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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
GGG icon
576
Graco
GGG
$12.9B
$1.97M 0.02%
22,942
+1,184
+5% +$98.1K
MAS icon
577
Masco
MAS
$14.1B
$1.97M 0.02%
30,611
+7,305
+31% +$460K
CYBR
578
DELISTED
CyberArk
CYBR
$1.96M 0.02%
4,825
+644
+15% +$235K
NI icon
579
NiSource
NI
$21.3B
$1.95M 0.02%
48,222
+6,969
+17% +$273K
BXP icon
580
Boston Properties
BXP
$11.2B
$1.94M 0.02%
28,792
+3,666
+15% +$244K
EL icon
581
Estee Lauder
EL
$30.4B
$1.94M 0.02%
24,037
+3,746
+18% +$241K
TDY icon
582
Teledyne Technologies
TDY
$30.4B
$1.94M 0.02%
3,783
+547
+17% +$264K
EHC icon
583
Encompass Health
EHC
$11B
$1.93M 0.02%
15,769
+2,430
+18% +$278K
UHS icon
584
Universal Health Services
UHS
$10.2B
$1.93M 0.02%
10,664
+1,415
+15% +$255K
FHN icon
585
First Horizon
FHN
$12.2B
$1.92M 0.02%
90,629
+14,107
+18% +$269K
TXT icon
586
Textron
TXT
$14.7B
$1.92M 0.02%
23,875
+1,934
+9% +$140K
BJ icon
587
BJs Wholesale Club
BJ
$12.5B
$1.92M 0.02%
17,774
+1,114
+7% +$127K
THC icon
588
Tenet Healthcare
THC
$20.5B
$1.91M 0.02%
10,876
+1,303
+14% +$196K
TER icon
589
Teradyne
TER
$57.6B
$1.89M 0.02%
21,032
+3,871
+23% +$309K
CLX icon
590
Clorox
CLX
$11.6B
$1.88M 0.02%
15,667
+1,676
+12% +$224K
ELF icon
591
e.l.f. Beauty
ELF
$4.89B
$1.88M 0.02%
15,109
+6,403
+74% +$546K
RYAAY icon
592
Ryanair
RYAAY
$30.4B
$1.87M 0.02%
32,331
+1,642
+5% +$83.6K
SKM icon
593
SK Telecom
SKM
$12.1B
$1.87M 0.02%
79,913
+9,634
+14% +$207K
BAM icon
594
Brookfield Asset Management
BAM
$77.3B
$1.85M 0.02%
33,362
+6,219
+23% +$334K
HEI icon
595
HEICO Corp
HEI
$49.8B
$1.84M 0.02%
5,611
+133
+2% +$36.8K
AU icon
596
AngloGold Ashanti
AU
$40.1B
$1.83M 0.02%
40,166
+4,545
+13% +$196K
EQNR icon
597
Equinor
EQNR
$97.7B
$1.82M 0.02%
72,487
+34,995
+93% +$846K
RIO icon
598
Rio Tinto
RIO
$158B
$1.82M 0.02%
31,234
-7,450
-19% -$440K
WDS icon
599
Woodside Energy
WDS
$44.6B
$1.81M 0.02%
116,991
+16,573
+17% +$232K
CMA
600
DELISTED
Comerica
CMA
$1.8M 0.02%
30,249
+7,013
+30% +$391K
22 23
24
25 26

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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.