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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
(+2.4%)
Cap. Flow
+$481M
Cap. Flow
% of AUM
7.09%
Top 10 Holdings %
Top 10 Hldgs %
28.84%
Holding
1,935
New
130
Increased
1,229
Reduced
459
Closed
96
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$28.4M |
| 2 |
NVIDIA
NVDA
|
+$15.3M |
| 3 |
Amazon
AMZN
|
+$13.1M |
| 4 |
Johnson & Johnson
JNJ
|
+$10.8M |
| 5 |
Meta Platforms (Facebook)
META
|
+$9.51M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
SUM
Summit Materials, Inc. Class A Common Stock
SUM
|
+$1.66M |
| 2 |
Vanguard Total World Stock ETF
VT
|
+$1.62M |
| 3 |
General Mills
GIS
|
+$1.25M |
| 4 |
ALTM
Arcadium Lithium plc
ALTM
|
+$1.08M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1151
Flowserve
FLS
$10.1B
| $469K | 0.01% |
9,604
+340
| +4% | +$19.3K |
|
1152
Chesapeake Utilities
CPK
$3.19B
| $466K | 0.01% |
3,629
+50
| +1% | +$6.2K |
|
1153
Broadstone Net Lease
BNL
$4.08B
| $466K | 0.01% |
27,342
+2,411
| +10% | +$39.1K |
|
1154
Federal Realty Investment Trust
FRT
$10.5B
| $465K | 0.01% |
4,758
-942
| -17% | -$97.9K |
|
1155
MKS Inc
MKSI
$21.4B
| $465K | 0.01% |
5,804
+361
| +7% | +$36.5K |
|
1156
Axalta
AXTA
$8.09B
| $465K | 0.01% |
14,018
+306
| +2% | +$10.9K |
|
1157
Churchill Downs
CHDN
$6.05B
| $464K | 0.01% |
4,180
-1,158
| -22% | -$138K |
|
1158
Rogers Communications
RCI
$18.2B
| $463K | 0.01% |
17,333
+7,394
| +74% | +$209K |
|
1159
Silgan Holdings
SLGN
$4.5B
| $463K | 0.01% |
9,054
-2,503
| -22% | -$131K |
|
1160
Toro Company
TTC
$9.44B
| $462K | 0.01% |
6,348
-2,992
| -32% | -$237K |
|
1161
Vanguard Morningstar Mega Cap ETF
MGC
$10.3B
| $461K | 0.01% |
2,288
| – | – |
|
1162
Signet Jewelers
SIG
$3.77B
| $456K | 0.01% |
7,858
+3,811
| +94% | +$218K |
|
1163
FNB Corp
FNB
$6.84B
| $455K | 0.01% |
33,797
+456
| +1% | +$6.7K |
|
|
SKX
1164
DELISTED
Skechers
SKX
| $455K | 0.01% |
8,005
-3,219
| -29% | -$209K |
|
1165
Vale
VALE
$63.4B
| $451K | 0.01% |
45,227
+3,865
| +9% | +$36.5K |
|
1166
Saic
SAIC
$5.07B
| $448K | 0.01% |
3,987
-66
| -2% | -$7.13K |
|
1167
Maximus
MMS
$3.31B
| $444K | 0.01% |
6,515
+2,521
| +63% | +$180K |
|
|
GTM
1168
ZoomInfo Technologies
GTM
$1.09B
| $444K | 0.01% |
44,382
+6,883
| +18% | +$72.2K |
|
1169
Banco de Chile
BCH
$21.2B
| $443K | 0.01% |
16,740
+143
| +0.9% | +$3.66K |
|
1170
Macerich
MAC
$7.28B
| $443K | 0.01% |
25,811
+1,048
| +4% | +$20K |
|
1171
Bread Financial
BFH
$4.55B
| $442K | 0.01% |
8,821
+275
| +3% | +$15.6K |
|
1172
Match Group
MTCH
$8.9B
| $439K | 0.01% |
14,062
+233
| +2% | +$7.61K |
|
1173
Douglas Emmett
DEI
$1.96B
| $438K | 0.01% |
27,379
-619
| -2% | -$10.5K |
|
1174
iShares MSCI USA Min Vol Factor ETF
USMV
$24B
| $437K | 0.01% |
4,668
-18
| -0.4% | -$1.66K |
|
1175
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.95B
| $437K | 0.01% |
+5,749
| New | +$452K |
|
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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.