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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
TCOM icon
951
Trip.com Group
TCOM
$29.6B
$836K 0.01%
14,251
+2,920
+26% +$175K
ALB icon
952
Albemarle
ALB
$13.9B
$835K 0.01%
13,326
+1,710
+15% +$101K
STLA icon
953
Stellantis
STLA
$21.7B
$834K 0.01%
83,148
+1,599
+2% +$15.8K
BRKR icon
954
Bruker
BRKR
$9.57B
$834K 0.01%
20,230
+9,918
+96% +$383K
KNX icon
955
Knight Transportation
KNX
$11.3B
$832K 0.01%
18,811
+3,256
+21% +$138K
NXST icon
956
Nexstar Media Group
NXST
$5.82B
$832K 0.01%
4,807
+528
+12% +$86.5K
FUTU icon
957
Futu Holdings
FUTU
$14.7B
$826K 0.01%
6,686
+899
+16% +$91.9K
TREX icon
958
Trex
TREX
$4.51B
$826K 0.01%
15,191
+993
+7% +$56.3K
LPX icon
959
Louisiana-Pacific
LPX
$5.06B
$825K 0.01%
9,590
+320
+3% +$28.4K
GPI icon
960
Group 1 Automotive
GPI
$3.42B
$822K 0.01%
1,881
+34
+2% +$14.3K
DAY
961
DELISTED
Dayforce
DAY
$822K 0.01%
14,836
-1,426
-9% -$81.5K
DCI icon
962
Donaldson
DCI
$10.9B
$818K 0.01%
11,788
+315
+3% +$21.2K
INSM icon
963
Insmed
INSM
$21.4B
$813K 0.01%
8,081
-117
-1% -$8.95K
GIL icon
964
Gildan
GIL
$10.3B
$813K 0.01%
16,514
+62
+0.4% +$2.85K
DLB icon
965
Dolby
DLB
$5.51B
$813K 0.01%
10,947
-1,659
-13% -$124K
POOL icon
966
Pool Corp
POOL
$6.75B
$812K 0.01%
2,784
-978
-26% -$296K
AIT icon
967
Applied Industrial Technologies
AIT
$12.8B
$809K 0.01%
3,478
+419
+14% +$95.3K
GAP
968
The Gap Inc
GAP
$7.23B
$808K 0.01%
37,044
+3,168
+9% +$70.8K
ACT icon
969
Enact Holdings
ACT
$6.61B
$808K 0.01%
21,746
-1,406
-6% -$49.9K
VGT icon
970
Vanguard Information Technology ETF
VGT
$139B
$808K 0.01%
9,744
+1,312
+16% +$95.4K
GMED icon
971
Globus Medical
GMED
$10.7B
$807K 0.01%
13,676
-518
-4% -$33.5K
OWL icon
972
Blue Owl Capital
OWL
$6.96B
$807K 0.01%
42,006
+3,189
+8% +$59K
GLPI icon
973
Gaming and Leisure Properties
GLPI
$12.7B
$806K 0.01%
17,261
-432
-2% -$20.4K
IPG
974
DELISTED
Interpublic Group of Companies
IPG
$805K 0.01%
32,895
-5,740
-15% -$140K
PRMB
975
Primo Brands
PRMB
$8.24B
$805K 0.01%
27,175
-598
-2% -$19.1K
37 38
39
40 41

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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
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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.