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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
AAL icon
501
American Airlines Group
AAL
$10.1B
$1.87M 0.03%
107,243
+40,261
+60% +$579K
BTI icon
502
British American Tobacco
BTI
$131B
$1.86M 0.03%
51,293
+12,174
+31% +$440K
PFG icon
503
Principal Financial Group
PFG
$24.3B
$1.86M 0.03%
24,028
-614
-2% -$51.7K
TOL icon
504
Toll Brothers
TOL
$13.6B
$1.85M 0.03%
14,692
-444
-3% -$65.9K
CPAY icon
505
Corpay
CPAY
$25B
$1.85M 0.03%
5,463
+189
+4% +$66.4K
CF icon
506
CF Industries
CF
$19.2B
$1.85M 0.03%
21,625
+2,380
+12% +$206K
PNR icon
507
Pentair
PNR
$10.4B
$1.84M 0.03%
18,322
-838
-4% -$85.9K
GL icon
508
Globe Life
GL
$14.2B
$1.83M 0.03%
16,374
+521
+3% +$56.2K
BXP icon
509
Boston Properties
BXP
$11.2B
$1.83M 0.03%
24,551
+300
+1% +$24.3K
PKG icon
510
Packaging Corp of America
PKG
$21.9B
$1.82M 0.03%
8,086
+853
+12% +$197K
WSO icon
511
Watsco Inc
WSO
$12.7B
$1.82M 0.03%
3,840
+189
+5% +$95.7K
SWKS icon
512
Skyworks Solutions
SWKS
$9.37B
$1.82M 0.03%
20,517
+2,629
+15% +$239K
DOCU
513
DocuSign
DOCU
$10.5B
$1.81M 0.03%
20,096
+8,265
+70% +$660K
F icon
514
Ford
F
$58.5B
$1.8M 0.03%
181,791
-52,667
-22% -$562K
JKHY icon
515
Jack Henry & Associates
JKHY
$10.9B
$1.8M 0.03%
10,241
+2,145
+26% +$383K
RGA icon
516
Reinsurance Group of America
RGA
$15.5B
$1.79M 0.03%
8,369
+330
+4% +$72K
LNT icon
517
Alliant Energy
LNT
$18.3B
$1.77M 0.03%
29,921
+6,087
+26% +$368K
FFIV icon
518
F5
FFIV
$22.9B
$1.77M 0.03%
7,029
+802
+13% +$192K
HLN icon
519
Haleon
HLN
$43.5B
$1.77M 0.03%
185,074
+48,201
+35% +$472K
WRB icon
520
W.R. Berkley
WRB
$26.9B
$1.75M 0.03%
29,938
+2,624
+10% +$157K
RVTY icon
521
Revvity
RVTY
$12.6B
$1.75M 0.03%
15,662
+1,246
+9% +$146K
COO icon
522
Cooper Companies
COO
$14.1B
$1.74M 0.03%
18,939
-990
-5% -$101K
TRI icon
523
Thomson Reuters
TRI
$42.8B
$1.73M 0.03%
10,632
+763
+8% +$129K
JHX icon
524
James Hardie Industries
JHX
$15.3B
$1.73M 0.03%
56,162
-1,146
-2% -$39.6K
DGX icon
525
Quest Diagnostics
DGX
$25.7B
$1.73M 0.03%
11,467
+821
+8% +$128K
19 20
21
22 23

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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.