Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings1,985 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 3.6M | $664.6M | 6.8% | $124.20 | +46.41% | 23 qtrssince 2020-Q1 | Increased 63 |
MICROSOFT CORP | 1.1M | $580.9M | 5.9% | $353.34 | +45.37% | 23 qtrssince 2020-Q1 | Increased 63 |
APPLE INC | 2.2M | $572.2M | 5.9% | $177.73 | +42.74% | 23 qtrssince 2020-Q1 | Increased 65 |
AMAZON.COM INC | 1.4M | $296.7M | 3.0% | $158.36 | +40.29% | 23 qtrssince 2020-Q1 | Increased 59 |
ALPHABET INC-CL A | 1.1M | $262.8M | 2.7% | $141.54 | +72.31% | 23 qtrssince 2020-Q1 | Increased 56 |
BROADCOM INC | 773,421 | $255.8M | 2.6% | $188.99 | +73.60% | 23 qtrssince 2020-Q1 | Increased 53 |
META PLATFORMS INC-CLASS A | 320,139 | $235.1M | 2.4% | $417.13 | +78.07% | 23 qtrssince 2020-Q1 | Increased 54 |
TESLA INC | 374,975 | $166.8M | 1.7% | $277.67 | +59.62% | 23 qtrssince 2020-Q1 | Increased 49 |
JPMORGAN CHASE & CO | 452,698 | $142.9M | 1.5% | $178.38 | +75.33% | 23 qtrssince 2020-Q1 | Increased 49 |
ALPHABET INC-CL C | 555,650 | $135.7M | 1.4% | $129.60 | +88.43% | 23 qtrssince 2020-Q1 | Increased 49 |
BERKSHIRE HATHAWAY INC-CL B | 225,059 | $113.2M | 1.2% | $386.88 | +29.05% | 23 qtrssince 2020-Q1 | Increased 49 |
ELI LILLY & CO | 119,436 | $91.2M | 0.9% | $514.53 | +47.36% | 23 qtrssince 2020-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 264,795 | $90.7M | 0.9% | $258.31 | +31.11% | 23 qtrssince 2020-Q1 | Increased 42 |
NETFLIX INC | 69,941 | $83.9M | 0.9% | $63.48 | +90.04% | 23 qtrssince 2020-Q1 | Increased 42 |
ORACLE CORP | 276,013 | $77.7M | 0.8% | $118.29 | +138.00% | 23 qtrssince 2020-Q1 | Increased 43 |
MASTERCARD INC - A | 133,585 | $76M | 0.8% | $423.48 | +33.78% | 23 qtrssince 2020-Q1 | Increased 43 |
WALMART INC | 713,287 | $73.6M | 0.8% | $68.79 | +49.53% | 23 qtrssince 2020-Q1 | Increased 43 |
COSTCO WHOLESALE CORP | 71,363 | $66.1M | 0.7% | $656.84 | +40.10% | 23 qtrssince 2020-Q1 | Decreased 0 |
ABBVIE INC | 283,988 | $65.8M | 0.7% | $152.42 | +47.33% | 23 qtrssince 2020-Q1 | Increased 43 |
HOME DEPOT INC | 145,038 | $58.8M | 0.6% | $320.07 | +26.28% | 23 qtrssince 2020-Q1 | Increased 44 |
Vanguard Personalized Indexing Management, LLC manages $9.8B across 1985 positions as of Q3 2025. Top holdings: NVDA (6.8%), MSFT (5.9%), AAPL (5.9%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2/5.0.
Active quarter - 124 new positions, 84 exits, 1138 increased. Top move: AAPL (INCREASED, conviction 65). Portfolio: $9.8B across 1985 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