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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
OMC icon
526
Omnicom Group
OMC
$21.6B
$2.26M 0.03%
31,377
-967
-3% -$71.4K
FLEX icon
527
Flex
FLEX
$41.7B
$2.25M 0.03%
45,057
+11,791
+35% +$459K
CCJ icon
528
Cameco
CCJ
$37.6B
$2.24M 0.03%
30,222
+2,454
+9% +$131K
MAA icon
529
Mid-America Apartment Communities
MAA
$15.4B
$2.24M 0.03%
15,149
+1,252
+9% +$195K
NVR icon
530
NVR
NVR
$16.5B
$2.24M 0.03%
303
+33
+12% +$237K
LDOS icon
531
Leidos
LDOS
$14.5B
$2.24M 0.03%
14,177
+2,145
+18% +$317K
FIX icon
532
Comfort Systems
FIX
$60.9B
$2.23M 0.03%
4,151
+665
+19% +$290K
GL icon
533
Globe Life
GL
$14.2B
$2.22M 0.03%
17,899
+329
+2% +$39.9K
MANH icon
534
Manhattan Associates
MANH
$11.2B
$2.22M 0.03%
11,254
+1,715
+18% +$311K
TOL icon
535
Toll Brothers
TOL
$13.6B
$2.2M 0.02%
19,291
+4,606
+31% +$478K
CAG icon
536
Conagra Brands
CAG
$6.94B
$2.2M 0.02%
107,495
+36,482
+51% +$855K
DLTR icon
537
Dollar Tree
DLTR
$24.4B
$2.2M 0.02%
22,178
+3,573
+19% +$308K
CPAY icon
538
Corpay
CPAY
$25B
$2.19M 0.02%
6,603
+609
+10% +$199K
JKHY icon
539
Jack Henry & Associates
JKHY
$10.9B
$2.19M 0.02%
12,145
+47
+0.4% +$8.35K
CCEP icon
540
Coca-Cola Europacific Partners
CCEP
$48.3B
$2.19M 0.02%
23,585
+3,730
+19% +$334K
CLH icon
541
Clean Harbors
CLH
$16.5B
$2.18M 0.02%
9,411
+733
+8% +$160K
WST icon
542
West Pharmaceutical
WST
$24B
$2.17M 0.02%
9,902
+1,804
+22% +$386K
WPC icon
543
W.P. Carey
WPC
$16.8B
$2.17M 0.02%
34,723
+3,178
+10% +$196K
ZBRA icon
544
Zebra Technologies
ZBRA
$14B
$2.16M 0.02%
7,012
+2,414
+53% +$655K
AER icon
545
AerCap
AER
$23.7B
$2.16M 0.02%
18,457
+215
+1% +$23.2K
AFRM icon
546
Affirm
AFRM
$23.9B
$2.15M 0.02%
31,102
+1,133
+4% +$58.7K
EXE
547
Expand Energy Corp
EXE
$21.8B
$2.15M 0.02%
18,324
+1,425
+8% +$159K
LII icon
548
Lennox International
LII
$14.4B
$2.13M 0.02%
3,719
-298
-7% -$167K
MKC icon
549
McCormick & Company Non-Voting
MKC
$13.7B
$2.13M 0.02%
28,090
+2,293
+9% +$172K
CNP icon
550
CenterPoint Energy
CNP
$27.7B
$2.12M 0.02%
57,765
+11,521
+25% +$427K
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
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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.