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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
PPC icon
1276
Pilgrim's Pride
PPC
$6.51B
$352K 0.01%
7,755
+8
+0.1% +$390
TME icon
1277
Tencent Music
TME
$15.5B
$351K 0.01%
30,954
-465
-1% -$5.52K
NWL icon
1278
Newell Brands
NWL
$2.38B
$347K 0.01%
34,862
+1,961
+6% +$17.8K
NEU icon
1279
NewMarket
NEU
$7.82B
$347K 0.01%
656
+174
+36% +$93.2K
ALAB icon
1280
Astera Labs
ALAB
$53.3B
$345K 0.01%
+2,602
New +$244K
DEC
1281
Diversified Energy Company
DEC
$930M
$342K 0.01%
20,369
+8,378
+70% +$117K
AZTA icon
1282
Azenta
AZTA
$1.3B
$341K 0.01%
6,816
-248
-4% -$11.3K
BILI icon
1283
Bilibili
BILI
$7.99B
$341K 0.01%
18,814
+413
+2% +$8.64K
LUMN icon
1284
Lumen
LUMN
$6.57B
$341K 0.01%
64,166
-437
-0.7% -$3.02K
UPST icon
1285
Upstart Holdings
UPST
$2.63B
$340K 0.01%
5,526
+131
+2% +$8.17K
LI icon
1286
Li Auto
LI
$13.4B
$339K 0.01%
14,113
+468
+3% +$11.6K
NHI icon
1287
National Health Investors
NHI
$3.72B
$338K 0.01%
4,877
+519
+12% +$39.5K
CELH icon
1288
Celsius Holdings
CELH
$7.47B
$335K 0.01%
12,736
+1,195
+10% +$35.4K
ASB icon
1289
Associated Banc-Corp
ASB
$5.83B
$334K 0.01%
13,963
+1,391
+11% +$34.1K
SNDR icon
1290
Schneider National
SNDR
$6.26B
$333K 0.01%
11,384
+253
+2% +$7.52K
BKE icon
1291
Buckle
BKE
$2.25B
$332K 0.01%
6,542
+544
+9% +$25.7K
AGI icon
1292
Alamos Gold
AGI
$11.6B
$332K 0.01%
18,013
+2,467
+16% +$47.7K
BPMC
1293
DELISTED
Blueprint Medicines
BPMC
$332K 0.01%
3,807
-786
-17% -$72K
LBRT icon
1294
Liberty Energy
LBRT
$3.05B
$332K 0.01%
16,671
+331
+2% +$6.12K
TDC icon
1295
Teradata
TDC
$2.92B
$330K 0.01%
10,609
+644
+6% +$20.1K
CDP icon
1296
COPT Defense Properties
CDP
$4.3B
$330K 0.01%
10,666
+917
+9% +$29.1K
FINV
1297
FinVolution Group
FINV
$1.15B
$329K 0.01%
48,510
+5,290
+12% +$34K
CYTK icon
1298
Cytokinetics
CYTK
$10.5B
$329K 0.01%
6,986
+305
+5% +$15.8K
IWB icon
1299
iShares Russell 1000 ETF
IWB
$48.2B
$328K 0.01%
1,019
+18
+2% +$5.83K
SIG icon
1300
Signet Jewelers
SIG
$3.61B
$327K ﹤0.01%
4,047
+98
+2% +$9.13K
50 51
52
53 54

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IIM
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GI
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OIA
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RA
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RI
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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.