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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
+4.71%
1 Year Est. Return
+34.45%
3 Year Est. Return
+115.18%
5 Year Est. Return
+162.91%
10 Year Est. Return
–
AUM
$6.62B
AUM Growth
+$411M
Cap. Flow
+$293M
Cap. Flow %
4.42%
Top 10 Hldgs %
32.47%
Holding
1,907
New
132
Increased
1,118
Reduced
537
Closed
101

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$20.2M
2
AAPL icon
Apple
AAPL
+$18.5M
3
MSFT icon
Microsoft
MSFT
+$18M
4
AMZN icon
Amazon
AMZN
+$16.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.9M

Top Sells

Rank Stock Value
1
JNJ icon
Johnson & Johnson
JNJ
+$5.26M
2
MRO
Marathon Oil Corporation
MRO
+$4.52M
3
PEP icon
PepsiCo
PEP
+$3.5M
4
ADBE icon
Adobe
ADBE
+$2.57M
5
AGR
Avangrid, Inc.
AGR
+$2.45M

Sector Composition

Rank Sector Weight
1 Technology 32.04%
2 Financials 13.81%
3 Consumer Discretionary 11.16%
4 Healthcare 9.78%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRX icon
851
Brixmor Property Group
BRX
$9.68B
$849K 0.01%
30,483
+720
+2% +$20.4K
FHI icon
852
Federated Hermes
FHI
$4.85B
$848K 0.01%
20,624
+2,090
+11% +$84.4K
WHR icon
853
Whirlpool
WHR
$2.54B
$845K 0.01%
7,383
+1,824
+33% +$201K
KBR icon
854
KBR
KBR
$4.68B
$842K 0.01%
14,538
-707
-5% -$45.1K
VGT icon
855
Vanguard Information Technology ETF
VGT
$141B
$839K 0.01%
10,800
+5,280
+96% +$406K
AGCO icon
856
AGCO
AGCO
$7.28B
$839K 0.01%
8,971
+797
+10% +$77.2K
FYBR
857
DELISTED
Frontier Communications
FYBR
$837K 0.01%
24,118
+336
+1% +$11.8K
CR icon
858
Crane Co
CR
$12.7B
$836K 0.01%
5,508
+481
+10% +$79.4K
CUZ icon
859
Cousins Properties
CUZ
$5.17B
$836K 0.01%
27,276
+5,220
+24% +$160K
PRMB
860
Primo Brands
PRMB
$8.1B
$835K 0.01%
+27,123
New +$804K
EXAS
861
DELISTED
Exact Sciences
EXAS
$835K 0.01%
14,852
-235
-2% -$14.6K
SCHM icon
862
Schwab US Mid-Cap ETF
SCHM
$14.7B
$833K 0.01%
30,044
-2,281
-7% -$65K
MKTX icon
863
MarketAxess Holdings
MKTX
$5.71B
$828K 0.01%
3,665
-104
-3% -$27.4K
QRVO icon
864
Qorvo
QRVO
$7.89B
$826K 0.01%
11,811
+979
+9% +$78.4K
X
865
DELISTED
US Steel
X
$825K 0.01%
24,278
-2,303
-9% -$85K
DOX icon
866
Amdocs
DOX
$5.88B
$821K 0.01%
9,644
-245
-2% -$21.5K
ICL icon
867
ICL Group
ICL
$6.56B
$821K 0.01%
165,900
+77,051
+87% +$345K
BWXT icon
868
BWX Technologies
BWXT
$15.9B
$817K 0.01%
7,334
+731
+11% +$89.3K
GNTX icon
869
Gentex
GNTX
$4.99B
$815K 0.01%
28,371
+1,640
+6% +$49.1K
STM icon
870
STMicroelectronics
STM
$46.5B
$815K 0.01%
32,638
+5,023
+18% +$133K
THG icon
871
Hanover Insurance
THG
$8.09B
$812K 0.01%
5,253
+8
+0.2% +$1.24K
BRBR icon
872
BellRing Brands
BRBR
$1.51B
$812K 0.01%
10,782
+1,182
+12% +$84K
VOYA icon
873
Voya Financial
VOYA
$9.07B
$810K 0.01%
11,769
-681
-5% -$53.2K
CVLT icon
874
Commault Systems
CVLT
$5.18B
$808K 0.01%
5,354
-108
-2% -$17.4K
WPP icon
875
WPP
WPP
$4.39B
$806K 0.01%
15,688
-46
-0.3% -$2.43K
33 34
35
36 37

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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 Q4 2024 Portfolio in Review

As of Q4 2024, Vanguard Personalized Indexing Management held 1,907 positions worth $6.62B, up 6.6% from $6.21B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Vanguard Personalized Indexing Management deployed $293M of net new capital in Q4 2024, opening 132 new positions and adding to 1,118 existing holdings. Its largest new stake was Expand Energy Corp: 14,935 shares worth $1.49M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Johnson & Johnson, an estimated $5.26M trimmed.

  • Vanguard Personalized Indexing Management's largest Q4 2024 buy was Expand Energy Corp: 14,935 shares worth $1.49M.
  • Vanguard Personalized Indexing Management added most to NVIDIA in Q4 2024, an estimated $20.2M increase.
  • Vanguard Personalized Indexing Management's biggest Q4 2024 reduction was Johnson & Johnson, cutting an estimated $5.26M.
  • Vanguard Personalized Indexing Management fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $4.52M.
  • Vanguard Personalized Indexing Management's ten largest holdings make up 32% of its $6.62B portfolio in Q4 2024.
  • Vanguard Personalized Indexing Management opened 132 new positions and closed 101 in Q4 2024.
  • Vanguard Personalized Indexing Management's portfolio value rose 6.6% quarter-over-quarter to $6.62B.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2024, filed 10 Feb 2025.