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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
KDP icon
376
Keurig Dr Pepper
KDP
$42.6B
$3.61M 0.04%
109,308
+26,441
+32% +$894K
MTD icon
377
Mettler-Toledo International
MTD
$28.3B
$3.61M 0.04%
3,075
+298
+11% +$333K
DTE icon
378
DTE Energy
DTE
$29.5B
$3.61M 0.04%
27,196
+4,293
+19% +$577K
ACGL icon
379
Arch Capital
ACGL
$34.4B
$3.6M 0.04%
39,494
+11,609
+42% +$1.07M
OC icon
380
Owens Corning
OC
$11.1B
$3.58M 0.04%
26,043
+1,443
+6% +$199K
HAL icon
381
Halliburton
HAL
$26.7B
$3.57M 0.04%
175,214
+65,076
+59% +$1.36M
DRI icon
382
Darden Restaurants
DRI
$23.4B
$3.54M 0.04%
16,241
+4,005
+33% +$831K
WCN
383
Waste Connections
WCN
$42.6B
$3.54M 0.04%
18,934
+1,940
+11% +$374K
HUM icon
384
Humana
HUM
$44.4B
$3.53M 0.04%
14,453
+3,616
+33% +$902K
CCL icon
385
Carnival Corporation Ltd
CCL
$37.9B
$3.5M 0.04%
124,368
+21,060
+20% +$451K
TEAM icon
386
Atlassian
TEAM
$25.3B
$3.49M 0.04%
17,200
+1,931
+13% +$402K
HSY icon
387
Hershey
HSY
$35.6B
$3.49M 0.04%
21,021
+4,764
+29% +$785K
CNC icon
388
Centene
CNC
$30.7B
$3.46M 0.04%
63,679
+19,629
+45% +$1.15M
BUD icon
389
AB InBev
BUD
$167B
$3.45M 0.04%
50,252
+9,131
+22% +$613K
L icon
390
Loews
L
$24.1B
$3.44M 0.04%
37,489
+3,755
+11% +$330K
LPLA icon
391
LPL Financial
LPLA
$28.1B
$3.44M 0.04%
9,163
+1,560
+21% +$547K
WDC icon
392
Western Digital
WDC
$189B
$3.43M 0.04%
53,570
+26,234
+96% +$1.25M
IT icon
393
Gartner
IT
$10.1B
$3.43M 0.04%
8,474
+140
+2% +$58.6K
FLUT icon
394
Flutter Entertainment
FLUT
$18B
$3.42M 0.04%
11,930
+633
+6% +$155K
SHG icon
395
Shinhan Financial Group
SHG
$32.8B
$3.41M 0.04%
75,468
+17,453
+30% +$665K
WTW icon
396
Willis Towers Watson
WTW
$31.7B
$3.4M 0.04%
11,076
+548
+5% +$170K
SCCO icon
397
Southern Copper
SCCO
$142B
$3.39M 0.04%
34,577
+1,653
+5% +$145K
GWRE icon
398
Guidewire Software
GWRE
$12.8B
$3.37M 0.04%
14,292
+2,203
+18% +$473K
LH icon
399
Labcorp
LH
$25.3B
$3.35M 0.04%
12,770
+2,521
+25% +$614K
BCS icon
400
Barclays
BCS
$92.6B
$3.33M 0.04%
178,951
+13,339
+8% +$221K
14 15
16
17 18

Similar funds

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.