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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
+4.71%
1 Year Est. Return
+34.45%
3 Year Est. Return
+115.18%
5 Year Est. Return
+162.91%
10 Year Est. Return
–
AUM
$6.62B
AUM Growth
+$411M
Cap. Flow
+$293M
Cap. Flow %
4.42%
Top 10 Hldgs %
32.47%
Holding
1,907
New
132
Increased
1,118
Reduced
537
Closed
101

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$20.2M
2
AAPL icon
Apple
AAPL
+$18.5M
3
MSFT icon
Microsoft
MSFT
+$18M
4
AMZN icon
Amazon
AMZN
+$16.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.9M

Top Sells

Rank Stock Value
1
JNJ icon
Johnson & Johnson
JNJ
+$5.26M
2
MRO
Marathon Oil Corporation
MRO
+$4.52M
3
PEP icon
PepsiCo
PEP
+$3.5M
4
ADBE icon
Adobe
ADBE
+$2.57M
5
AGR
Avangrid, Inc.
AGR
+$2.45M

Sector Composition

Rank Sector Weight
1 Technology 32.04%
2 Financials 13.81%
3 Consumer Discretionary 11.16%
4 Healthcare 9.78%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KOF icon
1001
Coca-Cola Femsa
KOF
$22.5B
$624K 0.01%
8,017
+385
+5% +$31.7K
KEP icon
1002
Korea Electric Power
KEP
$15.5B
$624K 0.01%
90,645
+716
+0.8% +$5.6K
PUK icon
1003
Prudential
PUK
$37.4B
$623K 0.01%
39,099
+15,534
+66% +$260K
JD icon
1004
JD.com
JD
$44.6B
$618K 0.01%
17,829
+2,980
+20% +$115K
SNAP icon
1005
Snap
SNAP
$8.48B
$617K 0.01%
57,316
+8,113
+16% +$91.5K
U icon
1006
Unity
U
$14.6B
$616K 0.01%
27,432
-1,886
-6% -$41.9K
CBT icon
1007
Cabot Corp
CBT
$4.62B
$615K 0.01%
6,737
+2
+0% +$215
WIX icon
1008
WIX.com
WIX
$2.38B
$614K 0.01%
2,863
-403
-12% -$77K
ENPH icon
1009
Enphase Energy
ENPH
$5.2B
$614K 0.01%
8,943
-1,855
-17% -$147K
PTEN icon
1010
Patterson-UTI
PTEN
$3.9B
$613K 0.01%
74,163
-8,676
-10% -$69.6K
SCHD icon
1011
Schwab US Dividend Equity ETF
SCHD
$104B
$612K 0.01%
22,402
-20
-0.1% -$569
GATX icon
1012
GATX Corp
GATX
$6.4B
$611K 0.01%
3,945
-162
-4% -$24.1K
WYNN icon
1013
Wynn Resorts
WYNN
$10.2B
$610K 0.01%
7,083
-190
-3% -$17.9K
BILL icon
1014
BILL Holdings
BILL
$4.7B
$609K 0.01%
7,186
+1,826
+34% +$136K
LFUS icon
1015
Littelfuse
LFUS
$11.3B
$609K 0.01%
2,583
-138
-5% -$34.4K
HP icon
1016
Helmerich & Payne
HP
$3.41B
$609K 0.01%
19,010
-3,030
-14% -$103K
BDC icon
1017
Belden
BDC
$4.8B
$609K 0.01%
5,404
-123
-2% -$14.7K
VUG icon
1018
Vanguard Morningstar Growth ETF
VUG
$225B
$608K 0.01%
8,892
+1,056
+13% +$70.9K
ALLE icon
1019
Allegion
ALLE
$13.7B
$607K 0.01%
4,645
+21
+0.5% +$2.97K
ARMK icon
1020
Aramark
ARMK
$14.9B
$604K 0.01%
16,175
+1,022
+7% +$39.7K
H icon
1021
Hyatt Hotels
H
$16.2B
$603K 0.01%
3,844
-629
-14% -$97.6K
ANF icon
1022
Abercrombie & Fitch
ANF
$4.84B
$603K 0.01%
4,036
+1,517
+60% +$222K
SLGN icon
1023
Silgan Holdings
SLGN
$4.37B
$602K 0.01%
11,557
+375
+3% +$20K
CMC icon
1024
Commercial Metals
CMC
$7.77B
$601K 0.01%
12,127
-33
-0.3% -$1.86K
ELAN icon
1025
Elanco Animal Health
ELAN
$12.8B
$601K 0.01%
49,635
-2,630
-5% -$34.4K
39 40
41
42 43

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IIM
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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
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Vanguard Personalized Indexing Management's Q4 2024 Portfolio in Review

As of Q4 2024, Vanguard Personalized Indexing Management held 1,907 positions worth $6.62B, up 6.6% from $6.21B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Vanguard Personalized Indexing Management deployed $293M of net new capital in Q4 2024, opening 132 new positions and adding to 1,118 existing holdings. Its largest new stake was Expand Energy Corp: 14,935 shares worth $1.49M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Johnson & Johnson, an estimated $5.26M trimmed.

  • Vanguard Personalized Indexing Management's largest Q4 2024 buy was Expand Energy Corp: 14,935 shares worth $1.49M.
  • Vanguard Personalized Indexing Management added most to NVIDIA in Q4 2024, an estimated $20.2M increase.
  • Vanguard Personalized Indexing Management's biggest Q4 2024 reduction was Johnson & Johnson, cutting an estimated $5.26M.
  • Vanguard Personalized Indexing Management fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $4.52M.
  • Vanguard Personalized Indexing Management's ten largest holdings make up 32% of its $6.62B portfolio in Q4 2024.
  • Vanguard Personalized Indexing Management opened 132 new positions and closed 101 in Q4 2024.
  • Vanguard Personalized Indexing Management's portfolio value rose 6.6% quarter-over-quarter to $6.62B.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2024, filed 10 Feb 2025.