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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
PCTY icon
976
Paylocity
PCTY
$7.38B
$804K 0.01%
4,437
+1,389
+46% +$261K
IWR icon
977
iShares Russell Mid-Cap ETF
IWR
$56B
$804K 0.01%
8,738
-4,255
-33% -$368K
AMH icon
978
American Homes 4 Rent
AMH
$12B
$803K 0.01%
22,262
+4,661
+26% +$172K
VT icon
979
Vanguard Total World Stock ETF
VT
$77.1B
$803K 0.01%
6,247
-23,627
-79% -$2.83M
ALE
980
DELISTED
Allete
ALE
$803K 0.01%
12,531
+2,832
+29% +$184K
HIMS icon
981
Hims & Hers Health
HIMS
$6.43B
$803K 0.01%
16,102
+6,589
+69% +$298K
PR
982
Permian Resources
PR
$17.8B
$802K 0.01%
58,798
+12,225
+26% +$157K
SWK icon
983
Stanley Black & Decker
SWK
$14.3B
$800K 0.01%
11,810
+664
+6% +$42.9K
CE icon
984
Celanese
CE
$4.9B
$800K 0.01%
14,458
-6,604
-31% -$329K
OPCH icon
985
Option Care Health
OPCH
$3.45B
$798K 0.01%
24,561
+2,062
+9% +$66.6K
LI icon
986
Li Auto
LI
$13.4B
$796K 0.01%
29,378
+7,770
+36% +$205K
CNM icon
987
Core & Main
CNM
$8.23B
$795K 0.01%
13,178
+2,546
+24% +$136K
SWX icon
988
Southwest Gas
SWX
$6.47B
$794K 0.01%
10,673
+188
+2% +$13.6K
SNRE
989
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
$792K 0.01%
11,283
+4,667
+71% +$244K
FND icon
990
Floor & Decor
FND
$6.13B
$790K 0.01%
10,403
+797
+8% +$59.2K
FCN icon
991
FTI Consulting
FCN
$4.4B
$790K 0.01%
4,890
+879
+22% +$144K
CZR icon
992
Caesars Entertainment
CZR
$6.06B
$790K 0.01%
27,813
+14,249
+105% +$387K
GPK icon
993
Graphic Packaging
GPK
$3.17B
$790K 0.01%
37,474
-3,637
-9% -$84.1K
DAR icon
994
Darling Ingredients
DAR
$9.64B
$789K 0.01%
20,806
+7,662
+58% +$252K
ARMK icon
995
Aramark
ARMK
$15B
$789K 0.01%
18,849
+1,803
+11% +$66.9K
IRT icon
996
Independence Realty Trust
IRT
$3.92B
$788K 0.01%
44,552
-152
-0.3% -$2.85K
LNW
997
DELISTED
Light & Wonder
LNW
$787K 0.01%
8,179
-250
-3% -$21.4K
FMX icon
998
Fomento Económico Mexicano
FMX
$43.6B
$786K 0.01%
7,632
+646
+9% +$66.7K
TKC icon
999
Turkcell
TKC
$4.68B
$785K 0.01%
129,670
+1,947
+2% +$11.8K
NLY icon
1000
Annaly Capital Management
NLY
$17.1B
$782K 0.01%
41,541
-6,585
-14% -$125K
38 39
40
41 42

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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.