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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
ASTS icon
1151
AST SpaceMobile
ASTS
$17.6B
$558K 0.01%
+11,941
New +$346K
CNA icon
1152
CNA Financial
CNA
$14.2B
$557K 0.01%
11,981
-1,486
-11% -$70.5K
GHC icon
1153
Graham Holdings Company
GHC
$5.1B
$556K 0.01%
588
+43
+8% +$40.5K
MSM icon
1154
MSC Industrial Direct
MSM
$6.89B
$553K 0.01%
6,509
-710
-10% -$56.1K
CARG icon
1155
CarGurus
CARG
$3.27B
$553K 0.01%
16,522
+2,674
+19% +$80.6K
TLK icon
1156
Telkom Indonesia
TLK
$14.5B
$553K 0.01%
32,620
+10,544
+48% +$169K
SCHD icon
1157
Schwab US Dividend Equity ETF
SCHD
$103B
$553K 0.01%
20,851
-1,623
-7% -$42.4K
GLNG icon
1158
Golar LNG
GLNG
$5B
$551K 0.01%
13,383
+685
+5% +$27K
APPF icon
1159
AppFolio
APPF
$6.38B
$550K 0.01%
2,389
-203
-8% -$44.2K
PHI icon
1160
PLDT
PHI
$4.25B
$550K 0.01%
25,263
+2,580
+11% +$58.2K
MAIN icon
1161
Main Street Capital
MAIN
$5.06B
$550K 0.01%
9,301
-481
-5% -$26.6K
KNF icon
1162
Knife River
KNF
$4.15B
$545K 0.01%
6,055
+779
+15% +$70.9K
LYFT icon
1163
Lyft
LYFT
$6.02B
$544K 0.01%
34,536
+16,570
+92% +$232K
WHR icon
1164
Whirlpool
WHR
$2.43B
$544K 0.01%
5,366
+627
+13% +$52.2K
UI icon
1165
Ubiquiti
UI
$33.7B
$543K 0.01%
1,317
+555
+73% +$202K
ROAD icon
1166
Construction Partners
ROAD
$5.84B
$542K 0.01%
+5,096
New +$476K
RIG icon
1167
Transocean
RIG
$5.89B
$541K 0.01%
209,007
+58,960
+39% +$152K
ONC
1168
BeOne Medicines Ltd
ONC
$32.8B
$537K 0.01%
2,219
+753
+51% +$185K
DDS icon
1169
Dillards
DDS
$9.19B
$537K 0.01%
1,285
+232
+22% +$86.5K
MTAL
1170
DELISTED
Metals Acquisition
MTAL
$536K 0.01%
+44,308
New +$458K
GTLS
1171
DELISTED
Chart Industries
GTLS
$534K 0.01%
3,242
-81
-2% -$11.9K
TKR icon
1172
Timken Company
TKR
$9.56B
$534K 0.01%
7,357
+35
+0.5% +$2.38K
NWS icon
1173
News Corp Class B
NWS
$16.9B
$533K 0.01%
15,536
-279
-2% -$8.84K
NJR icon
1174
New Jersey Resources
NJR
$5.84B
$530K 0.01%
11,809
+178
+2% +$8.34K
HRI icon
1175
Herc Holdings
HRI
$5.02B
$526K 0.01%
3,955
+883
+29% +$107K
45 46
47
48 49

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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.