Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings1,945 positions
NVIDIA Corp. | 3.5M | $549.7M | 6.2% | $68.03 | +131.68% | 22 qtrssince 2020-Q1 | Increased 72 |
Microsoft Corp. | 1.1M | $544.7M | 6.1% | $346.97 | +41.95% | 22 qtrssince 2020-Q1 | Increased 74 |
Apple Inc. | 2.1M | $437M | 4.9% | $171.42 | +19.11% | 22 qtrssince 2020-Q1 | Increased 64 |
Amazon.com, Inc. | 1.3M | $286.8M | 3.2% | $166.12 | +32.07% | 22 qtrssince 2020-Q1 | Increased 66 |
Meta Platforms Inc | 309,979 | $228.8M | 2.6% | $406.12 | +81.01% | 22 qtrssince 2020-Q1 | Increased 61 |
Broadcom Inc | 764,338 | $211.2M | 2.4% | $134.76 | +102.70% | 22 qtrssince 2020-Q1 | Increased 64 |
Alphabet Inc. | 1M | $180M | 2.0% | $139.78 | +25.63% | 22 qtrssince 2020-Q1 | Increased 60 |
JPMorgan Chase & Co. | 442,656 | $128.4M | 1.4% | $173.82 | +62.88% | 22 qtrssince 2020-Q1 | Increased 57 |
Tesla Inc | 368,423 | $117.1M | 1.3% | $269.66 | +17.80% | 22 qtrssince 2020-Q1 | Increased 59 |
Berkshire Hathaway Inc. | 217,916 | $105.9M | 1.2% | $383.96 | +26.51% | 22 qtrssince 2020-Q1 | Increased 55 |
Alphabet Inc. | 544,549 | $96.7M | 1.1% | $134.29 | +31.63% | 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 | 262,665 | $93.5M | 1.1% | $257.66 | +36.47% | 22 qtrssince 2020-Q1 | Increased 56 |
Netflix, Inc. | 69,723 | $93.4M | 1.1% | $63.53 | +110.79% | 22 qtrssince 2020-Q1 | Increased 56 |
MasterCard Incorporated | 130,490 | $73.4M | 0.8% | $419.75 | +32.87% | 22 qtrssince 2020-Q1 | Increased 49 |
Costco Wholesale Corporation | 72,460 | $71.8M | 0.8% | $656.84 | +49.63% | 22 qtrssince 2020-Q1 | Increased 49 |
Walmart Inc | 697,204 | $68.2M | 0.8% | $63.49 | +52.37% | 22 qtrssince 2020-Q1 | Increased 49 |
Oracle Corp. | 271,221 | $59.3M | 0.7% | $115.91 | +86.09% | 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 |
The Procter & Gamble Co. | 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: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 219 new positions, 113 exits, 1368 increased. Top move: MSFT (INCREASED, conviction 74). Portfolio: $8.9B across 1945 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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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
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