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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
KVUE icon
301
Kenvue
KVUE
$37.1B
$4.85M 0.05%
230,999
+9,660
+4% +$220K
RJF icon
302
Raymond James Financial
RJF
$33.9B
$4.85M 0.05%
31,527
+2,298
+8% +$329K
TSCO icon
303
Tractor Supply
TSCO
$16B
$4.84M 0.05%
91,651
+18,611
+25% +$952K
WSM icon
304
Williams-Sonoma
WSM
$27.2B
$4.8M 0.05%
29,373
-880
-3% -$138K
NTAP icon
305
NetApp
NTAP
$34.8B
$4.78M 0.05%
44,891
+20,259
+82% +$1.92M
CHD icon
306
Church & Dwight Co
CHD
$23.4B
$4.78M 0.05%
49,766
+3,543
+8% +$349K
SRE icon
307
Sempra
SRE
$58.4B
$4.77M 0.05%
62,900
+15,817
+34% +$1.17M
TTWO icon
308
Take-Two Interactive
TTWO
$44.7B
$4.75M 0.05%
19,549
+3,757
+24% +$846K
EPD icon
309
Enterprise Products Partners
EPD
$82.1B
$4.7M 0.05%
151,631
+9,979
+7% +$311K
EQT icon
310
EQT Corp
EQT
$33.1B
$4.69M 0.05%
80,453
+11,779
+17% +$636K
DELL icon
311
Dell
DELL
$261B
$4.69M 0.05%
38,244
+10,193
+36% +$1.04M
DD icon
312
DuPont de Nemours
DD
$18.6B
$4.66M 0.05%
54,049
+3,686
+7% +$306K
PSA icon
313
Public Storage
PSA
$60.2B
$4.62M 0.05%
15,738
+2,973
+23% +$880K
SYY icon
314
Sysco
SYY
$40.8B
$4.61M 0.05%
60,807
+8,758
+17% +$636K
SNY icon
315
Sanofi
SNY
$103B
$4.58M 0.05%
94,856
-2,186
-2% -$112K
FITB
316
Fifth Third Bancorp
FITB
$51.3B
$4.58M 0.05%
111,354
+14,056
+14% +$527K
AME icon
317
Ametek
AME
$55.6B
$4.58M 0.05%
25,271
+2,119
+9% +$365K
K
318
DELISTED
Kellanova
K
$4.57M 0.05%
57,452
+4,466
+8% +$365K
IVV icon
319
iShares Core S&P 500 ETF
IVV
$874B
$4.57M 0.05%
7,358
+645
+10% +$370K
A icon
320
Agilent Technologies
A
$38.8B
$4.56M 0.05%
38,660
+10,567
+38% +$1.17M
EME icon
321
Emcor
EME
$35.7B
$4.55M 0.05%
8,508
+544
+7% +$240K
OTIS icon
322
Otis Worldwide
OTIS
$27.4B
$4.52M 0.05%
45,528
+902
+2% +$87.1K
NUE icon
323
Nucor
NUE
$58.5B
$4.45M 0.05%
34,323
-4,992
-13% -$583K
DAL icon
324
Delta Air Lines
DAL
$57.8B
$4.44M 0.05%
90,381
+14,801
+20% +$680K
XEL icon
325
Xcel Energy
XEL
$49.1B
$4.44M 0.05%
65,231
+14,025
+27% +$973K
11 12
13
14 15

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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
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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.