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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
SNN icon
826
Smith & Nephew
SNN
$12.8B
$928K 0.01%
32,706
+6,261
+24% +$167K
STM icon
827
STMicroelectronics
STM
$48.4B
$927K 0.01%
42,234
+9,596
+29% +$236K
RITM icon
828
Rithm Capital
RITM
$5.72B
$921K 0.01%
80,446
+6,664
+9% +$77.1K
MMYT icon
829
MakeMyTrip
MMYT
$5.95B
$920K 0.01%
9,388
+170
+2% +$17.5K
DOCS icon
830
Doximity
DOCS
$3.99B
$918K 0.01%
15,816
+2,169
+16% +$137K
COHR icon
831
Coherent
COHR
$63.3B
$917K 0.01%
14,126
-532
-4% -$44.1K
MTSI icon
832
MACOM Technology Solutions
MTSI
$20.9B
$917K 0.01%
9,135
-265
-3% -$32.3K
KD icon
833
Kyndryl
KD
$3.24B
$915K 0.01%
29,136
+1,858
+7% +$69.6K
STLA icon
834
Stellantis
STLA
$22.1B
$914K 0.01%
81,549
-14,514
-15% -$187K
CWEN icon
835
Clearway Energy Class C
CWEN
$4.94B
$914K 0.01%
30,179
+1,306
+5% +$35.5K
SSD icon
836
Simpson Manufacturing
SSD
$8.08B
$913K 0.01%
5,815
+545
+10% +$89.5K
THG icon
837
Hanover Insurance
THG
$7.94B
$912K 0.01%
5,243
-10
-0.2% -$1.62K
SSB icon
838
SouthState Bank Corp
SSB
$10.6B
$912K 0.01%
9,821
+4,748
+94% +$467K
HRB icon
839
H&R Block
HRB
$5.84B
$912K 0.01%
16,601
-232
-1% -$12.4K
CR icon
840
Crane Co
CR
$13B
$909K 0.01%
5,932
+424
+8% +$68K
CROX icon
841
Crocs
CROX
$6.77B
$902K 0.01%
8,491
+445
+6% +$46.1K
GLPI icon
842
Gaming and Leisure Properties
GLPI
$12.6B
$901K 0.01%
17,693
+1,536
+10% +$75.5K
JXN icon
843
Jackson Financial
JXN
$9.32B
$896K 0.01%
10,698
+1,612
+18% +$143K
CG icon
844
Carlyle Group
CG
$18.2B
$895K 0.01%
20,530
-1,008
-5% -$50K
FYBR
845
DELISTED
Frontier Communications
FYBR
$892K 0.01%
24,880
+762
+3% +$27.2K
POR icon
846
Portland General Electric
POR
$5.89B
$891K 0.01%
19,969
+353
+2% +$15.1K
WAL icon
847
Western Alliance Bancorporation
WAL
$9.2B
$889K 0.01%
11,566
-353
-3% -$29.6K
WWD icon
848
Woodward
WWD
$22.1B
$885K 0.01%
4,847
-283
-6% -$52.3K
SPSC icon
849
SPS Commerce
SPSC
$2.67B
$884K 0.01%
6,660
+1,271
+24% +$200K
IUSG icon
850
iShares Core S&P US Growth ETF
IUSG
$33.5B
$883K 0.01%
6,950
– –
32 33
34
35 36

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IIM
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GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
OIA
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RA
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RI
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WAM
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HRCM
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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.