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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
VNO icon
526
Vornado Realty Trust
VNO
$7.41B
$1.8M 0.03%
48,592
-4,411
-8% -$177K
NNN icon
527
NNN REIT
NNN
$9.04B
$1.8M 0.03%
42,141
+3,434
+9% +$140K
APA icon
528
APA Corp
APA
$13.2B
$1.79M 0.03%
85,186
-16,067
-16% -$353K
TD icon
529
Toronto Dominion Bank
TD
$198B
$1.79M 0.03%
29,863
+13,721
+85% +$799K
FE icon
530
FirstEnergy
FE
$28B
$1.79M 0.03%
44,263
-6,966
-14% -$277K
CM icon
531
Canadian Imperial Bank of Commerce
CM
$108B
$1.79M 0.03%
31,745
+1,607
+5% +$97K
NTRA icon
532
Natera
NTRA
$38.3B
$1.79M 0.03%
12,629
+704
+6% +$113K
XYZ
533
Block Inc
XYZ
$48.4B
$1.78M 0.03%
32,739
-2,447
-7% -$183K
ZBH icon
534
Zimmer Biomet
ZBH
$18.2B
$1.78M 0.03%
15,693
-4,289
-21% -$459K
EG icon
535
Everest Group
EG
$14.5B
$1.78M 0.03%
4,888
-284
-5% -$100K
PSO icon
536
Pearson
PSO
$10.2B
$1.78M 0.03%
110,917
+5,153
+5% +$84.6K
PKG icon
537
Packaging Corp of America
PKG
$21.9B
$1.77M 0.03%
8,951
+865
+11% +$185K
ALGN icon
538
Align Technology
ALGN
$12.1B
$1.77M 0.03%
11,154
+1,083
+11% +$213K
EQH icon
539
Equitable Holdings
EQH
$13B
$1.76M 0.03%
33,798
+1,890
+6% +$98.9K
INFY icon
540
Infosys
INFY
$48.7B
$1.76M 0.03%
96,336
-11,429
-11% -$237K
CSL icon
541
Carlisle Companies
CSL
$14.3B
$1.75M 0.03%
5,138
+759
+17% +$272K
NWG icon
542
NatWest
NWG
$75.4B
$1.75M 0.03%
146,565
+16,306
+13% +$183K
UHS icon
543
Universal Health Services
UHS
$10.2B
$1.74M 0.03%
9,249
+243
+3% +$44.3K
BURL icon
544
Burlington
BURL
$23.2B
$1.73M 0.03%
7,278
+590
+9% +$153K
IVE icon
545
iShares S&P 500 Value ETF
IVE
$49.3B
$1.73M 0.03%
9,081
+1,880
+26% +$364K
CCEP icon
546
Coca-Cola Europacific Partners
CCEP
$48.3B
$1.73M 0.03%
19,855
+2,793
+16% +$228K
BMRN icon
547
BioMarin Pharmaceuticals
BMRN
$11.6B
$1.73M 0.03%
24,426
+2,550
+12% +$172K
LUV icon
548
Southwest Airlines
LUV
$22B
$1.72M 0.03%
51,135
+7,079
+16% +$224K
PNR icon
549
Pentair
PNR
$10.4B
$1.71M 0.03%
19,574
+1,252
+7% +$119K
CLH icon
550
Clean Harbors
CLH
$16.5B
$1.71M 0.03%
8,678
+303
+4% +$66.3K
20 21
22
23 24

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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
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
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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.