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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
EG icon
626
Everest Group
EG
$14.5B
$1.69M 0.02%
4,979
+91
+2% +$31.4K
VOD icon
627
Vodafone
VOD
$36.3B
$1.69M 0.02%
158,453
+12,038
+8% +$117K
IVW icon
628
iShares S&P 500 Growth ETF
IVW
$73.8B
$1.68M 0.02%
15,298
-230
-1% -$22.8K
INGR icon
629
Ingredion
INGR
$6.27B
$1.68M 0.02%
12,405
+1,487
+14% +$201K
BNS icon
630
Scotiabank
BNS
$107B
$1.68M 0.02%
30,429
+3,663
+14% +$186K
DEO icon
631
Diageo
DEO
$49B
$1.67M 0.02%
16,605
+965
+6% +$105K
VEA icon
632
Vanguard FTSE Developed Markets ETF
VEA
$229B
$1.67M 0.02%
29,319
-1,012
-3% -$54.2K
MDB icon
633
MongoDB
MDB
$27.1B
$1.67M 0.02%
7,934
+334
+4% +$61.7K
SF
634
Stifel
SF
$12.6B
$1.67M 0.02%
24,099
+1,263
+6% +$77.6K
PKX icon
635
POSCO
PKX
$16.1B
$1.67M 0.02%
34,395
+6,920
+25% +$318K
XPO icon
636
XPO
XPO
$23.5B
$1.66M 0.02%
13,174
+1,417
+12% +$159K
MTSI icon
637
MACOM Technology Solutions
MTSI
$19.2B
$1.66M 0.02%
11,596
+2,461
+27% +$288K
ARGX icon
638
argenx
ARGX
$53.4B
$1.66M 0.02%
3,009
+195
+7% +$113K
ALLY icon
639
Ally Financial
ALLY
$13.2B
$1.66M 0.02%
42,543
+2,227
+6% +$77.2K
AKAM icon
640
Akamai
AKAM
$16.7B
$1.66M 0.02%
20,762
+2,307
+13% +$179K
RRC icon
641
Range Resources
RRC
$9.38B
$1.65M 0.02%
40,657
+7,768
+24% +$293K
LUV icon
642
Southwest Airlines
LUV
$22B
$1.65M 0.02%
50,868
-267
-0.5% -$8.04K
VUG icon
643
Vanguard Morningstar Growth ETF
VUG
$220B
$1.64M 0.02%
22,458
-1,500
-6% -$98.8K
COO icon
644
Cooper Companies
COO
$14.1B
$1.63M 0.02%
22,890
+3,751
+20% +$287K
IWB icon
645
iShares Russell 1000 ETF
IWB
$48.2B
$1.63M 0.02%
4,790
+680
+17% +$213K
PDD icon
646
Pinduoduo
PDD
$126B
$1.63M 0.02%
15,533
+2,546
+20% +$267K
AYI icon
647
Acuity Brands
AYI
$9.83B
$1.62M 0.02%
5,446
+380
+8% +$98.4K
DINO icon
648
HF Sinclair
DINO
$16.3B
$1.62M 0.02%
39,372
+20,967
+114% +$722K
AMCR icon
649
Amcor
AMCR
$20.8B
$1.61M 0.02%
35,054
+18,005
+106% +$831K
HLI icon
650
Houlihan Lokey
HLI
$8.77B
$1.61M 0.02%
8,940
+1,408
+19% +$237K
24 25
26
27 28

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.