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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
DVA icon
876
DaVita
DVA
$14.6B
$841K 0.01%
5,501
+226
+4% +$35.5K
ALB icon
877
Albemarle
ALB
$14.2B
$837K 0.01%
11,616
-2,151
-16% -$175K
KMX icon
878
CarMax
KMX
$8.16B
$836K 0.01%
10,726
+907
+9% +$72.7K
RIVN icon
879
Rivian
RIVN
$22.8B
$833K 0.01%
66,934
+7,952
+13% +$100K
TIGO icon
880
Millicom
TIGO
$15.6B
$832K 0.01%
27,496
+473
+2% +$13K
KEP icon
881
Korea Electric Power
KEP
$15.8B
$828K 0.01%
111,756
+21,111
+23% +$156K
GMAB icon
882
Genmab
GMAB
$17.8B
$827K 0.01%
42,258
+7,522
+22% +$158K
AMCR icon
883
Amcor
AMCR
$21.8B
$827K 0.01%
17,049
+469
+3% +$23.1K
WLK icon
884
Westlake Corp
WLK
$10.3B
$827K 0.01%
8,265
+1,341
+19% +$149K
TREX icon
885
Trex
TREX
$4.89B
$825K 0.01%
14,198
+358
+3% +$23.3K
COKE icon
886
Coca-Cola Consolidated
COKE
$12B
$825K 0.01%
6,110
-70
-1% -$9.41K
NVMI
887
Nova
NVMI
$13.2B
$821K 0.01%
4,454
+426
+11% +$98.4K
BRX icon
888
Brixmor Property Group
BRX
$9.57B
$817K 0.01%
30,779
+296
+1% +$7.87K
BRBR icon
889
BellRing Brands
BRBR
$1.48B
$817K 0.01%
10,973
+191
+2% +$14K
ELS icon
890
Equity Lifestyle Properties
ELS
$12.6B
$816K 0.01%
12,235
+1,516
+14% +$101K
RBC icon
891
RBC Bearings
RBC
$17.9B
$814K 0.01%
2,530
+10
+0.4% +$3.37K
RGEN icon
892
Repligen
RGEN
$8.45B
$813K 0.01%
6,392
-137
-2% -$21.1K
NOV icon
893
NOV
NOV
$7.13B
$808K 0.01%
53,107
-10,566
-17% -$158K
LNTH icon
894
Lantheus
LNTH
$6.58B
$805K 0.01%
8,248
+811
+11% +$75.8K
ACT icon
895
Enact Holdings
ACT
$6.69B
$805K 0.01%
23,152
+3,231
+16% +$108K
EPAM icon
896
EPAM Systems
EPAM
$5.85B
$802K 0.01%
4,751
+117
+3% +$25.8K
CRUS icon
897
Cirrus Logic
CRUS
$6.74B
$802K 0.01%
8,049
+1,648
+26% +$170K
BRK.A icon
898
Berkshire Hathaway Class A
BRK.A
$1.11T
$798K 0.01%
+1
New +$729K
CUZ icon
899
Cousins Properties
CUZ
$5.09B
$798K 0.01%
27,045
-231
-0.8% -$6.91K
FR icon
900
First Industrial Realty Trust
FR
$8.5B
$798K 0.01%
14,783
+3,583
+32% +$194K
34 35
36
37 38

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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 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.