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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
RBC icon
851
RBC Bearings
RBC
$17.4B
$1.06M 0.01%
2,742
+212
+8% +$74.8K
OLLI icon
852
Ollie's Bargain Outlet
OLLI
$4.44B
$1.05M 0.01%
8,001
+1,534
+24% +$176K
CNX icon
853
CNX Resources
CNX
$5.3B
$1.05M 0.01%
31,248
+105
+0.3% +$3.31K
CRBG icon
854
Corebridge Financial
CRBG
$14.1B
$1.05M 0.01%
29,639
-234
-0.8% -$7.28K
CWEN icon
855
Clearway Energy Class C
CWEN
$4.94B
$1.05M 0.01%
32,880
+2,701
+9% +$80.7K
CIVI
856
DELISTED
Civitas Resources
CIVI
$1.04M 0.01%
37,909
+13,087
+53% +$379K
SCHM icon
857
Schwab US Mid-Cap ETF
SCHM
$14.5B
$1.04M 0.01%
37,047
+88
+0.2% +$2.32K
LECO icon
858
Lincoln Electric
LECO
$14.2B
$1.04M 0.01%
5,003
-1,404
-22% -$269K
XRAY icon
859
Dentsply Sirona
XRAY
$2.68B
$1.04M 0.01%
65,315
+42,747
+189% +$639K
AVT icon
860
Avnet
AVT
$7.29B
$1.03M 0.01%
19,463
+4,235
+28% +$210K
NTES icon
861
NetEase
NTES
$85.3B
$1.03M 0.01%
7,666
+2,499
+48% +$287K
MTH icon
862
Meritage Homes
MTH
$4.58B
$1.03M 0.01%
15,424
+1,898
+14% +$126K
ALAB icon
863
Astera Labs
ALAB
$53.3B
$1.03M 0.01%
11,366
+6,677
+142% +$528K
IJH icon
864
iShares Core S&P Mid-Cap ETF
IJH
$122B
$1.03M 0.01%
16,531
+4,621
+39% +$271K
SW
865
Smurfit Westrock
SW
$24.1B
$1.02M 0.01%
23,657
+2,568
+12% +$110K
ATI icon
866
ATI
ATI
$25.6B
$1.02M 0.01%
11,778
+6,581
+127% +$450K
TSEM icon
867
Tower Semiconductor
TSEM
$24.8B
$1.02M 0.01%
23,442
+3,704
+19% +$142K
WFRD icon
868
Weatherford International
WFRD
$6.29B
$1.01M 0.01%
20,129
+12,867
+177% +$598K
AXS icon
869
AXIS Capital
AXS
$7.68B
$1.01M 0.01%
9,732
+992
+11% +$98.7K
OGE icon
870
OGE Energy
OGE
$9.78B
$1.01M 0.01%
22,749
+1,343
+6% +$59.6K
PAG icon
871
Penske Automotive Group
PAG
$14.3B
$1.01M 0.01%
5,852
+1,661
+40% +$266K
EXLS icon
872
EXL Service
EXLS
$5.14B
$1.01M 0.01%
22,954
+9,183
+67% +$420K
HRL icon
873
Hormel Foods
HRL
$13.8B
$1M 0.01%
33,100
+9,450
+40% +$285K
CNO icon
874
CNO Financial Group
CNO
$5.14B
$999K 0.01%
25,899
+1,910
+8% +$72.8K
FYBR
875
DELISTED
Frontier Communications
FYBR
$997K 0.01%
27,396
+2,516
+10% +$91.3K
33 34
35
36 37

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IIM
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GI
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OIA
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RA
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WAM
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HRCM
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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.