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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
FNF icon
576
Fidelity National Financial
FNF
$13.9B
$1.61M 0.02%
24,772
+567
+2% +$34.1K
TDY icon
577
Teledyne Technologies
TDY
$31.1B
$1.61M 0.02%
3,236
+289
+10% +$143K
TRMB icon
578
Trimble
TRMB
$13.5B
$1.6M 0.02%
24,320
+5,058
+26% +$364K
TXT icon
579
Textron
TXT
$14.9B
$1.59M 0.02%
21,941
+3,677
+20% +$275K
JNPR
580
DELISTED
Juniper Networks
JNPR
$1.57M 0.02%
43,440
+2,130
+5% +$78K
FCNCA icon
581
First Citizens BancShares
FCNCA
$25.3B
$1.57M 0.02%
848
-47
-5% -$95.7K
BF.B icon
582
Brown-Forman Class B
BF.B
$12.8B
$1.57M 0.02%
46,131
+18,276
+66% +$616K
EXEL icon
583
Exelixis
EXEL
$13.8B
$1.55M 0.02%
42,014
+2,093
+5% +$74.6K
TOL icon
584
Toll Brothers
TOL
$14.1B
$1.55M 0.02%
14,685
-7
-0% -$840
VEA icon
585
Vanguard FTSE Developed Markets ETF
VEA
$230B
$1.54M 0.02%
30,331
+1,676
+6% +$84.8K
SNA icon
586
Snap-on
SNA
$21.2B
$1.54M 0.02%
4,566
+163
+4% +$55.4K
PDD icon
587
Pinduoduo
PDD
$128B
$1.54M 0.02%
12,987
+2,546
+24% +$292K
CF icon
588
CF Industries
CF
$18.2B
$1.53M 0.02%
19,616
-2,009
-9% -$169K
MTG icon
589
MGIC Investment
MTG
$6.27B
$1.53M 0.02%
61,756
+3,262
+6% +$79K
GPN icon
590
Global Payments
GPN
$23.6B
$1.53M 0.02%
15,618
+703
+5% +$73.6K
ZM icon
591
Zoom
ZM
$28.8B
$1.52M 0.02%
20,664
+5,609
+37% +$447K
AES icon
592
AES
AES
$10.5B
$1.52M 0.02%
122,508
+23,249
+23% +$269K
HAS icon
593
Hasbro
HAS
$12.9B
$1.52M 0.02%
24,645
-3,912
-14% -$237K
LNC icon
594
Lincoln National
LNC
$8.82B
$1.51M 0.02%
41,950
+7,772
+23% +$276K
SKM icon
595
SK Telecom
SKM
$12.4B
$1.49M 0.02%
70,279
+4,831
+7% +$104K
WY icon
596
Weyerhaeuser
WY
$18.2B
$1.49M 0.02%
50,813
+8,884
+21% +$264K
UDR icon
597
UDR
UDR
$12.4B
$1.49M 0.02%
32,914
-605
-2% -$25.9K
FHN icon
598
First Horizon
FHN
$12.2B
$1.49M 0.02%
76,522
+1,472
+2% +$30.3K
AKAM icon
599
Akamai
AKAM
$17.1B
$1.49M 0.02%
18,455
+4,569
+33% +$410K
MKL icon
600
Markel Group
MKL
$23.3B
$1.48M 0.02%
794
+81
+11% +$149K
22 23
24
25 26

Similar funds

ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
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 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.