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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
IP icon
451
International Paper
IP
$21.6B
$2.9M 0.03%
61,933
+11,488
+23% +$543K
INFY icon
452
Infosys
INFY
$48.7B
$2.89M 0.03%
155,738
+59,402
+62% +$1.06M
MOH icon
453
Molina Healthcare
MOH
$10.2B
$2.88M 0.03%
9,655
+1,143
+13% +$359K
DGX icon
454
Quest Diagnostics
DGX
$25.7B
$2.87M 0.03%
15,949
+3,785
+31% +$657K
NMR icon
455
Nomura Holdings
NMR
$28.3B
$2.84M 0.03%
431,978
+24,300
+6% +$142K
FFIV icon
456
F5
FFIV
$22.9B
$2.83M 0.03%
9,622
+1,428
+17% +$394K
ALC icon
457
Alcon
ALC
$33.6B
$2.83M 0.03%
31,903
+867
+3% +$77.8K
LYB icon
458
LyondellBasell Industries
LYB
$20B
$2.82M 0.03%
48,625
+15,779
+48% +$920K
HBAN icon
459
Huntington Bancshares
HBAN
$34.4B
$2.81M 0.03%
167,515
+35,014
+26% +$528K
NGG icon
460
National Grid
NGG
$80.4B
$2.81M 0.03%
38,256
+7,755
+25% +$533K
UMC icon
461
United Microelectronic
UMC
$47.7B
$2.8M 0.03%
365,708
+88,237
+32% +$655K
DTM icon
462
DT Midstream
DTM
$14.1B
$2.79M 0.03%
25,291
+3,487
+16% +$353K
IEFA icon
463
iShares Core MSCI EAFE ETF
IEFA
$190B
$2.74M 0.03%
32,730
+6,997
+27% +$555K
SU icon
464
Suncor Energy
SU
$79.4B
$2.73M 0.03%
72,823
+10,961
+18% +$396K
CINF icon
465
Cincinnati Financial
CINF
$27.3B
$2.72M 0.03%
18,228
+1,805
+11% +$258K
KEY icon
466
KeyCorp
KEY
$24.2B
$2.69M 0.03%
154,158
+5,538
+4% +$85.9K
BBY icon
467
Best Buy
BBY
$18.2B
$2.67M 0.03%
39,785
-3,604
-8% -$245K
ROL icon
468
Rollins
ROL
$18.3B
$2.66M 0.03%
47,188
+8,043
+21% +$451K
PPG icon
469
PPG Industries
PPG
$24.6B
$2.66M 0.03%
23,371
+6,144
+36% +$664K
AEE icon
470
Ameren
AEE
$30.3B
$2.65M 0.03%
27,600
+3,412
+14% +$331K
DOC icon
471
Healthpeak Properties
DOC
$15.1B
$2.61M 0.03%
149,192
-40,363
-21% -$717K
LYV icon
472
Live Nation Entertainment
LYV
$40.6B
$2.6M 0.03%
17,180
+4,780
+39% +$658K
CTRA
473
DELISTED
Coterra Energy
CTRA
$2.6M 0.03%
102,344
+4,945
+5% +$125K
E icon
474
ENI
E
$80.5B
$2.59M 0.03%
79,836
+6,489
+9% +$192K
TRMB icon
475
Trimble
TRMB
$13.2B
$2.59M 0.03%
34,048
+9,728
+40% +$653K
17 18
19
20 21

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ACA
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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.