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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
DG icon
401
Dollar General
DG
$28B
$3.33M 0.04%
29,075
+7,017
+32% +$697K
VTR icon
402
Ventas
VTR
$47.9B
$3.32M 0.04%
52,609
+4,715
+10% +$308K
SE icon
403
Sea Limited
SE
$65.6B
$3.32M 0.04%
20,758
+7,914
+62% +$1.15M
WAT icon
404
Waters Corp
WAT
$37.1B
$3.31M 0.04%
9,477
+1,368
+17% +$470K
HMC icon
405
Honda
HMC
$39.2B
$3.31M 0.04%
114,728
+25,531
+29% +$744K
ON icon
406
ON Semiconductor
ON
$32.7B
$3.3M 0.04%
63,035
+8,671
+16% +$377K
EXR icon
407
Extra Space Storage
EXR
$31.4B
$3.3M 0.04%
22,257
+2,497
+13% +$363K
LYG icon
408
Lloyds Banking Group
LYG
$89.5B
$3.29M 0.04%
774,145
+71,101
+10% +$283K
NTRS icon
409
Northern Trust
NTRS
$22.4B
$3.28M 0.04%
25,859
+2,571
+11% +$263K
TPR icon
410
Tapestry
TPR
$30.9B
$3.28M 0.04%
37,314
+2,643
+8% +$200K
CSGP icon
411
CoStar Group
CSGP
$11.6B
$3.27M 0.04%
40,616
-2,025
-5% -$158K
ASX icon
412
ASE Group
ASX
$78.4B
$3.25M 0.04%
315,055
+82,103
+35% +$766K
SWKS icon
413
Skyworks Solutions
SWKS
$9.35B
$3.25M 0.04%
43,637
+17,879
+69% +$1.19M
MFC icon
414
Manulife Financial
MFC
$74.4B
$3.25M 0.04%
101,737
+4,992
+5% +$154K
SMCI icon
415
Super Micro Computer
SMCI
$18.4B
$3.24M 0.04%
66,121
+2,562
+4% +$98.7K
DDOG icon
416
Datadog
DDOG
$96.5B
$3.23M 0.04%
24,062
+5,609
+30% +$621K
BTI icon
417
British American Tobacco
BTI
$131B
$3.22M 0.04%
68,051
+10,000
+17% +$443K
SBAC icon
418
SBA Communications
SBAC
$19.1B
$3.21M 0.04%
13,659
+3,826
+39% +$876K
VLTO icon
419
Veralto
VLTO
$23B
$3.2M 0.04%
31,259
+6,802
+28% +$656K
DOW icon
420
Dow Inc
DOW
$21.9B
$3.18M 0.04%
120,063
+44,273
+58% +$1.29M
BRO icon
421
Brown & Brown
BRO
$23.5B
$3.18M 0.04%
28,579
+3,203
+13% +$360K
EXPD icon
422
Expeditors International
EXPD
$22B
$3.16M 0.04%
27,686
-2,431
-8% -$272K
CP icon
423
Canadian Pacific Kansas City
CP
$78.2B
$3.16M 0.04%
39,857
-1,254
-3% -$96.5K
CASY icon
424
Casey's General Stores
CASY
$32.3B
$3.16M 0.04%
6,195
+562
+10% +$259K
GSK icon
425
GSK
GSK
$104B
$3.15M 0.04%
82,069
+397
+0.5% +$15.2K
15 16
17
18 19

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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.