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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
PINS icon
426
Pinterest
PINS
$13.5B
$3.15M 0.04%
87,849
+11,325
+15% +$344K
CFG icon
427
Citizens Financial Group
CFG
$30.3B
$3.13M 0.04%
69,778
+7,003
+11% +$276K
TAK icon
428
Takeda Pharmaceutical
TAK
$54.7B
$3.13M 0.04%
202,312
+45,959
+29% +$679K
BN icon
429
Brookfield
BN
$105B
$3.12M 0.04%
75,533
+7,334
+11% +$272K
IBKR icon
430
Interactive Brokers
IBKR
$39.6B
$3.1M 0.04%
55,982
+650
+1% +$30.8K
STLD icon
431
Steel Dynamics
STLD
$36.3B
$3.06M 0.03%
23,874
+3,327
+16% +$425K
EVR icon
432
Evercore
EVR
$12.3B
$3.03M 0.03%
11,206
+1,509
+16% +$332K
TYL icon
433
Tyler Technologies
TYL
$12.8B
$3.02M 0.03%
5,098
+174
+4% +$98.5K
STE icon
434
Steris
STE
$22.4B
$3.02M 0.03%
12,585
+4,128
+49% +$961K
OKTA icon
435
Okta
OKTA
$24.6B
$3.02M 0.03%
30,197
+6,718
+29% +$717K
AVB icon
436
AvalonBay Communities
AVB
$26.7B
$3.01M 0.03%
14,796
+1,531
+12% +$313K
RAL
437
Ralliant Corp
RAL
$7.41B
$3.01M 0.03%
+52,463
New +$2.58M
BABA icon
438
Alibaba
BABA
$293B
$3M 0.03%
26,432
+6,424
+32% +$761K
CMS icon
439
CMS Energy
CMS
$22.6B
$3M 0.03%
43,250
+3,907
+10% +$278K
FOXA icon
440
Fox Class A
FOXA
$24.4B
$2.98M 0.03%
53,226
+2,000
+4% +$105K
ORI icon
441
Old Republic International
ORI
$10.5B
$2.96M 0.03%
77,051
+2,773
+4% +$104K
GEHC icon
442
GE HealthCare
GEHC
$30.8B
$2.96M 0.03%
39,030
-1,329
-3% -$92.5K
TRI icon
443
Thomson Reuters
TRI
$42.6B
$2.95M 0.03%
14,341
+1,950
+16% +$371K
ATO icon
444
Atmos Energy
ATO
$29B
$2.94M 0.03%
19,087
+1,018
+6% +$158K
ILMN icon
445
Illumina
ILMN
$30.7B
$2.94M 0.03%
30,828
+18,500
+150% +$1.5M
SEIC icon
446
SEI Investments
SEIC
$12.3B
$2.94M 0.03%
32,704
+6,041
+23% +$487K
WRB icon
447
W.R. Berkley
WRB
$27.1B
$2.94M 0.03%
39,456
+6,966
+21% +$499K
TWLO icon
448
Twilio
TWLO
$29.7B
$2.93M 0.03%
23,521
+4,172
+22% +$444K
EXPE icon
449
Expedia Group
EXPE
$35.6B
$2.92M 0.03%
17,279
+1,030
+6% +$167K
ARES icon
450
Ares Management
ARES
$28.6B
$2.9M 0.03%
16,765
+1,103
+7% +$174K
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
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WAM
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HRCM
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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.