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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
CM icon
476
Canadian Imperial Bank of Commerce
CM
$108B
$2.56M 0.03%
36,154
+4,409
+14% +$284K
J icon
477
Jacobs Solutions
J
$15.9B
$2.54M 0.03%
19,354
+4,128
+27% +$509K
NTRA icon
478
Natera
NTRA
$38.3B
$2.54M 0.03%
15,058
+2,429
+19% +$379K
DECK icon
479
Deckers Outdoor
DECK
$13.2B
$2.54M 0.03%
24,660
+3,988
+19% +$442K
VNO icon
480
Vornado Realty Trust
VNO
$7.41B
$2.54M 0.03%
66,337
+17,745
+37% +$664K
CW icon
481
Curtiss-Wright
CW
$26.7B
$2.53M 0.03%
5,188
+891
+21% +$352K
TD icon
482
Toronto Dominion Bank
TD
$198B
$2.53M 0.03%
34,493
+4,630
+16% +$302K
KKR icon
483
KKR & Co
KKR
$91.1B
$2.53M 0.03%
18,997
+6,607
+53% +$773K
VO icon
484
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$2.51M 0.03%
35,916
-420
-1% -$27.6K
CSL icon
485
Carlisle Companies
CSL
$14.3B
$2.51M 0.03%
6,712
+1,574
+31% +$584K
KEP icon
486
Korea Electric Power
KEP
$15.3B
$2.5M 0.03%
175,690
+63,934
+57% +$635K
ZION icon
487
Zions Bancorporation
ZION
$10.2B
$2.47M 0.03%
47,637
+448
+0.9% +$21K
EIX icon
488
Edison International
EIX
$28.2B
$2.47M 0.03%
47,894
+5,025
+12% +$275K
XYZ
489
Block Inc
XYZ
$48.4B
$2.46M 0.03%
36,235
+3,496
+11% +$203K
CPNG icon
490
Coupang
CPNG
$29.3B
$2.46M 0.03%
82,154
+21,227
+35% +$544K
WBD icon
491
Warner Bros
WBD
$65.9B
$2.46M 0.03%
214,574
+12,185
+6% +$114K
ALGN icon
492
Align Technology
ALGN
$12.1B
$2.46M 0.03%
12,971
+1,817
+16% +$321K
G icon
493
Genpact
G
$5.96B
$2.46M 0.03%
55,807
-1,434
-3% -$64.9K
LULU icon
494
lululemon athletica
LULU
$13.5B
$2.45M 0.03%
10,290
-1,195
-10% -$329K
CF icon
495
CF Industries
CF
$19.2B
$2.44M 0.03%
26,487
+6,871
+35% +$585K
CBOE icon
496
Cboe Global Markets
CBOE
$32.5B
$2.44M 0.03%
10,427
+1,092
+12% +$243K
NWG icon
497
NatWest
NWG
$75.4B
$2.43M 0.03%
171,865
+25,300
+17% +$334K
FSLR icon
498
First Solar
FSLR
$22.7B
$2.42M 0.03%
14,635
+3,716
+34% +$549K
AIZ icon
499
Assurant
AIZ
$13.8B
$2.42M 0.03%
12,241
+496
+4% +$97.5K
MOS icon
500
The Mosaic Company
MOS
$7.03B
$2.42M 0.03%
66,203
+13,772
+26% +$441K
18 19
20
21 22

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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
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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.