $211.2M | 2.4% | $187.20 | +43.36% | 22 qtrssince 2020-Q1 | Increased 64 |
ALPHABET INC-CL A | 1M | $180M | 2.0% | $135.66 | +31.40% | 22 qtrssince 2020-Q1 | Increased 60 |
JPMORGAN CHASE & CO | 442,656 | $128.4M | 1.4% | $175.33 | +61.45% | 22 qtrssince 2020-Q1 | Increased 57 |
TESLA INC | 368,423 | $117.1M | 1.3% | $274.73 | +17.80% | 22 qtrssince 2020-Q1 | Increased 59 |
BERKSHIRE HATHAWAY INC-CL B | 217,916 | $105.9M | 1.2% | $383.19 | +26.74% | 22 qtrssince 2020-Q1 | Increased 55 |
ALPHABET INC-CL C | 544,549 | $96.7M | 1.1% | $127.26 | +39.86% | 22 qtrssince 2020-Q1 | Increased 58 |
ELI LILLY & CO | 121,020 | $94.4M | 1.1% | $514.53 | +50.23% | 22 qtrssince 2020-Q1 | Increased 53 |
VISA INC-CLASS A SHARES | 262,665 | $93.5M | 1.1% | $257.66 | +36.47% | 22 qtrssince 2020-Q1 | Increased 56 |
NETFLIX INC | 69,723 | $93.4M | 1.1% | $63.30 | +109.01% | 22 qtrssince 2020-Q1 | Increased 56 |
MASTERCARD INC - A | 130,490 | $73.4M | 0.8% | $420.09 | +30.46% | 22 qtrssince 2020-Q1 | Increased 49 |
COSTCO WHOLESALE CORP | 72,460 | $71.8M | 0.8% | $656.84 | +49.63% | 22 qtrssince 2020-Q1 | Increased 49 |
WALMART INC | 697,204 | $68.2M | 0.8% | $68.01 | +42.41% | 22 qtrssince 2020-Q1 | Increased 49 |
ORACLE CORP | 271,221 | $59.3M | 0.7% | $115.41 | +81.00% | 22 qtrssince 2020-Q1 | Increased 49 |
EXXON MOBIL CORP | 504,007 | $54.6M | 0.6% | $94.11 | +13.40% | 22 qtrssince 2020-Q1 | Increased 47 |
PROCTER & GAMBLE CO/THE | 323,679 | $51.6M | 0.6% | $140.15 | +9.68% | 22 qtrssince 2020-Q1 | Increased 47 |
Vanguard Personalized Indexing Management, LLC manages $8.9B across 1945 positions as of Q2 2025. Top holdings: NVDA (6.2%), MSFT (6.1%), AAPL (4.9%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2/5.0.
Active quarter - 218 new positions, 113 exits, 1367 increased. Top move: MSFT (INCREASED, conviction 74). Portfolio: $8.9B across 1945 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
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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