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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
-2.18%
1 Year Est. Return
+34.45%
3 Year Est. Return
+115.18%
5 Year Est. Return
+162.91%
10 Year Est. Return
–
AUM
$6.78B
AUM Growth
+$161M
Cap. Flow
+$481M
Cap. Flow %
7.09%
Top 10 Hldgs %
28.84%
Holding
1,935
New
130
Increased
1,229
Reduced
459
Closed
96

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$28.4M
2
NVDA icon
NVIDIA
NVDA
+$15.3M
3
AMZN icon
Amazon
AMZN
+$13.1M
4
JNJ icon
Johnson & Johnson
JNJ
+$10.8M
5
META icon
Meta Platforms (Facebook)
META
+$9.51M

Top Sells

Rank Stock Value
1
SUM
Summit Materials, Inc. Class A Common Stock
SUM
+$1.66M
2
VT icon
Vanguard Total World Stock ETF
VT
+$1.62M
3
GIS icon
General Mills
GIS
+$1.25M
4
ALTM
Arcadium Lithium plc
ALTM
+$1.08M
5
LMT icon
Lockheed Martin
LMT
+$916K

Sector Composition

Rank Sector Weight
1 Technology 29.41%
2 Financials 14.96%
3 Healthcare 10.99%
4 Consumer Discretionary 10.14%
5 Communication Services 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDU icon
1251
MDU Resources
MDU
$4.2B
$367K 0.01%
21,679
+6,981
+47% +$121K
VAL icon
1252
Valaris
VAL
$5.41B
$366K 0.01%
9,330
-2,989
-24% -$128K
ONEQ icon
1253
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.9B
$365K 0.01%
+5,361
New +$400K
ASH icon
1254
Ashland
ASH
$3.31B
$365K 0.01%
6,152
+2,188
+55% +$139K
MSA icon
1255
Mine Safety
MSA
$7.45B
$363K 0.01%
2,473
-2
-0.1% -$319
AUR icon
1256
Aurora
AUR
$14.2B
$362K 0.01%
53,798
+18,796
+54% +$135K
MMSI icon
1257
Merit Medical Systems
MMSI
$5.12B
$361K 0.01%
3,419
+85
+3% +$8.77K
COLD icon
1258
Americold
COLD
$4.04B
$359K 0.01%
16,746
+3,401
+25% +$73.9K
IBP icon
1259
Installed Building Products
IBP
$6.41B
$359K 0.01%
2,091
+804
+62% +$145K
SBS icon
1260
Sabesp
SBS
$19.1B
$358K 0.01%
103,290
+38,153
+59% +$121K
PPBI
1261
DELISTED
Pacific Premier Bancorp
PPBI
$356K 0.01%
16,700
-1,116
-6% -$26.6K
SOBO
1262
South Bow Corp
SOBO
$7.54B
$356K 0.01%
+13,949
New +$349K
ESI icon
1263
Element Solutions
ESI
$9.48B
$356K 0.01%
15,724
+1,823
+13% +$46.6K
CVBF icon
1264
CVB Financial
CVBF
$4.07B
$355K 0.01%
19,221
+910
+5% +$18.1K
ONON icon
1265
On Holding
ONON
$12.5B
$355K 0.01%
8,075
-296
-4% -$15.6K
ACHC icon
1266
Acadia Healthcare
ACHC
$2.95B
$354K 0.01%
11,668
-10,075
-46% -$384K
SKYW icon
1267
Skywest
SKYW
$4.56B
$354K 0.01%
4,048
+354
+10% +$36.2K
AQN icon
1268
Algonquin Power & Utilities
AQN
$4.46B
$353K 0.01%
68,700
+14,242
+26% +$67.2K
NE icon
1269
Noble Corp
NE
$6.52B
$352K 0.01%
14,872
+6,296
+73% +$180K
CNS icon
1270
Cohen & Steers
CNS
$4.32B
$352K 0.01%
4,387
+1,132
+35% +$96.6K
IEMG icon
1271
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$352K 0.01%
6,517
-2,470
-27% -$133K
KRYS icon
1272
Krystal Biotech
KRYS
$9.61B
$351K 0.01%
1,946
+546
+39% +$91.8K
NU icon
1273
Nu Holdings
NU
$69.2B
$350K 0.01%
34,228
-77
-0.2% -$910
KBR icon
1274
KBR
KBR
$4.77B
$350K 0.01%
7,021
-7,517
-52% -$401K
OMAB icon
1275
Grupo Aeroportuario Centro Norte
OMAB
$5.36B
$349K 0.01%
4,442
-86
-2% -$6.66K
49 50
51
52 53

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 Q1 2025 Portfolio in Review

As of Q1 2025, Vanguard Personalized Indexing Management held 1,935 positions worth $6.78B, up 2.4% from $6.62B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Vanguard Personalized Indexing Management deployed $481M of net new capital in Q1 2025, opening 130 new positions and adding to 1,229 existing holdings. Its largest new stake was Vanguard Morningstar Value ETF: 7,508 shares worth $1.3M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 32% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Vanguard Total World Stock ETF, an estimated $1.62M trimmed.

  • Vanguard Personalized Indexing Management's largest Q1 2025 buy was Vanguard Morningstar Value ETF: 7,508 shares worth $1.3M.
  • Vanguard Personalized Indexing Management added most to Apple in Q1 2025, an estimated $28.4M increase.
  • Vanguard Personalized Indexing Management's biggest Q1 2025 reduction was Vanguard Total World Stock ETF, cutting an estimated $1.62M.
  • Vanguard Personalized Indexing Management fully exited Summit Materials, Inc. Class A Common Stock in Q1 2025, selling an estimated $1.66M.
  • Vanguard Personalized Indexing Management's ten largest holdings make up 29% of its $6.78B portfolio in Q1 2025.
  • Vanguard Personalized Indexing Management opened 130 new positions and closed 96 in Q1 2025.
  • Vanguard Personalized Indexing Management's portfolio value rose 2.4% quarter-over-quarter to $6.78B.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2025, filed 14 May 2025.