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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
RMBS icon
751
Rambus
RMBS
$10.9B
$1.07M 0.02%
20,689
+1,654
+9% +$97.2K
LAD icon
752
Lithia Motors
LAD
$8.16B
$1.07M 0.02%
3,639
+254
+8% +$86.5K
GPK icon
753
Graphic Packaging
GPK
$3.5B
$1.07M 0.02%
41,111
+336
+0.8% +$8.99K
DOX icon
754
Amdocs
DOX
$6.03B
$1.07M 0.02%
11,657
+2,013
+21% +$176K
ACM icon
755
Aecom
ACM
$9.75B
$1.06M 0.02%
11,433
-1,557
-12% -$158K
LKQ icon
756
LKQ Corp
LKQ
$6.19B
$1.06M 0.02%
24,894
+7,734
+45% +$307K
OHI icon
757
Omega Healthcare
OHI
$14.6B
$1.05M 0.02%
27,695
-440
-2% -$16.4K
SNX icon
758
TD Synnex
SNX
$21.1B
$1.05M 0.02%
10,141
+312
+3% +$41.7K
EMBJ
759
Embraer S.A. ADS
EMBJ
$12.5B
$1.05M 0.02%
22,769
-2,313
-9% -$103K
MEDP icon
760
Medpace
MEDP
$16B
$1.05M 0.02%
3,450
+38
+1% +$12.8K
IPG
761
DELISTED
Interpublic Group of Companies
IPG
$1.05M 0.02%
38,635
+1,631
+4% +$44.7K
ERIE icon
762
Erie Indemnity
ERIE
$12.8B
$1.05M 0.02%
2,501
+408
+19% +$166K
HOLX
763
DELISTED
Hologic
HOLX
$1.04M 0.02%
16,915
-11,148
-40% -$739K
ARW icon
764
Arrow Electronics
ARW
$11.7B
$1.04M 0.02%
10,042
-2,854
-22% -$315K
GMED icon
765
Globus Medical
GMED
$11B
$1.04M 0.02%
14,194
+750
+6% +$62K
UHAL.B icon
766
U-Haul Holding Co Series N
UHAL.B
$12.7B
$1.03M 0.02%
17,433
+306
+2% +$19.1K
LEA icon
767
Lear
LEA
$6.24B
$1.03M 0.02%
11,629
+2,057
+21% +$195K
MLI icon
768
Mueller Industries
MLI
$15.1B
$1.02M 0.02%
26,854
+2,368
+10% +$94.6K
OSK icon
769
Oshkosh
OSK
$9.66B
$1.02M 0.02%
10,866
+1,555
+17% +$156K
KIM icon
770
Kimco Realty
KIM
$16.9B
$1.02M 0.02%
47,978
-2,920
-6% -$63.7K
BERY
771
DELISTED
Berry Global Group, Inc.
BERY
$1.02M 0.02%
14,567
+34
+0.2% +$2.36K
IDA icon
772
Idacorp
IDA
$8.36B
$1.02M 0.02%
8,747
+232
+3% +$26K
CACI icon
773
CACI
CACI
$11.5B
$1.02M 0.02%
2,769
+19
+0.7% +$7.27K
APAM icon
774
Artisan Partners
APAM
$3.04B
$1.01M 0.02%
25,945
+3,359
+15% +$142K
MGM icon
775
MGM Resorts International
MGM
$11.7B
$1.01M 0.01%
34,170
+495
+1% +$16.6K
29 30
31
32 33

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.