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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
NOG icon
1076
Northern Oil and Gas
NOG
$2.3B
$648K 0.01%
22,857
+14,637
+178% +$394K
BPMC
1077
DELISTED
Blueprint Medicines
BPMC
$648K 0.01%
5,055
+1,262
+33% +$131K
BILI icon
1078
Bilibili
BILI
$7.99B
$648K 0.01%
30,195
+10,126
+50% +$186K
WH icon
1079
Wyndham Hotels & Resorts
WH
$5.56B
$645K 0.01%
7,877
+510
+7% +$42.7K
RYAN icon
1080
Ryan Specialty Holdings
RYAN
$5.72B
$644K 0.01%
9,478
+546
+6% +$37.7K
IJR icon
1081
iShares Core S&P Small-Cap ETF
IJR
$109B
$639K 0.01%
5,845
+582
+11% +$60.2K
CAE icon
1082
CAE Inc. Common Shares
CAE
$8.3B
$637K 0.01%
21,756
+2,216
+11% +$55.9K
LITE icon
1083
Lumentum
LITE
$55.5B
$636K 0.01%
6,691
+1,987
+42% +$141K
KTOS icon
1084
Kratos Defense & Security Solutions
KTOS
$8.74B
$636K 0.01%
13,685
+4,011
+41% +$145K
BBWI icon
1085
Bath & Body Works
BBWI
$4.06B
$631K 0.01%
21,060
+4,909
+30% +$144K
ACLS icon
1086
Axcelis
ACLS
$4.01B
$630K 0.01%
9,036
+3,750
+71% +$214K
UHAL.B icon
1087
U-Haul Holding Co Series N
UHAL.B
$12.2B
$630K 0.01%
11,580
-5,853
-34% -$327K
TEX icon
1088
Terex
TEX
$7.18B
$629K 0.01%
13,469
-1,757
-12% -$73.5K
FINV
1089
FinVolution Group
FINV
$1.15B
$629K 0.01%
66,308
+10,037
+18% +$85.8K
GFI icon
1090
Gold Fields
GFI
$29B
$629K 0.01%
26,555
+4,360
+20% +$100K
OGS icon
1091
ONE Gas
OGS
$4.87B
$627K 0.01%
8,726
+965
+12% +$72.5K
HAFN icon
1092
Hafnia
HAFN
$3.84B
$626K 0.01%
125,449
+65,871
+111% +$320K
UMBF icon
1093
UMB Financial
UMBF
$11.1B
$624K 0.01%
5,931
+170
+3% +$17K
VC icon
1094
Visteon
VC
$2.79B
$623K 0.01%
6,677
+1,519
+29% +$125K
IONQ icon
1095
IonQ
IONQ
$13.6B
$620K 0.01%
14,427
+3,022
+26% +$101K
VIV icon
1096
Telefônica Brasil
VIV
$20.6B
$619K 0.01%
54,279
+5,189
+11% +$51K
ESAB icon
1097
ESAB
ESAB
$5.38B
$618K 0.01%
5,127
-183
-3% -$22.1K
GFS icon
1098
GlobalFoundries
GFS
$27.4B
$615K 0.01%
16,100
+2,753
+21% +$99.8K
TXNM
1099
TXNM Energy Inc
TXNM
$6.41B
$615K 0.01%
10,920
+1,312
+14% +$71.4K
STWD icon
1100
Starwood Property Trust
STWD
$5.92B
$615K 0.01%
30,499
-8,982
-23% -$175K
42 43
44
45 46

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.