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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
+4.71%
1 Year Est. Return
+34.45%
3 Year Est. Return
+115.18%
5 Year Est. Return
+162.91%
10 Year Est. Return
–
AUM
$6.62B
AUM Growth
+$411M
Cap. Flow
+$293M
Cap. Flow %
4.42%
Top 10 Hldgs %
32.47%
Holding
1,907
New
132
Increased
1,118
Reduced
537
Closed
101

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$20.2M
2
AAPL icon
Apple
AAPL
+$18.5M
3
MSFT icon
Microsoft
MSFT
+$18M
4
AMZN icon
Amazon
AMZN
+$16.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.9M

Top Sells

Rank Stock Value
1
JNJ icon
Johnson & Johnson
JNJ
+$5.26M
2
MRO
Marathon Oil Corporation
MRO
+$4.52M
3
PEP icon
PepsiCo
PEP
+$3.5M
4
ADBE icon
Adobe
ADBE
+$2.57M
5
AGR
Avangrid, Inc.
AGR
+$2.45M

Sector Composition

Rank Sector Weight
1 Technology 32.04%
2 Financials 13.81%
3 Consumer Discretionary 11.16%
4 Healthcare 9.78%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
51
Lowe's Companies
LOW
$118B
$17.7M 0.27%
71,706
+4,070
+6% +$1.09M
BLK icon
52
Blackrock
BLK
$170B
$17.3M 0.26%
16,915
+1,191
+8% +$1.21M
PGR icon
53
Progressive
PGR
$124B
$17.3M 0.26%
72,299
+2,307
+3% +$581K
GE icon
54
GE Aerospace
GE
$368B
$17.3M 0.26%
103,557
+3,976
+4% +$709K
RTX icon
55
RTX Corp
RTX
$289B
$17.3M 0.26%
149,114
+5,248
+4% +$634K
AMAT icon
56
Applied Materials
AMAT
$398B
$16.9M 0.26%
103,858
-1,120
-1% -$203K
PEP icon
57
PepsiCo
PEP
$191B
$16.8M 0.25%
110,475
-21,343
-16% -$3.5M
TJX icon
58
TJX Companies
TJX
$176B
$16.7M 0.25%
138,315
+7,311
+6% +$873K
MS icon
59
Morgan Stanley
MS
$330B
$16.6M 0.25%
132,217
+7,677
+6% +$945K
HON icon
60
Honeywell
HON
$76.7B
$16.5M 0.25%
77,651
+7,506
+11% +$1.57M
PM icon
61
Philip Morris
PM
$299B
$16.4M 0.25%
136,130
+11,786
+9% +$1.49M
QCOM icon
62
Qualcomm
QCOM
$160B
$16.3M 0.25%
105,803
-2,461
-2% -$403K
T icon
63
AT&T
T
$159B
$16.3M 0.25%
713,802
+63,704
+10% +$1.43M
NEE icon
64
NextEra Energy
NEE
$183B
$15.6M 0.24%
217,623
+577
+0.3% +$44.8K
CMCSA icon
65
Comcast
CMCSA
$84B
$15.4M 0.23%
409,704
-24,785
-6% -$1.03M
PLTR icon
66
Palantir
PLTR
$293B
$15.1M 0.23%
199,722
+36,572
+22% +$2.13M
SYK icon
67
Stryker
SYK
$133B
$14.7M 0.22%
40,892
+2,907
+8% +$1.08M
BSX icon
68
Boston Scientific
BSX
$68.4B
$14.7M 0.22%
164,778
+9,057
+6% +$797K
UNP icon
69
Union Pacific
UNP
$172B
$14.6M 0.22%
63,880
+2,067
+3% +$489K
TSM icon
70
TSMC
TSM
$2.09T
$14.5M 0.22%
73,623
-281
-0.4% -$54.4K
C icon
71
Citigroup
C
$222B
$14.3M 0.22%
202,859
+15,848
+8% +$1.07M
ADP icon
72
Automatic Data Processing
ADP
$105B
$14.3M 0.22%
48,698
+3,161
+7% +$934K
VZ icon
73
Verizon
VZ
$193B
$13.9M 0.21%
347,476
+19,488
+6% +$822K
GILD icon
74
Gilead Sciences
GILD
$163B
$13.9M 0.21%
150,217
+9,316
+7% +$839K
AMGN icon
75
Amgen
AMGN
$209B
$13.8M 0.21%
52,863
-3,473
-6% -$1.03M
1 2
3
4 5

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ACA
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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 Q4 2024 Portfolio in Review

As of Q4 2024, Vanguard Personalized Indexing Management held 1,907 positions worth $6.62B, up 6.6% from $6.21B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Vanguard Personalized Indexing Management deployed $293M of net new capital in Q4 2024, opening 132 new positions and adding to 1,118 existing holdings. Its largest new stake was Expand Energy Corp: 14,935 shares worth $1.49M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Johnson & Johnson, an estimated $5.26M trimmed.

  • Vanguard Personalized Indexing Management's largest Q4 2024 buy was Expand Energy Corp: 14,935 shares worth $1.49M.
  • Vanguard Personalized Indexing Management added most to NVIDIA in Q4 2024, an estimated $20.2M increase.
  • Vanguard Personalized Indexing Management's biggest Q4 2024 reduction was Johnson & Johnson, cutting an estimated $5.26M.
  • Vanguard Personalized Indexing Management fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $4.52M.
  • Vanguard Personalized Indexing Management's ten largest holdings make up 32% of its $6.62B portfolio in Q4 2024.
  • Vanguard Personalized Indexing Management opened 132 new positions and closed 101 in Q4 2024.
  • Vanguard Personalized Indexing Management's portfolio value rose 6.6% quarter-over-quarter to $6.62B.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2024, filed 10 Feb 2025.