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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
NVT icon
501
nVent Electric
NVT
$24.9B
$2.41M 0.03%
32,889
+12,264
+59% +$753K
EQR icon
502
Equity Residential
EQR
$24.9B
$2.41M 0.03%
35,688
+3,702
+12% +$254K
STZ icon
503
Constellation Brands
STZ
$22.2B
$2.39M 0.03%
14,680
+2,286
+18% +$410K
VTRS icon
504
Viatris
VTRS
$20.4B
$2.38M 0.03%
266,708
+98,001
+58% +$829K
HLN icon
505
Haleon
HLN
$43.5B
$2.38M 0.03%
229,735
+22,129
+11% +$233K
PFG icon
506
Principal Financial Group
PFG
$24.3B
$2.38M 0.03%
29,908
+2,390
+9% +$183K
PNR icon
507
Pentair
PNR
$10.4B
$2.37M 0.03%
23,100
+3,526
+18% +$329K
CNI icon
508
Canadian National Railway
CNI
$76.9B
$2.37M 0.03%
22,809
+5,836
+34% +$594K
KHC icon
509
Kraft Heinz
KHC
$30.7B
$2.37M 0.03%
91,875
-6,708
-7% -$186K
UTHR icon
510
United Therapeutics
UTHR
$25.8B
$2.35M 0.03%
8,184
+1,170
+17% +$350K
LNT icon
511
Alliant Energy
LNT
$18.3B
$2.35M 0.03%
38,838
+6,540
+20% +$400K
CNQ icon
512
Canadian Natural Resources
CNQ
$99.4B
$2.35M 0.03%
74,780
+6,803
+10% +$206K
FE icon
513
FirstEnergy
FE
$28B
$2.34M 0.03%
58,172
+13,909
+31% +$574K
PTC icon
514
PTC
PTC
$15.8B
$2.33M 0.03%
13,538
+2,835
+26% +$457K
WPM icon
515
Wheaton Precious Metals
WPM
$49.5B
$2.32M 0.03%
25,839
+4,245
+20% +$357K
P
516
Everpure Inc
P
$25.7B
$2.32M 0.03%
40,221
+12,880
+47% +$641K
RBA icon
517
RB Global
RBA
$20.4B
$2.31M 0.03%
21,739
+3,042
+16% +$312K
USFD icon
518
US Foods
USFD
$22.2B
$2.31M 0.03%
29,934
+1,962
+7% +$140K
BP icon
519
BP
BP
$116B
$2.3M 0.03%
76,690
-33,855
-31% -$993K
APA icon
520
APA Corp
APA
$13.2B
$2.29M 0.03%
125,293
+40,107
+47% +$696K
JLL icon
521
Jones Lang LaSalle
JLL
$16.3B
$2.27M 0.03%
8,889
+73
+0.8% +$16.7K
MT icon
522
ArcelorMittal
MT
$52.9B
$2.27M 0.03%
71,916
+5,932
+9% +$175K
JHG
523
DELISTED
Janus Henderson
JHG
$2.27M 0.03%
58,467
-4,595
-7% -$162K
PCG icon
524
PG&E
PCG
$38.3B
$2.27M 0.03%
162,872
+7,599
+5% +$124K
INCY icon
525
Incyte
INCY
$24.2B
$2.27M 0.03%
33,314
+2,758
+9% +$175K
19 20
21
22 23

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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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 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.