Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings557 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 190,790 | $25.3M | 5.5% | $106.36 | +21.11% | 4 qtrssince 2020-Q1 | Increased 63 |
MICROSOFT CORP | 82,199 | $18.3M | 4.0% | $171.00 | +24.39% | 4 qtrssince 2020-Q1 | Increased 55 |
AMAZON.COM INC | 4,183 | $13.6M | 3.0% | $125.48 | +30.93% | 4 qtrssince 2020-Q1 | Increased 53 |
ALPHABET INC-CL A | 5,115 | $9M | 2.0% | $65.98 | +30.59% | 4 qtrssince 2020-Q1 | Increased 51 |
VANGUARD FTSE DEVELOPED ETF | 139,209 | $6.6M | 1.4% | $35.26 | +14.74% | 2 qtrssince 2020-Q3 | Increased 48 |
TESLA INC | 8,901 | $6.3M | 1.4% | $134.72 | +71.91% | 4 qtrssince 2020-Q1 | Increased 47 |
META PLATFORMS INC-CLASS A | 21,707 | $5.9M | 1.3% | $209.83 | +28.66% | 4 qtrssince 2020-Q1 | Increased 49 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 51,132 | $5.6M | 1.2% | $49.17 | +103.64% | 4 qtrssince 2020-Q1 | Increased 43 |
VANGUARD TOTAL STOCK MARKET VIPERS | 28,269 | $5.5M | 1.2% | $157.16 | +14.89% | 2 qtrssince 2020-Q3 | Increased 43 |
VISA INC-CLASS A SHARES | 22,763 | $5M | 1.1% | $168.76 | +24.25% | 4 qtrssince 2020-Q1 | Increased 47 |
JOHNSON & JOHNSON | 30,450 | $4.8M | 1.0% | $115.10 | +17.63% | 4 qtrssince 2020-Q1 | Decreased 0 |
ALPHABET INC-CL C | 2,700 | $4.7M | 1.0% | $61.06 | +41.39% | 4 qtrssince 2020-Q1 | Increased 44 |
PROCTER & GAMBLE CO/THE | 31,868 | $4.4M | 1.0% | $98.47 | +21.97% | 4 qtrssince 2020-Q1 | Increased 38 |
WALMART INC | 29,207 | $4.2M | 0.9% | $36.35 | +23.51% | 4 qtrssince 2020-Q1 | Increased 40 |
HOME DEPOT INC | 15,421 | $4.1M | 0.9% | $197.98 | +18.62% | 4 qtrssince 2020-Q1 | Increased 42 |
UNITEDHEALTH GROUP INC | 11,634 | $4.1M | 0.9% | $252.07 | +26.15% | 4 qtrssince 2020-Q1 | Increased 43 |
VANGUARD FTSE EMERGING MARKETS | 70,660 | $3.5M | 0.8% | $36.78 | +16.27% | 2 qtrssince 2020-Q3 | Increased 42 |
MASTERCARD INC - A | 9,750 | $3.5M | 0.8% | $282.69 | +22.08% | 4 qtrssince 2020-Q1 | Increased 42 |
NVIDIA CORP | 6,632 | $3.5M | 0.8% | $9.23 | +42.00% | 4 qtrssince 2020-Q1 | Increased 40 |
VANGUARD INT-TERM CORPORATE | 34,576 | $3.4M | 0.7% | $76.89 | +2.36% | 3 qtrssince 2020-Q2 | Increased 53 |
Vanguard Personalized Indexing Management, LLC manages $459.7M across 557 positions as of Q4 2020. Top holdings: AAPL (5.5%), MSFT (4.0%), AMZN (3.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 119 new positions, 31 exits, 348 increased. Top move: AAPL (INCREASED, conviction 63). Portfolio: $460M across 557 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