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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
CP icon
376
Canadian Pacific Kansas City
CP
$78.2B
$2.89M 0.04%
41,111
+5,875
+17% +$447K
G icon
377
Genpact
G
$6.05B
$2.88M 0.04%
57,241
-2,492
-4% -$124K
EFX icon
378
Equifax
EFX
$20.6B
$2.88M 0.04%
11,831
+527
+5% +$132K
HUM icon
379
Humana
HUM
$44.3B
$2.87M 0.04%
10,837
+1,809
+20% +$489K
F icon
380
Ford
F
$57.7B
$2.87M 0.04%
285,838
+104,047
+57% +$1.02M
TYL icon
381
Tyler Technologies
TYL
$12.7B
$2.86M 0.04%
4,924
+634
+15% +$377K
AVB icon
382
AvalonBay Communities
AVB
$26.7B
$2.85M 0.04%
13,265
-373
-3% -$81K
KDP icon
383
Keurig Dr Pepper
KDP
$42.1B
$2.84M 0.04%
82,867
-1,019
-1% -$33.1K
IQV icon
384
IQVIA
IQV
$38.3B
$2.82M 0.04%
15,981
-2,248
-12% -$436K
CTRA
385
DELISTED
Coterra Energy
CTRA
$2.81M 0.04%
97,399
+451
+0.5% +$12.6K
VMC icon
386
Vulcan Materials
VMC
$36.3B
$2.8M 0.04%
12,020
+1,025
+9% +$260K
MOH icon
387
Molina Healthcare
MOH
$10.2B
$2.8M 0.04%
8,512
+977
+13% +$295K
HAL icon
388
Halliburton
HAL
$26.6B
$2.79M 0.04%
110,138
+13,666
+14% +$359K
ATO icon
389
Atmos Energy
ATO
$28.8B
$2.79M 0.04%
18,069
-137
-0.8% -$20K
HSY icon
390
Hershey
HSY
$35.5B
$2.78M 0.04%
16,257
-1,741
-10% -$285K
CVNA icon
391
Carvana
CVNA
$70.8B
$2.77M 0.04%
66,305
+5,935
+10% +$263K
MTB icon
392
M&T Bank
MTB
$35.9B
$2.76M 0.04%
15,437
+1,313
+9% +$249K
WAB icon
393
Wabtec
WAB
$49.7B
$2.75M 0.04%
15,170
+942
+7% +$181K
DOV icon
394
Dover
DOV
$27.6B
$2.75M 0.04%
15,654
-42
-0.3% -$8.08K
EXPE icon
395
Expedia Group
EXPE
$35.9B
$2.73M 0.04%
16,249
+1,592
+11% +$290K
FTV icon
396
Fortive
FTV
$18B
$2.71M 0.04%
49,220
+4,655
+10% +$273K
IP icon
397
International Paper
IP
$21.9B
$2.69M 0.04%
50,445
+3,544
+8% +$194K
LYG icon
398
Lloyds Banking Group
LYG
$90B
$2.69M 0.04%
703,044
+76,341
+12% +$252K
ACGL icon
399
Arch Capital
ACGL
$34.3B
$2.68M 0.04%
27,885
+1,695
+6% +$156K
OMC icon
400
Omnicom Group
OMC
$21.8B
$2.68M 0.04%
32,344
-880
-3% -$73.5K
14 15
16
17 18

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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.