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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
CINF icon
426
Cincinnati Financial
CINF
$27.3B
$2.43M 0.04%
16,423
+2,585
+19% +$364K
HMC icon
427
Honda
HMC
$38.4B
$2.42M 0.04%
89,197
+13,465
+18% +$384K
RDY icon
428
Dr. Reddy's Laboratories
RDY
$10.1B
$2.41M 0.04%
183,018
-7,724
-4% -$107K
VRT icon
429
Vertiv
VRT
$101B
$2.41M 0.04%
33,398
+3,407
+11% +$363K
BTI icon
430
British American Tobacco
BTI
$128B
$2.4M 0.04%
58,051
+6,758
+13% +$266K
SU icon
431
Suncor Energy
SU
$77.9B
$2.4M 0.04%
61,862
+2,697
+5% +$103K
LH icon
432
Labcorp
LH
$24.9B
$2.39M 0.04%
10,249
+370
+4% +$89.8K
VLTO icon
433
Veralto
VLTO
$23.1B
$2.38M 0.04%
24,457
+1,534
+7% +$153K
BN icon
434
Brookfield
BN
$107B
$2.38M 0.04%
68,199
+7,450
+12% +$282K
NRG icon
435
NRG Energy
NRG
$29.2B
$2.38M 0.04%
24,925
+2,761
+12% +$279K
KEY icon
436
KeyCorp
KEY
$24.5B
$2.38M 0.04%
148,620
+9,336
+7% +$158K
PINS icon
437
Pinterest
PINS
$13.5B
$2.37M 0.04%
76,524
+23,508
+44% +$796K
ZION icon
438
Zions Bancorporation
ZION
$10.3B
$2.35M 0.03%
47,189
+222
+0.5% +$12K
VO icon
439
Vanguard Morningstar Mid-Cap ETF
VO
$108B
$2.35M 0.03%
36,336
+5,636
+18% +$378K
KB icon
440
KB Financial Group
KB
$42.2B
$2.34M 0.03%
43,277
-284
-0.7% -$16.4K
MAA icon
441
Mid-America Apartment Communities
MAA
$15.5B
$2.33M 0.03%
13,897
+280
+2% +$44.3K
TAK icon
442
Takeda Pharmaceutical
TAK
$53.7B
$2.32M 0.03%
156,353
+55,729
+55% +$781K
STX icon
443
Seagate
STX
$189B
$2.32M 0.03%
27,368
+2,274
+9% +$215K
RIO icon
444
Rio Tinto
RIO
$156B
$2.32M 0.03%
38,684
+4,672
+14% +$288K
PFG icon
445
Principal Financial Group
PFG
$24.6B
$2.32M 0.03%
27,518
+3,490
+15% +$290K
ZS icon
446
Zscaler
ZS
$25B
$2.32M 0.03%
11,686
+4,215
+56% +$840K
GL icon
447
Globe Life
GL
$14.3B
$2.31M 0.03%
17,570
+1,196
+7% +$146K
LYB icon
448
LyondellBasell Industries
LYB
$19.6B
$2.31M 0.03%
32,846
+3,179
+11% +$239K
WRB icon
449
W.R. Berkley
WRB
$26.7B
$2.31M 0.03%
32,490
+2,552
+9% +$156K
DECK icon
450
Deckers Outdoor
DECK
$13.6B
$2.31M 0.03%
20,672
-4,743
-19% -$766K
16 17
18
19 20

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IIM
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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
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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.