Investor Details
| Filer Name: | VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC |
|---|---|
| CIK: | 1767306 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-10 |
| Number of Holdings: | 1,806 |
| Portfolio Value: | $6.62B |
Vanguard Personalized Indexing Management, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AAPL | US | APPLE INC | 1,788,576 | $448M | 6.76% | 4.6% | - |
| NVDA | US | NVIDIA CORP | 2,817,347 | $378M | 5.71% | 5.5% | - |
| MSFT | US | MICROSOFT CORP | 875,879 | $369M | 5.58% | 5.1% | - |
| AMZN | US | AMAZON.COM INC | 1,047,519 | $230M | 3.47% | 8.2% | - |
| GOOGL | US | ALPHABET INC-CL A | 859,243 | $163M | 2.46% | 8.6% | - |
| META | US | META PLATFORMS INC-CLASS A | 248,907 | $146M | 2.20% | 4.8% | - |
| AVGO | US | BROADCOM INC | 584,596 | $136M | 2.05% | 7.9% | - |
| TSLA | US | TESLA INC | 289,542 | $117M | 1.77% | 10.3% | - |
| JPM | US | JPMORGAN CHASE & CO | 347,459 | $83M | 1.26% | 5.8% | - |
| GOOG | US | ALPHABET INC-CL C | 422,813 | $81M | 1.22% | 4.7% | - |
| BRK/B | US | BERKSHIRE HATHAWAY INC-CL B | 170,053 | $77M | 1.16% | 7.5% | - |
| LLY | US | ELI LILLY & CO | 98,767 | $76M | 1.15% | -0.1% | - |
| V | US | VISA INC-CLASS A SHARES | 198,172 | $63M | 0.95% | 9.0% | - |
| MA | US | MASTERCARD INC - A | 100,650 | $53M | 0.80% | 5.2% | - |
| COST | US | COSTCO WHOLESALE CORP | 57,334 | $53M | 0.79% | 3.9% | - |
| WMT | US | WALMART INC | 554,773 | $50M | 0.76% | 4.7% | - |
| UNH | US | UNITEDHEALTH GROUP INC | 98,610 | $50M | 0.75% | -2.9% | - |
| NFLX | US | NETFLIX INC | 54,838 | $49M | 0.74% | 5.8% | - |
| PG | US | PROCTER & GAMBLE CO/THE | 274,622 | $46M | 0.70% | 5.4% | - |
| HD | US | HOME DEPOT INC | 115,194 | $45M | 0.68% | 6.5% | - |