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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
NXT icon
926
Nextpower Inc
NXT
$13.6B
$872K 0.01%
16,013
+400
+3% +$20.1K
APG icon
927
APi Group
APG
$17.1B
$871K 0.01%
25,593
+5,127
+25% +$147K
BC icon
928
Brunswick
BC
$5.13B
$867K 0.01%
15,686
+3,793
+32% +$192K
SKX
929
DELISTED
Skechers
SKX
$865K 0.01%
13,709
+5,704
+71% +$328K
COLB icon
930
Columbia Banking Systems
COLB
$8.84B
$861K 0.01%
36,733
+10,139
+38% +$235K
SSD icon
931
Simpson Manufacturing
SSD
$7.72B
$860K 0.01%
5,534
-281
-5% -$43.5K
TME icon
932
Tencent Music
TME
$15.5B
$859K 0.01%
44,096
+10,083
+30% +$158K
ERIE icon
933
Erie Indemnity
ERIE
$12.7B
$859K 0.01%
2,478
-23
-0.9% -$8.53K
BYD icon
934
Boyd Gaming
BYD
$6.18B
$859K 0.01%
10,979
+702
+7% +$50.1K
CHE icon
935
Chemed
CHE
$7.07B
$857K 0.01%
1,760
+136
+8% +$77.5K
RKLB icon
936
Rocket Lab Corp
RKLB
$40.6B
$856K 0.01%
23,940
+9,817
+70% +$240K
CHWY icon
937
Chewy
CHWY
$9.25B
$852K 0.01%
19,990
+3,019
+18% +$120K
BAX icon
938
Baxter International
BAX
$13.5B
$852K 0.01%
28,128
-8,471
-23% -$257K
ELS icon
939
Equity Lifestyle Properties
ELS
$12.6B
$850K 0.01%
13,780
+1,545
+13% +$98.5K
WMS icon
940
Advanced Drainage Systems
WMS
$10.6B
$850K 0.01%
7,395
+1,196
+19% +$134K
AL
941
DELISTED
Air Lease Corp
AL
$850K 0.01%
14,524
-710
-5% -$37K
PVH icon
942
PVH
PVH
$4B
$848K 0.01%
12,360
+760
+7% +$55.2K
CIB icon
943
Grupo Cibest SA
CIB
$22B
$846K 0.01%
18,317
+3,384
+23% +$141K
SLM icon
944
SLM Corp
SLM
$4.89B
$844K 0.01%
25,751
+1,172
+5% +$35.9K
NICE icon
945
Nice
NICE
$5.79B
$844K 0.01%
4,998
+1,773
+55% +$286K
EXAS
946
DELISTED
Exact Sciences
EXAS
$839K 0.01%
15,796
+2,853
+22% +$145K
PIPR icon
947
Piper Sandler
PIPR
$5.12B
$838K 0.01%
12,060
+1,772
+17% +$110K
REXR icon
948
Rexford Industrial Realty
REXR
$8.42B
$837K 0.01%
23,540
-5,143
-18% -$179K
MOG.A icon
949
Moog Inc Class A
MOG.A
$12.4B
$837K 0.01%
4,626
+233
+5% +$40.9K
U icon
950
Unity
U
$13.8B
$836K 0.01%
34,558
+2,962
+9% +$65.2K
36 37
38
39 40

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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 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.