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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
+4.71%
1 Year Est. Return
+34.45%
3 Year Est. Return
+115.18%
5 Year Est. Return
+162.91%
10 Year Est. Return
–
AUM
$6.62B
AUM Growth
+$411M
Cap. Flow
+$293M
Cap. Flow %
4.42%
Top 10 Hldgs %
32.47%
Holding
1,907
New
132
Increased
1,118
Reduced
537
Closed
101

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$20.2M
2
AAPL icon
Apple
AAPL
+$18.5M
3
MSFT icon
Microsoft
MSFT
+$18M
4
AMZN icon
Amazon
AMZN
+$16.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.9M

Top Sells

Rank Stock Value
1
JNJ icon
Johnson & Johnson
JNJ
+$5.26M
2
MRO
Marathon Oil Corporation
MRO
+$4.52M
3
PEP icon
PepsiCo
PEP
+$3.5M
4
ADBE icon
Adobe
ADBE
+$2.57M
5
AGR
Avangrid, Inc.
AGR
+$2.45M

Sector Composition

Rank Sector Weight
1 Technology 32.04%
2 Financials 13.81%
3 Consumer Discretionary 11.16%
4 Healthcare 9.78%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NET icon
301
Cloudflare
NET
$99B
$3.69M 0.06%
34,252
+2,000
+6% +$195K
OC icon
302
Owens Corning
OC
$11.2B
$3.68M 0.06%
21,611
-167
-0.8% -$31.2K
HDB icon
303
HDFC Bank
HDB
$123B
$3.67M 0.06%
114,892
+13,032
+13% +$417K
TROW icon
304
T. Rowe Price
TROW
$23.9B
$3.66M 0.06%
32,336
+6,173
+24% +$715K
CHT icon
305
Chunghwa Telecom
CHT
$33.1B
$3.64M 0.06%
96,763
+22,678
+31% +$863K
HPQ icon
306
HP
HPQ
$24.9B
$3.62M 0.05%
110,964
+5,159
+5% +$185K
IQV icon
307
IQVIA
IQV
$38.7B
$3.58M 0.05%
18,229
-1,202
-6% -$253K
RELX icon
308
RELX
RELX
$61.8B
$3.57M 0.05%
78,507
+4,689
+6% +$220K
ES icon
309
Eversource Energy
ES
$26.9B
$3.56M 0.05%
61,981
+6,132
+11% +$382K
WST icon
310
West Pharmaceutical
WST
$24B
$3.55M 0.05%
10,832
+2,906
+37% +$915K
CTVA icon
311
Corteva
CTVA
$52.6B
$3.54M 0.05%
62,164
+3,773
+6% +$223K
PSA icon
312
Public Storage
PSA
$60.5B
$3.51M 0.05%
11,718
+199
+2% +$66K
SNY icon
313
Sanofi
SNY
$103B
$3.48M 0.05%
72,217
-7,204
-9% -$366K
TSCO icon
314
Tractor Supply
TSCO
$16.1B
$3.46M 0.05%
65,244
+2,424
+4% +$137K
MSTR icon
315
Strategy Inc
MSTR
$34.1B
$3.44M 0.05%
11,884
+2,598
+28% +$782K
ABNB icon
316
Airbnb
ABNB
$89.9B
$3.43M 0.05%
26,095
-35
-0.1% -$4.71K
EME icon
317
Emcor
EME
$35.2B
$3.42M 0.05%
7,545
+398
+6% +$188K
PODD icon
318
Insulet
PODD
$11.5B
$3.42M 0.05%
13,110
+388
+3% +$97.7K
CRWD icon
319
CrowdStrike
CRWD
$194B
$3.42M 0.05%
39,984
+4,668
+13% +$388K
FIS icon
320
Fidelity National Information Services
FIS
$23.1B
$3.41M 0.05%
42,243
+4,164
+11% +$359K
HES
321
DELISTED
Hess
HES
$3.41M 0.05%
25,641
-1,245
-5% -$174K
VRT icon
322
Vertiv
VRT
$93B
$3.41M 0.05%
29,991
+3,058
+11% +$363K
IR icon
323
Ingersoll Rand
IR
$32.6B
$3.37M 0.05%
37,247
+3,529
+10% +$351K
MTD icon
324
Mettler-Toledo International
MTD
$28.6B
$3.33M 0.05%
2,720
+81
+3% +$106K
BIIB icon
325
Biogen
BIIB
$30B
$3.31M 0.05%
21,658
+10,359
+92% +$1.75M
11 12
13
14 15

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IIM
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GI
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OIA
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RA
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WAM
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HRCM
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Vanguard Personalized Indexing Management's Q4 2024 Portfolio in Review

As of Q4 2024, Vanguard Personalized Indexing Management held 1,907 positions worth $6.62B, up 6.6% from $6.21B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Vanguard Personalized Indexing Management deployed $293M of net new capital in Q4 2024, opening 132 new positions and adding to 1,118 existing holdings. Its largest new stake was Expand Energy Corp: 14,935 shares worth $1.49M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Johnson & Johnson, an estimated $5.26M trimmed.

  • Vanguard Personalized Indexing Management's largest Q4 2024 buy was Expand Energy Corp: 14,935 shares worth $1.49M.
  • Vanguard Personalized Indexing Management added most to NVIDIA in Q4 2024, an estimated $20.2M increase.
  • Vanguard Personalized Indexing Management's biggest Q4 2024 reduction was Johnson & Johnson, cutting an estimated $5.26M.
  • Vanguard Personalized Indexing Management fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $4.52M.
  • Vanguard Personalized Indexing Management's ten largest holdings make up 32% of its $6.62B portfolio in Q4 2024.
  • Vanguard Personalized Indexing Management opened 132 new positions and closed 101 in Q4 2024.
  • Vanguard Personalized Indexing Management's portfolio value rose 6.6% quarter-over-quarter to $6.62B.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2024, filed 10 Feb 2025.