We are live on
!
Find out more
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
(+31%)
Cap. Flow
+$1.22B
Cap. Flow
% of AUM
13.81%
Top 10 Holdings %
Top 10 Hldgs %
31.49%
Holding
2,054
New
215
Increased
1,370
Reduced
347
Closed
109
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$91M |
| 2 |
NVIDIA
NVDA
|
+$68M |
| 3 |
Apple
AAPL
|
+$44M |
| 4 |
Amazon
AMZN
|
+$39.4M |
| 5 |
Broadcom
AVGO
|
+$32.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
DFS
Discover Financial Services
DFS
|
+$6.47M |
| 2 |
Vanguard Total World Stock ETF
VT
|
+$2.83M |
| 3 |
Chevron
CVX
|
+$1.54M |
| 4 |
X
US Steel
X
|
+$1.1M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1201
Vipshop
VIPS
$7.37B
| $490K | 0.01% |
32,569
+6,374
| +24% | +$90.2K |
|
1202
Atlantic Union Bankshares
AUB
$6.02B
| $490K | 0.01% |
+15,668
| New | +$452K |
|
1203
Fortis
FTS
$29B
| $489K | 0.01% |
10,250
+3,293
| +47% | +$157K |
|
1204
Plexus
PLXS
$6.72B
| $488K | 0.01% |
3,610
+381
| +12% | +$48.8K |
|
1205
Allegro MicroSystems
ALGM
$7.73B
| $486K | 0.01% |
14,223
-12,744
| -47% | -$317K |
|
1206
Grupo Aeroportuario Centro Norte
OMAB
$5.16B
| $485K | 0.01% |
4,595
+153
| +3% | +$14.3K |
|
1207
Arm
ARM
$256B
| $483K | 0.01% |
+2,989
| New | +$371K |
|
1208
Sabra Healthcare REIT
SBRA
$5.34B
| $483K | 0.01% |
26,204
+4,991
| +24% | +$88.6K |
|
1209
iShares Russell 2000 ETF
IWM
$79.8B
| $483K | 0.01% |
+2,238
| New | +$450K |
|
1210
Goodyear
GT
$2B
| $482K | 0.01% |
46,440
+2,597
| +6% | +$27.5K |
|
1211
Elastic
ESTC
$6.84B
| $481K | 0.01% |
5,705
-1,225
| -18% | -$104K |
|
1212
TransAlta
TAC
$3.95B
| $479K | 0.01% |
44,415
-1,029
| -2% | -$9.79K |
|
1213
Telus
TU
$14.9B
| $479K | 0.01% |
29,838
+3,906
| +15% | +$60.6K |
|
1214
Thor Industries
THO
$3.9B
| $478K | 0.01% |
5,382
-1,071
| -17% | -$84.6K |
|
|
JBS
1215
JBS N.V.
JBS
$46.1B
| $478K | 0.01% |
+32,712
| New | +$460K |
|
1216
Ionis Pharmaceuticals
IONS
$8.6B
| $477K | 0.01% |
12,072
+1,759
| +17% | +$57.6K |
|
1217
Casella Waste Systems
CWST
$5.71B
| $476K | 0.01% |
4,121
+749
| +22% | +$86.5K |
|
|
CSW
1218
CSW Industrials
CSW
$5.2B
| $475K | 0.01% |
1,657
+13
| +0.8% | +$3.93K |
|
1219
Coty
COTY
$2.42B
| $475K | 0.01% |
102,178
+30,694
| +43% | +$152K |
|
1220
Cleveland-Cliffs
CLF
$6.57B
| $473K | 0.01% |
62,267
+9,719
| +18% | +$72.2K |
|
1221
Silicon Motion
SIMO
$8.6B
| $473K | 0.01% |
6,288
+1,929
| +44% | +$110K |
|
1222
Novanta
NOVT
$5.08B
| $470K | 0.01% |
3,643
-984
| -21% | -$120K |
|
1223
Alkermes
ALKS
$8.22B
| $469K | 0.01% |
16,403
-1,598
| -9% | -$47.6K |
|
|
SNDK
1224
Sandisk
SNDK
$180B
| $469K | 0.01% |
10,280
-3,286
| -24% | -$126K |
|
|
KC
1225
Kingsoft Cloud Holdings
KC
$3.34B
| $469K | 0.01% |
37,460
-28
| -0.1% | -$362 |
|
Similar funds
ACA
IIM
GI
OIA
RA
RI
WAM
HRCM
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.