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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
GFI icon
1126
Gold Fields
GFI
$30.5B
$490K 0.01%
22,195
-1,129
-5% -$20.6K
TME icon
1127
Tencent Music
TME
$15.8B
$490K 0.01%
34,013
+3,059
+10% +$38.2K
BBWI icon
1128
Bath & Body Works
BBWI
$4.24B
$490K 0.01%
16,151
+33
+0.2% +$1.17K
THO icon
1129
Thor Industries
THO
$4.16B
$489K 0.01%
6,453
-635
-9% -$59.7K
RDDT icon
1130
Reddit
RDDT
$30.8B
$489K 0.01%
4,661
+2,749
+144% +$454K
APG icon
1131
APi Group
APG
$18B
$488K 0.01%
20,466
+2,407
+13% +$60.3K
MGEE icon
1132
MGE Energy Inc
MGEE
$3.02B
$486K 0.01%
5,224
-110
-2% -$10K
CYTK icon
1133
Cytokinetics
CYTK
$10.7B
$486K 0.01%
12,082
+5,096
+73% +$234K
WIX icon
1134
WIX.com
WIX
$2.79B
$483K 0.01%
2,954
+91
+3% +$18.9K
GLNG icon
1135
Golar LNG
GLNG
$5.03B
$482K 0.01%
12,698
+239
+2% +$9.37K
CAE icon
1136
CAE Inc. Common Shares
CAE
$8.62B
$480K 0.01%
19,540
+4,184
+27% +$102K
TGNA
1137
DELISTED
TEGNA Inc
TGNA
$480K 0.01%
26,366
+981
+4% +$17.7K
FIVE icon
1138
Five Below
FIVE
$12.3B
$480K 0.01%
6,411
-525
-8% -$46.1K
NWS icon
1139
News Corp Class B
NWS
$17.7B
$480K 0.01%
15,815
+139
+0.9% +$4.4K
GTLS
1140
DELISTED
Chart Industries
GTLS
$480K 0.01%
3,323
+522
+19% +$96.1K
CSW
1141
CSW Industrials
CSW
$5.69B
$479K 0.01%
1,644
+156
+10% +$50.6K
INDB icon
1142
Independent Bank
INDB
$4.08B
$479K 0.01%
7,644
+1,285
+20% +$84.5K
SIRI icon
1143
SiriusXM
SIRI
$10.4B
$478K 0.01%
21,186
-1,602
-7% -$37.7K
SFBS
1144
ServisFirst Bancshares
SFBS
$4.97B
$477K 0.01%
5,778
+413
+8% +$35.9K
KNF icon
1145
Knife River
KNF
$3.94B
$476K 0.01%
5,276
+662
+14% +$64.5K
RIG icon
1146
Transocean
RIG
$5.78B
$476K 0.01%
150,047
+49,228
+49% +$173K
HLNE icon
1147
Hamilton Lane
HLNE
$5.61B
$474K 0.01%
3,188
+1,535
+93% +$234K
LW icon
1148
Lamb Weston
LW
$7.31B
$474K 0.01%
8,889
-1,747
-16% -$98.9K
PPC icon
1149
Pilgrim's Pride
PPC
$6.42B
$474K 0.01%
8,687
+932
+12% +$46.6K
VXF icon
1150
Vanguard Extended Market ETF
VXF
$31.5B
$470K 0.01%
2,727
-231
-8% -$43.7K
44 45
46
47 48

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ACA
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IIM
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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
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WAM
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HRCM
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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.