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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
MHK icon
1001
Mohawk Industries
MHK
$9.25B
$641K 0.01%
5,611
+831
+17% +$99.1K
BC icon
1002
Brunswick
BC
$5.41B
$640K 0.01%
11,893
+7,517
+172% +$471K
CRS icon
1003
Carpenter Technology
CRS
$28.3B
$639K 0.01%
3,526
+413
+13% +$79.6K
HEES
1004
DELISTED
H&E Equipment Services
HEES
$638K 0.01%
6,730
-7,216
-52% -$628K
ALE
1005
DELISTED
Allete
ALE
$637K 0.01%
9,699
+1,436
+17% +$94.1K
PIPR icon
1006
Piper Sandler
PIPR
$5.14B
$637K 0.01%
10,288
+2,516
+32% +$180K
ROOT icon
1007
Root
ROOT
$936M
$634K 0.01%
4,749
-274
-5% -$31.4K
PTEN icon
1008
Patterson-UTI
PTEN
$3.83B
$632K 0.01%
76,856
+2,693
+4% +$22.6K
ALLE icon
1009
Allegion
ALLE
$14.1B
$632K 0.01%
4,841
+196
+4% +$25.4K
SCHD icon
1010
Schwab US Dividend Equity ETF
SCHD
$105B
$628K 0.01%
22,474
+72
+0.3% +$2.01K
INSM icon
1011
Insmed
INSM
$21.4B
$625K 0.01%
8,198
+1,694
+26% +$130K
CBT icon
1012
Cabot Corp
CBT
$4.23B
$625K 0.01%
7,515
+778
+12% +$67.1K
SR icon
1013
Spire
SR
$4.7B
$623K 0.01%
7,956
-119
-1% -$8.7K
CADE
1014
DELISTED
Cadence Bank
CADE
$622K 0.01%
20,476
+1,870
+10% +$62K
U icon
1015
Unity
U
$15.4B
$619K 0.01%
31,596
+4,164
+15% +$94K
ESAB icon
1016
ESAB
ESAB
$5.89B
$619K 0.01%
5,310
+768
+17% +$93.5K
ESTC icon
1017
Elastic
ESTC
$7.39B
$617K 0.01%
6,930
+1,269
+22% +$132K
EGP icon
1018
EastGroup Properties
EGP
$11B
$615K 0.01%
3,493
+485
+16% +$84.4K
DINO icon
1019
HF Sinclair
DINO
$15.7B
$605K 0.01%
18,405
-7,722
-30% -$271K
PAG icon
1020
Penske Automotive Group
PAG
$14.4B
$603K 0.01%
4,191
+443
+12% +$71K
CIB icon
1021
Grupo Cibest SA
CIB
$21.4B
$600K 0.01%
14,933
+549
+4% +$21.6K
SNAP icon
1022
Snap
SNAP
$9.74B
$600K 0.01%
68,865
+11,549
+20% +$120K
BIPC icon
1023
Brookfield Infrastructure
BIPC
$4.97B
$598K 0.01%
16,529
-477
-3% -$18.8K
VFC icon
1024
VF Corp
VFC
$5.99B
$596K 0.01%
38,409
+1,747
+5% +$38.7K
CRVL icon
1025
CorVel
CRVL
$3.01B
$595K 0.01%
5,317
+562
+12% +$62.7K
39 40
41
42 43

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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
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.