Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings1,775 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.7M | $398.4M | 6.4% | $162.81 | +41.92% | 19 qtrssince 2020-Q1 | Increased 66 |
MICROSOFT CORP | 833,516 | $358.7M | 5.8% | $309.12 | +37.18% | 19 qtrssince 2020-Q1 | Increased 65 |
NVIDIA CORP | 2.7M | $324.3M | 5.2% | $115.57 | +5.01% | 19 qtrssince 2020-Q1 | Increased 65 |
AMAZON.COM INC | 967,783 | $180.3M | 2.9% | $134.76 | +39.48% | 19 qtrssince 2020-Q1 | Increased 57 |
META PLATFORMS INC-CLASS A | 237,411 | $135.9M | 2.2% | $323.46 | +74.71% | 19 qtrssince 2020-Q1 | Increased 59 |
ALPHABET INC-CL A | 791,199 | $131.2M | 2.1% | $123.09 | +32.52% | 19 qtrssince 2020-Q1 | Increased 54 |
BROADCOM INC | 541,675 | $93.4M | 1.5% | $161.67 | +5.07% | 19 qtrssince 2020-Q1 | Increased 76 |
ELI LILLY & CO | 98,827 | $87.6M | 1.4% | $452.00 | +93.30% | 19 qtrssince 2020-Q1 | Increased 52 |
BERKSHIRE HATHAWAY INC-CL B | 158,151 | $72.8M | 1.2% | $343.07 | +33.34% | 19 qtrssince 2020-Q1 | Increased 53 |
JPMORGAN CHASE & CO | 328,502 | $69.3M | 1.1% | $143.21 | +42.42% | 19 qtrssince 2020-Q1 | Increased 53 |
TESLA INC | 262,578 | $68.7M | 1.1% | $245.60 | +6.05% | 19 qtrssince 2020-Q1 | Increased 58 |
ALPHABET INC-CL C | 403,922 | $67.5M | 1.1% | $109.68 | +49.94% | 19 qtrssince 2020-Q1 | Increased 49 |
UNITEDHEALTH GROUP INC | 101,526 | $59.4M | 1.0% | $458.37 | +23.42% | 19 qtrssince 2020-Q1 | Increased 50 |
VISA INC-CLASS A SHARES | 181,869 | $50M | 0.8% | $220.11 | +23.06% | 19 qtrssince 2020-Q1 | Increased 44 |
EXXON MOBIL CORP | 422,090 | $49.5M | 0.8% | $90.20 | +22.04% | 19 qtrssince 2020-Q1 | Increased 48 |
COSTCO WHOLESALE CORP | 55,180 | $48.9M | 0.8% | $560.66 | +56.40% | 19 qtrssince 2020-Q1 | Increased 46 |
MASTERCARD INC - A | 95,700 | $47.3M | 0.8% | $375.90 | +30.20% | 19 qtrssince 2020-Q1 | Increased 46 |
PROCTER & GAMBLE CO/THE | 260,564 | $45.1M | 0.7% | $136.10 | +20.57% | 19 qtrssince 2020-Q1 | Increased 45 |
HOME DEPOT INC | 108,167 | $43.8M | 0.7% | $301.77 | +28.50% | 19 qtrssince 2020-Q1 | Increased 48 |
WALMART INC | 529,813 | $42.8M | 0.7% | $59.85 | +31.74% | 19 qtrssince 2020-Q1 | Increased 47 |
Vanguard Personalized Indexing Management, LLC manages $6.2B across 1775 positions as of Q3 2024. Top holdings: AAPL (6.4%), MSFT (5.8%), NVDA (5.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 141 new positions, 58 exits, 1262 increased. Top move: AVGO (INCREASED, conviction 76). Portfolio: $6.2B across 1775 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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