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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
SM icon
726
SM Energy
SM
$7.59B
$1.12M 0.02%
28,928
-1,223
-4% -$51.6K
THC icon
727
Tenet Healthcare
THC
$20.1B
$1.11M 0.02%
8,832
-207
-2% -$30.8K
GMED icon
728
Globus Medical
GMED
$11B
$1.11M 0.02%
13,444
+1,359
+11% +$107K
ONTO icon
729
Onto Innovation
ONTO
$13.4B
$1.11M 0.02%
6,672
-860
-11% -$157K
CACI icon
730
CACI
CACI
$11.3B
$1.11M 0.02%
2,750
+76
+3% +$37K
GPK icon
731
Graphic Packaging
GPK
$3.36B
$1.11M 0.02%
40,775
-2,421
-6% -$70K
TSEM icon
732
Tower Semiconductor
TSEM
$26.6B
$1.11M 0.02%
21,459
+1,102
+5% +$51.6K
UHAL.B icon
733
U-Haul Holding Co Series N
UHAL.B
$12.4B
$1.1M 0.02%
17,127
+520
+3% +$34.2K
NYT icon
734
New York Times
NYT
$12.2B
$1.09M 0.02%
20,924
+778
+4% +$42.5K
CG icon
735
Carlyle Group
CG
$17.5B
$1.09M 0.02%
21,538
+3,957
+23% +$201K
ESNT icon
736
Essent Group
ESNT
$6.16B
$1.09M 0.02%
19,975
+1,166
+6% +$67.7K
REG icon
737
Regency Centers
REG
$14.6B
$1.09M 0.02%
14,707
+894
+6% +$65.4K
POOL icon
738
Pool Corp
POOL
$6.99B
$1.09M 0.02%
3,183
-198
-6% -$72.2K
ADC icon
739
Agree Realty
ADC
$9.23B
$1.08M 0.02%
15,399
+1,189
+8% +$88.5K
PNW icon
740
Pinnacle West Capital
PNW
$12.2B
$1.08M 0.02%
12,786
-1,023
-7% -$90.8K
LNC icon
741
Lincoln National
LNC
$8.78B
$1.08M 0.02%
34,178
+6,135
+22% +$204K
EPAM icon
742
EPAM Systems
EPAM
$5.56B
$1.08M 0.02%
4,634
-330
-7% -$73.4K
BG icon
743
Bunge Global
BG
$20.3B
$1.08M 0.02%
13,929
-1,067
-7% -$93.7K
ALTM
744
DELISTED
Arcadium Lithium plc
ALTM
$1.08M 0.02%
210,245
+15,866
+8% +$81K
BMI icon
745
Badger Meter
BMI
$3.98B
$1.08M 0.02%
5,082
-598
-11% -$130K
EQNR icon
746
Equinor
EQNR
$94.6B
$1.07M 0.02%
45,221
+11,749
+35% +$282K
IMO icon
747
Imperial Oil
IMO
$60.9B
$1.07M 0.02%
17,342
+1,927
+13% +$140K
OHI icon
748
Omega Healthcare
OHI
$14.7B
$1.06M 0.02%
28,135
+1,843
+7% +$73.6K
CHRD icon
749
Chord Energy
CHRD
$7.78B
$1.06M 0.02%
9,082
+1,472
+19% +$185K
BF.B icon
750
Brown-Forman Class B
BF.B
$12.9B
$1.06M 0.02%
27,855
-5,530
-17% -$243K
28 29
30
31 32

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 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.