We are live on ! Find out more
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
LNC icon
676
Lincoln National
LNC
$8.73B
$1.5M 0.02%
43,286
+1,336
+3% +$43.7K
MUR icon
677
Murphy Oil
MUR
$5.7B
$1.49M 0.02%
66,444
+20,904
+46% +$466K
TKO icon
678
TKO Group
TKO
$13.6B
$1.49M 0.02%
8,210
+167
+2% +$26.8K
STM icon
679
STMicroelectronics
STM
$46.7B
$1.49M 0.02%
49,003
+6,769
+16% +$168K
SNX icon
680
TD Synnex
SNX
$20.4B
$1.49M 0.02%
10,979
+838
+8% +$98.4K
UDR icon
681
UDR
UDR
$12.3B
$1.49M 0.02%
36,435
+3,521
+11% +$146K
SCI icon
682
Service Corp International
SCI
$11.7B
$1.49M 0.02%
18,260
-100
-0.5% -$7.81K
OSK icon
683
Oshkosh
OSK
$8.79B
$1.48M 0.02%
13,004
+2,138
+20% +$208K
KIM icon
684
Kimco Realty
KIM
$17.2B
$1.47M 0.02%
70,059
+22,081
+46% +$458K
ACM icon
685
Aecom
ACM
$9.3B
$1.47M 0.02%
13,047
+1,614
+14% +$168K
CELH icon
686
Celsius Holdings
CELH
$7.47B
$1.47M 0.02%
31,666
+7,138
+29% +$275K
MORN icon
687
Morningstar
MORN
$7.22B
$1.47M 0.02%
4,676
+788
+20% +$233K
GEN icon
688
Gen Digital
GEN
$16.4B
$1.47M 0.02%
49,852
+6,596
+15% +$180K
MRNA icon
689
Moderna
MRNA
$21.8B
$1.47M 0.02%
53,103
+11,609
+28% +$306K
NWSA icon
690
News Corp Class A
NWSA
$14.9B
$1.46M 0.02%
49,174
+4,103
+9% +$113K
TOST icon
691
Toast
TOST
$18.7B
$1.46M 0.02%
32,966
+3,558
+12% +$140K
BRK.A icon
692
Berkshire Hathaway Class A
BRK.A
$1.1T
$1.46M 0.02%
2
+1
+100% +$762K
PAYC icon
693
Paycom
PAYC
$7.64B
$1.44M 0.02%
6,214
+1,027
+20% +$243K
ALK icon
694
Alaska Air
ALK
$5.29B
$1.44M 0.02%
29,153
+6,371
+28% +$310K
ESNT icon
695
Essent Group
ESNT
$6.08B
$1.44M 0.02%
23,748
+814
+4% +$46.9K
COOP
696
DELISTED
Mr. Cooper
COOP
$1.44M 0.02%
9,648
+1,612
+20% +$207K
CCK icon
697
Crown Holdings
CCK
$12.8B
$1.44M 0.02%
13,978
+1,387
+11% +$132K
PNFP icon
698
Pinnacle Financial Partners Inc
PNFP
$15.9B
$1.42M 0.02%
12,882
+968
+8% +$99.9K
VNT icon
699
Vontier
VNT
$4.52B
$1.42M 0.02%
38,413
+9,707
+34% +$331K
MMYT icon
700
MakeMyTrip
MMYT
$5.36B
$1.42M 0.02%
14,486
+5,098
+54% +$514K
26 27
28
29 30

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.