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
+4.71%
1 Year Est. Return
+34.45%
3 Year Est. Return
+115.18%
5 Year Est. Return
+162.91%
10 Year Est. Return
–
AUM
$6.62B
AUM Growth
+$411M
Cap. Flow
+$293M
Cap. Flow %
4.42%
Top 10 Hldgs %
32.47%
Holding
1,907
New
132
Increased
1,118
Reduced
537
Closed
101

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$20.2M
2
AAPL icon
Apple
AAPL
+$18.5M
3
MSFT icon
Microsoft
MSFT
+$18M
4
AMZN icon
Amazon
AMZN
+$16.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.9M

Top Sells

Rank Stock Value
1
JNJ icon
Johnson & Johnson
JNJ
+$5.26M
2
MRO
Marathon Oil Corporation
MRO
+$4.52M
3
PEP icon
PepsiCo
PEP
+$3.5M
4
ADBE icon
Adobe
ADBE
+$2.57M
5
AGR
Avangrid, Inc.
AGR
+$2.45M

Sector Composition

Rank Sector Weight
1 Technology 32.04%
2 Financials 13.81%
3 Consumer Discretionary 11.16%
4 Healthcare 9.78%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DAR icon
1226
Darling Ingredients
DAR
$9.64B
$394K 0.01%
11,685
-9,172
-44% -$347K
OTEX icon
1227
Open Text
OTEX
$6.15B
$393K 0.01%
13,877
-7,437
-35% -$229K
CVBF icon
1228
CVB Financial
CVBF
$3.94B
$392K 0.01%
18,311
+1,572
+9% +$33.3K
VVV icon
1229
Valvoline
VVV
$4.9B
$391K 0.01%
10,813
+198
+2% +$7.92K
CAE icon
1230
CAE Inc. Common Shares
CAE
$8.3B
$390K 0.01%
15,356
+1,504
+11% +$31.7K
TEX icon
1231
Terex
TEX
$7.18B
$389K 0.01%
8,408
-1,607
-16% -$83.8K
ALGM icon
1232
Allegro MicroSystems
ALGM
$7.73B
$386K 0.01%
17,645
-758
-4% -$16.1K
SNRE
1233
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
$385K 0.01%
+8,942
New +$409K
FUL icon
1234
H.B. Fuller
FUL
$2.97B
$384K 0.01%
5,689
+388
+7% +$29.1K
PFS icon
1235
Provident Financial Services
PFS
$3.22B
$383K 0.01%
20,309
+533
+3% +$10.5K
RGTI icon
1236
Rigetti Computing
RGTI
$4.97B
$379K 0.01%
+24,824
New +$92.6K
RIG icon
1237
Transocean
RIG
$5.89B
$378K 0.01%
100,819
-8,149
-7% -$33.8K
FDN icon
1238
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.12B
$378K 0.01%
1,553
– –
BCH icon
1239
Banco de Chile
BCH
$20.9B
$376K 0.01%
16,597
-689
-4% -$16.2K
KFY icon
1240
Korn Ferry
KFY
$4.18B
$376K 0.01%
5,580
+10
+0.2% +$727
AVNT icon
1241
Avient
AVNT
$3.33B
$376K 0.01%
9,203
+319
+4% +$15.4K
SEE
1242
DELISTED
Sealed Air
SEE
$375K 0.01%
11,097
-1,003
-8% -$35.8K
CABO icon
1243
Cable One
CABO
$227M
$374K 0.01%
1,032
-186
-15% -$69.6K
GHC icon
1244
Graham Holdings Company
GHC
$5.1B
$373K 0.01%
428
+8
+2% +$7K
CORT icon
1245
Corcept Therapeutics
CORT
$12.4B
$370K 0.01%
7,349
+184
+3% +$9.64K
SKYW icon
1246
Skywest
SKYW
$4.24B
$370K 0.01%
3,694
-627
-15% -$64K
VIV icon
1247
Telefônica Brasil
VIV
$20.6B
$370K 0.01%
48,989
-9,572
-16% -$85.2K
ROIV icon
1248
Roivant Sciences
ROIV
$24.5B
$369K 0.01%
31,226
-7,473
-19% -$88.4K
ATKR icon
1249
Atkore
ATKR
$2.46B
$369K 0.01%
4,426
+665
+18% +$58.6K
DXC icon
1250
DXC Technology
DXC
$1.82B
$367K 0.01%
18,385
-442
-2% -$9.32K
48 49
50
51 52

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 Q4 2024 Portfolio in Review

As of Q4 2024, Vanguard Personalized Indexing Management held 1,907 positions worth $6.62B, up 6.6% from $6.21B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Vanguard Personalized Indexing Management deployed $293M of net new capital in Q4 2024, opening 132 new positions and adding to 1,118 existing holdings. Its largest new stake was Expand Energy Corp: 14,935 shares worth $1.49M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Johnson & Johnson, an estimated $5.26M trimmed.

  • Vanguard Personalized Indexing Management's largest Q4 2024 buy was Expand Energy Corp: 14,935 shares worth $1.49M.
  • Vanguard Personalized Indexing Management added most to NVIDIA in Q4 2024, an estimated $20.2M increase.
  • Vanguard Personalized Indexing Management's biggest Q4 2024 reduction was Johnson & Johnson, cutting an estimated $5.26M.
  • Vanguard Personalized Indexing Management fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $4.52M.
  • Vanguard Personalized Indexing Management's ten largest holdings make up 32% of its $6.62B portfolio in Q4 2024.
  • Vanguard Personalized Indexing Management opened 132 new positions and closed 101 in Q4 2024.
  • Vanguard Personalized Indexing Management's portfolio value rose 6.6% quarter-over-quarter to $6.62B.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2024, filed 10 Feb 2025.