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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
APTV icon
651
Aptiv
APTV
$10.6B
$1.33M 0.02%
22,435
+3,878
+21% +$246K
AYI icon
652
Acuity Brands
AYI
$10.1B
$1.33M 0.02%
5,066
+125
+3% +$37.8K
MDB icon
653
MongoDB
MDB
$29.1B
$1.33M 0.02%
7,600
+185
+2% +$45.1K
ESNT icon
654
Essent Group
ESNT
$6.12B
$1.32M 0.02%
22,934
+2,959
+15% +$168K
AU icon
655
AngloGold Ashanti
AU
$42B
$1.32M 0.02%
35,621
+2,243
+7% +$68.9K
WBS icon
656
Webster Financial
WBS
$12.7B
$1.32M 0.02%
25,608
+3,009
+13% +$167K
LVS icon
657
Las Vegas Sands
LVS
$30.1B
$1.32M 0.02%
34,049
+2,822
+9% +$125K
BAM icon
658
Brookfield Asset Management
BAM
$81.6B
$1.32M 0.02%
27,143
+5,259
+24% +$287K
RRC icon
659
Range Resources
RRC
$9.2B
$1.31M 0.02%
32,889
-1,478
-4% -$56.9K
PKX icon
660
POSCO
PKX
$16.7B
$1.31M 0.02%
27,475
+10,561
+62% +$494K
CPB icon
661
Campbell Soup
CPB
$6.65B
$1.3M 0.02%
32,683
-4,679
-13% -$183K
RYAAY icon
662
Ryanair
RYAAY
$31.3B
$1.3M 0.02%
30,689
-624
-2% -$28.5K
ZBRA icon
663
Zebra Technologies
ZBRA
$16.8B
$1.3M 0.02%
4,598
+322
+8% +$110K
LSCC icon
664
Lattice Semiconductor
LSCC
$18.9B
$1.3M 0.02%
24,750
+3,138
+15% +$187K
VTV icon
665
Vanguard Morningstar Value ETF
VTV
$189B
$1.3M 0.02%
+7,508
New +$1.31M
MUR icon
666
Murphy Oil
MUR
$5.42B
$1.29M 0.02%
45,540
-6,107
-12% -$172K
THC icon
667
Tenet Healthcare
THC
$20B
$1.29M 0.02%
9,573
+741
+8% +$97.6K
PRI icon
668
Primerica
PRI
$9.71B
$1.29M 0.02%
4,525
+141
+3% +$40.2K
Z icon
669
Zillow
Z
$8.04B
$1.28M 0.02%
18,665
+1,989
+12% +$152K
PFGC icon
670
Performance Food Group
PFGC
$17.8B
$1.27M 0.02%
16,181
+64
+0.4% +$5.34K
XPEV icon
671
XPeng
XPEV
$11.4B
$1.27M 0.02%
61,347
+23,543
+62% +$424K
BNS icon
672
Scotiabank
BNS
$107B
$1.27M 0.02%
26,766
+150
+0.6% +$7.53K
SOLV icon
673
Solventum
SOLV
$15.1B
$1.27M 0.02%
16,669
+2,286
+16% +$170K
XPO icon
674
XPO
XPO
$23.4B
$1.26M 0.02%
11,757
+153
+1% +$19.4K
RPM icon
675
RPM International
RPM
$14.5B
$1.26M 0.02%
10,926
+890
+9% +$108K
25 26
27
28 29

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.