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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
BWA icon
901
BorgWarner
BWA
$13.1B
$930K 0.01%
27,787
+3,252
+13% +$99.7K
QTWO icon
902
Q2 Holdings
QTWO
$3.8B
$929K 0.01%
9,925
+3,037
+44% +$256K
LKQ icon
903
LKQ Corp
LKQ
$5.68B
$926K 0.01%
25,022
+128
+0.5% +$5.11K
JD icon
904
JD.com
JD
$44.6B
$926K 0.01%
28,360
+6,976
+33% +$238K
SPXC icon
905
SPX Corp
SPXC
$11B
$924K 0.01%
5,509
+943
+21% +$138K
PLNT icon
906
Planet Fitness
PLNT
$4.42B
$923K 0.01%
8,468
+1,541
+22% +$154K
ALLE icon
907
Allegion
ALLE
$13.4B
$916K 0.01%
6,353
+1,512
+31% +$207K
EXP icon
908
Eagle Materials
EXP
$6.29B
$914K 0.01%
4,522
+165
+4% +$35.6K
ELAN icon
909
Elanco Animal Health
ELAN
$13.2B
$914K 0.01%
63,997
-251
-0.4% -$2.93K
SSB icon
910
SouthState Bank Corp
SSB
$10.2B
$913K 0.01%
9,921
+100
+1% +$8.78K
IPAR icon
911
Interparfums
IPAR
$3.99B
$909K 0.01%
6,920
+3,352
+94% +$410K
AEIS icon
912
Advanced Energy
AEIS
$11.6B
$903K 0.01%
6,817
+589
+9% +$64.9K
AA icon
913
Alcoa
AA
$11.9B
$902K 0.01%
30,575
-995
-3% -$26.9K
MUSA icon
914
Murphy USA
MUSA
$11.2B
$902K 0.01%
2,205
+173
+9% +$78.6K
OGN icon
915
Organon & Co
OGN
$3.56B
$899K 0.01%
92,893
+11,448
+14% +$118K
HST icon
916
Host Hotels & Resorts
HST
$17.2B
$893K 0.01%
58,129
+21,452
+58% +$318K
ALV icon
917
Autoliv
ALV
$9.02B
$885K 0.01%
7,908
+1,644
+26% +$161K
DVA icon
918
DaVita
DVA
$15.4B
$885K 0.01%
6,214
+713
+13% +$101K
FIVE icon
919
Five Below
FIVE
$12B
$885K 0.01%
6,745
+334
+5% +$32.5K
CROX icon
920
Crocs
CROX
$6.14B
$883K 0.01%
8,721
+230
+3% +$23.4K
LPL icon
921
LG Display
LPL
$3B
$883K 0.01%
258,161
+82,207
+47% +$254K
EPRT icon
922
Essential Properties Realty Trust
EPRT
$6.77B
$880K 0.01%
27,584
-2,829
-9% -$90.4K
NU icon
923
Nu Holdings
NU
$69.2B
$879K 0.01%
64,052
+29,824
+87% +$357K
POWI icon
924
Power Integrations
POWI
$3.38B
$874K 0.01%
15,631
+5,576
+55% +$286K
FER icon
925
Ferrovial N.V. Ordinary Shares
FER
$46.9B
$873K 0.01%
16,455
+6,941
+73% +$338K
35 36
37
38 39

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ACA
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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.