Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings1,232 positions
Apple Inc | 1M | $143.3M | 6.5% | $137.37 | -1.32% | 11 qtrssince 2020-Q1 | Increased 64 |
Microsoft Corp | 439,877 | $102.4M | 4.6% | $253.79 | -11.19% | 11 qtrssince 2020-Q1 | Increased 57 |
Amazon.com Inc | 494,086 | $55.8M | 2.5% | $141.48 | -20.13% | 11 qtrssince 2020-Q1 | Increased 55 |
Tesla Inc | 145,758 | $38.7M | 1.7% | $252.09 | +5.22% | 11 qtrssince 2020-Q1 | Increased 74 |
Alphabet Inc | 401,478 | $38.4M | 1.7% | $109.08 | -13.14% | 11 qtrssince 2020-Q1 | Increased 74 |
Alphabet Inc | 280,069 | $26.9M | 1.2% | $113.52 | -16.09% | 11 qtrssince 2020-Q1 | Increased 73 |
UnitedHealth Group Inc | 51,571 | $26M | 1.2% | $397.43 | +17.61% | 11 qtrssince 2020-Q1 | Increased 50 |
Johnson & Johnson | 137,526 | $22.5M | 1.0% | $142.94 | +2.01% | 11 qtrssince 2020-Q1 | Increased 46 |
Home Depot Inc/The | 66,955 | $18.5M | 0.8% | $262.85 | -5.37% | 11 qtrssince 2020-Q1 | Increased 44 |
NVIDIA Corp | 138,479 | $16.8M | 0.8% | $19.02 | -36.42% | 11 qtrssince 2020-Q1 | Decreased 0 |
Visa Inc | 94,379 | $16.8M | 0.8% | $197.13 | -12.62% | 11 qtrssince 2020-Q1 | Decreased 0 |
JPMorgan Chase & Co | 154,435 | $16.1M | 0.7% | $114.65 | -17.27% | 11 qtrssince 2020-Q1 | Increased 48 |
Berkshire Hathaway Inc | 59,492 | $15.9M | 0.7% | $279.56 | -4.49% | 11 qtrssince 2020-Q1 | Increased 41 |
Procter & Gamble Co/The | 123,852 | $15.6M | 0.7% | $123.56 | -7.99% | 11 qtrssince 2020-Q1 | Increased 43 |
Eli Lilly & Co | 48,026 | $15.5M | 0.7% | $245.18 | +27.81% | 11 qtrssince 2020-Q1 | Increased 43 |
Facebook Inc | 112,028 | $15.2M | 0.7% | $242.81 | -44.65% | 11 qtrssince 2020-Q1 | Decreased 0 |
Mastercard Inc | 51,219 | $14.6M | 0.7% | $319.71 | -13.18% | 11 qtrssince 2020-Q1 | Increased 43 |
Costco Wholesale Corp | 29,043 | $13.7M | 0.6% | $419.84 | +7.29% | 11 qtrssince 2020-Q1 | Increased 43 |
Thermo Fisher Scientific Inc | 26,999 | $13.7M | 0.6% | $520.61 | -3.76% | 11 qtrssince 2020-Q1 | Increased 45 |
Exxon Mobil Corp | 150,266 | $13.1M | 0.6% | $61.41 | +28.36% | 11 qtrssince 2020-Q1 | Increased 43 |
Vanguard Personalized Indexing Management, LLC manages $2.2B across 1232 positions as of Q3 2022. Top holdings: AAPL (6.5%), MSFT (4.6%), AMZN (2.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 82 new positions, 113 exits, 759 increased. Top move: TSLA (INCREASED, conviction 74). Portfolio: $2.2B across 1232 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
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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
Verify source filings on SEC EDGAR