Vanguard Personalized Indexing Management, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,975 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 3.6M | $678.3M | 6.6% | $125.54 | +49.39% | 24 qtrssince 2020-Q1 | Increased 63 |
APPLE INC | 2.3M | $630.4M | 6.1% | $180.65 | +50.08% | 24 qtrssince 2020-Q1 | Increased 63 |
MICROSOFT CORP | 1.1M | $550.5M | 5.4% | $355.38 | +37.17% | 24 qtrssince 2020-Q1 | Increased 62 |
ALPHABET INC-CL A | 1.1M | $358.1M | 3.5% | $151.15 | +107.63% | 24 qtrssince 2020-Q1 | Increased 60 |
AMAZON.COM INC | 1.4M | $321.2M | 3.1% | $160.51 | +44.87% | 24 qtrssince 2020-Q1 | Increased 59 |
BROADCOM INC | 793,370 | $274.6M | 2.7% | $192.90 | +81.37% | 24 qtrssince 2020-Q1 | Increased 54 |
META PLATFORMS INC-CLASS A | 322,696 | $213M | 2.1% | $419.10 | +58.90% | 24 qtrssince 2020-Q1 | Increased 53 |
TESLA INC | 393,391 | $176.9M | 1.7% | $285.95 | +58.92% | 24 qtrssince 2020-Q1 | Increased 50 |
ALPHABET INC-CL C | 548,483 | $172.1M | 1.7% | $129.60 | +142.71% | 24 qtrssince 2020-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 483,548 | $155.8M | 1.5% | $187.54 | +71.68% | 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-CL B | 228,557 | $114.9M | 1.1% | $388.67 | +29.60% | 24 qtrssince 2020-Q1 | Increased 48 |
VISA INC-CLASS A SHARES | 275,487 | $96.6M | 0.9% | $261.81 | +33.15% | 24 qtrssince 2020-Q1 | Increased 44 |
WALMART INC | 763,059 | $85M | 0.8% | $71.61 | +56.30% | 24 qtrssince 2020-Q1 | Increased 45 |
MASTERCARD INC - A | 135,452 | $77.3M | 0.8% | $425.59 | +35.47% | 24 qtrssince 2020-Q1 | Increased 42 |
JOHNSON & JOHNSON | 325,117 | $67.3M | 0.7% | $159.40 | +29.81% | 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% | $90.77 | +3.32% | 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 CORP | 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: Concentrated Value. HoldingsIntel Rating: 2/5.0.
Active quarter - 110 new positions, 119 exits, 1136 increased. Top move: NFLX (INCREASED, conviction 67). Portfolio: $10.3B across 1975 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