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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
WU icon
1126
Western Union
WU
$1.98B
$589K 0.01%
69,894
+3,399
+5% +$32.3K
MTN icon
1127
Vail Resorts
MTN
$5.32B
$586K 0.01%
3,731
+1,622
+77% +$241K
TNL icon
1128
Travel + Leisure Co
TNL
$4.66B
$585K 0.01%
11,327
+2,695
+31% +$127K
RHI icon
1129
Robert Half
RHI
$3.87B
$583K 0.01%
14,202
+873
+7% +$39.8K
MPT
1130
Medical Properties Trust
MPT
$2.77B
$581K 0.01%
134,879
-6,332
-4% -$31.3K
CART icon
1131
Maplebear
CART
$10.5B
$581K 0.01%
12,840
+4,123
+47% +$179K
MIDD icon
1132
Middleby
MIDD
$6.04B
$581K 0.01%
4,029
-545
-12% -$76.8K
BEKE icon
1133
KE Holdings
BEKE
$18.7B
$580K 0.01%
32,715
+13,276
+68% +$255K
BKU icon
1134
Bankunited
BKU
$3.37B
$579K 0.01%
16,262
+1,184
+8% +$39.8K
FOUR icon
1135
Shift4
FOUR
$4.2B
$578K 0.01%
5,832
+1,246
+27% +$109K
SYNA icon
1136
Synaptics
SYNA
$4.19B
$575K 0.01%
8,876
+4,756
+115% +$280K
OLN icon
1137
Olin
OLN
$2.11B
$573K 0.01%
28,505
+1,751
+7% +$36.4K
SIGI icon
1138
Selective Insurance
SIGI
$5.65B
$572K 0.01%
6,604
+2,521
+62% +$221K
MSA icon
1139
Mine Safety
MSA
$7.35B
$572K 0.01%
3,415
+942
+38% +$147K
CWK icon
1140
Cushman & Wakefield Ltd
CWK
$3.14B
$572K 0.01%
51,675
+14,865
+40% +$146K
MTCH icon
1141
Match Group
MTCH
$9.19B
$570K 0.01%
18,454
+4,392
+31% +$131K
SITM icon
1142
SiTime
SITM
$16B
$569K 0.01%
2,671
+30
+1% +$5.42K
CRVL icon
1143
CorVel
CRVL
$3.06B
$569K 0.01%
5,534
+217
+4% +$23.9K
SLGN icon
1144
Silgan Holdings
SLGN
$4.23B
$568K 0.01%
10,478
+1,424
+16% +$75.3K
EGP icon
1145
EastGroup Properties
EGP
$11.2B
$566K 0.01%
3,388
-105
-3% -$17.5K
BHF icon
1146
Brighthouse Financial
BHF
$3.56B
$566K 0.01%
10,524
+1,920
+22% +$108K
NOV icon
1147
NOV
NOV
$6.93B
$565K 0.01%
45,472
-7,635
-14% -$96.2K
REYN icon
1148
Reynolds Consumer Products
REYN
$5.26B
$564K 0.01%
26,350
+15,673
+147% +$355K
BFH icon
1149
Bread Financial
BFH
$4.37B
$561K 0.01%
9,816
+995
+11% +$50.2K
IDEV icon
1150
iShares Core MSCI International Developed Markets ETF
IDEV
$31.7B
$560K 0.01%
7,371
-965
-12% -$69.8K
44 45
46
47 48

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ACA
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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.