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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
OKE icon
276
Oneok
OKE
$56.1B
$5.31M 0.06%
65,005
+7,116
+12% +$593K
JBL icon
277
Jabil
JBL
$32.3B
$5.28M 0.06%
24,215
+2,539
+12% +$412K
SPY icon
278
State Street SPDR S&P 500 ETF Trust
SPY
$784B
$5.26M 0.06%
8,481
-283
-3% -$162K
STX icon
279
Seagate
STX
$193B
$5.24M 0.06%
36,310
+8,942
+33% +$926K
ITT icon
280
ITT
ITT
$17.3B
$5.22M 0.06%
33,268
+1,010
+3% +$144K
RACE icon
281
Ferrari
RACE
$69.9B
$5.21M 0.06%
10,599
+2,220
+26% +$1.03M
DB icon
282
Deutsche Bank
DB
$69.6B
$5.2M 0.06%
177,433
+17,636
+11% +$466K
ODFL icon
283
Old Dominion Freight Line
ODFL
$44.2B
$5.2M 0.06%
31,959
+3,430
+12% +$547K
RS icon
284
Reliance Steel & Aluminium
RS
$20.5B
$5.1M 0.06%
16,241
+264
+2% +$77.9K
GIS icon
285
General Mills
GIS
$19.4B
$5.08M 0.06%
98,012
+13,177
+16% +$727K
NRG icon
286
NRG Energy
NRG
$28.3B
$5.07M 0.06%
31,595
+6,670
+27% +$879K
CVNA icon
287
Carvana
CVNA
$67.6B
$5.06M 0.06%
75,150
+8,845
+13% +$485K
APO icon
288
Apollo Global Management
APO
$69.3B
$5.05M 0.06%
35,578
+8,039
+29% +$1.07M
BBVA icon
289
Banco Bilbao Vizcaya Argentaria
BBVA
$152B
$5.02M 0.06%
326,727
+42,446
+15% +$611K
WF icon
290
Woori Financial
WF
$17.1B
$5.01M 0.06%
100,704
+22,000
+28% +$870K
PHM icon
291
Pultegroup
PHM
$24.5B
$4.95M 0.06%
46,949
+4,677
+11% +$471K
RBLX icon
292
Roblox
RBLX
$34.8B
$4.92M 0.06%
46,804
+10,138
+28% +$796K
ROK icon
293
Rockwell Automation
ROK
$52.4B
$4.92M 0.06%
14,748
+1,101
+8% +$314K
PODD icon
294
Insulet
PODD
$11.5B
$4.92M 0.06%
15,653
+2,043
+15% +$590K
UAL icon
295
United Airlines
UAL
$40.1B
$4.89M 0.06%
61,383
+10,654
+21% +$785K
HES
296
DELISTED
Hess
HES
$4.87M 0.06%
35,182
+5,379
+18% +$726K
VRT icon
297
Vertiv
VRT
$87.6B
$4.87M 0.06%
37,939
+4,541
+14% +$442K
TROW icon
298
T. Rowe Price
TROW
$25.6B
$4.86M 0.05%
50,370
+14,182
+39% +$1.3M
FANG icon
299
Diamondback Energy
FANG
$56.2B
$4.86M 0.05%
35,364
+8,530
+32% +$1.18M
ANSS
300
DELISTED
Ansys
ANSS
$4.85M 0.05%
13,818
+558
+4% +$183K
10 11
12
13 14

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ACA
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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
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.