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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
STN icon
701
Stantec
STN
$8.04B
$1.42M 0.02%
13,036
+2,530
+24% +$244K
Z icon
702
Zillow
Z
$7.79B
$1.41M 0.02%
20,198
+1,533
+8% +$103K
DUOL icon
703
Duolingo
DUOL
$6.28B
$1.41M 0.02%
3,437
+885
+35% +$388K
NFG icon
704
National Fuel Gas
NFG
$7.82B
$1.41M 0.02%
16,638
+1,548
+10% +$125K
AFG icon
705
American Financial Group
AFG
$11.8B
$1.41M 0.02%
11,163
+2,451
+28% +$307K
B
706
Barrick Mining
B
$61.5B
$1.4M 0.02%
67,403
+10,306
+18% +$201K
APTV icon
707
Aptiv
APTV
$12B
$1.4M 0.02%
20,464
-1,971
-9% -$122K
DSGX icon
708
Descartes Systems
DSGX
$6.44B
$1.39M 0.02%
13,692
+5,184
+61% +$547K
WBS icon
709
Webster Financial
WBS
$12.5B
$1.39M 0.02%
25,387
-221
-0.9% -$11K
NBIX icon
710
Neurocrine Biosciences
NBIX
$16.8B
$1.39M 0.02%
11,035
+2,577
+30% +$296K
FLR icon
711
Fluor
FLR
$7.01B
$1.38M 0.02%
26,995
+13,173
+95% +$525K
RMBS icon
712
Rambus
RMBS
$9.87B
$1.38M 0.02%
21,514
+825
+4% +$44.2K
FNF icon
713
Fidelity National Financial
FNF
$13.9B
$1.37M 0.02%
24,514
-258
-1% -$15.1K
AOS icon
714
A.O. Smith
AOS
$8.17B
$1.37M 0.02%
20,957
+512
+3% +$33.5K
ARE icon
715
Alexandria Real Estate Equities
ARE
$8.97B
$1.37M 0.02%
18,899
+1,081
+6% +$80.3K
QGEN icon
716
Qiagen
QGEN
$8.54B
$1.37M 0.02%
28,475
+13,968
+96% +$608K
CPA icon
717
Copa Holdings
CPA
$5.76B
$1.36M 0.02%
12,391
+1,854
+18% +$183K
SGI
718
Somnigroup International
SGI
$13.7B
$1.36M 0.02%
20,021
+4,032
+25% +$254K
SSNC icon
719
SS&C Technologies
SSNC
$18.1B
$1.36M 0.02%
16,450
+158
+1% +$12.4K
BSY icon
720
Bentley Systems
BSY
$10.8B
$1.36M 0.02%
25,178
+6,135
+32% +$284K
MGM icon
721
MGM Resorts International
MGM
$11.4B
$1.36M 0.02%
39,435
+5,265
+15% +$167K
OMF icon
722
OneMain Financial
OMF
$7.2B
$1.35M 0.02%
23,748
+4,547
+24% +$227K
PUK icon
723
Prudential
PUK
$37.6B
$1.35M 0.02%
54,043
+9,912
+22% +$222K
BMI icon
724
Badger Meter
BMI
$3.89B
$1.35M 0.02%
5,514
+265
+5% +$60K
ICL icon
725
ICL Group
ICL
$6.53B
$1.35M 0.02%
196,683
+18,159
+10% +$119K
27 28
29
30 31

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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.