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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
VIPS icon
1201
Vipshop
VIPS
$7.49B
$411K 0.01%
26,195
+5,144
+24% +$77.7K
DAR icon
1202
Darling Ingredients
DAR
$9.56B
$411K 0.01%
13,144
+1,459
+12% +$51K
DFAU icon
1203
Dimensional US Core Equity Market ETF
DFAU
$12.8B
$411K 0.01%
10,680
– –
FAF icon
1204
First American
FAF
$7.76B
$409K 0.01%
6,230
-736
-11% -$46.6K
PPLI
1205
People Inc
PPLI
$3.45B
$408K 0.01%
10,814
+4,675
+76% +$171K
IPAR icon
1206
Interparfums
IPAR
$4.12B
$406K 0.01%
3,568
-305
-8% -$40.5K
IDCC icon
1207
InterDigital
IDCC
$8.34B
$405K 0.01%
1,960
+372
+23% +$74.9K
GT icon
1208
Goodyear
GT
$2.07B
$405K 0.01%
43,843
+17,655
+67% +$161K
SITM icon
1209
SiTime
SITM
$17.5B
$404K 0.01%
2,641
+193
+8% +$37K
CARG icon
1210
CarGurus
CARG
$3.34B
$403K 0.01%
13,848
+2,471
+22% +$86.5K
WPP icon
1211
WPP
WPP
$4.44B
$403K 0.01%
10,618
-5,070
-32% -$226K
ST icon
1212
Sensata Technologies
ST
$7.08B
$401K 0.01%
+16,525
New +$458K
VC icon
1213
Visteon
VC
$2.81B
$400K 0.01%
5,158
+2,299
+80% +$194K
TNL icon
1214
Travel + Leisure Co
TNL
$4.78B
$400K 0.01%
8,632
-266
-3% -$14K
ONC
1215
BeOne Medicines Ltd
ONC
$33.5B
$399K 0.01%
+1,466
New +$343K
ABG icon
1216
Asbury Automotive
ABG
$4B
$399K 0.01%
1,807
+301
+20% +$78.5K
BEN icon
1217
Franklin Resources
BEN
$18.2B
$398K 0.01%
20,669
-1,219
-6% -$24.4K
TGTX icon
1218
TG Therapeutics
TGTX
$7.46B
$397K 0.01%
10,075
+1,208
+14% +$40.6K
WTM icon
1219
White Mountains Insurance
WTM
$5.25B
$397K 0.01%
206
– –
GPOR icon
1220
Gulfport Energy Corp
GPOR
$2.8B
$397K 0.01%
2,154
+160
+8% +$29.1K
SITE icon
1221
SiteOne Landscape Supply
SITE
$4.42B
$395K 0.01%
3,253
+210
+7% +$27.9K
WEX icon
1222
WEX
WEX
$6.45B
$394K 0.01%
2,511
-1,274
-34% -$210K
SRPT icon
1223
Sarepta Therapeutics
SRPT
$1.73B
$394K 0.01%
6,176
-1,532
-20% -$161K
COTY icon
1224
Coty
COTY
$2.56B
$391K 0.01%
71,484
+414
+0.6% +$2.59K
ABCB icon
1225
Ameris Bancorp
ABCB
$6B
$391K 0.01%
6,790
+297
+5% +$18.5K
47 48
49
50 51

Similar funds

ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
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 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.