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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
WSO icon
601
Watsco Inc
WSO
$12.7B
$1.8M 0.02%
4,085
-318
-7% -$148K
WBA
602
DELISTED
Walgreens Boots Alliance
WBA
$1.8M 0.02%
156,885
+8,312
+6% +$92.5K
DT icon
603
Dynatrace
DT
$12.9B
$1.8M 0.02%
32,559
+1,814
+6% +$90.9K
CHKP icon
604
Check Point Software Technologies
CHKP
$13B
$1.79M 0.02%
8,106
+908
+13% +$200K
MKSI icon
605
MKS Inc
MKSI
$20.1B
$1.78M 0.02%
17,936
+12,132
+209% +$986K
LOGI icon
606
Logitech
LOGI
$14.7B
$1.78M 0.02%
19,764
+2,300
+13% +$187K
BG icon
607
Bunge Global
BG
$20.4B
$1.78M 0.02%
22,178
+6,644
+43% +$523K
IYW icon
608
iShares US Technology ETF
IYW
$23.6B
$1.78M 0.02%
10,275
-7,268
-41% -$1.1M
PSO icon
609
Pearson
PSO
$10.2B
$1.78M 0.02%
119,193
+8,276
+7% +$129K
TW icon
610
Tradeweb Markets
TW
$21.4B
$1.78M 0.02%
12,126
-504
-4% -$70.3K
CRL icon
611
Charles River Laboratories
CRL
$11.2B
$1.77M 0.02%
11,678
+1,921
+20% +$256K
BURL icon
612
Burlington
BURL
$23.2B
$1.76M 0.02%
7,569
+291
+4% +$69.2K
JHX icon
613
James Hardie Industries
JHX
$15.3B
$1.74M 0.02%
64,847
+5,478
+9% +$132K
FCNCA icon
614
First Citizens BancShares
FCNCA
$24.9B
$1.74M 0.02%
879
+31
+4% +$56.2K
VTV icon
615
Vanguard Morningstar Value ETF
VTV
$188B
$1.73M 0.02%
9,791
+2,283
+30% +$386K
HEI.A icon
616
HEICO Corp Class A
HEI.A
$36B
$1.72M 0.02%
6,642
+3,333
+101% +$730K
ARW icon
617
Arrow Electronics
ARW
$11.1B
$1.72M 0.02%
13,476
+3,434
+34% +$394K
SNA icon
618
Snap-on
SNA
$21.2B
$1.72M 0.02%
5,505
+939
+21% +$299K
HAS icon
619
Hasbro
HAS
$13.2B
$1.71M 0.02%
23,186
-1,459
-6% -$92K
ESLT icon
620
Elbit Systems
ESLT
$37.9B
$1.71M 0.02%
3,801
+515
+16% +$209K
YUMC icon
621
Yum China
YUMC
$16.5B
$1.71M 0.02%
38,180
-1,266
-3% -$56.6K
IVE icon
622
iShares S&P 500 Value ETF
IVE
$49B
$1.71M 0.02%
8,733
-348
-4% -$64.8K
DKNG icon
623
DraftKings
DKNG
$11.6B
$1.7M 0.02%
39,614
-2,226
-5% -$79.8K
IMO icon
624
Imperial Oil
IMO
$62.7B
$1.69M 0.02%
21,304
+2,410
+13% +$172K
FDS icon
625
Factset
FDS
$9.36B
$1.69M 0.02%
3,785
+213
+6% +$93.3K
23 24
25
26 27

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 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.