Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings1,057 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 577,713 | $102.6M | 6.0% | $137.32 | +26.31% | 8 qtrssince 2020-Q1 | Increased 81 |
MICROSOFT CORP | 246,175 | $82.8M | 4.9% | $247.06 | +32.89% | 8 qtrssince 2020-Q1 | Increased 73 |
AMAZON.COM INC | 11,801 | $39.3M | 2.3% | $151.71 | +11.16% | 8 qtrssince 2020-Q1 | Increased 62 |
ALPHABET INC-CL A | 11,936 | $34.6M | 2.0% | $101.04 | +43.61% | 8 qtrssince 2020-Q1 | Increased 64 |
TESLA INC | 24,897 | $26.3M | 1.6% | $246.85 | +44.53% | 8 qtrssince 2020-Q1 | Increased 63 |
NVIDIA CORP | 76,965 | $22.6M | 1.3% | $22.15 | +33.30% | 8 qtrssince 2020-Q1 | Increased 61 |
META PLATFORMS INC-CLASS A | 62,248 | $20.9M | 1.2% | $287.16 | +19.09% | 8 qtrssince 2020-Q1 | Increased 53 |
ALPHABET INC-CL C | 7,084 | $20.5M | 1.2% | $109.68 | +32.12% | 8 qtrssince 2020-Q1 | Increased 62 |
UNITEDHEALTH GROUP INC | 30,432 | $15.3M | 0.9% | $354.33 | +33.06% | 8 qtrssince 2020-Q1 | Increased 54 |
HOME DEPOT INC | 35,851 | $14.9M | 0.9% | $278.06 | +33.25% | 8 qtrssince 2020-Q1 | Increased 55 |
JOHNSON & JOHNSON | 83,365 | $14.3M | 0.8% | $137.77 | +11.24% | 8 qtrssince 2020-Q1 | Increased 58 |
PROCTER & GAMBLE CO/THE | 85,718 | $14M | 0.8% | $121.65 | +18.99% | 8 qtrssince 2020-Q1 | Increased 55 |
BERKSHIRE HATHAWAY INC-CL B | 39,545 | $11.8M | 0.7% | $256.34 | +17.02% | 8 qtrssince 2020-Q1 | Increased 51 |
JPMORGAN CHASE & CO | 74,085 | $11.7M | 0.7% | $126.17 | +12.58% | 8 qtrssince 2020-Q1 | Increased 49 |
ADOBE INC | 19,072 | $10.8M | 0.6% | $523.22 | +8.38% | 8 qtrssince 2020-Q1 | Increased 49 |
VANGUARD TOTAL STOCK MARKET VIPERS | 42,368 | $10.2M | 0.6% | $181.32 | +26.13% | 6 qtrssince 2020-Q3 | Decreased 0 |
COSTCO WHOLESALE CORP | 17,873 | $10.1M | 0.6% | $375.23 | +43.61% | 8 qtrssince 2020-Q1 | Increased 48 |
BROADCOM INC | 15,154 | $10.1M | 0.6% | $47.13 | +30.30% | 8 qtrssince 2020-Q1 | Increased 58 |
PFIZER INC | 165,392 | $9.8M | 0.6% | $33.94 | +34.69% | 8 qtrssince 2020-Q1 | Increased 55 |
THERMO FISHER SCIENTIFIC INC | 14,253 | $9.5M | 0.6% | $502.85 | +30.87% | 8 qtrssince 2020-Q1 | Increased 51 |
Vanguard Personalized Indexing Management, LLC manages $1.7B across 1057 positions as of Q4 2021. Top holdings: AAPL (6.0%), MSFT (4.9%), AMZN (2.3%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 159 new positions, 78 exits, 750 increased. Top move: AAPL (INCREASED, conviction 81). Portfolio: $1.7B across 1057 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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