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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
SAN icon
251
Banco Santander
SAN
$202B
$5.92M 0.07%
713,288
+114,468
+19% +$851K
UL icon
252
Unilever
UL
$137B
$5.91M 0.07%
85,838
+15,704
+22% +$1.1M
CPRT icon
253
Copart
CPRT
$26.8B
$5.87M 0.07%
119,525
+8,002
+7% +$448K
OXY icon
254
Occidental Petroleum
OXY
$55.9B
$5.84M 0.07%
139,086
+60,793
+78% +$2.54M
AWK icon
255
American Water Works
AWK
$26.8B
$5.8M 0.07%
41,673
+3,829
+10% +$549K
CTSH icon
256
Cognizant
CTSH
$24.2B
$5.8M 0.07%
74,255
-1,352
-2% -$104K
SYF icon
257
Synchrony
SYF
$24.7B
$5.78M 0.07%
86,668
+14,684
+20% +$821K
RELX icon
258
RELX
RELX
$61.6B
$5.77M 0.07%
106,180
+14,807
+16% +$783K
DHI icon
259
D.R. Horton
DHI
$40.1B
$5.75M 0.06%
44,568
+5,430
+14% +$669K
STT icon
260
State Street
STT
$50.6B
$5.7M 0.06%
53,590
+9,334
+21% +$863K
REGN icon
261
Regeneron Pharmaceuticals
REGN
$76.1B
$5.7M 0.06%
10,853
+792
+8% +$442K
MSCI icon
262
MSCI
MSCI
$41.7B
$5.65M 0.06%
9,799
+223
+2% +$123K
SNOW icon
263
Snowflake
SNOW
$103B
$5.63M 0.06%
25,151
+4,415
+21% +$798K
TGT icon
264
Target
TGT
$65B
$5.62M 0.06%
56,951
+9,309
+20% +$894K
TFC icon
265
Truist Financial
TFC
$63.5B
$5.52M 0.06%
128,417
-2,313
-2% -$90.5K
CHT icon
266
Chunghwa Telecom
CHT
$33.1B
$5.52M 0.06%
118,456
+17,865
+18% +$761K
HOOD icon
267
Robinhood
HOOD
$76.7B
$5.49M 0.06%
58,609
+13,477
+30% +$798K
ETR icon
268
Entergy
ETR
$50.6B
$5.48M 0.06%
65,975
+6,907
+12% +$570K
GRMN
269
Garmin
GRMN
$56.8B
$5.47M 0.06%
26,193
+304
+1% +$60.3K
ROST icon
270
Ross Stores
ROST
$80.5B
$5.45M 0.06%
42,676
+8,040
+23% +$1.12M
HPE icon
271
Hewlett Packard
HPE
$63.3B
$5.4M 0.06%
264,070
+73,967
+39% +$1.24M
MCHP icon
272
Microchip Technology
MCHP
$41.1B
$5.4M 0.06%
76,714
+12,884
+20% +$708K
FIS icon
273
Fidelity National Information Services
FIS
$23.2B
$5.39M 0.06%
66,210
+17,611
+36% +$1.37M
SCHX icon
274
Schwab US Large- Cap ETF
SCHX
$71.4B
$5.38M 0.06%
219,964
-4,358
-2% -$98.5K
TRGP icon
275
Targa Resources
TRGP
$57.7B
$5.35M 0.06%
30,719
-410
-1% -$68.9K
9 10
11
12 13

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ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
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
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

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.