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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
AMKR icon
1001
Amkor Technology
AMKR
$12.4B
$781K 0.01%
37,212
+9,935
+36% +$183K
ONB icon
1002
Old National Bancorp
ONB
$10.2B
$780K 0.01%
36,544
+3,560
+11% +$73.6K
HWC icon
1003
Hancock Whitney
HWC
$6.2B
$776K 0.01%
13,518
+673
+5% +$35.8K
BMRN icon
1004
BioMarin Pharmaceuticals
BMRN
$11.6B
$769K 0.01%
13,993
-10,433
-43% -$614K
RITM icon
1005
Rithm Capital
RITM
$5.52B
$769K 0.01%
68,100
-12,346
-15% -$136K
EPAM icon
1006
EPAM Systems
EPAM
$5.51B
$769K 0.01%
4,347
-404
-9% -$67.5K
GBCI icon
1007
Glacier Bancorp
GBCI
$6.42B
$766K 0.01%
17,791
-1,375
-7% -$57K
YELP icon
1008
Yelp
YELP
$1.45B
$766K 0.01%
22,365
+7,382
+49% +$267K
GNRC icon
1009
Generac Holdings
GNRC
$11.6B
$766K 0.01%
5,349
-680
-11% -$83K
HBM icon
1010
Hudbay
HBM
$10.1B
$766K 0.01%
72,195
+5,896
+9% +$49.1K
BEN icon
1011
Franklin Resources
BEN
$17.6B
$766K 0.01%
32,101
+11,432
+55% +$236K
MC icon
1012
Moelis & Co
MC
$4.97B
$765K 0.01%
12,274
+3,019
+33% +$169K
POR icon
1013
Portland General Electric
POR
$5.8B
$765K 0.01%
18,821
-1,148
-6% -$48.2K
WLK icon
1014
Westlake Corp
WLK
$9.03B
$763K 0.01%
10,045
+1,780
+22% +$146K
M icon
1015
Macy's
M
$6.53B
$762K 0.01%
65,317
-10,176
-13% -$118K
LW icon
1016
Lamb Weston
LW
$7.22B
$757K 0.01%
14,539
+5,650
+64% +$303K
POST icon
1017
Post Holdings
POST
$4.14B
$756K 0.01%
6,932
+1,227
+22% +$138K
PCOR icon
1018
Procore
PCOR
$8.26B
$747K 0.01%
10,913
+814
+8% +$53.2K
CORT icon
1019
Corcept Therapeutics
CORT
$12.4B
$742K 0.01%
10,110
+1,299
+15% +$94.2K
FFIN icon
1020
First Financial Bankshares
FFIN
$5.04B
$741K 0.01%
20,585
+2,216
+12% +$76.8K
RDN icon
1021
Radian Group
RDN
$5.18B
$737K 0.01%
20,462
-463
-2% -$15.5K
CTRE icon
1022
CareTrust REIT
CTRE
$9.91B
$736K 0.01%
24,050
+5,620
+30% +$162K
CADE
1023
DELISTED
Cadence Bank
CADE
$735K 0.01%
22,976
+2,500
+12% +$74.9K
NDSN icon
1024
Nordson
NDSN
$16.6B
$735K 0.01%
3,426
-62
-2% -$12.3K
KMX icon
1025
CarMax
KMX
$8.13B
$734K 0.01%
10,924
+198
+2% +$13.3K
39 40
41
42 43

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
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.