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VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC

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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 119 clients and discretionary assets under management (AUM) of $2,733,810,259 (Form ADV from 2023-08-24). Their last reported 13F filing for Q4 2023 included $3,853,945,904 in managed 13F securities and a top 10 holdings concentration of 26.62%. Vanguard Personalized Indexing Management's largest holding is Apple Inc with shares held of 1,337,192. Whalewisdom has at least 19 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

2023-12-31

Top Buys (13F)

Name % Change
MSFT Microsoft Corp. 0.53%
AMZN Amazon.com Inc. 0.36%
AAPL Apple Inc 0.19%
AVGO Broadcom Ltd. (Avago 0.17%
AMD Advanced Micro Devic 0.14%

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
AAPL Apple Inc 6.68%
MSFT Microsoft Corp. 6.2%
AMZN Amazon.com Inc. 2.8%
NVDA NVIDIA Corp. 2.64%
GOOGL Alphabet Inc. Class 2.09%

2023-12-31

13F Activity

Market Value $3.85b, Prior: $3.35b
New Purchases 178 stocks
Added To 798 stocks
Sold out of 124 stocks
Reduced holdings in 557 stocks
Top 10 Holdings % 26.62%
Turnover %[1] 19.67%
Turnover Alt %[2] 5.52%
Time Held Top 20 9.35 quarters
Time Held Top 10 8.1 quarters
Time Held All 8.22 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.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance