Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings1,559 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.3M | $257.4M | 6.6% | $149.82 | +26.96% | 16 qtrssince 2020-Q1 | Increased 63 |
MICROSOFT CORP | 635,877 | $239.1M | 6.1% | $272.10 | +36.17% | 16 qtrssince 2020-Q1 | Increased 63 |
AMAZON.COM INC | 709,915 | $107.9M | 2.8% | $115.70 | +31.33% | 16 qtrssince 2020-Q1 | Increased 57 |
NVIDIA CORP | 205,421 | $101.7M | 2.6% | $25.38 | +95.03% | 16 qtrssince 2020-Q1 | Increased 53 |
ALPHABET INC-CL A | 576,151 | $80.5M | 2.1% | $106.22 | +30.52% | 16 qtrssince 2020-Q1 | Increased 57 |
META PLATFORMS INC-CLASS A | 173,529 | $61.4M | 1.6% | $249.69 | +40.77% | 16 qtrssince 2020-Q1 | Increased 50 |
ALPHABET INC-CL C | 342,582 | $48.3M | 1.2% | $98.15 | +42.52% | 16 qtrssince 2020-Q1 | Decreased 0 |
TESLA INC | 182,835 | $45.4M | 1.2% | $249.50 | -0.41% | 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% | $57.98 | +87.57% | 16 qtrssince 2020-Q1 | Increased 47 |
JPMORGAN CHASE & CO | 234,299 | $39.9M | 1.0% | $121.30 | +33.52% | 16 qtrssince 2020-Q1 | Increased 46 |
UNITEDHEALTH GROUP INC | 75,602 | $39.8M | 1.0% | $430.44 | +17.53% | 16 qtrssince 2020-Q1 | Increased 50 |
BERKSHIRE HATHAWAY INC-CL B | 109,001 | $38.9M | 1.0% | $304.18 | +17.25% | 16 qtrssince 2020-Q1 | Increased 45 |
VISA INC-CLASS A SHARES | 144,949 | $37.7M | 1.0% | $207.97 | +22.62% | 16 qtrssince 2020-Q1 | Increased 46 |
MASTERCARD INC - A | 69,596 | $29.7M | 0.8% | $337.87 | +24.60% | 16 qtrssince 2020-Q1 | Increased 41 |
PROCTER & GAMBLE CO/THE | 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% | $273.26 | +20.78% | 16 qtrssince 2020-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 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: Concentrated Value. HoldingsIntel Rating: 2/5.0.
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
Best and worst performing positions by estimated return
Top Winners
Top Losers
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