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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
MO icon
101
Altria Group
MO
$125B
$15M 0.17%
255,315
+41,472
+19% +$2.44M
HCA icon
102
HCA Healthcare
HCA
$88.4B
$14.9M 0.17%
38,771
+6,997
+22% +$2.52M
MDLZ icon
103
Mondelez International
MDLZ
$82.9B
$14.8M 0.17%
219,583
+42,579
+24% +$2.84M
ADSK icon
104
Autodesk
ADSK
$51.8B
$14.8M 0.17%
47,754
+11,611
+32% +$3.29M
MRSH
105
Marsh
MRSH
$94.3B
$14.7M 0.17%
67,440
+7,772
+13% +$1.75M
BA icon
106
Boeing
BA
$169B
$14.7M 0.17%
70,007
+20,151
+40% +$3.81M
DUK icon
107
Duke Energy
DUK
$101B
$14.3M 0.16%
120,768
+16,632
+16% +$1.96M
ORLY icon
108
O'Reilly Automotive
ORLY
$75.1B
$14.2M 0.16%
157,161
+33,606
+27% +$3.06M
AMT icon
109
American Tower
AMT
$83.5B
$14.1M 0.16%
63,924
+14,475
+29% +$3.13M
ELV icon
110
Elevance Health
ELV
$81.5B
$14.1M 0.16%
36,247
+1,278
+4% +$514K
SBUX icon
111
Starbucks
SBUX
$119B
$14.1M 0.16%
153,767
+11,021
+8% +$955K
SO icon
112
Southern Company
SO
$108B
$14M 0.16%
152,861
+29,907
+24% +$2.69M
COP icon
113
ConocoPhillips
COP
$144B
$13.9M 0.16%
154,360
+22,827
+17% +$2.05M
CDNS icon
114
Cadence Design Systems
CDNS
$91.6B
$13.6M 0.15%
44,285
+8,510
+24% +$2.47M
DHR icon
115
Danaher
DHR
$138B
$13.6M 0.15%
68,626
+13,165
+24% +$2.55M
WM icon
116
Waste Management
WM
$95B
$13.1M 0.15%
57,287
+9,305
+19% +$2.16M
BX icon
117
Blackstone
BX
$104B
$13M 0.15%
86,892
+7,304
+9% +$1M
FISV
118
Fiserv Inc
FISV
$29.7B
$13M 0.15%
75,254
+10,082
+15% +$1.83M
EMR icon
119
Emerson Electric
EMR
$81.6B
$12.8M 0.14%
96,258
+12,519
+15% +$1.44M
FTNT icon
120
Fortinet
FTNT
$112B
$12.7M 0.14%
120,360
+18,407
+18% +$1.86M
CME icon
121
CME Group
CME
$95.4B
$12.6M 0.14%
45,755
+9,602
+27% +$2.61M
RCL icon
122
Royal Caribbean
RCL
$86.5B
$12.5M 0.14%
39,766
+4,558
+13% +$1.09M
MSI icon
123
Motorola Solutions
MSI
$72.1B
$12.3M 0.14%
29,296
+3,560
+14% +$1.49M
PFE icon
124
Pfizer
PFE
$143B
$12.2M 0.14%
504,446
+105,453
+26% +$2.46M
PH icon
125
Parker-Hannifin
PH
$120B
$12.2M 0.14%
17,461
+3,220
+23% +$2.03M
3 4
5
6 7

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 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.