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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
LRCX icon
76
Lam Research
LRCX
$316B
$19.7M 0.22%
202,727
+9,208
+5% +$730K
VZ icon
77
Verizon
VZ
$197B
$19.6M 0.22%
453,468
+61,806
+16% +$2.68M
DE icon
78
Deere & Co
DE
$165B
$19.2M 0.22%
37,802
+7,232
+24% +$3.54M
KLAC icon
79
KLA
KLAC
$222B
$19.1M 0.22%
213,070
+45,920
+27% +$3.45M
PEP icon
80
PepsiCo
PEP
$196B
$18.9M 0.21%
142,831
+16,903
+13% +$2.28M
SAP icon
81
SAP
SAP
$215B
$18.1M 0.2%
59,496
+7,663
+15% +$2.2M
TMUS icon
82
T-Mobile US
TMUS
$195B
$18M 0.2%
75,495
+12,500
+20% +$3.05M
SCHW
83
Charles Schwab
SCHW
$182B
$17.4M 0.2%
190,538
+40,275
+27% +$3.37M
VRTX icon
84
Vertex Pharmaceuticals
VRTX
$123B
$17.1M 0.19%
38,491
+2,729
+8% +$1.26M
ICE icon
85
Intercontinental Exchange
ICE
$87.2B
$17.1M 0.19%
93,213
+13,425
+17% +$2.31M
TT icon
86
Trane Technologies
TT
$98.8B
$17.1M 0.19%
39,111
+5,743
+17% +$2.27M
UNP icon
87
Union Pacific
UNP
$174B
$17M 0.19%
74,002
+2,965
+4% +$658K
CB icon
88
Chubb
CB
$140B
$16.7M 0.19%
57,794
+12,784
+28% +$3.68M
MCK icon
89
McKesson
MCK
$104B
$16.3M 0.18%
22,263
+4,468
+25% +$3.15M
ADI icon
90
Analog Devices
ADI
$172B
$16.2M 0.18%
68,080
+7,401
+12% +$1.54M
CMCSA icon
91
Comcast
CMCSA
$87.3B
$16.1M 0.18%
451,578
+34,406
+8% +$1.19M
MU icon
92
Micron Technology
MU
$835B
$16M 0.18%
130,204
+14,948
+13% +$1.4M
ANET icon
93
Arista Networks
ANET
$199B
$15.8M 0.18%
154,089
+27,530
+22% +$2.38M
TMO icon
94
Thermo Fisher Scientific
TMO
$214B
$15.7M 0.18%
38,754
+16
+0% +$6.69K
LMT icon
95
Lockheed Martin
LMT
$131B
$15.4M 0.17%
33,292
+7,914
+31% +$3.7M
NVS icon
96
Novartis
NVS
$302B
$15.2M 0.17%
125,612
+16,063
+15% +$1.81M
CI icon
97
Cigna
CI
$78.4B
$15.2M 0.17%
45,805
+6,672
+17% +$2.15M
ASML icon
98
ASML
ASML
$596B
$15.2M 0.17%
18,899
+1,225
+7% +$879K
CEG icon
99
Constellation Energy
CEG
$92.1B
$15.2M 0.17%
46,628
+10,128
+28% +$2.68M
CTAS icon
100
Cintas
CTAS
$86.6B
$15.1M 0.17%
67,820
+9,467
+16% +$2.04M
2 3
4
5 6

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
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 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.