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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
MRK icon
51
Merck
MRK
$322B
$25.6M 0.29%
322,630
+26,484
+9% +$2.11M
TXN icon
52
Texas Instruments
TXN
$248B
$25.4M 0.29%
122,557
+10,524
+9% +$1.87M
PGR icon
53
Progressive
PGR
$128B
$24.3M 0.27%
91,041
+9,387
+11% +$2.57M
SPGI icon
54
S&P Global
SPGI
$124B
$24.3M 0.27%
45,912
+6,542
+17% +$3.26M
APH icon
55
Amphenol
APH
$185B
$23.7M 0.27%
238,817
+52,210
+28% +$4.27M
BSX icon
56
Boston Scientific
BSX
$68.4B
$23.3M 0.26%
216,910
+37,578
+21% +$3.8M
BLK icon
57
Blackrock
BLK
$167B
$23.1M 0.26%
21,989
+2,357
+12% +$2.23M
ACN icon
58
Accenture
ACN
$106B
$23.1M 0.26%
77,134
-218
-0.3% -$66.4K
ADBE icon
59
Adobe
ADBE
$105B
$23.1M 0.26%
59,573
+4,732
+9% +$1.82M
UBER icon
60
Uber
UBER
$145B
$22.8M 0.26%
243,922
+50,324
+26% +$4.14M
QCOM icon
61
Qualcomm
QCOM
$164B
$22.5M 0.25%
141,468
+21,197
+18% +$3.12M
DIS icon
62
Walt Disney
DIS
$171B
$22.3M 0.25%
179,348
+14,127
+9% +$1.47M
TJX icon
63
TJX Companies
TJX
$179B
$22.3M 0.25%
180,278
+30,782
+21% +$3.9M
GILD icon
64
Gilead Sciences
GILD
$165B
$21.5M 0.24%
194,028
+31,712
+20% +$3.37M
TSM icon
65
TSMC
TSM
$1.94T
$21.1M 0.24%
93,138
+14,945
+19% +$2.77M
SYK icon
66
Stryker
SYK
$135B
$20.9M 0.24%
52,869
+9,436
+22% +$3.53M
HON icon
67
Honeywell
HON
$76.4B
$20.9M 0.24%
95,201
+17,184
+22% +$3.48M
GEV icon
68
GE Vernova
GEV
$240B
$20.6M 0.23%
37,872
+7,591
+25% +$3.16M
LOW icon
69
Lowe's Companies
LOW
$121B
$20.6M 0.23%
92,667
+18,016
+24% +$4.02M
C icon
70
Citigroup
C
$213B
$20.3M 0.23%
238,276
+25,303
+12% +$1.83M
COF icon
71
Capital One
COF
$128B
$20.3M 0.23%
94,964
+48,785
+106% +$9.1M
NEE icon
72
NextEra Energy
NEE
$185B
$20.3M 0.23%
291,126
+51,453
+21% +$3.57M
PANW icon
73
Palo Alto Networks
PANW
$256B
$20.2M 0.23%
98,891
+12,019
+14% +$2.23M
AMGN icon
74
Amgen
AMGN
$209B
$20.2M 0.23%
72,264
+8,411
+13% +$2.38M
ADP icon
75
Automatic Data Processing
ADP
$109B
$19.8M 0.22%
64,316
+10,882
+20% +$3.34M
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
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 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.