Long-term investor
Vanguard Personalized Indexing Management, LLC @vanguardpersonalizedinde
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001767306).
Record
- Tracked since 2025-06-30 (434 days), 28 trades recorded
- Returns: week n/a · month n/a · 90 days +8.6% · 6 months +6.2% · 1 year +14.2% · all +14.2%
- Max drawdown -4.2% · Sharpe 0.74 · win rate 27% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 6.3% · long · since 2025-06-30
- AAPL · 5.9% · long · since 2025-06-30
- GOOGL · 3.6% · long · since 2025-06-30
- MSFT · 3.4% · long · since 2025-06-30
- AMZN · 2.9% · long · since 2025-06-30
- AVGO · 2.6% · long · since 2025-06-30
- MU · 1.7% · long · since 2025-06-30
- GOOG · 1.6% · long · since 2025-06-30
- META · 1.5% · long · since 2025-06-30
- LLY · 1.5% · long · since 2025-06-30
- JPM · 1.5% · long · since 2025-06-30
- TSLA · 1.4% · long · since 2025-06-30