Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings1,481 positions
APPLE INC | 1.3M | $217.2M | 6.5% | $144.06 | +17.26% | 15 qtrssince 2020-Q1 | Increased 64 |
MICROSOFT CORP | 601,683 | $190M | 5.7% | $263.81 | +16.95% | 15 qtrssince 2020-Q1 | Increased 65 |
NVIDIA CORPORATION | 199,507 | $86.8M | 2.6% | $23.31 | +86.05% | 15 qtrssince 2020-Q1 | Increased 56 |
AMAZON COM INC | 640,836 | $81.5M | 2.4% | $133.87 | -5.04% | 15 qtrssince 2020-Q1 | Increased 58 |
ALPHABET INC | 515,362 | $67.4M | 2.0% | $111.61 | +16.14% | 15 qtrssince 2020-Q1 | Increased 58 |
META PLATFORMS INC | 163,107 | $49M | 1.5% | $242.23 | +22.76% | 15 qtrssince 2020-Q1 | Increased 50 |
ALPHABET INC | 363,232 | $47.9M | 1.4% | $109.81 | +18.94% | 15 qtrssince 2020-Q1 | Increased 47 |
TESLA INC | 191,203 | $47.8M | 1.4% | $243.51 | +2.76% | 15 qtrssince 2020-Q1 | Increased 53 |
ELI LILLY & CO | 72,190 | $38.8M | 1.2% | $306.08 | +71.91% | 15 qtrssince 2020-Q1 | Increased 51 |
UNITEDHEALTH GROUP INC | 70,065 | $35.3M | 1.1% | $414.82 | +14.14% | 15 qtrssince 2020-Q1 | Increased 50 |
BERKSHIRE HATHAWAY INC DEL | 98,484 | $34.5M | 1.0% | $298.64 | +17.30% | 15 qtrssince 2020-Q1 | Increased 51 |
JPMORGAN CHASE & CO | 233,877 | $33.9M | 1.0% | $119.20 | +13.89% | 15 qtrssince 2020-Q1 | Increased 49 |
BROADCOM INC | 36,747 | $30.5M | 0.9% | $56.99 | +41.09% | 15 qtrssince 2020-Q1 | Increased 45 |
VISA INC | 130,252 | $30M | 0.9% | $202.66 | +10.94% | 15 qtrssince 2020-Q1 | Increased 43 |
MASTERCARD INCORPORATED | 68,655 | $27.2M | 0.8% | $333.07 | +16.77% | 15 qtrssince 2020-Q1 | Increased 44 |
EXXON MOBIL CORP | 230,731 | $27.1M | 0.8% | $75.11 | +43.73% | 15 qtrssince 2020-Q1 | Increased 44 |
PROCTER AND GAMBLE CO | 170,189 | $24.8M | 0.7% | $127.22 | +5.95% | 15 qtrssince 2020-Q1 | Increased 43 |
HOME DEPOT INC | 78,711 | $23.8M | 0.7% | $266.11 | +5.13% | 15 qtrssince 2020-Q1 | Increased 44 |
CHEVRON CORP NEW | 131,874 | $22.2M | 0.7% | $118.21 | +26.93% | 15 qtrssince 2020-Q1 | Increased 45 |
MERCK & CO INC | 208,768 | $21.5M | 0.6% | $79.69 | +17.90% | 15 qtrssince 2020-Q1 | Increased 42 |
Vanguard Personalized Indexing Management, LLC manages $3.3B across 1481 positions as of Q3 2023. Top holdings: AAPL (6.5%), MSFT (5.7%), NVDA (2.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 113 new positions, 99 exits, 952 increased. Top move: MSFT (INCREASED, conviction 65). Portfolio: $3.3B across 1481 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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Top Losers
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