Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings976 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 384,008 | $54.3M | 4.9% | $119.10 | +15.88% | 7 qtrssince 2020-Q1 | Increased 68 |
MICROSOFT CORP | 172,724 | $48.7M | 4.4% | $212.51 | +29.07% | 7 qtrssince 2020-Q1 | Increased 63 |
AMAZON.COM INC | 9,294 | $30.5M | 2.7% | $147.15 | +12.17% | 7 qtrssince 2020-Q1 | Increased 63 |
ALPHABET INC-CL A | 8,970 | $24M | 2.2% | $86.47 | +54.22% | 7 qtrssince 2020-Q1 | Increased 58 |
META PLATFORMS INC-CLASS A | 52,107 | $17.7M | 1.6% | $276.50 | +21.97% | 7 qtrssince 2020-Q1 | Increased 53 |
TESLA INC | 16,536 | $12.8M | 1.2% | $191.27 | +36.16% | 7 qtrssince 2020-Q1 | Increased 65 |
ALPHABET INC-CL C | 4,679 | $12.5M | 1.1% | $91.57 | +45.81% | 7 qtrssince 2020-Q1 | Increased 53 |
VANGUARD TOTAL STOCK MARKET VIPERS | 51,448 | $11.4M | 1.0% | $181.32 | +16.48% | 5 qtrssince 2020-Q3 | Increased 67 |
NVIDIA CORP | 52,393 | $10.9M | 1.0% | $18.69 | +9.50% | 7 qtrssince 2020-Q1 | Increased 63 |
PAYPAL HOLDINGS INC | 39,295 | $10.2M | 0.9% | $225.88 | +14.39% | 7 qtrssince 2020-Q1 | Increased 41 |
JPMORGAN CHASE & CO | 57,720 | $9.4M | 0.8% | $121.67 | +21.52% | 7 qtrssince 2020-Q1 | Increased 54 |
ADOBE INC | 14,737 | $8.5M | 0.8% | $510.32 | +12.81% | 7 qtrssince 2020-Q1 | Increased 45 |
JOHNSON & JOHNSON | 50,589 | $8.2M | 0.7% | $127.73 | +13.47% | 7 qtrssince 2020-Q1 | Increased 46 |
UNITEDHEALTH GROUP INC | 20,771 | $8.1M | 0.7% | $299.84 | +24.42% | 7 qtrssince 2020-Q1 | Increased 45 |
VISA INC-CLASS A SHARES | 36,148 | $8.1M | 0.7% | $185.27 | +15.76% | 7 qtrssince 2020-Q1 | Increased 41 |
BERKSHIRE HATHAWAY INC-CL B | 29,372 | $8M | 0.7% | $241.23 | +14.95% | 7 qtrssince 2020-Q1 | Increased 45 |
HOME DEPOT INC | 24,053 | $7.9M | 0.7% | $232.71 | +30.32% | 7 qtrssince 2020-Q1 | Increased 48 |
PROCTER & GAMBLE CO/THE | 56,148 | $7.8M | 0.7% | $109.48 | +12.30% | 7 qtrssince 2020-Q1 | Increased 48 |
VANGUARD FTSE DEVELOPED ETF | 139,236 | $7M | 0.6% | $35.54 | +23.34% | 5 qtrssince 2020-Q3 | Decreased 0 |
COSTCO WHOLESALE CORP | 14,273 | $6.4M | 0.6% | $333.95 | +27.51% | 7 qtrssince 2020-Q1 | Increased 43 |
Vanguard Personalized Indexing Management, LLC manages $1.1B across 976 positions as of Q3 2021. Top holdings: AAPL (4.9%), MSFT (4.4%), AMZN (2.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 183 new positions, 103 exits, 511 increased. Top move: AAPL (INCREASED, conviction 68). Portfolio: $1.1B across 976 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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