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
+11.29%
-14.06%
3,206,497.8
Hardware
MSFT
Microsoft Corp
885,062
332,243.5
+1.05%
4.900
+0.05%
0.010
+42.77%
+21.89%
3,803,901.6
Software
NVDA
NVIDIA Corp
2,937,727
318,390.9
+4.27%
4.690
+0.19%
0.010
+78.55%
+28.86%
4,219,535.1
Semiconductors
AMZN
Amazon.com Inc
1,108,048
210,817.3
+5.78%
3.110
+0.17%
0.010
+36.30%
+3.95%
2,421,132.8
Retail - Cyclical
META
Meta Platforms Inc
263,641
151,951.9
+5.92%
2.240
+0.13%
0.010
+47.42%
+22.14%
1,795,066.2
Interactive Media
GOOGL
Alphabet Inc
887,736
137,279.5
+3.32%
2.020
+0.06%
0.010
+28.19%
+0.12%
2,299,286.2
Interactive Media
AVGO
Broadcom Inc
616,098
103,153.2
+5.39%
1.520
+0.08%
0.010
+74.81%
+25.70%
1,363,371.6
Semiconductors
BRK.B
Berkshire Hathaway Inc
185,291
98,682.5
+8.96%
1.460
+0.12%
0.010
-6.51%
+4.55%
1,022,512.4
Insurance
JPM
JPMorgan Chase & Co
365,278
89,602.7
+5.13%
1.320
+0.06%
0.010
+28.10%
+23.76%
802,712.4
Banks
LLY
Eli Lilly and Co
108,346
89,483.9
+9.70%
1.320
+0.12%
0.010
-6.18%
-0.42%
687,575.7
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
$214.69
-7.33%
Add 6.86%
1,911,310
122,734
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.19%
●
106.98 ($126.74) 149.43
$173.02
36.52%
Add 4.27%
2,937,727
120,380
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.17%
●
190.26 ($217) 242.06
$228.06
5.10%
Add 5.78%
1,108,048
60,529
JNJ
Johnson & Johnson
2025-03-31
Add
Add
+0.17%
●
142.06 ($156.47) 167.7
$163.80
4.68%
Add 41.34%
236,151
69,074
META
Meta Platforms Inc
2025-03-31
Add
Add
+0.13%
●
576.36 ($645.17) 736.67
$713.93
10.66%
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
$473.90
-2.52%
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
$765.90
-7.95%
Add 9.7%
108,346
9,579
V
Visa Inc
2025-03-31
Add
Add
+0.12%
●
306.92 ($338.38) 362.71
$352.21
4.09%
Add 11.35%
220,657
22,485
ABBV
AbbVie Inc
2025-03-31
Add
Add
+0.10%
●
169.2 ($194.4) 216.66
$187.79
-3.40%
Add 15.88%
236,059
32,343
AVGO
Broadcom Inc
2025-03-31
Add
Add
+0.08%
●
167.43 ($211.65) 244.7
$289.87
36.95%
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

Discussions on Vanguard Personalized Indexing Management, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.