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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
RDY icon
326
Dr. Reddy's Laboratories
RDY
$9.8B
$4.43M 0.05%
294,709
+111,691
+61% +$1.59M
BKR icon
327
Baker Hughes
BKR
$59.6B
$4.41M 0.05%
115,110
+8,023
+7% +$303K
BHP icon
328
BHP
BHP
$213B
$4.41M 0.05%
91,591
+6,318
+7% +$304K
NDAQ icon
329
Nasdaq
NDAQ
$53B
$4.4M 0.05%
49,159
+8,476
+21% +$677K
BIIB icon
330
Biogen
BIIB
$29.9B
$4.39M 0.05%
34,928
+13,226
+61% +$1.65M
ALNY icon
331
Alnylam Pharmaceuticals
ALNY
$27.3B
$4.37M 0.05%
13,390
+4,302
+47% +$1.19M
VICI icon
332
VICI Properties
VICI
$28.9B
$4.36M 0.05%
133,707
+14,283
+12% +$455K
VEEV icon
333
Veeva Systems
VEEV
$33B
$4.34M 0.05%
15,051
+419
+3% +$104K
HPQ icon
334
HP
HPQ
$24.4B
$4.31M 0.05%
176,249
+54,454
+45% +$1.39M
WEC icon
335
WEC Energy
WEC
$35.8B
$4.3M 0.05%
41,253
+8,873
+27% +$944K
ING icon
336
ING
ING
$99B
$4.29M 0.05%
195,984
+17,848
+10% +$360K
KEYS icon
337
Keysight
KEYS
$54.6B
$4.26M 0.05%
25,965
+3,465
+15% +$528K
HUBB icon
338
Hubbell
HUBB
$25.1B
$4.25M 0.05%
10,413
+1,248
+14% +$463K
IQV icon
339
IQVIA
IQV
$38.4B
$4.25M 0.05%
26,961
+10,980
+69% +$1.65M
VMC icon
340
Vulcan Materials
VMC
$35.1B
$4.24M 0.05%
16,272
+4,252
+35% +$1.09M
KB icon
341
KB Financial Group
KB
$41.3B
$4.22M 0.05%
51,141
+7,864
+18% +$532K
ZS icon
342
Zscaler
ZS
$23.8B
$4.21M 0.05%
13,424
+1,738
+15% +$433K
CLS icon
343
Celestica
CLS
$40.1B
$4.16M 0.05%
26,655
+761
+3% +$80.9K
ES icon
344
Eversource Energy
ES
$27B
$4.16M 0.05%
65,319
-1,597
-2% -$98.4K
F icon
345
Ford
F
$57.7B
$4.1M 0.05%
378,021
+92,183
+32% +$939K
TTD icon
346
Trade Desk
TTD
$8.4B
$4.1M 0.05%
56,939
+16,182
+40% +$1.03M
IX icon
347
ORIX
IX
$43.8B
$4.09M 0.05%
181,457
+25,641
+16% +$526K
ABNB icon
348
Airbnb
ABNB
$89.9B
$4.08M 0.05%
30,813
-2,076
-6% -$263K
RF icon
349
Regions Financial
RF
$26.3B
$4.08M 0.05%
173,410
+39,113
+29% +$828K
SLB icon
350
SLB Ltd
SLB
$72B
$4.06M 0.05%
120,080
-22,962
-16% -$796K
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 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.