Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings1,279 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1M | $135.8M | 5.6% | $141.64 | -9.88% | 12 qtrssince 2020-Q1 | Increased 59 |
MICROSOFT CORP | 484,081 | $116.1M | 4.8% | $255.46 | -8.31% | 12 qtrssince 2020-Q1 | Increased 61 |
AMAZON.COM INC | 475,565 | $39.9M | 1.6% | $111.09 | -24.39% | 12 qtrssince 2020-Q1 | Decreased 0 |
ALPHABET INC-CL A | 406,289 | $35.8M | 1.5% | $97.26 | -9.96% | 12 qtrssince 2020-Q1 | Increased 46 |
UNITEDHEALTH GROUP INC | 54,319 | $28.8M | 1.2% | $412.65 | +21.63% | 12 qtrssince 2020-Q1 | Increased 48 |
ALPHABET INC-CL C | 320,126 | $28.4M | 1.2% | $96.99 | -9.19% | 12 qtrssince 2020-Q1 | Increased 52 |
JOHNSON & JOHNSON | 153,528 | $27.1M | 1.1% | $147.76 | +9.13% | 12 qtrssince 2020-Q1 | Increased 50 |
JPMORGAN CHASE & CO | 165,717 | $22.2M | 0.9% | $118.07 | +5.01% | 12 qtrssince 2020-Q1 | Increased 43 |
VISA INC-CLASS A SHARES | 106,643 | $22.2M | 0.9% | $197.68 | +2.14% | 12 qtrssince 2020-Q1 | Increased 45 |
HOME DEPOT INC | 69,148 | $21.8M | 0.9% | $271.09 | +7.96% | 12 qtrssince 2020-Q1 | Increased 41 |
NVIDIA CORP | 146,352 | $21.4M | 0.9% | $20.78 | -29.75% | 12 qtrssince 2020-Q1 | Increased 42 |
BERKSHIRE HATHAWAY INC-CL B | 68,578 | $21.2M | 0.9% | $284.50 | +8.58% | 12 qtrssince 2020-Q1 | Increased 46 |
PROCTER & GAMBLE CO/THE | 129,237 | $19.6M | 0.8% | $124.13 | +10.72% | 12 qtrssince 2020-Q1 | Increased 42 |
ELI LILLY & CO | 52,113 | $19.1M | 0.8% | $253.83 | +40.07% | 12 qtrssince 2020-Q1 | Increased 43 |
EXXON MOBIL CORP | 170,228 | $18.8M | 0.8% | $65.80 | +50.21% | 12 qtrssince 2020-Q1 | Increased 45 |
MASTERCARD INC - A | 53,875 | $18.7M | 0.8% | $325.93 | +4.67% | 12 qtrssince 2020-Q1 | Increased 42 |
MERCK & CO. INC. | 153,214 | $17M | 0.7% | $74.95 | +35.10% | 12 qtrssince 2020-Q1 | Increased 43 |
ABBVIE INC | 105,073 | $17M | 0.7% | $108.67 | +30.17% | 12 qtrssince 2020-Q1 | Increased 44 |
CHEVRON CORP | 92,000 | $16.5M | 0.7% | $106.64 | +45.62% | 12 qtrssince 2020-Q1 | Increased 42 |
PFIZER INC | 312,446 | $16M | 0.7% | $36.96 | +10.83% | 12 qtrssince 2020-Q1 | Increased 44 |
Vanguard Personalized Indexing Management, LLC manages $2.4B across 1279 positions as of Q4 2022. Top holdings: AAPL (5.6%), MSFT (4.8%), AMZN (1.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 150 new positions, 103 exits, 597 increased. Top move: MSFT (INCREASED, conviction 61). Portfolio: $2.4B across 1279 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