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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
TGNA
1226
DELISTED
TEGNA Inc
TGNA
$468K 0.01%
27,952
+1,586
+6% +$26.4K
TFII icon
1227
TFI International
TFII
$11.1B
$468K 0.01%
5,223
+1,891
+57% +$160K
EFG icon
1228
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$468K 0.01%
+4,180
New +$441K
CPK icon
1229
Chesapeake Utilities
CPK
$3.19B
$468K 0.01%
3,893
+264
+7% +$33.2K
S icon
1230
SentinelOne
S
$6.53B
$467K 0.01%
25,562
-1,995
-7% -$36.5K
RVMD icon
1231
Revolution Medicines
RVMD
$39.9B
$467K 0.01%
12,690
+6,297
+98% +$242K
TRNO icon
1232
Terreno Realty
TRNO
$7.57B
$466K 0.01%
+8,318
New +$476K
STNG icon
1233
Scorpio Tankers
STNG
$3.9B
$466K 0.01%
11,908
+6,116
+106% +$238K
UPST icon
1234
Upstart Holdings
UPST
$2.63B
$465K 0.01%
7,187
+1,257
+21% +$61.6K
VAC icon
1235
Marriott Vacations Worldwide
VAC
$3.35B
$465K 0.01%
+6,428
New +$406K
FSS icon
1236
Federal Signal
FSS
$7.63B
$464K 0.01%
4,358
+760
+21% +$67.7K
KRG icon
1237
Kite Realty
KRG
$5.81B
$464K 0.01%
20,464
+3,931
+24% +$86.6K
IVAL icon
1238
Alpha Architect International Quantitative Value ETF
IVAL
$221M
$460K 0.01%
+16,492
New +$439K
RH icon
1239
RH
RH
$3.13B
$459K 0.01%
2,426
+1,234
+104% +$229K
MOD icon
1240
Modine Manufacturing
MOD
$10.7B
$453K 0.01%
4,602
+165
+4% +$14.7K
CBT icon
1241
Cabot Corp
CBT
$4.54B
$453K 0.01%
6,037
-1,478
-20% -$113K
DFAU icon
1242
Dimensional US Core Equity Market ETF
DFAU
$12.4B
$452K 0.01%
10,680
– –
PK icon
1243
Park Hotels & Resorts
PK
$3.03B
$451K 0.01%
44,091
+28,597
+185% +$291K
PPC icon
1244
Pilgrim's Pride
PPC
$6.51B
$449K 0.01%
9,993
+1,306
+15% +$64.1K
CYTK icon
1245
Cytokinetics
CYTK
$10.5B
$449K 0.01%
13,591
+1,509
+12% +$52.5K
VAL icon
1246
Valaris
VAL
$5.48B
$448K 0.01%
10,631
+1,301
+14% +$48.9K
IDCC icon
1247
InterDigital
IDCC
$7.87B
$447K 0.01%
1,995
+35
+2% +$7.42K
MARA icon
1248
Marathon Digital Holdings
MARA
$4.32B
$447K 0.01%
28,507
+8,885
+45% +$127K
QFIN icon
1249
Qfin Holdings
QFIN
$1.69B
$447K 0.01%
10,301
+2,647
+35% +$110K
FMC icon
1250
FMC
FMC
$1.34B
$446K 0.01%
10,679
-3,062
-22% -$122K
48 49
50
51 52

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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.