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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
DOCU
501
DocuSign
DOCU
$10.5B
$1.92M 0.03%
23,636
+3,540
+18% +$310K
NGG icon
502
National Grid
NGG
$80.3B
$1.92M 0.03%
30,501
+7,839
+35% +$461K
STE icon
503
Steris
STE
$22.7B
$1.92M 0.03%
8,457
+1,419
+20% +$312K
MT icon
504
ArcelorMittal
MT
$54.2B
$1.9M 0.03%
65,984
+3,041
+5% +$83.9K
BJ icon
505
BJs Wholesale Club
BJ
$12.4B
$1.9M 0.03%
16,660
+1,090
+7% +$112K
TWLO icon
506
Twilio
TWLO
$29.8B
$1.89M 0.03%
19,349
+1,587
+9% +$188K
CAG icon
507
Conagra Brands
CAG
$7.14B
$1.89M 0.03%
71,013
-26,012
-27% -$671K
AMG icon
508
Affiliated Managers Group
AMG
$10.1B
$1.89M 0.03%
11,231
-616
-5% -$107K
PPG icon
509
PPG Industries
PPG
$25.3B
$1.88M 0.03%
17,227
-1,806
-9% -$208K
EXE
510
Expand Energy Corp
EXE
$21.9B
$1.88M 0.03%
16,899
+1,964
+13% +$204K
HOOD icon
511
Robinhood
HOOD
$81.2B
$1.88M 0.03%
45,132
+10,171
+29% +$484K
RBA icon
512
RB Global
RBA
$20.9B
$1.88M 0.03%
18,697
+1,681
+10% +$160K
TW icon
513
Tradeweb Markets
TW
$21.5B
$1.88M 0.03%
12,630
+264
+2% +$35.1K
AER icon
514
AerCap
AER
$24.2B
$1.86M 0.03%
18,242
+1,176
+7% +$116K
SHG icon
515
Shinhan Financial Group
SHG
$33.4B
$1.86M 0.03%
58,015
-4,813
-8% -$161K
VTI icon
516
Vanguard Morningstar Total Stock Market ETF
VTI
$670B
$1.85M 0.03%
6,743
-319
-5% -$92.7K
INCY icon
517
Incyte
INCY
$24B
$1.85M 0.03%
30,556
+344
+1% +$24K
GIB icon
518
CGI
GIB
$15.1B
$1.84M 0.03%
18,399
-114
-0.6% -$12.5K
USFD icon
519
US Foods
USFD
$21.9B
$1.83M 0.03%
27,972
-640
-2% -$43.7K
DDOG icon
520
Datadog
DDOG
$97.4B
$1.83M 0.03%
18,453
-148
-0.8% -$18.7K
J icon
521
Jacobs Solutions
J
$16.4B
$1.82M 0.03%
15,226
+1,009
+7% +$130K
TSN icon
522
Tyson Foods
TSN
$21B
$1.82M 0.03%
28,548
+2,932
+11% +$172K
GGG icon
523
Graco
GGG
$13B
$1.82M 0.03%
21,758
+2,052
+10% +$174K
BMO icon
524
Bank of Montreal
BMO
$126B
$1.82M 0.03%
19,018
-2,569
-12% -$254K
WST icon
525
West Pharmaceutical
WST
$24.5B
$1.81M 0.03%
8,098
-2,734
-25% -$753K
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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RI
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WAM
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HRCM
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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.