Pricing

VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC

0 followers ·
OAKLAND CA Investment Advisor
13F Summary
Vanguard Personalized Indexing Management is based out of Oakland. Vanguard Personalized Indexing Management is a large advisory firm with 147 clients and discretionary assets under management (AUM) of $4,346,465,506 (Form ADV from 2024-03-28). Their last reported 13F filing for Q1 2024 included $4,659,534,733 in managed 13F securities and a top 10 holdings concentration of 27.78%. Vanguard Personalized Indexing Management's largest holding is Microsoft Corp. with shares held of 697,191. Whalewisdom has at least 21 13F filings The firm last filed a Form D notice of exempt offering of securities on 2020-07-15. The notice included securities offered of Equity

2024-03-31

Top Buys (13F)

Name % Change
NVDA NVIDIA Corp. 1.74%
META Meta Platforms Inc 0.42%
AMZN Amazon.com Inc. 0.32%
LLY Lilly (Eli) & Co. 0.23%
MSFT Microsoft Corp. 0.16%

2024-03-31

Top Sells (13F)

2024-03-31

13F Holdings Summary

Name $ Change
MSFT Microsoft Corp. 6.3%
AAPL Apple Inc 5.2%
NVDA NVIDIA Corp. 4.35%
AMZN Amazon.com Inc. 3.09%
GOOGL Alphabet Inc. Class 2.09%
All or part of VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC 13F disclosures were filed under a combined 13F through PALISADES HUDSON ASSET MANAGEMENT, L.P. ADDISON ADVISORS LLC
for 2024-03-31

2024-03-31

13F Activity

Market Value $4.66b, Prior: $3.90b
Inflows (Outflows) as % of Total MV +9.0609%
New Purchases 147 stocks
Added To 983 stocks
Sold out of 52 stocks
Reduced holdings in 482 stocks
Top 10 Holdings % 27.78%
Turnover %[1] 11.94%
Turnover Alt %[2] 0.04%
Time Held Top 20 10.3 quarters
Time Held Top 10 8.7 quarters
Time Held All 8.78 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-03-31

13F Sector Allocation Over Time

2024-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-03-31

Portfolio Performance