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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
FMS icon
826
Fresenius Medical Care
FMS
$13.8B
$1.11M 0.01%
38,942
+4,804
+14% +$129K
ZBH icon
827
Zimmer Biomet
ZBH
$18.2B
$1.11M 0.01%
12,194
-3,499
-22% -$338K
IVZ icon
828
Invesco
IVZ
$13.1B
$1.11M 0.01%
70,453
+12,242
+21% +$176K
KRC icon
829
Kilroy Realty
KRC
$4.52B
$1.11M 0.01%
32,327
+3,228
+11% +$105K
HIW icon
830
Highwoods Properties
HIW
$3.65B
$1.11M 0.01%
35,647
+6,341
+22% +$187K
REG icon
831
Regency Centers
REG
$14.7B
$1.11M 0.01%
15,454
+425
+3% +$30.4K
SLG icon
832
SL Green Realty
SLG
$3.76B
$1.11M 0.01%
17,878
+1,632
+10% +$93.4K
SM icon
833
SM Energy
SM
$7.8B
$1.1M 0.01%
44,655
+20,698
+86% +$501K
MTDR icon
834
Matador Resources
MTDR
$6.2B
$1.09M 0.01%
22,938
+7,736
+51% +$342K
BRX icon
835
Brixmor Property Group
BRX
$9.67B
$1.09M 0.01%
41,875
+11,096
+36% +$282K
GMAB icon
836
Genmab
GMAB
$17.7B
$1.09M 0.01%
52,684
+10,426
+25% +$214K
FNV icon
837
Franco-Nevada
FNV
$41.1B
$1.09M 0.01%
6,640
+1,235
+23% +$204K
FBIN icon
838
Fortune Brands Innovations
FBIN
$5.88B
$1.09M 0.01%
21,122
-1,292
-6% -$67.6K
MASI
839
DELISTED
Masimo
MASI
$1.08M 0.01%
6,441
+726
+13% +$116K
CVLT icon
840
Commault Systems
CVLT
$4.88B
$1.08M 0.01%
6,187
+36
+0.6% +$6.14K
LEN.B icon
841
Lennar Class B
LEN.B
$19.4B
$1.08M 0.01%
10,230
+385
+4% +$39.8K
LEA icon
842
Lear
LEA
$6.54B
$1.07M 0.01%
11,306
-323
-3% -$28.4K
CUBE icon
843
CubeSmart
CUBE
$9.39B
$1.07M 0.01%
25,170
+7,000
+39% +$290K
THG icon
844
Hanover Insurance
THG
$8.1B
$1.07M 0.01%
6,284
+1,041
+20% +$174K
AVTR icon
845
Avantor
AVTR
$9.32B
$1.07M 0.01%
79,259
+18,101
+30% +$248K
SNN icon
846
Smith & Nephew
SNN
$13.3B
$1.06M 0.01%
34,688
+1,982
+6% +$55.9K
BKH icon
847
Black Hills Corp
BKH
$5.42B
$1.06M 0.01%
18,880
+449
+2% +$26.3K
RIVN icon
848
Rivian
RIVN
$22B
$1.06M 0.01%
77,017
+10,083
+15% +$137K
QLYS icon
849
Qualys
QLYS
$5.1B
$1.06M 0.01%
7,399
+634
+9% +$83.9K
QQQ icon
850
Invesco QQQ Trust
QQQ
$453B
$1.06M 0.01%
1,915
-411
-18% -$204K
32 33
34
35 36

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.