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
SOLV icon
801
Solventum
SOLV
$14.8B
$1.18M 0.01%
15,061
-1,608
-10% -$114K
BFAM icon
802
Bright Horizons
BFAM
$3.92B
$1.17M 0.01%
9,500
+118
+1% +$14.5K
FHI icon
803
Federated Hermes
FHI
$4.55B
$1.17M 0.01%
26,421
+4,774
+22% +$196K
PEGA icon
804
Pegasystems
PEGA
$5.02B
$1.17M 0.01%
21,621
+6,439
+42% +$292K
DOX icon
805
Amdocs
DOX
$5.92B
$1.16M 0.01%
12,761
+1,104
+9% +$98.7K
MLI icon
806
Mueller Industries
MLI
$14.7B
$1.16M 0.01%
29,300
+2,446
+9% +$92.3K
AMED
807
DELISTED
Amedisys
AMED
$1.16M 0.01%
11,764
+4,028
+52% +$381K
VXUS icon
808
Vanguard Total International Stock ETF
VXUS
$155B
$1.16M 0.01%
+16,737
New +$1.09M
HR icon
809
Healthcare Realty
HR
$7.28B
$1.16M 0.01%
72,883
+4,341
+6% +$66K
IDA icon
810
Idacorp
IDA
$8.27B
$1.15M 0.01%
10,000
+1,253
+14% +$145K
DOCS icon
811
Doximity
DOCS
$3.76B
$1.15M 0.01%
18,733
+2,917
+18% +$163K
PNW icon
812
Pinnacle West Capital
PNW
$12.2B
$1.15M 0.01%
12,833
+735
+6% +$67.2K
LOPE icon
813
Grand Canyon Education
LOPE
$3.79B
$1.15M 0.01%
6,070
+358
+6% +$66.3K
NTR icon
814
Nutrien
NTR
$33.2B
$1.15M 0.01%
19,664
+4,508
+30% +$255K
FSV icon
815
FirstService
FSV
$6.48B
$1.15M 0.01%
6,558
+2,257
+52% +$391K
NYT icon
816
New York Times
NYT
$12.1B
$1.14M 0.01%
20,447
+1,718
+9% +$91.1K
SJM icon
817
J.M. Smucker
SJM
$12.7B
$1.14M 0.01%
11,642
+264
+2% +$29K
CHRD icon
818
Chord Energy
CHRD
$7.9B
$1.14M 0.01%
11,800
+1,058
+10% +$101K
PEN icon
819
Penumbra
PEN
$12.7B
$1.14M 0.01%
4,443
+10
+0.2% +$2.72K
ENTG icon
820
Entegris
ENTG
$18.1B
$1.14M 0.01%
14,118
-2,130
-13% -$162K
EXPO icon
821
Exponent
EXPO
$3.24B
$1.14M 0.01%
15,207
+2,795
+23% +$217K
OHI icon
822
Omega Healthcare
OHI
$15.1B
$1.13M 0.01%
30,922
+3,227
+12% +$120K
WAL icon
823
Western Alliance Bancorporation
WAL
$8.79B
$1.12M 0.01%
14,400
+2,834
+25% +$204K
EPR icon
824
EPR Properties
EPR
$4.76B
$1.12M 0.01%
19,160
+933
+5% +$49.2K
HQY icon
825
HealthEquity
HQY
$8.41B
$1.11M 0.01%
10,639
+2,263
+27% +$215K
31 32
33
34 35

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.