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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
PLTR icon
26
Palantir
PLTR
$296B
$40.1M 0.45%
294,476
+59,219
+25% +$6.95M
IBM icon
27
IBM
IBM
$214B
$38.9M 0.44%
130,618
+19,071
+17% +$4.91M
ABT icon
28
Abbott
ABT
$187B
$37.9M 0.43%
278,752
+51,655
+23% +$6.81M
PM icon
29
Philip Morris
PM
$312B
$37.1M 0.42%
203,550
+44,473
+28% +$7.64M
KO icon
30
Coca-Cola
KO
$380B
$37.1M 0.42%
523,732
+84,674
+19% +$6.03M
GE icon
31
GE Aerospace
GE
$377B
$35.1M 0.4%
135,932
+20,275
+18% +$4.45M
INTU icon
32
Intuit
INTU
$85.6B
$34.4M 0.39%
43,639
+10,528
+32% +$7.12M
NOW icon
33
ServiceNow
NOW
$114B
$33.9M 0.38%
164,525
+24,520
+18% +$4.63M
CRM icon
34
Salesforce
CRM
$149B
$32.7M 0.37%
120,042
+17,204
+17% +$4.6M
UNH icon
35
UnitedHealth
UNH
$389B
$31.4M 0.35%
100,498
+1,645
+2% +$629K
ISRG icon
36
Intuitive Surgical
ISRG
$130B
$31.2M 0.35%
57,477
+9,674
+20% +$5.06M
WFC icon
37
Wells Fargo
WFC
$263B
$31M 0.35%
386,414
+61,496
+19% +$4.43M
MCD icon
38
McDonald's
MCD
$194B
$30.7M 0.35%
105,136
+15,699
+18% +$4.84M
GS icon
39
Goldman Sachs
GS
$305B
$29.9M 0.34%
42,207
+6,789
+19% +$3.93M
BKNG icon
40
Booking.com
BKNG
$154B
$29.6M 0.33%
127,950
+23,225
+22% +$4.76M
RTX icon
41
RTX Corp
RTX
$295B
$29.1M 0.33%
198,621
+30,557
+18% +$4.07M
AMD icon
42
Advanced Micro Devices
AMD
$741B
$28.6M 0.32%
201,264
+40,983
+26% +$4.46M
T icon
43
AT&T
T
$169B
$27.8M 0.31%
958,928
+179,184
+23% +$4.94M
CAT icon
44
Caterpillar
CAT
$387B
$27.5M 0.31%
70,798
+9,541
+16% +$3.18M
LIN icon
45
Linde
LIN
$236B
$27.1M 0.31%
57,814
+7,401
+15% +$3.38M
AMAT icon
46
Applied Materials
AMAT
$378B
$26.6M 0.3%
145,277
+35,012
+32% +$5.55M
ETN icon
47
Eaton
ETN
$150B
$26.5M 0.3%
74,239
+11,027
+17% +$3.4M
CVX icon
48
Chevron
CVX
$374B
$26.1M 0.3%
181,580
-10,926
-6% -$1.54M
AXP icon
49
American Express
AXP
$227B
$26.1M 0.29%
81,777
+11,629
+17% +$3.27M
MS icon
50
Morgan Stanley
MS
$333B
$26M 0.29%
184,436
+44,161
+31% +$5.42M
1
2
3 4 5

Similar funds

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
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 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.