Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,806 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 1.8M | $447.9M | 6.8% | $166.58 | +49.24% | 20 qtrssince 2020-Q1 | Increased 64 |
NVIDIA CORP | 2.8M | $378.3M | 5.7% | $116.71 | +17.77% | 20 qtrssince 2020-Q1 | Increased 64 |
MICROSOFT CORP | 875,879 | $369.2M | 5.6% | $314.57 | +34.06% | 20 qtrssince 2020-Q1 | Increased 64 |
AMAZON.COM INC | 1M | $229.8M | 3.5% | $141.35 | +56.56% | 20 qtrssince 2020-Q1 | Increased 61 |
ALPHABET INC-CL A | 859,243 | $162.7M | 2.5% | $128.43 | +48.33% | 20 qtrssince 2020-Q1 | Increased 57 |
META PLATFORMS INC-CLASS A | 248,907 | $145.7M | 2.2% | $335.74 | +75.54% | 20 qtrssince 2020-Q1 | Increased 54 |
BROADCOM INC | 584,596 | $135.5M | 2.0% | $166.61 | +37.40% | 20 qtrssince 2020-Q1 | Increased 56 |
TESLA INC | 289,542 | $116.9M | 1.8% | $261.60 | +59.56% | 20 qtrssince 2020-Q1 | Increased 52 |
JPMORGAN CHASE & CO | 347,459 | $83.3M | 1.3% | $148.12 | +57.51% | 20 qtrssince 2020-Q1 | Increased 50 |
ALPHABET INC-CL C | 422,813 | $80.5M | 1.2% | $113.36 | +69.32% | 20 qtrssince 2020-Q1 | Increased 49 |
BERKSHIRE HATHAWAY INC-CL B | 170,053 | $77.1M | 1.2% | $350.71 | +28.93% | 20 qtrssince 2020-Q1 | Increased 50 |
ELI LILLY & CO | 98,767 | $76.2M | 1.2% | $452.00 | +68.72% | 20 qtrssince 2020-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 198,172 | $62.6M | 0.9% | $227.66 | +37.02% | 20 qtrssince 2020-Q1 | Increased 45 |
MASTERCARD INC - A | 100,650 | $53M | 0.8% | $383.07 | +36.20% | 20 qtrssince 2020-Q1 | Increased 44 |
COSTCO WHOLESALE CORP | 57,334 | $52.5M | 0.8% | $573.69 | +58.19% | 20 qtrssince 2020-Q1 | Increased 43 |
WALMART INC | 554,773 | $50.1M | 0.8% | $61.20 | +46.59% | 20 qtrssince 2020-Q1 | Increased 43 |
UNITEDHEALTH GROUP INC | 98,610 | $49.9M | 0.8% | $458.37 | +8.12% | 20 qtrssince 2020-Q1 | Decreased 0 |
NETFLIX INC | 54,838 | $48.9M | 0.7% | $46.75 | +92.61% | 20 qtrssince 2020-Q1 | Increased 44 |
PROCTER & GAMBLE CO/THE | 274,622 | $46M | 0.7% | $137.32 | +16.36% | 20 qtrssince 2020-Q1 | Increased 43 |
HOME DEPOT INC | 115,194 | $44.8M | 0.7% | $306.54 | +23.95% | 20 qtrssince 2020-Q1 | Increased 44 |
Vanguard Personalized Indexing Management, LLC manages $6.6B across 1806 positions as of Q4 2024. Top holdings: AAPL (6.8%), NVDA (5.7%), MSFT (5.6%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2/5.0.
Active quarter - 139 new positions, 108 exits, 1125 increased. Top move: AAPL (INCREASED, conviction 64). Portfolio: $6.6B across 1806 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