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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
VXF icon
1176
Vanguard Extended Market ETF
VXF
$30.3B
$526K 0.01%
2,727
– –
AVA icon
1177
Avista
AVA
$3.34B
$525K 0.01%
13,828
+982
+8% +$38.7K
FTAI icon
1178
FTAI Aviation
FTAI
$21.1B
$522K 0.01%
4,540
+29
+0.6% +$3.24K
HGV icon
1179
Hilton Grand Vacations
HGV
$3.59B
$520K 0.01%
12,513
+6,082
+95% +$230K
MHK icon
1180
Mohawk Industries
MHK
$7.5B
$519K 0.01%
4,955
-656
-12% -$68.4K
NEU icon
1181
NewMarket
NEU
$7.82B
$519K 0.01%
751
+176
+31% +$109K
ORA icon
1182
Ormat Technologies
ORA
$6B
$518K 0.01%
6,188
+267
+5% +$20K
MGC icon
1183
Vanguard Morningstar Mega Cap ETF
MGC
$9.99B
$517K 0.01%
2,285
-3
-0.1% -$621
BNL icon
1184
Broadstone Net Lease
BNL
$4.11B
$512K 0.01%
31,915
+4,573
+17% +$73.3K
BCH icon
1185
Banco de Chile
BCH
$20.9B
$511K 0.01%
16,805
+65
+0.4% +$1.92K
AROC icon
1186
Archrock
AROC
$6.27B
$511K 0.01%
20,574
+1,617
+9% +$39.6K
NOMD icon
1187
Nomad Foods
NOMD
$1.66B
$511K 0.01%
30,048
+690
+2% +$12.7K
SFBS
1188
ServisFirst Bancshares
SFBS
$4.89B
$510K 0.01%
6,584
+806
+14% +$59.5K
WIX icon
1189
WIX.com
WIX
$2.3B
$506K 0.01%
3,192
+238
+8% +$38.3K
WYNN icon
1190
Wynn Resorts
WYNN
$10.3B
$504K 0.01%
5,383
-663
-11% -$56.3K
KEN icon
1191
Kenon Holdings
KEN
$3.51B
$502K 0.01%
+12,082
New +$404K
AGO icon
1192
Assured Guaranty
AGO
$3.66B
$500K 0.01%
5,742
+150
+3% +$12.8K
MAC icon
1193
Macerich
MAC
$7.33B
$498K 0.01%
30,792
+4,981
+19% +$76.8K
BOOT icon
1194
Boot Barn
BOOT
$4.51B
$498K 0.01%
+3,276
New +$435K
SAIC icon
1195
Saic
SAIC
$4.95B
$498K 0.01%
4,413
+426
+11% +$48.5K
DEI icon
1196
Douglas Emmett
DEI
$1.98B
$496K 0.01%
32,971
+5,592
+20% +$80.8K
TLN
1197
Talen Energy Corp
TLN
$16B
$496K 0.01%
+1,705
New +$405K
INDB icon
1198
Independent Bank
INDB
$3.99B
$495K 0.01%
7,862
+218
+3% +$13.3K
ONTO icon
1199
Onto Innovation
ONTO
$12.9B
$495K 0.01%
4,899
-970
-17% -$104K
ROIV icon
1200
Roivant Sciences
ROIV
$24.5B
$492K 0.01%
43,612
+9,548
+28% +$103K
46 47
48
49 50

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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.