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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
GDDY icon
326
GoDaddy
GDDY
$11.6B
$3.47M 0.05%
19,282
+594
+3% +$113K
VT icon
327
Vanguard Total World Stock ETF
VT
$77.7B
$3.46M 0.05%
29,874
-13,578
-31% -$1.62M
EVRG icon
328
Evergy
EVRG
$19.2B
$3.46M 0.05%
50,222
+1,514
+3% +$99.1K
BR icon
329
Broadridge
BR
$18.1B
$3.4M 0.05%
14,043
+1,448
+11% +$341K
VEEV icon
330
Veeva Systems
VEEV
$33.7B
$3.39M 0.05%
14,632
+2,049
+16% +$468K
CSGP icon
331
CoStar Group
CSGP
$12B
$3.38M 0.05%
42,641
+10,807
+34% +$822K
HPQ icon
332
HP
HPQ
$24.8B
$3.37M 0.05%
121,795
+10,831
+10% +$343K
KEYS icon
333
Keysight
KEYS
$54.8B
$3.37M 0.05%
22,500
+3,534
+19% +$584K
SRE icon
334
Sempra
SRE
$57.7B
$3.36M 0.05%
47,083
-3,691
-7% -$288K
SFM icon
335
Sprouts Farmers Market
SFM
$8.37B
$3.35M 0.05%
21,921
+654
+3% +$97.5K
TROW icon
336
T. Rowe Price
TROW
$24.3B
$3.32M 0.05%
36,188
+3,852
+12% +$407K
WCN
337
Waste Connections
WCN
$42.1B
$3.32M 0.05%
16,994
+2,202
+15% +$408K
WIT icon
338
Wipro
WIT
$20.4B
$3.31M 0.05%
1,080,617
-53,025
-5% -$181K
DAL icon
339
Delta Air Lines
DAL
$60B
$3.3M 0.05%
75,580
+810
+1% +$48K
VTR icon
340
Ventas
VTR
$47.7B
$3.29M 0.05%
47,894
+3,480
+8% +$222K
PARA
341
DELISTED
Paramount Global Class B
PARA
$3.29M 0.05%
275,253
+67,035
+32% +$749K
A icon
342
Agilent Technologies
A
$39.2B
$3.29M 0.05%
28,093
-6,589
-19% -$888K
MTD icon
343
Mettler-Toledo International
MTD
$28.9B
$3.28M 0.05%
2,777
+57
+2% +$72.8K
TTWO icon
344
Take-Two Interactive
TTWO
$46B
$3.27M 0.05%
15,792
+2,909
+23% +$581K
GEHC icon
345
GE HealthCare
GEHC
$31.2B
$3.26M 0.05%
40,359
+4,875
+14% +$419K
IX icon
346
ORIX
IX
$43.9B
$3.26M 0.05%
155,816
+11,916
+8% +$250K
LEN icon
347
Lennar Class A
LEN
$20.3B
$3.25M 0.05%
28,336
+3,856
+16% +$482K
LULU icon
348
lululemon athletica
LULU
$13.7B
$3.25M 0.05%
11,485
+174
+2% +$63.8K
TEAM icon
349
Atlassian
TEAM
$26.2B
$3.24M 0.05%
15,269
+1,926
+14% +$508K
BBY icon
350
Best Buy
BBY
$17.7B
$3.19M 0.05%
43,389
-2,337
-5% -$193K
12 13
14
15 16

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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 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.