Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings1,232 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1M | $143.3M | 6.5% | $141.76 | -4.38% | 11 qtrssince 2020-Q1 | Increased 64 |
MICROSOFT CORP | 439,877 | $102.4M | 4.6% | $257.59 | -10.21% | 11 qtrssince 2020-Q1 | Increased 57 |
AMAZON.COM INC | 494,086 | $55.8M | 2.5% | $111.09 | +3.34% | 11 qtrssince 2020-Q1 | Increased 55 |
TESLA INC | 145,758 | $38.7M | 1.7% | $266.50 | +0.64% | 11 qtrssince 2020-Q1 | Increased 74 |
ALPHABET INC-CL A | 401,478 | $38.4M | 1.7% | $97.37 | -0.70% | 11 qtrssince 2020-Q1 | Increased 74 |
ALPHABET INC-CL C | 280,069 | $26.9M | 1.2% | $98.26 | -0.92% | 11 qtrssince 2020-Q1 | Increased 73 |
UNITEDHEALTH GROUP INC | 51,571 | $26M | 1.2% | $407.90 | +17.73% | 11 qtrssince 2020-Q1 | Increased 50 |
JOHNSON & JOHNSON | 137,526 | $22.5M | 1.0% | $146.19 | +2.08% | 11 qtrssince 2020-Q1 | Increased 46 |
HOME DEPOT INC | 66,955 | $18.5M | 0.8% | $270.38 | -5.19% | 11 qtrssince 2020-Q1 | Increased 44 |
NVIDIA CORP | 138,479 | $16.8M | 0.8% | $21.14 | -42.28% | 11 qtrssince 2020-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 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% | $117.64 | -17.31% | 11 qtrssince 2020-Q1 | Increased 48 |
BERKSHIRE HATHAWAY INC-CL B | 59,492 | $15.9M | 0.7% | $280.77 | -3.98% | 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 |
META PLATFORMS INC-CLASS A | 112,028 | $15.2M | 0.7% | $245.45 | -44.81% | 11 qtrssince 2020-Q1 | Decreased 0 |
MASTERCARD INC - A | 51,219 | $14.6M | 0.7% | $325.15 | -13.61% | 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% | $521.93 | -1.95% | 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 Rating: 2.5/5.0.
Active quarter - 81 new positions, 112 exits, 759 increased. Top move: TSLA (INCREASED, conviction 74). Portfolio: $2.2B across 1232 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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