We are live on ! Find out more
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
GPC icon
751
Genuine Parts
GPC
$17.1B
$1.28M 0.01%
10,579
+1,403
+15% +$169K
BWXT icon
752
BWX Technologies
BWXT
$15.5B
$1.28M 0.01%
8,909
+978
+12% +$114K
SCHA icon
753
Schwab U.S Small- Cap ETF
SCHA
$22.2B
$1.28M 0.01%
50,678
– –
WWD icon
754
Woodward
WWD
$21.3B
$1.28M 0.01%
5,226
+379
+8% +$77.5K
RL icon
755
Ralph Lauren
RL
$22.6B
$1.28M 0.01%
4,653
+1,090
+31% +$270K
CRDO icon
756
Credo Technology Group
CRDO
$38.6B
$1.28M 0.01%
13,781
+5,189
+60% +$303K
TAP icon
757
Molson Coors Class B
TAP
$7.79B
$1.27M 0.01%
26,406
+2,270
+9% +$125K
WY icon
758
Weyerhaeuser
WY
$18B
$1.27M 0.01%
49,394
-1,419
-3% -$37.1K
AAL icon
759
American Airlines Group
AAL
$10.1B
$1.27M 0.01%
113,125
+19,278
+21% +$206K
XLK icon
760
State Street Technology Select Sector SPDR ETF
XLK
$115B
$1.27M 0.01%
9,998
-494
-5% -$54.8K
PHG icon
761
Philips
PHG
$25.7B
$1.26M 0.01%
54,563
+5,234
+11% +$117K
CPB icon
762
Campbell Soup
CPB
$6.55B
$1.26M 0.01%
41,192
+8,509
+26% +$299K
AM icon
763
Antero Midstream
AM
$10.4B
$1.26M 0.01%
66,580
+4,568
+7% +$81.6K
BLDR icon
764
Builders FirstSource
BLDR
$7.15B
$1.26M 0.01%
10,770
-1,075
-9% -$124K
NE icon
765
Noble Corp
NE
$6.77B
$1.26M 0.01%
47,316
+32,444
+218% +$779K
DBX icon
766
Dropbox
DBX
$7.6B
$1.25M 0.01%
43,813
+2,025
+5% +$57.3K
IMOS
767
ChipMOS TECHNOLOGIES
IMOS
$1.65B
$1.25M 0.01%
69,191
+27,617
+66% +$489K
WCC
768
WESCO International
WCC
$16.7B
$1.25M 0.01%
6,751
+230
+4% +$37.9K
CG icon
769
Carlyle Group
CG
$16.6B
$1.25M 0.01%
24,268
+3,738
+18% +$161K
RRX icon
770
Regal Rexnord
RRX
$13.7B
$1.24M 0.01%
8,542
+3,752
+78% +$471K
FTI icon
771
TechnipFMC
FTI
$28.1B
$1.23M 0.01%
35,757
+1,336
+4% +$40.3K
RPM icon
772
RPM International
RPM
$13.7B
$1.23M 0.01%
11,194
+268
+2% +$29.5K
AES icon
773
AES
AES
$10.5B
$1.23M 0.01%
116,592
-5,916
-5% -$63.3K
R icon
774
Ryder
R
$9.83B
$1.22M 0.01%
7,629
+168
+2% +$24.7K
LAMR icon
775
Lamar Advertising Co
LAMR
$16.2B
$1.22M 0.01%
10,042
+2,305
+30% +$267K
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 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.