VP

Vanguard Personalized Indexing Management, LLC

13F
Vanguard Personalized Indexing Management, LLC
Last update 2025-05-14 1840 Stocks (129 new)
Value $6.78 Bil Turnover 7 %
Countries:
Top Holdings: AAPL(6.26%)MSFT(4.90%)NVDA(4.69%)AMZN(3.11%)META(2.24%)
Summary Stock Picks Current Portfolio
Vanguard Personalized Indexing... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
1,911,310
424,559.3
+6.86%
6.260
+0.40%
0.010
+4.80%
-14.28%
3,198,507.1
Hardware
MSFT
Microsoft Corp
885,062
332,243.5
+1.05%
4.900
+0.05%
0.010
+35.37%
+20.48%
3,759,901.0
Software
NVDA
NVIDIA Corp
2,937,727
318,390.9
+4.27%
4.690
+0.19%
0.010
+66.29%
+27.19%
4,164,907.0
Semiconductors
AMZN
Amazon.com Inc
1,108,048
210,817.3
+5.78%
3.110
+0.17%
0.010
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
META
Meta Platforms Inc
263,641
151,951.9
+5.92%
2.240
+0.13%
0.010
+37.26%
+22.08%
1,794,173.6
Interactive Media
GOOGL
Alphabet Inc
887,736
137,279.5
+3.32%
2.020
+0.06%
0.010
+22.60%
+0.73%
2,309,505.8
Interactive Media
AVGO
Broadcom Inc
616,098
103,153.2
+5.39%
1.520
+0.08%
0.010
+60.74%
+23.02%
1,334,327.7
Semiconductors
BRK.B
Berkshire Hathaway Inc
185,291
98,682.5
+8.96%
1.460
+0.12%
0.010
-8.39%
+6.48%
1,040,746.7
Insurance
JPM
JPMorgan Chase & Co
365,278
89,602.7
+5.13%
1.320
+0.06%
0.010
+23.79%
+25.81%
815,993.3
Banks
LLY
Eli Lilly and Co
108,346
89,483.9
+9.70%
1.320
+0.12%
0.010
-3.48%
+3.87%
717,192.0
Drug Manufacturers

Vanguard Personalized Indexing Management, LLC's Historical Top Holdings Breakdowns

Vanguard Personalized Indexing Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL
Apple Inc
2025-03-31
Add
Add
+0.40%
●
209.68 ($231.67) 247.1
$214.15
-7.56%
Add 6.86%
1,911,310
122,734
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.19%
●
106.98 ($126.74) 149.43
$170.78
34.75%
Add 4.27%
2,937,727
120,380
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.17%
●
190.26 ($217) 242.06
$228.29
5.20%
Add 5.78%
1,108,048
60,529
JNJ
Johnson & Johnson
2025-03-31
Add
Add
+0.17%
●
142.06 ($156.47) 167.7
$169.10
8.07%
Add 41.34%
236,151
69,074
META
Meta Platforms Inc
2025-03-31
Add
Add
+0.13%
●
576.36 ($645.17) 736.67
$713.58
10.60%
Add 5.92%
263,641
14,734
BRK.B
Berkshire Hathaway Inc
2025-03-31
Add
Add
+0.12%
●
442.66 ($486.15) 534.52
$482.63
-0.72%
Add 8.96%
185,291
15,238
LLY
Eli Lilly and Co
2025-03-31
Add
Add
+0.12%
●
725.72 ($832.09) 929.72
$798.89
-3.99%
Add 9.7%
108,346
9,579
V
Visa Inc
2025-03-31
Add
Add
+0.12%
●
306.92 ($338.38) 362.71
$355.29
5.00%
Add 11.35%
220,657
22,485
ABBV
AbbVie Inc
2025-03-31
Add
Add
+0.10%
●
169.2 ($194.4) 216.66
$190.55
-1.98%
Add 15.88%
236,059
32,343
AVGO
Broadcom Inc
2025-03-31
Add
Add
+0.08%
●
167.43 ($211.65) 244.7
$283.69
34.04%
Add 5.39%
616,098
31,502

Vanguard Personalized Indexing Management, LLC Total Holding History ($B)

To

Vanguard Personalized Indexing Management, LLC's Asset Allocation

To

Vanguard Personalized Indexing Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Vanguard Personalized Indexing Management, LLC's Hypothetical Growth since 2025-03-31

Vanguard Personalized Indexing Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Vanguard Personalized Indexing Management, LLC's Holdings Heat Map

Size field:

Vanguard Personalized Indexing Management, LLC's Holdings Bubble Chart

Vanguard Personalized Indexing Management, LLC News

  • 1

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