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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
MTZ icon
876
MasTec
MTZ
$21.1B
$995K 0.01%
5,837
+760
+15% +$109K
ENSG icon
877
The Ensign Group
ENSG
$10.4B
$995K 0.01%
6,444
+933
+17% +$131K
IUSG icon
878
iShares Core S&P US Growth ETF
IUSG
$31.7B
$994K 0.01%
6,606
-344
-5% -$46.6K
MKTX icon
879
MarketAxess Holdings
MKTX
$5.71B
$993K 0.01%
4,447
+797
+22% +$175K
ENB icon
880
Enbridge
ENB
$119B
$989K 0.01%
21,383
+1,483
+7% +$67.3K
SUI icon
881
Sun Communities
SUI
$15.2B
$987K 0.01%
7,796
-996
-11% -$124K
CRUS icon
882
Cirrus Logic
CRUS
$6.53B
$985K 0.01%
9,448
+1,399
+17% +$137K
QRVO icon
883
Qorvo
QRVO
$7.99B
$983K 0.01%
11,579
-1,613
-12% -$116K
SIG icon
884
Signet Jewelers
SIG
$3.61B
$970K 0.01%
12,194
+4,336
+55% +$288K
PII icon
885
Polaris
PII
$3.82B
$965K 0.01%
23,738
+10,183
+75% +$384K
WTS icon
886
Watts Water Technologies
WTS
$11.5B
$958K 0.01%
3,895
+464
+14% +$104K
MGA icon
887
Magna International
MGA
$18.7B
$957K 0.01%
24,787
+8,599
+53% +$304K
TEF
888
DELISTED
Telefonica
TEF
$953K 0.01%
182,149
+58,061
+47% +$292K
MRP
889
Millrose Properties Inc
MRP
$4.65B
$947K 0.01%
33,223
+9,026
+37% +$239K
HRB icon
890
H&R Block
HRB
$5.58B
$947K 0.01%
17,244
+643
+4% +$37.1K
IOT icon
891
Samsara
IOT
$21.7B
$945K 0.01%
23,746
+1,370
+6% +$56.6K
JXN icon
892
Jackson Financial
JXN
$8.53B
$944K 0.01%
10,633
-65
-0.6% -$5.26K
GNTX icon
893
Gentex
GNTX
$4.97B
$943K 0.01%
42,880
+6,524
+18% +$143K
WTFC icon
894
Wintrust Financial
WTFC
$10.8B
$942K 0.01%
7,592
+983
+15% +$113K
SANM icon
895
Sanmina
SANM
$9.95B
$942K 0.01%
9,625
-633
-6% -$52.3K
QUAL icon
896
iShares MSCI USA Quality Factor ETF
QUAL
$46.4B
$940K 0.01%
5,143
– –
CFR icon
897
Cullen/Frost Bankers
CFR
$10.3B
$937K 0.01%
7,286
+990
+16% +$121K
AEG icon
898
Aegon
AEG
$14B
$936K 0.01%
129,214
+8,858
+7% +$59.2K
ATR icon
899
AptarGroup
ATR
$8.55B
$935K 0.01%
5,974
+1,091
+22% +$165K
TS icon
900
Tenaris
TS
$28.9B
$932K 0.01%
24,915
+2,954
+13% +$101K
34 35
36
37 38

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.