Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings557 positions
APPLE INC | 190,790 | $25.3M | 5.5% | $82.51 | +56.12% | 4 qtrssince 2020-Q1 | Increased 63 |
MICROSOFT CORP | 82,199 | $18.3M | 4.0% | $169.93 | +24.80% | 4 qtrssince 2020-Q1 | Increased 55 |
AMAZON COM INC | 4,183 | $13.6M | 3.0% | $126.34 | +28.89% | 4 qtrssince 2020-Q1 | Increased 53 |
ALPHABET INC | 5,115 | $9M | 2.0% | $66.50 | +30.53% | 4 qtrssince 2020-Q1 | Increased 51 |
VANGUARD TAX-MANAGED FDS | 139,209 | $6.6M | 1.4% | $34.82 | +14.33% | 2 qtrssince 2020-Q3 | Increased 48 |
TESLA INC | 8,901 | $6.3M | 1.4% | $88.86 | +164.71% | 4 qtrssince 2020-Q1 | Increased 47 |
META PLATFORMS INC | 21,707 | $5.9M | 1.3% | $211.30 | +28.05% | 4 qtrssince 2020-Q1 | Increased 49 |
TAIWAN SEMICONDUCTOR MFG LTD | 51,132 | $5.6M | 1.2% | $48.86 | +103.62% | 4 qtrssince 2020-Q1 | Increased 43 |
VANGUARD INDEX FDS | 28,269 | $5.5M | 1.2% | $156.99 | +14.56% | 2 qtrssince 2020-Q3 | Increased 43 |
VISA INC | 22,763 | $5M | 1.1% | $168.76 | +24.25% | 4 qtrssince 2020-Q1 | Increased 47 |
JOHNSON & JOHNSON | 30,450 | $4.8M | 1.0% | $112.16 | +19.81% | 4 qtrssince 2020-Q1 | Decreased 0 |
ALPHABET INC | 2,700 | $4.7M | 1.0% | $61.58 | +40.90% | 4 qtrssince 2020-Q1 | Increased 44 |
PROCTER AND GAMBLE CO | 31,868 | $4.4M | 1.0% | $98.47 | +21.97% | 4 qtrssince 2020-Q1 | Increased 38 |
WALMART INC | 29,207 | $4.2M | 0.9% | $35.75 | +24.77% | 4 qtrssince 2020-Q1 | Increased 40 |
HOME DEPOT INC | 15,421 | $4.1M | 0.9% | $190.87 | +20.59% | 4 qtrssince 2020-Q1 | Increased 42 |
UNITEDHEALTH GROUP INC | 11,634 | $4.1M | 0.9% | $248.46 | +27.57% | 4 qtrssince 2020-Q1 | Increased 43 |
VANGUARD INTL EQUITY INDEX F | 70,660 | $3.5M | 0.8% | $37.16 | +14.41% | 2 qtrssince 2020-Q3 | Increased 42 |
MASTERCARD INCORPORATED | 9,750 | $3.5M | 0.8% | $277.72 | +24.33% | 4 qtrssince 2020-Q1 | Increased 42 |
NVIDIA CORPORATION | 6,632 | $3.5M | 0.8% | $9.35 | +38.95% | 4 qtrssince 2020-Q1 | Increased 40 |
VANGUARD SCOTTSDALE FDS | 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 Score: 3/5.0.
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
Verify source filings on SEC EDGAR