Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings469 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 166,889 | $19.3M | 5.4% | $103.15 | +8.81% | 3 qtrssince 2020-Q1 | Increased 89 |
MICROSOFT CORP | 77,463 | $16.3M | 4.6% | $168.45 | +17.75% | 3 qtrssince 2020-Q1 | Increased 64 |
AMAZON.COM INC | 3,765 | $11.9M | 3.3% | $121.17 | +29.77% | 3 qtrssince 2020-Q1 | Increased 61 |
ALPHABET INC-CL A | 4,345 | $6.4M | 1.8% | $62.40 | +16.58% | 3 qtrssince 2020-Q1 | Increased 54 |
VANGUARD FTSE DEVELOPED ETF | 123,511 | $5.1M | 1.4% | $34.60 | 0.00% | 1 qtr | New 62 |
META PLATFORMS INC-CLASS A | 18,728 | $4.9M | 1.4% | $200.26 | +29.81% | 3 qtrssince 2020-Q1 | Increased 53 |
VANGUARD TOTAL STOCK MARKET VIPERS | 27,955 | $4.8M | 1.3% | $156.90 | 0.00% | 1 qtr | New 61 |
JOHNSON & JOHNSON | 30,972 | $4.6M | 1.3% | $115.10 | +10.09% | 3 qtrssince 2020-Q1 | Increased 49 |
PROCTER & GAMBLE CO/THE | 31,264 | $4.3M | 1.2% | $98.05 | +21.69% | 3 qtrssince 2020-Q1 | Increased 51 |
VISA INC-CLASS A SHARES | 20,672 | $4.1M | 1.2% | $164.62 | +16.27% | 3 qtrssince 2020-Q1 | Increased 52 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 50,519 | $4.1M | 1.1% | $48.56 | +51.82% | 3 qtrssince 2020-Q1 | Increased 50 |
WALMART INC | 27,787 | $3.9M | 1.1% | $35.92 | +18.47% | 3 qtrssince 2020-Q1 | Increased 45 |
HOME DEPOT INC | 13,849 | $3.8M | 1.1% | $193.80 | +23.63% | 3 qtrssince 2020-Q1 | Increased 54 |
ALPHABET INC-CL C | 2,594 | $3.8M | 1.1% | $60.03 | +21.48% | 3 qtrssince 2020-Q1 | Increased 51 |
TESLA INC | 8,188 | $3.5M | 1.0% | $126.28 | +10.62% | 3 qtrssince 2020-Q1 | Increased 60 |
NVIDIA CORP | 6,157 | $3.3M | 0.9% | $8.93 | +47.53% | 3 qtrssince 2020-Q1 | Increased 46 |
UNITEDHEALTH GROUP INC | 10,235 | $3.2M | 0.9% | $243.06 | +14.93% | 3 qtrssince 2020-Q1 | Increased 44 |
MASTERCARD INC - A | 8,630 | $2.9M | 0.8% | $274.59 | +18.71% | 3 qtrssince 2020-Q1 | Increased 48 |
ALIBABA GROUP HOLDING-SP ADR | 9,781 | $2.9M | 0.8% | $201.49 | +37.30% | 3 qtrssince 2020-Q1 | Increased 42 |
CHUNGHWA TELECOM LT-SPON ADR | 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: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 130 new positions, 11 exits, 283 increased. Top move: AAPL (INCREASED, conviction 89). Portfolio: $356M across 469 positions.
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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