VP
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Vanguard Personalized Indexing Management, LLC13F | |
| Vanguard Personalized Indexing Management, LLC | |
| Last update 2025-05-14 | 1840 Stocks (129 new) |
| Value $6.78 Bil | Turnover 7 % |
Vanguard Personalized Indexing... Top Holdings of 2025-03-31
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| 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 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
MSFT | Microsoft Corp | 885,062 | 332,243.5 | +1.05% | 4.900 | +0.05% | 0.010 | +38.00% | +20.34% | 3,755,441.4 | Software | |
NVDA | NVIDIA Corp | 2,937,727 | 318,390.9 | +4.27% | 4.690 | +0.19% | 0.010 | +68.92% | +24.40% | 4,073,453.7 | Semiconductors | |
AMZN | Amazon.com Inc | 1,108,048 | 210,817.3 | +5.78% | 3.110 | +0.17% | 0.010 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
META | Meta Platforms Inc | 263,641 | 151,951.9 | +5.92% | 2.240 | +0.13% | 0.010 | +40.99% | +20.58% | 1,772,123.0 | Interactive Media | |
GOOGL | Alphabet Inc | 887,736 | 137,279.5 | +3.32% | 2.020 | +0.06% | 0.010 | +26.47% | +1.32% | 2,326,066.7 | Interactive Media | |
AVGO | Broadcom Inc | 616,098 | 103,153.2 | +5.39% | 1.520 | +0.08% | 0.010 | +64.67% | +20.81% | 1,310,340.0 | Semiconductors | |
BRK.B | Berkshire Hathaway Inc | 185,291 | 98,682.5 | +8.96% | 1.460 | +0.12% | 0.010 | -8.19% | +5.48% | 1,030,137.3 | Insurance | |
JPM | JPMorgan Chase & Co | 365,278 | 89,602.7 | +5.13% | 1.320 | +0.06% | 0.010 | +24.30% | +23.55% | 801,337.5 | Banks | |
LLY | Eli Lilly and Co | 108,346 | 89,483.9 | +9.70% | 1.320 | +0.12% | 0.010 | -5.98% | +0.95% | 697,037.9 | Drug Manufacturers |
Vanguard Personalized Indexing Management, LLC's Historical Top Holdings Breakdowns
Vanguard Personalized Indexing Management, LLC's Top Stock Picks
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| 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 | $214.40 | -7.45% | Add 6.86% | 1,911,310 | 122,734 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.19% | 106.98 ($126.74) 149.43 | $167.03 | 31.79% | Add 4.27% | 2,937,727 | 120,380 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +0.17% | 190.26 ($217) 242.06 | $227.47 | 4.82% | Add 5.78% | 1,108,048 | 60,529 | |
JNJ | Johnson & Johnson | 2025-03-31 | Add Add | +0.17% | 142.06 ($156.47) 167.7 | $167.93 | 7.32% | Add 41.34% | 236,151 | 69,074 | |
META | Meta Platforms Inc | 2025-03-31 | Add Add | +0.13% | 576.36 ($645.17) 736.67 | $704.81 | 9.24% | 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 | $478.13 | -1.65% | 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 | $776.44 | -6.69% | Add 9.7% | 108,346 | 9,579 | |
V | Visa Inc | 2025-03-31 | Add Add | +0.12% | 306.92 ($338.38) 362.71 | $351.86 | 3.98% | Add 11.35% | 220,657 | 22,485 | |
ABBV | AbbVie Inc | 2025-03-31 | Add Add | +0.10% | 169.2 ($194.4) 216.66 | $187.11 | -3.75% | Add 15.88% | 236,059 | 32,343 | |
AVGO | Broadcom Inc | 2025-03-31 | Add Add | +0.08% | 167.43 ($211.65) 244.7 | $278.59 | 31.63% | Add 5.39% | 616,098 | 31,502 |
Vanguard Personalized Indexing Management, LLC Total Holding History ($B)
Vanguard Personalized Indexing Management, LLC's Asset Allocation
Vanguard Personalized Indexing Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Vanguard Personalized Indexing Management, LLC's Hypothetical Growth since 2025-03-31
Vanguard Personalized Indexing Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Vanguard Personalized Indexing Management, LLC's Holdings Heat Map
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Vanguard Personalized Indexing Management, LLC's Holdings Bubble Chart
Vanguard Personalized Indexing Management, LLC News
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