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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
PPBI
1251
DELISTED
Pacific Premier Bancorp
PPBI
$446K 0.01%
21,128
+4,428
+27% +$92K
MHO icon
1252
M/I Homes
MHO
$3.74B
$445K 0.01%
3,967
-645
-14% -$70.1K
PATH icon
1253
UiPath
PATH
$6.61B
$444K 0.01%
34,726
-14,704
-30% -$176K
NRC icon
1254
NRC Health Common Stock
NRC
$432M
$444K 0.01%
+26,432
New +$357K
ONEQ icon
1255
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.4B
$443K 0.01%
5,529
+168
+3% +$12.1K
RYN icon
1256
Rayonier
RYN
$6.55B
$442K 0.01%
20,913
-4,554
-18% -$104K
WPP icon
1257
WPP
WPP
$4.36B
$441K 0.01%
12,608
+1,990
+19% +$74.6K
PBF icon
1258
PBF Energy
PBF
$8.57B
$440K 0.01%
20,310
+3,631
+22% +$69K
AQN icon
1259
Algonquin Power & Utilities
AQN
$4.49B
$440K 0.01%
76,803
+8,103
+12% +$44.4K
HMY icon
1260
Harmony Gold Mining
HMY
$9.84B
$440K 0.01%
31,491
+3,380
+12% +$51.1K
TRMD icon
1261
TORM
TRMD
$3.1B
$439K 0.01%
26,365
+10,522
+66% +$176K
DIOD icon
1262
Diodes
DIOD
$3.78B
$439K 0.01%
8,304
+2,806
+51% +$123K
USMV icon
1263
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$438K ﹤0.01%
4,668
– –
STAG icon
1264
STAG Industrial
STAG
$7.38B
$438K ﹤0.01%
12,064
-3,074
-20% -$106K
AGCO icon
1265
AGCO
AGCO
$7.15B
$438K ﹤0.01%
4,241
-2,810
-40% -$268K
DSI icon
1266
iShares MSCI KLD 400 Social ETF
DSI
$5.3B
$436K ﹤0.01%
3,754
– –
IPGP icon
1267
IPG Photonics
IPGP
$3.61B
$436K ﹤0.01%
6,352
+194
+3% +$12.1K
DY icon
1268
Dycom Industries
DY
$12B
$435K ﹤0.01%
+1,778
New +$350K
STRL icon
1269
Sterling Infrastructure
STRL
$18.3B
$433K ﹤0.01%
+1,874
New +$327K
ITUB icon
1270
Itaú Unibanco
ITUB
$93.2B
$432K ﹤0.01%
65,507
+2,861
+5% +$17.4K
IWD icon
1271
iShares Russell 1000 Value ETF
IWD
$82.2B
$432K ﹤0.01%
2,226
+739
+50% +$137K
GDS icon
1272
GDS Holdings
GDS
$6.56B
$431K ﹤0.01%
14,112
+1,641
+13% +$41.6K
GH icon
1273
Guardant Health
GH
$21.7B
$430K ﹤0.01%
8,262
+1,280
+18% +$57.2K
MGEE icon
1274
MGE Energy Inc
MGEE
$3B
$429K ﹤0.01%
4,850
-374
-7% -$33.7K
ASR icon
1275
Grupo Aeroportuario del Sureste
ASR
$8.27B
$429K ﹤0.01%
1,344
+72
+6% +$22.5K
49 50
51
52 53

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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.