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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
UHS icon
551
Universal Health Services
UHS
$10.2B
$1.62M 0.02%
9,006
-48
-0.5% -$9.78K
CSL icon
552
Carlisle Companies
CSL
$14.3B
$1.61M 0.02%
4,379
+55
+1% +$24K
DLTR icon
553
Dollar Tree
DLTR
$24.4B
$1.61M 0.02%
21,504
+9,007
+72% +$618K
DT icon
554
Dynatrace
DT
$12.9B
$1.6M 0.02%
29,528
+2,123
+8% +$116K
E icon
555
ENI
E
$80.5B
$1.6M 0.02%
58,628
+3,909
+7% +$115K
LVS icon
556
Las Vegas Sands
LVS
$31.7B
$1.6M 0.02%
31,227
+3,609
+13% +$187K
FBIN icon
557
Fortune Brands Innovations
FBIN
$5.88B
$1.6M 0.02%
23,425
+125
+0.5% +$10K
HAS icon
558
Hasbro
HAS
$13.2B
$1.6M 0.02%
28,557
-1,497
-5% -$97.7K
NNN icon
559
NNN REIT
NNN
$9.04B
$1.58M 0.02%
38,707
+1,873
+5% +$82.9K
CPB icon
560
Campbell Soup
CPB
$6.55B
$1.56M 0.02%
37,362
+7,486
+25% +$338K
MUR icon
561
Murphy Oil
MUR
$5.7B
$1.56M 0.02%
51,647
+9,793
+23% +$315K
CW icon
562
Curtiss-Wright
CW
$26.7B
$1.56M 0.02%
4,402
+435
+11% +$157K
LDOS icon
563
Leidos
LDOS
$14.5B
$1.56M 0.02%
10,834
+404
+4% +$67.2K
BLDR icon
564
Builders FirstSource
BLDR
$7.15B
$1.55M 0.02%
10,840
-1,885
-15% -$334K
JNPR
565
DELISTED
Juniper Networks
JNPR
$1.55M 0.02%
41,310
-2,177
-5% -$82.4K
WPC icon
566
W.P. Carey
WPC
$16.8B
$1.55M 0.02%
28,382
-1,603
-5% -$91.3K
FIX icon
567
Comfort Systems
FIX
$60.9B
$1.54M 0.02%
3,636
+261
+8% +$115K
PINS icon
568
Pinterest
PINS
$13.4B
$1.54M 0.02%
53,016
-2,341
-4% -$73.6K
RBA icon
569
RB Global
RBA
$20.4B
$1.53M 0.02%
17,016
+2,471
+17% +$221K
JEF icon
570
Jefferies Financial Group
JEF
$12.6B
$1.53M 0.02%
19,531
+733
+4% +$52.7K
UMC icon
571
United Microelectronic
UMC
$47.7B
$1.53M 0.02%
235,678
-62,518
-21% -$448K
TECH icon
572
Bio-Techne
TECH
$11.2B
$1.53M 0.02%
21,203
+4,144
+24% +$304K
ARE icon
573
Alexandria Real Estate Equities
ARE
$8.97B
$1.53M 0.02%
15,647
+996
+7% +$109K
XPO icon
574
XPO
XPO
$23.5B
$1.52M 0.02%
11,604
+730
+7% +$98.7K
CNI icon
575
Canadian National Railway
CNI
$76.9B
$1.51M 0.02%
14,919
-2,309
-13% -$253K
21 22
23
24 25

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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
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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.