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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
TKO icon
751
TKO Group
TKO
$13.8B
$1.06M 0.02%
7,443
+16
+0.2% +$2.09K
IHG icon
752
InterContinental Hotels
IHG
$23.3B
$1.06M 0.02%
8,457
+29
+0.3% +$3.47K
FTI icon
753
TechnipFMC
FTI
$27.1B
$1.05M 0.02%
36,346
+4,165
+13% +$119K
CCK icon
754
Crown Holdings
CCK
$13B
$1.05M 0.02%
12,665
-1,165
-8% -$106K
PHG icon
755
Philips
PHG
$25.6B
$1.05M 0.02%
44,656
-4,062
-8% -$105K
MUSA icon
756
Murphy USA
MUSA
$10.9B
$1.04M 0.02%
2,077
+29
+1% +$14.8K
PEN icon
757
Penumbra
PEN
$12.7B
$1.04M 0.02%
4,384
+102
+2% +$23.2K
FND icon
758
Floor & Decor
FND
$6.08B
$1.04M 0.02%
10,436
-6
-0.1% -$645
SUI icon
759
Sun Communities
SUI
$15.1B
$1.04M 0.02%
8,447
+655
+8% +$83.8K
CHKP icon
760
Check Point Software Technologies
CHKP
$12.6B
$1.04M 0.02%
5,554
-288
-5% -$54.2K
IPG
761
DELISTED
Interpublic Group of Companies
IPG
$1.04M 0.02%
37,004
-3,112
-8% -$92.9K
MMYT icon
762
MakeMyTrip
MMYT
$5.81B
$1.03M 0.02%
9,218
+266
+3% +$28.5K
BLD
763
DELISTED
TopBuild
BLD
$1.03M 0.02%
3,304
+129
+4% +$47.3K
AEM icon
764
Agnico Eagle Mines
AEM
$74.6B
$1.03M 0.02%
13,146
+926
+8% +$76.3K
HALO icon
765
Halozyme
HALO
$9.76B
$1.03M 0.02%
21,492
+617
+3% +$31.6K
XLK icon
766
State Street Technology Select Sector SPDR ETF
XLK
$117B
$1.02M 0.02%
8,772
-472
-5% -$54.9K
GPC icon
767
Genuine Parts
GPC
$17.7B
$1.02M 0.02%
8,697
-1,741
-17% -$217K
PDD icon
768
Pinduoduo
PDD
$128B
$1.01M 0.02%
10,441
-803
-7% -$93.4K
RMBS icon
769
Rambus
RMBS
$10B
$1.01M 0.02%
19,035
+4,088
+27% +$208K
RRX icon
770
Regal Rexnord
RRX
$14.1B
$1.01M 0.02%
6,484
+309
+5% +$52.2K
GEN icon
771
Gen Digital
GEN
$16.9B
$998K 0.02%
36,449
-58
-0.2% -$1.67K
OMF icon
772
OneMain Financial
OMF
$7.44B
$997K 0.02%
19,125
+1,100
+6% +$57K
WAL icon
773
Western Alliance Bancorporation
WAL
$9.04B
$996K 0.02%
11,919
+3,615
+44% +$318K
MTDR icon
774
Matador Resources
MTDR
$6.06B
$993K 0.02%
17,658
+1,484
+9% +$81.7K
SPSC icon
775
SPS Commerce
SPSC
$2.72B
$992K 0.02%
5,389
-502
-9% -$94.2K
29 30
31
32 33

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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.