Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings1,559 positions
Apple Inc. | 1.3M | $257.4M | 6.6% | $146.42 | +29.91% | 16 qtrssince 2020-Q1 | Increased 63 |
Microsoft Corp. | 635,877 | $239.1M | 6.1% | $269.42 | +36.65% | 16 qtrssince 2020-Q1 | Increased 63 |
Amazon.com, Inc. | 709,915 | $107.9M | 2.8% | $135.62 | +12.03% | 16 qtrssince 2020-Q1 | Increased 57 |
NVIDIA Corp. | 205,421 | $101.7M | 2.6% | $24.06 | +105.22% | 16 qtrssince 2020-Q1 | Increased 53 |
Alphabet Inc. | 576,151 | $80.5M | 2.1% | $114.44 | +20.92% | 16 qtrssince 2020-Q1 | Increased 57 |
Meta Platforms Inc | 173,529 | $61.4M | 1.6% | $248.74 | +40.95% | 16 qtrssince 2020-Q1 | Increased 50 |
Alphabet Inc. | 342,582 | $48.3M | 1.2% | $109.81 | +27.13% | 16 qtrssince 2020-Q1 | Decreased 0 |
Tesla Inc | 182,835 | $45.4M | 1.2% | $243.51 | +2.04% | 16 qtrssince 2020-Q1 | Decreased 0 |
Eli Lilly & Co. | 72,986 | $42.5M | 1.1% | $308.98 | +85.15% | 16 qtrssince 2020-Q1 | Increased 46 |
Broadcom Inc | 37,390 | $41.7M | 1.1% | $57.88 | +87.57% | 16 qtrssince 2020-Q1 | Increased 47 |
JPMorgan Chase & Co. | 234,299 | $39.9M | 1.0% | $119.27 | +34.49% | 16 qtrssince 2020-Q1 | Increased 46 |
UnitedHealth Group Inc. | 75,602 | $39.8M | 1.0% | $420.77 | +17.90% | 16 qtrssince 2020-Q1 | Increased 50 |
Berkshire Hathaway Inc. | 109,001 | $38.9M | 1.0% | $304.23 | +17.23% | 16 qtrssince 2020-Q1 | Increased 45 |
Visa Inc | 144,949 | $37.7M | 1.0% | $207.97 | +22.62% | 16 qtrssince 2020-Q1 | Increased 46 |
MasterCard Incorporated | 69,596 | $29.7M | 0.8% | $334.24 | +25.53% | 16 qtrssince 2020-Q1 | Increased 41 |
The Procter & Gamble Co. | 187,767 | $27.5M | 0.7% | $128.07 | +6.40% | 16 qtrssince 2020-Q1 | Increased 45 |
Home Depot Inc. | 77,471 | $26.8M | 0.7% | $266.11 | +21.39% | 16 qtrssince 2020-Q1 | Decreased 0 |
Costco Wholesale Corporation | 38,927 | $25.7M | 0.7% | $451.62 | +43.92% | 16 qtrssince 2020-Q1 | Increased 42 |
Adobe Inc | 41,765 | $24.9M | 0.6% | $447.26 | +33.39% | 16 qtrssince 2020-Q1 | Increased 40 |
EXXON MOBIL CORP | 239,013 | $23.9M | 0.6% | $75.72 | +22.35% | 16 qtrssince 2020-Q1 | Increased 42 |
Vanguard Personalized Indexing Management, LLC manages $3.9B across 1559 positions as of Q4 2023. Top holdings: AAPL (6.6%), MSFT (6.1%), AMZN (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 181 new positions, 103 exits, 810 increased. Top move: AAPL (INCREASED, conviction 63). Portfolio: $3.9B across 1559 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
Verify source filings on SEC EDGAR