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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
+4.71%
1 Year Est. Return
+34.45%
3 Year Est. Return
+115.18%
5 Year Est. Return
+162.91%
10 Year Est. Return
–
AUM
$6.62B
AUM Growth
+$411M
Cap. Flow
+$293M
Cap. Flow %
4.42%
Top 10 Hldgs %
32.47%
Holding
1,907
New
132
Increased
1,118
Reduced
537
Closed
101

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$20.2M
2
AAPL icon
Apple
AAPL
+$18.5M
3
MSFT icon
Microsoft
MSFT
+$18M
4
AMZN icon
Amazon
AMZN
+$16.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.9M

Top Sells

Rank Stock Value
1
JNJ icon
Johnson & Johnson
JNJ
+$5.26M
2
MRO
Marathon Oil Corporation
MRO
+$4.52M
3
PEP icon
PepsiCo
PEP
+$3.5M
4
ADBE icon
Adobe
ADBE
+$2.57M
5
AGR
Avangrid, Inc.
AGR
+$2.45M

Sector Composition

Rank Sector Weight
1 Technology 32.04%
2 Financials 13.81%
3 Consumer Discretionary 11.16%
4 Healthcare 9.78%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HOLX
476
DELISTED
Hologic
HOLX
$2.02M 0.03%
28,063
+1,005
+4% +$78.5K
ALNY icon
477
Alnylam Pharmaceuticals
ALNY
$28.9B
$2.02M 0.03%
8,574
-404
-4% -$106K
AEE icon
478
Ameren
AEE
$30.2B
$2.01M 0.03%
22,581
+2,790
+14% +$250K
HBAN icon
479
Huntington Bancshares
HBAN
$35.6B
$2.01M 0.03%
123,269
+3,385
+3% +$55.7K
RIO icon
480
Rio Tinto
RIO
$160B
$2M 0.03%
34,012
-3,663
-10% -$234K
NRG icon
481
NRG Energy
NRG
$25.5B
$2M 0.03%
22,164
+532
+2% +$49.3K
CINF icon
482
Cincinnati Financial
CINF
$27.4B
$1.99M 0.03%
13,838
+1,752
+14% +$256K
DRI icon
483
Darden Restaurants
DRI
$23.4B
$1.99M 0.03%
10,635
+1,326
+14% +$222K
TPR icon
484
Tapestry
TPR
$31.5B
$1.97M 0.03%
30,129
-511
-2% -$27.9K
MKC icon
485
McCormick & Company Non-Voting
MKC
$13.9B
$1.96M 0.03%
25,706
+1,422
+6% +$112K
SBAC icon
486
SBA Communications
SBAC
$19.6B
$1.95M 0.03%
9,550
+789
+9% +$178K
USFD icon
487
US Foods
USFD
$21.8B
$1.93M 0.03%
28,612
+2,881
+11% +$189K
CLH icon
488
Clean Harbors
CLH
$16.3B
$1.93M 0.03%
8,375
+75
+0.9% +$18.6K
TWLO icon
489
Twilio
TWLO
$30B
$1.92M 0.03%
17,762
+300
+2% +$27.4K
BURL icon
490
Burlington
BURL
$23.4B
$1.91M 0.03%
6,688
+132
+2% +$35.7K
CM icon
491
Canadian Imperial Bank of Commerce
CM
$109B
$1.91M 0.03%
30,138
+3,040
+11% +$193K
JBHT icon
492
JB Hunt Transport Services
JBHT
$25.6B
$1.9M 0.03%
11,161
+726
+7% +$130K
FSLR icon
493
First Solar
FSLR
$25.4B
$1.9M 0.03%
10,801
-830
-7% -$165K
RBLX icon
494
Roblox
RBLX
$26.7B
$1.9M 0.03%
32,849
+496
+2% +$25K
CNQ icon
495
Canadian Natural Resources
CNQ
$95.9B
$1.9M 0.03%
61,392
+7,535
+14% +$254K
FCNCA icon
496
First Citizens BancShares
FCNCA
$25.5B
$1.89M 0.03%
895
-15
-2% -$31.4K
NTRA icon
497
Natera
NTRA
$39B
$1.89M 0.03%
11,925
+422
+4% +$61.5K
J icon
498
Jacobs Solutions
J
$16.7B
$1.88M 0.03%
14,217
+430
+3% +$59.2K
EG icon
499
Everest Group
EG
$14.1B
$1.87M 0.03%
5,172
+778
+18% +$291K
BCS icon
500
Barclays
BCS
$95B
$1.87M 0.03%
141,031
+19,703
+16% +$255K
18 19
20
21 22

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IIM
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GI
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OIA
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RA
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WAM
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HRCM
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Vanguard Personalized Indexing Management's Q4 2024 Portfolio in Review

As of Q4 2024, Vanguard Personalized Indexing Management held 1,907 positions worth $6.62B, up 6.6% from $6.21B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Vanguard Personalized Indexing Management deployed $293M of net new capital in Q4 2024, opening 132 new positions and adding to 1,118 existing holdings. Its largest new stake was Expand Energy Corp: 14,935 shares worth $1.49M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Johnson & Johnson, an estimated $5.26M trimmed.

  • Vanguard Personalized Indexing Management's largest Q4 2024 buy was Expand Energy Corp: 14,935 shares worth $1.49M.
  • Vanguard Personalized Indexing Management added most to NVIDIA in Q4 2024, an estimated $20.2M increase.
  • Vanguard Personalized Indexing Management's biggest Q4 2024 reduction was Johnson & Johnson, cutting an estimated $5.26M.
  • Vanguard Personalized Indexing Management fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $4.52M.
  • Vanguard Personalized Indexing Management's ten largest holdings make up 32% of its $6.62B portfolio in Q4 2024.
  • Vanguard Personalized Indexing Management opened 132 new positions and closed 101 in Q4 2024.
  • Vanguard Personalized Indexing Management's portfolio value rose 6.6% quarter-over-quarter to $6.62B.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2024, filed 10 Feb 2025.