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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
EWBC icon
651
East-West Bancorp
EWBC
$17.9B
$1.61M 0.02%
15,927
+2,137
+15% +$189K
COHR icon
652
Coherent
COHR
$51.4B
$1.61M 0.02%
18,007
+3,881
+27% +$279K
PFGC icon
653
Performance Food Group
PFGC
$18B
$1.61M 0.02%
18,363
+2,182
+13% +$182K
CIEN icon
654
Ciena
CIEN
$53.4B
$1.6M 0.02%
19,669
+2,920
+17% +$209K
WTRG icon
655
Essential Utilities
WTRG
$11.3B
$1.59M 0.02%
42,865
+1,777
+4% +$69.2K
DKS icon
656
Dick's Sporting Goods
DKS
$17.5B
$1.59M 0.02%
8,048
+817
+11% +$151K
RVTY icon
657
Revvity
RVTY
$12.6B
$1.59M 0.02%
16,410
+675
+4% +$63.6K
INVH icon
658
Invitation Homes
INVH
$17.7B
$1.58M 0.02%
48,201
+6,556
+16% +$220K
ESS icon
659
Essex Property Trust
ESS
$18.3B
$1.58M 0.02%
5,577
-1,053
-16% -$296K
TSN icon
660
Tyson Foods
TSN
$20.4B
$1.57M 0.02%
28,121
-427
-1% -$24.5K
SOFI icon
661
SoFi Technologies
SOFI
$21B
$1.57M 0.02%
86,306
+20,057
+30% +$265K
IFF icon
662
International Flavors & Fragrances
IFF
$20.2B
$1.57M 0.02%
21,321
+5,368
+34% +$405K
KGC icon
663
Kinross Gold
KGC
$27.4B
$1.57M 0.02%
100,316
+7,649
+8% +$111K
CHRW icon
664
C.H. Robinson
CHRW
$17.4B
$1.56M 0.02%
16,258
+2,187
+16% +$205K
TECH icon
665
Bio-Techne
TECH
$11.2B
$1.56M 0.02%
30,268
+11,992
+66% +$603K
FWONK icon
666
Liberty Media Series C
FWONK
$24.6B
$1.56M 0.02%
14,880
+2,219
+18% +$206K
CNH
667
CNH Industrial
CNH
$12.7B
$1.55M 0.02%
119,734
+19,507
+19% +$241K
HALO icon
668
Halozyme
HALO
$9.79B
$1.54M 0.02%
29,629
+6,717
+29% +$382K
LBRDK icon
669
Liberty Broadband Class C
LBRDK
$4.88B
$1.54M 0.02%
15,617
+1,268
+9% +$114K
TMHC
670
DELISTED
Taylor Morrison
TMHC
$1.54M 0.02%
25,029
+2,508
+11% +$146K
AVY icon
671
Avery Dennison
AVY
$13B
$1.53M 0.02%
8,708
+772
+10% +$135K
TXRH icon
672
Texas Roadhouse
TXRH
$13.5B
$1.51M 0.02%
8,083
-103
-1% -$18.5K
SNV
673
DELISTED
Synovus
SNV
$1.51M 0.02%
29,133
+2,644
+10% +$122K
CACI icon
674
CACI
CACI
$11B
$1.5M 0.02%
3,145
+376
+14% +$167K
DPZ icon
675
Domino's
DPZ
$11.5B
$1.5M 0.02%
3,328
+407
+14% +$191K
25 26
27
28 29

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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.