
Vanguard Personalized Indexing Management, LLC
CIK Number: 0001767306
6.62B
Market Value
1,752
# of Holdings
10 months
Avg. Holding Period
39.93%
Win Rate
69.61%
Peformance 3-Years
Main Sectors:
Top Industries:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | AAPL | Apple Inc. | 213.19 | +0.32% | 1.79M | +4.60% | 447.89M | 167.34 | 6.76% |
2 | NVDA | NVIDIA Corporat... | 111.60 | +2.46% | 2.82M | +5.49% | 378.34M | 49.37 | 5.71% |
3 | MSFT | Microsoft Corpo... | 425.29 | +7.60% | 875.88K | +5.08% | 369.18M | 321.92 | 5.58% |
4 | AMZN | Amazon.com, Inc... | 189.93 | +2.99% | 1.05M | +8.24% | 229.82M | 154.98 | 3.47% |
5 | GOOGL | Alphabet Inc. | 161.23 | +1.53% | 859.24K | +8.60% | 162.65M | 135.4 | 2.46% |
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- Up to 30 years financial history
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