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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
GS icon
51
Goldman Sachs
GS
$300B
$19.3M 0.29%
35,418
+4,036
+13% +$2.43M
BKNG icon
52
Booking.com
BKNG
$149B
$19.3M 0.28%
104,725
+10,125
+11% +$1.94M
TMO icon
53
Thermo Fisher Scientific
TMO
$213B
$19.3M 0.28%
38,738
+2,894
+8% +$1.57M
PEP icon
54
PepsiCo
PEP
$190B
$18.9M 0.28%
125,928
+15,453
+14% +$2.3M
AXP icon
55
American Express
AXP
$227B
$18.9M 0.28%
70,148
+1,309
+2% +$387K
BLK icon
56
Blackrock
BLK
$169B
$18.6M 0.27%
19,632
+2,717
+16% +$2.66M
QCOM icon
57
Qualcomm
QCOM
$155B
$18.5M 0.27%
120,271
+14,468
+14% +$2.36M
TJX icon
58
TJX Companies
TJX
$174B
$18.2M 0.27%
149,496
+11,181
+8% +$1.36M
GILD icon
59
Gilead Sciences
GILD
$162B
$18.2M 0.27%
162,316
+12,099
+8% +$1.25M
BSX icon
60
Boston Scientific
BSX
$69.5B
$18.1M 0.27%
179,332
+14,554
+9% +$1.47M
VZ icon
61
Verizon
VZ
$195B
$17.8M 0.26%
391,662
+44,186
+13% +$1.84M
LOW icon
62
Lowe's Companies
LOW
$117B
$17.4M 0.26%
74,651
+2,945
+4% +$725K
VRTX icon
63
Vertex Pharmaceuticals
VRTX
$121B
$17.3M 0.26%
35,762
+4,584
+15% +$2.14M
ETN icon
64
Eaton
ETN
$161B
$17.2M 0.25%
63,212
+145
+0.2% +$45.1K
NEE icon
65
NextEra Energy
NEE
$181B
$17M 0.25%
239,673
+22,050
+10% +$1.56M
TMUS icon
66
T-Mobile US
TMUS
$185B
$16.8M 0.25%
62,995
+4,993
+9% +$1.23M
UNP icon
67
Union Pacific
UNP
$174B
$16.8M 0.25%
71,037
+7,157
+11% +$1.72M
AMD icon
68
Advanced Micro Devices
AMD
$776B
$16.5M 0.24%
160,281
+12,546
+8% +$1.4M
MS icon
69
Morgan Stanley
MS
$331B
$16.4M 0.24%
140,275
+8,058
+6% +$1.04M
ADP icon
70
Automatic Data Processing
ADP
$106B
$16.3M 0.24%
53,434
+4,736
+10% +$1.43M
DIS icon
71
Walt Disney
DIS
$167B
$16.3M 0.24%
165,221
+5,061
+3% +$544K
SYK icon
72
Stryker
SYK
$125B
$16.2M 0.24%
43,433
+2,541
+6% +$967K
AMAT icon
73
Applied Materials
AMAT
$403B
$16M 0.24%
110,265
+6,407
+6% +$1.08M
HON icon
74
Honeywell
HON
$77B
$15.6M 0.23%
78,017
+366
+0.5% +$74.1K
CMCSA icon
75
Comcast
CMCSA
$85B
$15.4M 0.23%
417,172
+7,468
+2% +$269K
1 2
3
4 5

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.