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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
-2.18%
1 Year Est. Return
+34.45%
3 Year Est. Return
+115.18%
5 Year Est. Return
+162.91%
10 Year Est. Return
–
AUM
$6.78B
AUM Growth
+$161M
Cap. Flow
+$481M
Cap. Flow %
7.09%
Top 10 Hldgs %
28.84%
Holding
1,935
New
130
Increased
1,229
Reduced
459
Closed
96

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$28.4M
2
NVDA icon
NVIDIA
NVDA
+$15.3M
3
AMZN icon
Amazon
AMZN
+$13.1M
4
JNJ icon
Johnson & Johnson
JNJ
+$10.8M
5
META icon
Meta Platforms (Facebook)
META
+$9.51M

Top Sells

Rank Stock Value
1
SUM
Summit Materials, Inc. Class A Common Stock
SUM
+$1.66M
2
VT icon
Vanguard Total World Stock ETF
VT
+$1.62M
3
GIS icon
General Mills
GIS
+$1.25M
4
ALTM
Arcadium Lithium plc
ALTM
+$1.08M
5
LMT icon
Lockheed Martin
LMT
+$916K

Sector Composition

Rank Sector Weight
1 Technology 29.41%
2 Financials 14.96%
3 Healthcare 10.99%
4 Consumer Discretionary 10.14%
5 Communication Services 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HDB icon
301
HDFC Bank
HDB
$123B
$3.83M 0.06%
115,302
+410
+0.4% +$12.5K
PSA icon
302
Public Storage
PSA
$60.8B
$3.82M 0.06%
12,765
+1,047
+9% +$313K
FITB
303
Fifth Third Bancorp
FITB
$51.3B
$3.81M 0.06%
97,298
+6,558
+7% +$277K
SYF icon
304
Synchrony
SYF
$25.1B
$3.81M 0.06%
71,984
+5,096
+8% +$315K
DB icon
305
Deutsche Bank
DB
$69.4B
$3.81M 0.06%
159,797
+16,112
+11% +$338K
SMFG icon
306
Sumitomo Mitsui Financial
SMFG
$160B
$3.79M 0.06%
245,342
+20,386
+9% +$310K
IVV icon
307
iShares Core S&P 500 ETF
IVV
$881B
$3.77M 0.06%
6,713
+1,215
+22% +$717K
APO icon
308
Apollo Global Management
APO
$73.5B
$3.77M 0.06%
27,539
+5,115
+23% +$787K
PPL
309
PPL Corp
PPL
$26.5B
$3.77M 0.06%
104,360
+7,470
+8% +$253K
MFG icon
310
Mizuho Financial
MFG
$125B
$3.77M 0.06%
683,906
+46,104
+7% +$254K
BP icon
311
BP
BP
$114B
$3.74M 0.06%
110,545
+9,795
+10% +$320K
CRWD icon
312
CrowdStrike
CRWD
$201B
$3.72M 0.05%
42,244
+2,260
+6% +$215K
EQT icon
313
EQT Corp
EQT
$33.4B
$3.67M 0.05%
68,674
+3,795
+6% +$194K
FIS icon
314
Fidelity National Information Services
FIS
$23.4B
$3.63M 0.05%
48,599
+6,356
+15% +$478K
XEL icon
315
Xcel Energy
XEL
$48.8B
$3.62M 0.05%
51,206
+2,204
+4% +$150K
EXPD icon
316
Expeditors International
EXPD
$22B
$3.62M 0.05%
30,117
+4,472
+17% +$515K
RACE icon
317
Ferrari
RACE
$69.9B
$3.59M 0.05%
8,379
+1,893
+29% +$851K
PODD icon
318
Insulet
PODD
$11.6B
$3.57M 0.05%
13,610
+500
+4% +$135K
WTW icon
319
Willis Towers Watson
WTW
$31.4B
$3.56M 0.05%
10,528
+398
+4% +$130K
WEC icon
320
WEC Energy
WEC
$35.7B
$3.53M 0.05%
32,380
+1,889
+6% +$193K
ROK icon
321
Rockwell Automation
ROK
$54.1B
$3.53M 0.05%
13,647
+501
+4% +$139K
OC icon
322
Owens Corning
OC
$11.5B
$3.51M 0.05%
24,600
+2,989
+14% +$494K
UAL icon
323
United Airlines
UAL
$41.7B
$3.5M 0.05%
50,729
+1,922
+4% +$182K
IT icon
324
Gartner
IT
$10.1B
$3.5M 0.05%
8,334
+285
+4% +$140K
ING icon
325
ING
ING
$100B
$3.49M 0.05%
178,136
+34,444
+24% +$612K
11 12
13
14 15

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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
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Vanguard Personalized Indexing Management's Q1 2025 Portfolio in Review

As of Q1 2025, Vanguard Personalized Indexing Management held 1,935 positions worth $6.78B, up 2.4% from $6.62B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Vanguard Personalized Indexing Management deployed $481M of net new capital in Q1 2025, opening 130 new positions and adding to 1,229 existing holdings. Its largest new stake was Vanguard Morningstar Value ETF: 7,508 shares worth $1.3M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 32% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Vanguard Total World Stock ETF, an estimated $1.62M trimmed.

  • Vanguard Personalized Indexing Management's largest Q1 2025 buy was Vanguard Morningstar Value ETF: 7,508 shares worth $1.3M.
  • Vanguard Personalized Indexing Management added most to Apple in Q1 2025, an estimated $28.4M increase.
  • Vanguard Personalized Indexing Management's biggest Q1 2025 reduction was Vanguard Total World Stock ETF, cutting an estimated $1.62M.
  • Vanguard Personalized Indexing Management fully exited Summit Materials, Inc. Class A Common Stock in Q1 2025, selling an estimated $1.66M.
  • Vanguard Personalized Indexing Management's ten largest holdings make up 29% of its $6.78B portfolio in Q1 2025.
  • Vanguard Personalized Indexing Management opened 130 new positions and closed 96 in Q1 2025.
  • Vanguard Personalized Indexing Management's portfolio value rose 2.4% quarter-over-quarter to $6.78B.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2025, filed 14 May 2025.