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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
ABCB icon
1026
Ameris Bancorp
ABCB
$5.85B
$730K 0.01%
11,285
+4,495
+66% +$266K
BIO icon
1027
Bio-Rad Laboratories Class A
BIO
$8.71B
$730K 0.01%
3,023
+900
+42% +$213K
BDC icon
1028
Belden
BDC
$4.85B
$728K 0.01%
6,289
+466
+8% +$49K
ET icon
1029
Energy Transfer Partners
ET
$70.1B
$723K 0.01%
39,845
+565
+1% +$9.86K
CMC icon
1030
Commercial Metals
CMC
$7.6B
$723K 0.01%
14,782
+3,867
+35% +$179K
LSTR icon
1031
Landstar System
LSTR
$5.93B
$722K 0.01%
5,194
-452
-8% -$62.7K
VLY icon
1032
Valley National Bancorp
VLY
$7.9B
$721K 0.01%
80,744
-5,399
-6% -$46.9K
RLI icon
1033
RLI Corp
RLI
$5.62B
$719K 0.01%
9,961
+1,400
+16% +$105K
KEX icon
1034
Kirby Corp
KEX
$7.01B
$716K 0.01%
6,315
+1,455
+30% +$153K
NSIT icon
1035
Insight Enterprises
NSIT
$3.89B
$716K 0.01%
5,184
-106
-2% -$14.3K
BEPC icon
1036
Brookfield Renewable
BEPC
$6.08B
$715K 0.01%
21,796
+1,062
+5% +$31K
TRP icon
1037
TC Energy
TRP
$70.2B
$712K 0.01%
14,584
+873
+6% +$42.8K
VIG icon
1038
Vanguard Dividend Appreciation ETF
VIG
$111B
$710K 0.01%
3,471
+633
+22% +$123K
VMI icon
1039
Valmont Industries
VMI
$9.3B
$709K 0.01%
2,171
+205
+10% +$62.9K
UBSI icon
1040
United Bankshares
UBSI
$6.63B
$709K 0.01%
19,457
+3,029
+18% +$106K
KOF icon
1041
Coca-Cola Femsa
KOF
$22.7B
$708K 0.01%
7,322
-273
-4% -$25.9K
CUZ icon
1042
Cousins Properties
CUZ
$5.19B
$708K 0.01%
23,566
-3,479
-13% -$98.2K
BIPC icon
1043
Brookfield Infrastructure
BIPC
$5.2B
$706K 0.01%
16,964
+435
+3% +$16.7K
H icon
1044
Hyatt Hotels
H
$16.4B
$704K 0.01%
5,043
+646
+15% +$80.6K
AGI icon
1045
Alamos Gold
AGI
$11.6B
$704K 0.01%
26,493
+6,798
+35% +$182K
TTC icon
1046
Toro Company
TTC
$8.75B
$702K 0.01%
9,928
+3,580
+56% +$254K
YMM icon
1047
Full Truck Alliance
YMM
$9.85B
$700K 0.01%
59,265
+32,705
+123% +$381K
CAMT icon
1048
Camtek
CAMT
$6.18B
$700K 0.01%
8,273
+3,061
+59% +$206K
GRAB icon
1049
Grab
GRAB
$14.3B
$699K 0.01%
139,002
+11,790
+9% +$55K
BBIO icon
1050
BridgeBio Pharma
BBIO
$15.7B
$699K 0.01%
16,178
+772
+5% +$28.1K
40 41
42
43 44

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.