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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
+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
GPOR icon
1251
Gulfport Energy Corp
GPOR
$2.9B
$367K 0.01%
1,994
+1
+0.1% +$161
VALE icon
1252
Vale
VALE
$64.1B
$367K 0.01%
41,362
+15,360
+59% +$156K
ABG icon
1253
Asbury Automotive
ABG
$4.31B
$366K 0.01%
1,506
+43
+3% +$10.5K
CPRI icon
1254
Capri Holdings
CPRI
$1.83B
$366K 0.01%
17,376
+1,922
+12% +$52.3K
BHF icon
1255
Brighthouse Financial
BHF
$3.56B
$365K 0.01%
7,602
-21
-0.3% -$1.03K
SBRA icon
1256
Sabra Healthcare REIT
SBRA
$5.34B
$365K 0.01%
21,071
+1,110
+6% +$20.3K
ROOT icon
1257
Root
ROOT
$857M
$365K 0.01%
+5,023
New +$347K
ACLS icon
1258
Axcelis
ACLS
$4.01B
$364K 0.01%
5,203
+1,955
+60% +$162K
ASR icon
1259
Grupo Aeroportuario del Sureste
ASR
$8.27B
$363K 0.01%
1,408
-200
-12% -$53.7K
NDSN icon
1260
Nordson
NDSN
$16.6B
$361K 0.01%
1,727
-903
-34% -$223K
GLOB icon
1261
Globant
GLOB
$1.58B
$361K 0.01%
1,683
+91
+6% +$19.9K
VIST icon
1262
Vista Energy
VIST
$7.84B
$361K 0.01%
6,665
+1,818
+38% +$93.7K
STNG icon
1263
Scorpio Tankers
STNG
$3.9B
$360K 0.01%
7,250
+2,271
+46% +$130K
SXC icon
1264
SunCoke Energy
SXC
$720M
$359K 0.01%
33,555
-6,264
-16% -$67.1K
GVA icon
1265
Granite Construction
GVA
$5.29B
$359K 0.01%
4,092
+165
+4% +$14.9K
PHI icon
1266
PLDT
PHI
$4.25B
$358K 0.01%
16,164
-3,560
-18% -$84.5K
SON icon
1267
Sonoco
SON
$5.57B
$358K 0.01%
7,327
+2,007
+38% +$104K
VSH icon
1268
Vishay Intertechnology
VSH
$5.25B
$357K 0.01%
21,088
-439
-2% -$7.7K
ENS icon
1269
EnerSys
ENS
$6.78B
$356K 0.01%
3,849
-20
-0.5% -$1.95K
NU icon
1270
Nu Holdings
NU
$69.2B
$355K 0.01%
34,305
-7,794
-19% -$104K
SAM icon
1271
Boston Beer
SAM
$1.91B
$354K 0.01%
1,181
+175
+17% +$52.8K
CWST icon
1272
Casella Waste Systems
CWST
$5.71B
$354K 0.01%
3,347
-44
-1% -$4.65K
PBH icon
1273
Prestige Consumer Healthcare
PBH
$2.38B
$354K 0.01%
4,531
+3
+0.1% +$233
ESI icon
1274
Element Solutions
ESI
$8.95B
$353K 0.01%
13,901
+4,239
+44% +$115K
TDS icon
1275
Telephone and Data Systems
TDS
$3.82B
$353K 0.01%
10,347
-582
-5% -$17.7K
49 50
51
52 53

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ACA
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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
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HRCM
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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.