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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
BSAC icon
1101
Banco Santander Chile
BSAC
$16.4B
$513K 0.01%
22,514
-988
-4% -$21.1K
LFUS icon
1102
Littelfuse
LFUS
$11.3B
$513K 0.01%
2,608
+25
+1% +$5.72K
PATH icon
1103
UiPath
PATH
$7.31B
$509K 0.01%
49,430
+3,599
+8% +$46.3K
POWI icon
1104
Power Integrations
POWI
$3.37B
$508K 0.01%
10,055
+2,767
+38% +$166K
NWE icon
1105
NorthWestern Energy
NWE
$4.3B
$508K 0.01%
8,773
-75
-0.8% -$4.08K
WYNN icon
1106
Wynn Resorts
WYNN
$10.2B
$505K 0.01%
6,046
-1,037
-15% -$88.4K
HBM icon
1107
Hudbay
HBM
$11B
$503K 0.01%
66,299
-1,393
-2% -$11.3K
CGNX icon
1108
Cognex
CGNX
$11.9B
$503K 0.01%
16,867
+3,157
+23% +$111K
CMC icon
1109
Commercial Metals
CMC
$8.03B
$502K 0.01%
10,915
-1,212
-10% -$59K
S icon
1110
SentinelOne
S
$7.19B
$501K 0.01%
27,557
+2,665
+11% +$57.8K
FTAI icon
1111
FTAI Aviation
FTAI
$22.8B
$501K 0.01%
4,511
+149
+3% +$17.6K
IWF icon
1112
iShares Russell 1000 Growth ETF
IWF
$127B
$499K 0.01%
+5,528
New +$545K
BHF icon
1113
Brighthouse Financial
BHF
$3.55B
$499K 0.01%
8,604
+1,002
+13% +$56K
AROC icon
1114
Archrock
AROC
$6.26B
$497K 0.01%
18,957
+2,432
+15% +$65.6K
AZEK
1115
DELISTED
The AZEK Co
AZEK
$497K 0.01%
10,173
+1,752
+21% +$83K
NICE icon
1116
Nice
NICE
$6.05B
$497K 0.01%
3,225
+203
+7% +$32.5K
PHI icon
1117
PLDT
PHI
$4.27B
$496K 0.01%
22,683
+6,519
+40% +$151K
NSA
1118
DELISTED
National Storage Affiliates Trust
NSA
$496K 0.01%
12,587
+999
+9% +$37.6K
FUL icon
1119
H.B. Fuller
FUL
$3.07B
$495K 0.01%
8,827
+3,138
+55% +$185K
FLR icon
1120
Fluor
FLR
$7.01B
$495K 0.01%
13,822
-2,024
-13% -$87.4K
BCC icon
1121
Boise Cascade
BCC
$2.92B
$495K 0.01%
5,046
+740
+17% +$83.8K
AGO icon
1122
Assured Guaranty
AGO
$3.72B
$493K 0.01%
5,592
+330
+6% +$29.6K
GFS icon
1123
GlobalFoundries
GFS
$28.5B
$493K 0.01%
13,347
+2,383
+22% +$96.3K
AMKR icon
1124
Amkor Technology
AMKR
$13.9B
$493K 0.01%
27,277
+4,925
+22% +$111K
KEX icon
1125
Kirby Corp
KEX
$6.98B
$491K 0.01%
4,860
-57
-1% -$5.95K
43 44
45
46 47

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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.