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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
(+2.4%)
Cap. Flow
+$481M
Cap. Flow
% of AUM
7.09%
Top 10 Holdings %
Top 10 Hldgs %
28.84%
Holding
1,935
New
130
Increased
1,229
Reduced
459
Closed
96
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$28.4M |
| 2 |
NVIDIA
NVDA
|
+$15.3M |
| 3 |
Amazon
AMZN
|
+$13.1M |
| 4 |
Johnson & Johnson
JNJ
|
+$10.8M |
| 5 |
Meta Platforms (Facebook)
META
|
+$9.51M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
SUM
Summit Materials, Inc. Class A Common Stock
SUM
|
+$1.66M |
| 2 |
Vanguard Total World Stock ETF
VT
|
+$1.62M |
| 3 |
General Mills
GIS
|
+$1.25M |
| 4 |
ALTM
Arcadium Lithium plc
ALTM
|
+$1.08M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1076
Moelis & Co
MC
$5.08B
| $540K | 0.01% |
9,255
+2,276
| +33% | +$160K |
|
1077
AGNC Investment
AGNC
$12.6B
| $540K | 0.01% |
56,332
+6,669
| +13% | +$66.6K |
|
1078
GATX Corp
GATX
$6.37B
| $539K | 0.01% |
3,471
-474
| -12% | -$75.5K |
|
1079
Hyatt Hotels
H
$16.2B
| $539K | 0.01% |
4,397
+553
| +14% | +$79.6K |
|
|
KC
1080
Kingsoft Cloud Holdings
KC
$3.92B
| $538K | 0.01% |
37,488
-255
| -0.7% | -$3.82K |
|
1081
Avista
AVA
$3.31B
| $538K | 0.01% |
12,846
-817
| -6% | -$31K |
|
1082
BridgeBio Pharma
BBIO
$15.7B
| $533K | 0.01% |
15,406
+677
| +5% | +$22.8K |
|
1083
GitLab
GTLB
$6.16B
| $532K | 0.01% |
11,315
+1,563
| +16% | +$95.6K |
|
1084
NetEase
NTES
$84.2B
| $532K | 0.01% |
5,167
-14
| -0.3% | -$1.41K |
|
|
BECN
1085
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $531K | 0.01% |
4,294
-553
| -11% | -$64.4K |
|
1086
Brinker International
EAT
$9.66B
| $531K | 0.01% |
3,563
+560
| +19% | +$86.1K |
|
1087
Pegasystems
PEGA
$5.22B
| $528K | 0.01% |
15,182
+3,034
| +25% | +$134K |
|
1088
CareTrust REIT
CTRE
$9.74B
| $527K | 0.01% |
18,430
+2,006
| +12% | +$53.9K |
|
1089
Alamos Gold
AGI
$12B
| $527K | 0.01% |
19,695
+1,682
| +9% | +$37.9K |
|
1090
M/I Homes
MHO
$3.75B
| $527K | 0.01% |
4,612
+534
| +13% | +$65.5K |
|
1091
Timken Company
TKR
$9.85B
| $526K | 0.01% |
7,322
+796
| +12% | +$61.4K |
|
1092
Open Text
OTEX
$6.41B
| $525K | 0.01% |
20,774
+6,897
| +50% | +$189K |
|
1093
Graham Holdings Company
GHC
$5.14B
| $524K | 0.01% |
545
+117
| +27% | +$109K |
|
1094
Host Hotels & Resorts
HST
$17.2B
| $521K | 0.01% |
36,677
+3,538
| +11% | +$57.4K |
|
1095
Bankunited
BKU
$3.4B
| $519K | 0.01% |
15,078
+973
| +7% | +$36.7K |
|
1096
GFL Environmental
GFL
$15.2B
| $518K | 0.01% |
10,720
+756
| +8% | +$34.3K |
|
1097
Allison Transmission
ALSN
$9.65B
| $518K | 0.01% |
5,411
+66
| +1% | +$7K |
|
1098
Bio-Rad Laboratories Class A
BIO
$8.96B
| $517K | 0.01% |
2,123
-250
| -11% | -$75.2K |
|
|
TXNM
1099
TXNM Energy Inc
TXNM
$5.94B
| $514K | 0.01% |
9,608
-1,730
| -15% | -$86.8K |
|
1100
Core & Main
CNM
$8.56B
| $514K | 0.01% |
10,632
+1,133
| +12% | +$58.7K |
|
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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.