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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
MFG icon
351
Mizuho Financial
MFG
$127B
$4.04M 0.05%
727,006
+43,100
+6% +$224K
MLM icon
352
Martin Marietta Materials
MLM
$31.5B
$3.95M 0.04%
7,180
+1,658
+30% +$876K
NXPI icon
353
NXP Semiconductors
NXPI
$57.8B
$3.93M 0.04%
18,004
+2,151
+14% +$420K
ULTA icon
354
Ulta Beauty
ULTA
$22B
$3.92M 0.04%
8,380
+2,242
+37% +$927K
HUBS icon
355
HubSpot
HUBS
$12.2B
$3.92M 0.04%
7,036
+225
+3% +$132K
IRM icon
356
Iron Mountain
IRM
$36.4B
$3.9M 0.04%
37,986
+12,842
+51% +$1.21M
WAB icon
357
Wabtec
WAB
$49.1B
$3.9M 0.04%
18,619
+3,449
+23% +$663K
LEN icon
358
Lennar Class A
LEN
$19.8B
$3.88M 0.04%
35,116
+6,780
+24% +$735K
DXCM icon
359
DexCom
DXCM
$31.5B
$3.86M 0.04%
44,260
+5,763
+15% +$452K
GDDY icon
360
GoDaddy
GDDY
$11B
$3.86M 0.04%
21,430
+2,148
+11% +$385K
DVN icon
361
Devon Energy
DVN
$52.1B
$3.85M 0.04%
121,172
-20,626
-15% -$657K
DOV icon
362
Dover
DOV
$27.6B
$3.85M 0.04%
20,998
+5,344
+34% +$930K
IR icon
363
Ingersoll Rand
IR
$32.6B
$3.84M 0.04%
46,046
+6,642
+17% +$523K
CDW icon
364
CDW
CDW
$18.9B
$3.81M 0.04%
21,328
+7,644
+56% +$1.3M
SMFG icon
365
Sumitomo Mitsui Financial
SMFG
$164B
$3.8M 0.04%
251,199
+5,857
+2% +$84.2K
PARA
366
DELISTED
Paramount Global Class B
PARA
$3.78M 0.04%
292,730
+17,477
+6% +$205K
PPL
367
PPL Corp
PPL
$26.5B
$3.78M 0.04%
111,392
+7,032
+7% +$245K
SFM icon
368
Sprouts Farmers Market
SFM
$8.13B
$3.75M 0.04%
22,764
+843
+4% +$138K
EFX icon
369
Equifax
EFX
$20.3B
$3.73M 0.04%
14,379
+2,548
+22% +$648K
BDX icon
370
Becton Dickinson
BDX
$45.6B
$3.7M 0.04%
21,493
+3,637
+20% +$667K
BR icon
371
Broadridge
BR
$17.8B
$3.66M 0.04%
15,062
+1,019
+7% +$242K
EVRG icon
372
Evergy
EVRG
$19.1B
$3.66M 0.04%
53,063
+2,841
+6% +$191K
ADM icon
373
Archer Daniels Midland
ADM
$38.2B
$3.65M 0.04%
69,082
+25,313
+58% +$1.23M
MTB icon
374
M&T Bank
MTB
$35.7B
$3.64M 0.04%
18,709
+3,272
+21% +$577K
WIT icon
375
Wipro
WIT
$19.6B
$3.63M 0.04%
1,202,675
+122,058
+11% +$355K
13 14
15
16 17

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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.