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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
SII
1101
Sprott
SII
$2.66B
$614K 0.01%
8,891
+2,210
+33% +$123K
SNAP icon
1102
Snap
SNAP
$7.89B
$614K 0.01%
70,608
+1,743
+3% +$14.5K
RCI icon
1103
Rogers Communications
RCI
$18.3B
$613K 0.01%
20,661
+3,328
+19% +$87.2K
SBS icon
1104
Sabesp
SBS
$19.1B
$612K 0.01%
143,630
+40,340
+39% +$156K
HOG icon
1105
Harley-Davidson
HOG
$2.58B
$605K 0.01%
25,640
+10,773
+72% +$256K
ROOT icon
1106
Root
ROOT
$857M
$604K 0.01%
4,722
-27
-0.6% -$3.66K
ALSN icon
1107
Allison Transmission
ALSN
$9.5B
$604K 0.01%
6,358
+947
+18% +$91.5K
MMS icon
1108
Maximus
MMS
$3.17B
$604K 0.01%
8,607
+2,092
+32% +$147K
W icon
1109
Wayfair
W
$11.2B
$603K 0.01%
11,794
+3,395
+40% +$127K
LNTH icon
1110
Lantheus
LNTH
$6.49B
$603K 0.01%
7,368
-880
-11% -$77.3K
GATX icon
1111
GATX Corp
GATX
$6.35B
$603K 0.01%
3,921
+450
+13% +$67.4K
AZEK
1112
DELISTED
The AZEK Co
AZEK
$603K 0.01%
11,091
+918
+9% +$46K
JOBY icon
1113
Joby Aviation
JOBY
$7.03B
$600K 0.01%
56,870
+8,750
+18% +$63.3K
BSAC icon
1114
Banco Santander Chile
BSAC
$16.3B
$600K 0.01%
23,789
+1,275
+6% +$30.8K
LSCC icon
1115
Lattice Semiconductor
LSCC
$17.6B
$600K 0.01%
12,241
-12,509
-51% -$599K
FRT icon
1116
Federal Realty Investment Trust
FRT
$10.7B
$600K 0.01%
6,311
+1,553
+33% +$147K
TFX icon
1117
Teleflex
TFX
$6.05B
$599K 0.01%
5,061
+976
+24% +$123K
CBSH icon
1118
Commerce Bancshares
CBSH
$8.53B
$598K 0.01%
10,052
+593
+6% +$34.8K
ADT icon
1119
ADT
ADT
$5.58B
$597K 0.01%
70,506
+28,532
+68% +$234K
FUL icon
1120
H.B. Fuller
FUL
$2.97B
$596K 0.01%
9,904
+1,077
+12% +$59.4K
VOYA icon
1121
Voya Financial
VOYA
$9.01B
$592K 0.01%
8,342
-2,399
-22% -$154K
TEVA icon
1122
Teva Pharmaceuticals
TEVA
$40.8B
$591K 0.01%
35,274
+8,192
+30% +$132K
GXO icon
1123
GXO Logistics
GXO
$5.77B
$590K 0.01%
12,111
-4,865
-29% -$194K
OTEX icon
1124
Open Text
OTEX
$6.15B
$589K 0.01%
20,187
-587
-3% -$16K
ANF icon
1125
Abercrombie & Fitch
ANF
$4.42B
$589K 0.01%
7,110
+2,158
+44% +$164K
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 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.