Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,975 positions
NVIDIA Corp. | 3.6M | $678.3M | 6.6% | $73.20 | +154.17% | 24 qtrssince 2020-Q1 | Increased 63 |
Apple Inc. | 2.3M | $630.4M | 6.1% | $178.69 | +51.73% | 24 qtrssince 2020-Q1 | Increased 63 |
Microsoft Corp. | 1.1M | $550.5M | 5.4% | $352.85 | +36.20% | 24 qtrssince 2020-Q1 | Increased 62 |
Alphabet Inc. | 1.1M | $358.1M | 3.5% | $154.68 | +101.95% | 24 qtrssince 2020-Q1 | Increased 60 |
Amazon.com, Inc. | 1.4M | $321.2M | 3.1% | $169.68 | +36.04% | 24 qtrssince 2020-Q1 | Increased 59 |
Broadcom Inc | 793,370 | $274.6M | 2.7% | $142.23 | +142.00% | 24 qtrssince 2020-Q1 | Increased 54 |
Meta Platforms Inc | 322,696 | $213M | 2.1% | $418.38 | +57.37% | 24 qtrssince 2020-Q1 | Increased 53 |
Tesla Inc | 393,391 | $176.9M | 1.7% | $281.01 | +60.04% | 24 qtrssince 2020-Q1 | Increased 50 |
Alphabet Inc. | 548,483 | $172.1M | 1.7% | $136.46 | +129.51% | 24 qtrssince 2020-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 483,548 | $155.8M | 1.5% | $185.81 | +70.98% | 24 qtrssince 2020-Q1 | Increased 51 |
Eli Lilly & Co. | 133,817 | $143.8M | 1.4% | $574.17 | +86.27% | 24 qtrssince 2020-Q1 | Increased 53 |
Berkshire Hathaway Inc. | 228,557 | $114.9M | 1.1% | $389.49 | +29.05% | 24 qtrssince 2020-Q1 | Increased 48 |
Visa Inc | 275,487 | $96.6M | 0.9% | $261.81 | +33.15% | 24 qtrssince 2020-Q1 | Increased 44 |
Walmart Inc | 763,059 | $85M | 0.8% | $67.38 | +64.29% | 24 qtrssince 2020-Q1 | Increased 45 |
MasterCard Incorporated | 135,452 | $77.3M | 0.8% | $425.12 | +33.63% | 24 qtrssince 2020-Q1 | Increased 42 |
Johnson & Johnson | 325,117 | $67.3M | 0.7% | $157.80 | +29.07% | 24 qtrssince 2020-Q1 | Increased 44 |
AbbVie Inc. | 293,534 | $67.1M | 0.7% | $154.73 | +44.26% | 24 qtrssince 2020-Q1 | Increased 43 |
Netflix, Inc. | 703,070 | $65.9M | 0.6% | $63.86 | +46.82% | 24 qtrssince 2020-Q1 | Increased 67 |
EXXON MOBIL CORP | 537,151 | $64.6M | 0.6% | $95.64 | +25.67% | 24 qtrssince 2020-Q1 | Increased 44 |
Costco Wholesale Corporation | 69,197 | $59.7M | 0.6% | $656.84 | +30.71% | 24 qtrssince 2020-Q1 | Decreased 0 |
Vanguard Personalized Indexing Management, LLC manages $10.3B across 1975 positions as of Q4 2025. Top holdings: NVDA (6.6%), AAPL (6.1%), MSFT (5.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 110 new positions, 120 exits, 1137 increased. Top move: NFLX (INCREASED, conviction 67). Portfolio: $10.3B across 1975 positions.
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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
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