Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings469 positions
Apple Inc. | 166,889 | $19.3M | 5.4% | $75.88 | +47.92% | 3 qtrssince 2020-Q1 | Increased 89 |
Microsoft Corp. | 77,463 | $16.3M | 4.6% | $167.35 | +19.52% | 3 qtrssince 2020-Q1 | Increased 64 |
Amazon.com, Inc. | 3,765 | $11.9M | 3.3% | $122.29 | +28.74% | 3 qtrssince 2020-Q1 | Increased 61 |
Alphabet Inc. | 4,345 | $6.4M | 1.8% | $62.90 | +15.40% | 3 qtrssince 2020-Q1 | Increased 54 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 123,511 | $5.1M | 1.4% | $34.19 | 0.00% | 1 qtr | New 62 |
Meta Platforms Inc | 18,728 | $4.9M | 1.4% | $201.87 | +28.51% | 3 qtrssince 2020-Q1 | Increased 53 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 27,955 | $4.8M | 1.3% | $156.73 | 0.00% | 1 qtr | New 61 |
Johnson & Johnson | 30,972 | $4.6M | 1.3% | $112.16 | +12.55% | 3 qtrssince 2020-Q1 | Increased 49 |
The Procter & Gamble Co. | 31,264 | $4.3M | 1.2% | $98.05 | +21.69% | 3 qtrssince 2020-Q1 | Increased 51 |
Visa Inc | 20,672 | $4.1M | 1.2% | $164.62 | +16.27% | 3 qtrssince 2020-Q1 | Increased 52 |
TAIWAN SEMICONDUCTOR MFG LTD | 50,519 | $4.1M | 1.1% | $48.24 | +52.67% | 3 qtrssince 2020-Q1 | Increased 50 |
Walmart Inc | 27,787 | $3.9M | 1.1% | $35.30 | +22.20% | 3 qtrssince 2020-Q1 | Increased 45 |
Home Depot Inc. | 13,849 | $3.8M | 1.1% | $186.41 | +28.40% | 3 qtrssince 2020-Q1 | Increased 54 |
Alphabet Inc. | 2,594 | $3.8M | 1.1% | $60.55 | +20.21% | 3 qtrssince 2020-Q1 | Increased 51 |
Tesla Inc | 8,188 | $3.5M | 1.0% | $76.12 | +87.88% | 3 qtrssince 2020-Q1 | Increased 60 |
NVIDIA Corp. | 6,157 | $3.3M | 0.9% | $9.07 | +48.43% | 3 qtrssince 2020-Q1 | Increased 46 |
UnitedHealth Group Inc. | 10,235 | $3.2M | 0.9% | $239.10 | +17.44% | 3 qtrssince 2020-Q1 | Increased 44 |
MasterCard Incorporated | 8,630 | $2.9M | 0.8% | $268.95 | +21.49% | 3 qtrssince 2020-Q1 | Increased 48 |
ALIBABA GROUP HLDG LTD | 9,781 | $2.9M | 0.8% | $201.49 | +37.30% | 3 qtrssince 2020-Q1 | Increased 42 |
CHUNGHWA TELECOM CO LTD SPON ADR NEW11 | 74,820 | $2.7M | 0.8% | $28.46 | +7.40% | 3 qtrssince 2020-Q1 | Increased 40 |
Vanguard Personalized Indexing Management, LLC manages $356.4M across 469 positions as of Q3 2020. Top holdings: AAPL (5.4%), MSFT (4.6%), AMZN (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 130 new positions, 11 exits, 283 increased. Top move: AAPL (INCREASED, conviction 89). Portfolio: $356M across 469 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR