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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
EQH icon
551
Equitable Holdings
EQH
$13B
$2.11M 0.02%
37,533
+3,735
+11% +$192K
NNN icon
552
NNN REIT
NNN
$9.04B
$2.11M 0.02%
48,756
+6,615
+16% +$275K
CRWV
553
CoreWeave
CRWV
$39.2B
$2.09M 0.02%
+12,836
New +$1.18M
AEM icon
554
Agnico Eagle Mines
AEM
$73.6B
$2.09M 0.02%
17,550
+2,189
+14% +$254K
RGLD icon
555
Royal Gold
RGLD
$16.8B
$2.08M 0.02%
11,709
+1,509
+15% +$267K
ZM icon
556
Zoom
ZM
$28.2B
$2.07M 0.02%
26,525
+5,861
+28% +$453K
PKG icon
557
Packaging Corp of America
PKG
$21.9B
$2.06M 0.02%
10,936
+1,985
+22% +$375K
ERIC icon
558
Ericsson
ERIC
$32.2B
$2.05M 0.02%
241,211
+63,650
+36% +$523K
VTI icon
559
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$2.04M 0.02%
6,710
-33
-0.5% -$9.28K
MKL icon
560
Markel Group
MKL
$23.3B
$2.04M 0.02%
1,021
+227
+29% +$426K
TPL icon
561
Texas Pacific Land
TPL
$27.8B
$2.04M 0.02%
5,781
-180
-3% -$73.6K
MTG icon
562
MGIC Investment
MTG
$6.16B
$2.03M 0.02%
72,841
+11,085
+18% +$285K
BMO icon
563
Bank of Montreal
BMO
$126B
$2.02M 0.02%
18,289
-729
-4% -$73.5K
SLF icon
564
Sun Life Financial
SLF
$46B
$2.02M 0.02%
30,441
+5,231
+21% +$321K
SUSA icon
565
iShares ESG Optimized MSCI USA ETF
SUSA
$4.01B
$2.02M 0.02%
15,933
-832
-5% -$98.1K
DOCU
566
DocuSign
DOCU
$10.5B
$2.02M 0.02%
25,896
+2,260
+10% +$183K
HOLX
567
DELISTED
Hologic
HOLX
$2.01M 0.02%
30,917
+14,002
+83% +$839K
EXEL icon
568
Exelixis
EXEL
$13.3B
$2.01M 0.02%
45,677
+3,663
+9% +$146K
AMG icon
569
Affiliated Managers Group
AMG
$9.69B
$2.01M 0.02%
10,196
-1,035
-9% -$180K
JNPR
570
DELISTED
Juniper Networks
JNPR
$2M 0.02%
50,194
+6,754
+16% +$242K
FTV icon
571
Fortive
FTV
$17.9B
$2M 0.02%
38,322
-10,898
-22% -$571K
FN icon
572
Fabrinet
FN
$15.6B
$2M 0.02%
6,783
-678
-9% -$151K
GIB icon
573
CGI
GIB
$15.1B
$2M 0.02%
19,055
+656
+4% +$69.1K
UGI icon
574
UGI
UGI
$7.74B
$1.98M 0.02%
54,491
+5,194
+11% +$179K
RGA icon
575
Reinsurance Group of America
RGA
$15.5B
$1.97M 0.02%
9,954
+1,745
+21% +$341K
21 22
23
24 25

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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.