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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
-2.18%
1 Year Est. Return
+34.45%
3 Year Est. Return
+115.18%
5 Year Est. Return
+162.91%
10 Year Est. Return
–
AUM
$6.78B
AUM Growth
+$161M
Cap. Flow
+$481M
Cap. Flow %
7.09%
Top 10 Hldgs %
28.84%
Holding
1,935
New
130
Increased
1,229
Reduced
459
Closed
96

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$28.4M
2
NVDA icon
NVIDIA
NVDA
+$15.3M
3
AMZN icon
Amazon
AMZN
+$13.1M
4
JNJ icon
Johnson & Johnson
JNJ
+$10.8M
5
META icon
Meta Platforms (Facebook)
META
+$9.51M

Top Sells

Rank Stock Value
1
SUM
Summit Materials, Inc. Class A Common Stock
SUM
+$1.66M
2
VT icon
Vanguard Total World Stock ETF
VT
+$1.62M
3
GIS icon
General Mills
GIS
+$1.25M
4
ALTM
Arcadium Lithium plc
ALTM
+$1.08M
5
LMT icon
Lockheed Martin
LMT
+$916K

Sector Composition

Rank Sector Weight
1 Technology 29.41%
2 Financials 14.96%
3 Healthcare 10.99%
4 Consumer Discretionary 10.14%
5 Communication Services 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HWC icon
976
Hancock Whitney
HWC
$6.26B
$674K 0.01%
12,845
+816
+7% +$45.9K
WMS icon
977
Advanced Drainage Systems
WMS
$11.5B
$673K 0.01%
6,199
+1,612
+35% +$188K
ENPH icon
978
Enphase Energy
ENPH
$5.52B
$673K 0.01%
10,841
+1,898
+21% +$120K
QSR icon
979
Restaurant Brands International
QSR
$25.3B
$672K 0.01%
10,091
+2,231
+28% +$144K
PLNT icon
980
Planet Fitness
PLNT
$4.45B
$669K 0.01%
6,927
-14
-0.2% -$1.41K
WH icon
981
Wyndham Hotels & Resorts
WH
$5.59B
$667K 0.01%
7,367
-311
-4% -$31.5K
PCOR icon
982
Procore
PCOR
$8.4B
$667K 0.01%
10,099
+2,334
+30% +$176K
AMH icon
983
American Homes 4 Rent
AMH
$12.4B
$666K 0.01%
17,601
-7,389
-30% -$264K
CHX
984
DELISTED
ChampionX
CHX
$664K 0.01%
22,279
+1,360
+7% +$39.7K
POST icon
985
Post Holdings
POST
$4.09B
$664K 0.01%
5,705
-164
-3% -$18.2K
GXO icon
986
GXO Logistics
GXO
$6.03B
$663K 0.01%
16,976
+6,303
+59% +$263K
COLB icon
987
Columbia Banking Systems
COLB
$8.91B
$663K 0.01%
26,594
+1,685
+7% +$44.9K
FFIN icon
988
First Financial Bankshares
FFIN
$5.09B
$660K 0.01%
18,369
+360
+2% +$13.2K
RYAN icon
989
Ryan Specialty Holdings
RYAN
$5.65B
$660K 0.01%
8,932
+851
+11% +$57.8K
FCN icon
990
FTI Consulting
FCN
$4.34B
$658K 0.01%
4,011
-449
-10% -$80.7K
NXT icon
991
Nextpower Inc
NXT
$13.8B
$658K 0.01%
15,613
+6,720
+76% +$299K
AGCO icon
992
AGCO
AGCO
$7.28B
$653K 0.01%
7,051
-1,920
-21% -$188K
EXLS icon
993
EXL Service
EXLS
$5.19B
$650K 0.01%
13,771
+311
+2% +$15K
OLN icon
994
Olin
OLN
$2.12B
$649K 0.01%
26,754
+8,987
+51% +$253K
TRP icon
995
TC Energy
TRP
$68.1B
$647K 0.01%
13,711
+890
+7% +$41.5K
WING icon
996
Wingstop
WING
$3.55B
$646K 0.01%
2,865
+195
+7% +$50.7K
SNDK
997
Sandisk
SNDK
$211B
$646K 0.01%
+13,566
New +$674K
PR
998
Permian Resources
PR
$17.5B
$645K 0.01%
46,573
-1,046
-2% -$15K
MGV icon
999
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.4B
$644K 0.01%
5,002
+2,999
+150% +$388K
MRP
1000
Millrose Properties Inc
MRP
$4.76B
$641K 0.01%
+24,197
New +$567K
38 39
40
41 42

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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
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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 Q1 2025 Portfolio in Review

As of Q1 2025, Vanguard Personalized Indexing Management held 1,935 positions worth $6.78B, up 2.4% from $6.62B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Vanguard Personalized Indexing Management deployed $481M of net new capital in Q1 2025, opening 130 new positions and adding to 1,229 existing holdings. Its largest new stake was Vanguard Morningstar Value ETF: 7,508 shares worth $1.3M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 32% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Vanguard Total World Stock ETF, an estimated $1.62M trimmed.

  • Vanguard Personalized Indexing Management's largest Q1 2025 buy was Vanguard Morningstar Value ETF: 7,508 shares worth $1.3M.
  • Vanguard Personalized Indexing Management added most to Apple in Q1 2025, an estimated $28.4M increase.
  • Vanguard Personalized Indexing Management's biggest Q1 2025 reduction was Vanguard Total World Stock ETF, cutting an estimated $1.62M.
  • Vanguard Personalized Indexing Management fully exited Summit Materials, Inc. Class A Common Stock in Q1 2025, selling an estimated $1.66M.
  • Vanguard Personalized Indexing Management's ten largest holdings make up 29% of its $6.78B portfolio in Q1 2025.
  • Vanguard Personalized Indexing Management opened 130 new positions and closed 96 in Q1 2025.
  • Vanguard Personalized Indexing Management's portfolio value rose 2.4% quarter-over-quarter to $6.78B.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2025, filed 14 May 2025.