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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
WING icon
776
Wingstop
WING
$3.53B
$1.22M 0.01%
3,613
+748
+26% +$221K
TECK icon
777
Teck Resources
TECK
$29.6B
$1.22M 0.01%
30,091
+4,259
+16% +$154K
APAM icon
778
Artisan Partners
APAM
$2.79B
$1.21M 0.01%
27,395
+1,450
+6% +$57.9K
IEX icon
779
IDEX
IEX
$17B
$1.21M 0.01%
6,912
+1,379
+25% +$244K
XPEV icon
780
XPeng
XPEV
$12.4B
$1.21M 0.01%
67,826
+6,479
+11% +$126K
TIGO icon
781
Millicom
TIGO
$16B
$1.21M 0.01%
32,334
+4,838
+18% +$166K
FLO icon
782
Flowers Foods
FLO
$1.49B
$1.21M 0.01%
75,776
+18,729
+33% +$323K
EMN icon
783
Eastman Chemical
EMN
$8B
$1.21M 0.01%
16,207
+7
+0% +$550
NCLH icon
784
Norwegian Cruise Line
NCLH
$8.51B
$1.21M 0.01%
59,492
+10,180
+21% +$182K
PBA icon
785
Pembina Pipeline
PBA
$28.4B
$1.2M 0.01%
32,115
-2,453
-7% -$92.6K
RDDT icon
786
Reddit
RDDT
$27.1B
$1.2M 0.01%
7,982
+3,321
+71% +$377K
BF.B icon
787
Brown-Forman Class B
BF.B
$13.2B
$1.2M 0.01%
44,621
-1,510
-3% -$48.5K
LFUS icon
788
Littelfuse
LFUS
$11.2B
$1.2M 0.01%
5,293
+2,685
+103% +$530K
TTEK icon
789
Tetra Tech
TTEK
$8.49B
$1.2M 0.01%
33,304
+8,885
+36% +$296K
KT icon
790
KT
KT
$8.62B
$1.2M 0.01%
57,514
+15,552
+37% +$296K
BLD
791
DELISTED
TopBuild
BLD
$1.2M 0.01%
3,693
-113
-3% -$33.5K
TRU icon
792
TransUnion
TRU
$15.1B
$1.2M 0.01%
13,593
-99
-0.7% -$8.26K
PRI icon
793
Primerica
PRI
$9.98B
$1.2M 0.01%
4,370
-155
-3% -$41.1K
AR icon
794
Antero Resources
AR
$11.1B
$1.19M 0.01%
29,641
+2,527
+9% +$95.7K
SAIA icon
795
Saia
SAIA
$9.27B
$1.19M 0.01%
4,353
+828
+23% +$236K
BAH icon
796
Booz Allen Hamilton
BAH
$8.39B
$1.19M 0.01%
11,394
+962
+9% +$108K
OLED icon
797
Universal Display
OLED
$3.68B
$1.18M 0.01%
7,663
-114
-1% -$16K
CGNX icon
798
Cognex
CGNX
$10.9B
$1.18M 0.01%
37,224
+20,357
+121% +$583K
GPN icon
799
Global Payments
GPN
$23B
$1.18M 0.01%
14,731
-887
-6% -$70.2K
MEDP icon
800
Medpace
MEDP
$16.1B
$1.18M 0.01%
3,749
+299
+9% +$89.8K
30 31
32
33 34

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.