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VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $10.2B
1-Year Est. Return 34.45%
This Fund
S&P 500
This Quarter Est. Return
+15.09%
1 Year Est. Return
+34.45%
3 Year Est. Return
+115.18%
5 Year Est. Return
+162.91%
10 Year Est. Return
–
AUM
$8.86B
AUM Growth
+$2.08B
Cap. Flow
+$1.22B
Cap. Flow %
13.81%
Top 10 Hldgs %
31.49%
Holding
2,054
New
215
Increased
1,370
Reduced
347
Closed
109

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$91M
2
NVDA icon
NVIDIA
NVDA
+$68M
3
AAPL icon
Apple
AAPL
+$44M
4
AMZN icon
Amazon
AMZN
+$39.4M
5
AVGO icon
Broadcom
AVGO
+$32.2M

Top Sells

Rank Stock Value
1
DFS
Discover Financial Services
DFS
+$6.47M
2
VT icon
Vanguard Total World Stock ETF
VT
+$2.83M
3
CVX icon
Chevron
CVX
+$1.54M
4
X
US Steel
X
+$1.1M
5
IYW icon
iShares US Technology ETF
IYW
+$1.1M

Sector Composition

Rank Sector Weight
1 Technology 32.75%
2 Financials 14.43%
3 Consumer Discretionary 10.16%
4 Healthcare 9.26%
5 Communication Services 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VLO icon
226
Valero Energy
VLO
$92.6B
$6.62M 0.07%
49,195
+7,879
+19% +$982K
MPWR icon
227
Monolithic Power Systems
MPWR
$64.7B
$6.58M 0.07%
9,002
+2,379
+36% +$1.52M
NEM icon
228
Newmont
NEM
$101B
$6.56M 0.07%
112,452
+28,543
+34% +$1.52M
EW icon
229
Edwards Lifesciences
EW
$50B
$6.49M 0.07%
82,969
+19,826
+31% +$1.48M
EA icon
230
Electronic Arts
EA
$52.9B
$6.47M 0.07%
40,483
+10,453
+35% +$1.55M
FCX icon
231
Freeport-McMoran
FCX
$91.2B
$6.47M 0.07%
149,162
+27,570
+23% +$1.05M
SHOP icon
232
Shopify
SHOP
$159B
$6.37M 0.07%
55,248
+6,827
+14% +$683K
FERG icon
233
Ferguson
FERG
$43.9B
$6.37M 0.07%
29,222
+3,999
+16% +$736K
VWO icon
234
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$6.33M 0.07%
+128,038
New +$5.94M
PSX icon
235
Phillips 66
PSX
$84.4B
$6.32M 0.07%
52,947
+8,461
+19% +$948K
CTVA icon
236
Corteva
CTVA
$59.8B
$6.32M 0.07%
84,398
+18,456
+28% +$1.23M
MRVL icon
237
Marvell Technology
MRVL
$165B
$6.23M 0.07%
80,445
+4,117
+5% +$257K
RY icon
238
Royal Bank of Canada
RY
$292B
$6.2M 0.07%
47,097
+11,865
+34% +$1.45M
PEG icon
239
Public Service Enterprise Group
PEG
$38.6B
$6.19M 0.07%
73,542
+13,540
+23% +$1.09M
CCI icon
240
Crown Castle
CCI
$33.4B
$6.15M 0.07%
59,794
+15,970
+36% +$1.62M
UBS icon
241
UBS Group
UBS
$175B
$6.13M 0.07%
181,097
-10,180
-5% -$315K
XYL icon
242
Xylem
XYL
$27.3B
$6.11M 0.07%
47,256
+206
+0.4% +$24.9K
CRH icon
243
CRH
CRH
$63.9B
$6.08M 0.07%
66,284
+7,746
+13% +$707K
LNG icon
244
Cheniere Energy
LNG
$54.1B
$6.07M 0.07%
24,932
+2,984
+14% +$691K
YUM icon
245
Yum! Brands
YUM
$43.3B
$6.06M 0.07%
40,890
+3,092
+8% +$451K
CHTR icon
246
Charter Communications
CHTR
$16.9B
$6.03M 0.07%
14,691
+2,990
+26% +$1.14M
USB icon
247
US Bancorp
USB
$98B
$6.01M 0.07%
132,777
+8,904
+7% +$374K
TTE icon
248
TotalEnergies
TTE
$193B
$6M 0.07%
97,713
+4,270
+5% +$253K
WDAY icon
249
Workday
WDAY
$39B
$5.95M 0.07%
24,763
+2,024
+9% +$493K
UNM icon
250
Unum
UNM
$13.7B
$5.95M 0.07%
73,624
+11,513
+19% +$909K
8 9
10
11 12

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IIM
INTECH Investment Management West Palm Beach, Florida $10.2B AUM 28.14% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RI
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WAM
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HRCM
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Vanguard Personalized Indexing Management's Q2 2025 Portfolio in Review

As of Q2 2025, Vanguard Personalized Indexing Management held 2,054 positions worth $8.86B, up 31% from $6.78B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Vanguard Personalized Indexing Management deployed $1.22B of net new capital in Q2 2025, opening 215 new positions and adding to 1,370 existing holdings. Its largest new stake was Vanguard FTSE Emerging Markets ETF: 128,038 shares worth $6.33M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 29% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard Total World Stock ETF, an estimated $2.83M trimmed.

  • Vanguard Personalized Indexing Management's largest Q2 2025 buy was Vanguard FTSE Emerging Markets ETF: 128,038 shares worth $6.33M.
  • Vanguard Personalized Indexing Management added most to Microsoft in Q2 2025, an estimated $91M increase.
  • Vanguard Personalized Indexing Management's biggest Q2 2025 reduction was Vanguard Total World Stock ETF, cutting an estimated $2.83M.
  • Vanguard Personalized Indexing Management fully exited Discover Financial Services in Q2 2025, selling an estimated $6.47M.
  • Vanguard Personalized Indexing Management's ten largest holdings make up 31% of its $8.86B portfolio in Q2 2025.
  • Vanguard Personalized Indexing Management opened 215 new positions and closed 109 in Q2 2025.
  • Vanguard Personalized Indexing Management's portfolio value rose 31% quarter-over-quarter to $8.86B.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2025, filed 25 Jul 2025.