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
+6.82%
-15.88%
3,138,614.5
Hardware
MSFT
Microsoft Corp
885,062
332,243.5
+1.05%
4.900
+0.05%
0.010
+39.12%
+21.63%
3,795,874.5
Software
NVDA
NVIDIA Corp
2,937,727
318,390.9
+4.27%
4.690
+0.19%
0.010
+69.70%
+28.26%
4,199,981.2
Semiconductors
AMZN
Amazon.com Inc
1,108,048
210,817.3
+5.78%
3.110
+0.17%
0.010
+29.41%
+1.81%
2,371,374.6
Retail - Cyclical
META
Meta Platforms Inc
263,641
151,951.9
+5.92%
2.240
+0.13%
0.010
+38.42%
+18.66%
1,743,962.5
Interactive Media
GOOGL
Alphabet Inc
887,736
137,279.5
+3.32%
2.020
+0.06%
0.010
+21.76%
-2.66%
2,236,853.7
Interactive Media
AVGO
Broadcom Inc
616,098
103,153.2
+5.39%
1.520
+0.08%
0.010
+66.05%
+22.84%
1,332,352.2
Semiconductors
BRK.B
Berkshire Hathaway Inc
185,291
98,682.5
+8.96%
1.460
+0.12%
0.010
-7.86%
+5.34%
1,029,907.1
Insurance
JPM
JPMorgan Chase & Co
365,278
89,602.7
+5.13%
1.320
+0.06%
0.010
+25.78%
+23.10%
798,395.4
Banks
LLY
Eli Lilly and Co
108,346
89,483.9
+9.70%
1.320
+0.12%
0.010
-7.47%
+0.85%
696,328.7
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
$210.14
-9.29%
Add 6.86%
1,911,310
122,734
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.19%
●
106.98 ($126.74) 149.43
$172.22
35.88%
Add 4.27%
2,937,727
120,380
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.17%
●
190.26 ($217) 242.06
$223.37
2.94%
Add 5.78%
1,108,048
60,529
JNJ
Johnson & Johnson
2025-03-31
Add
Add
+0.17%
●
142.06 ($156.47) 167.7
$164.66
5.23%
Add 41.34%
236,151
69,074
META
Meta Platforms Inc
2025-03-31
Add
Add
+0.13%
●
576.36 ($645.17) 736.67
$693.61
7.51%
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
$477.47
-1.79%
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
$775.65
-6.78%
Add 9.7%
108,346
9,579
V
Visa Inc
2025-03-31
Add
Add
+0.12%
●
306.92 ($338.38) 362.71
$348.72
3.06%
Add 11.35%
220,657
22,485
ABBV
AbbVie Inc
2025-03-31
Add
Add
+0.10%
●
169.2 ($194.4) 216.66
$190.68
-1.91%
Add 15.88%
236,059
32,343
AVGO
Broadcom Inc
2025-03-31
Add
Add
+0.08%
●
167.43 ($211.65) 244.7
$283.27
33.84%
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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