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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
ORCL icon
26
Oracle
ORCL
$339B
$32.2M 0.47%
230,269
+10,795
+5% +$1.76M
KO icon
27
Coca-Cola
KO
$383B
$31.4M 0.46%
439,058
+37,721
+9% +$2.52M
ABT icon
28
Abbott
ABT
$187B
$30.1M 0.44%
227,097
+26,607
+13% +$3.39M
BAC icon
29
Bank of America
BAC
$429B
$29.3M 0.43%
702,795
+18,283
+3% +$815K
MCD icon
30
McDonald's
MCD
$193B
$27.9M 0.41%
89,437
+7,089
+9% +$2.12M
IBM icon
31
IBM
IBM
$213B
$27.7M 0.41%
111,547
+8,828
+9% +$2.16M
CRM icon
32
Salesforce
CRM
$154B
$27.6M 0.41%
102,838
+4,529
+5% +$1.41M
MRK icon
33
Merck
MRK
$322B
$26.6M 0.39%
296,146
+2,902
+1% +$271K
PM icon
34
Philip Morris
PM
$309B
$25.3M 0.37%
159,077
+22,947
+17% +$3.25M
ACN icon
35
Accenture
ACN
$106B
$24.1M 0.36%
77,352
+564
+0.7% +$199K
ISRG icon
36
Intuitive Surgical
ISRG
$127B
$23.7M 0.35%
47,803
+1,649
+4% +$912K
LIN icon
37
Linde
LIN
$236B
$23.5M 0.35%
50,413
+7,550
+18% +$3.4M
WFC icon
38
Wells Fargo
WFC
$254B
$23.3M 0.34%
324,918
+15,806
+5% +$1.19M
GE icon
39
GE Aerospace
GE
$364B
$23.1M 0.34%
115,657
+12,100
+12% +$2.38M
PGR icon
40
Progressive
PGR
$128B
$23.1M 0.34%
81,654
+9,355
+13% +$2.45M
NOW icon
41
ServiceNow
NOW
$120B
$22.3M 0.33%
140,005
+1,885
+1% +$363K
RTX icon
42
RTX Corp
RTX
$290B
$22.3M 0.33%
168,064
+18,950
+13% +$2.4M
T icon
43
AT&T
T
$164B
$22.1M 0.33%
779,744
+65,942
+9% +$1.66M
ADBE icon
44
Adobe
ADBE
$105B
$21M 0.31%
54,841
+5,314
+11% +$2.28M
INTU icon
45
Intuit
INTU
$91.1B
$20.3M 0.3%
33,111
+3,299
+11% +$1.98M
CAT icon
46
Caterpillar
CAT
$361B
$20.2M 0.3%
61,257
+3,328
+6% +$1.19M
TXN icon
47
Texas Instruments
TXN
$248B
$20.1M 0.3%
112,033
+12,547
+13% +$2.35M
SPGI icon
48
S&P Global
SPGI
$124B
$20M 0.3%
39,370
+3,814
+11% +$1.95M
AMGN icon
49
Amgen
AMGN
$209B
$19.9M 0.29%
63,853
+10,990
+21% +$3.25M
PLTR icon
50
Palantir
PLTR
$295B
$19.9M 0.29%
235,257
+35,535
+18% +$3.12M
1
2
3 4 5

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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 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.