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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
ASR icon
1276
Grupo Aeroportuario del Sureste
ASR
$8.29B
$348K 0.01%
1,272
-136
-10% -$37.2K
PAGP icon
1277
Plains GP Holdings
PAGP
$5.04B
$348K 0.01%
16,280
-158
-1% -$3.33K
CART icon
1278
Maplebear
CART
$10.7B
$348K 0.01%
+8,717
New +$387K
FCFS icon
1279
FirstCash
FCFS
$9.32B
$346K 0.01%
2,876
+140
+5% +$15.9K
CC icon
1280
Chemours
CC
$2.7B
$346K 0.01%
25,553
+8,235
+48% +$137K
CRDO icon
1281
Credo Technology Group
CRDO
$44.4B
$345K 0.01%
8,592
+2,301
+37% +$143K
FDN icon
1282
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.43B
$345K 0.01%
1,553
– –
QFIN icon
1283
Qfin Holdings
QFIN
$1.65B
$344K 0.01%
7,654
+2,120
+38% +$87.8K
ROIV icon
1284
Roivant Sciences
ROIV
$25B
$344K 0.01%
34,064
+2,838
+9% +$30.7K
MAN icon
1285
ManpowerGroup
MAN
$2.55B
$344K 0.01%
+5,937
New +$345K
ADT icon
1286
ADT
ADT
$5.73B
$342K 0.01%
41,974
+15,637
+59% +$118K
MOD icon
1287
Modine Manufacturing
MOD
$10.7B
$341K 0.01%
4,437
+221
+5% +$21.8K
MAT icon
1288
Mattel
MAT
$4.32B
$341K 0.01%
17,525
+4,003
+30% +$79.4K
YMM icon
1289
Full Truck Alliance
YMM
$10B
$339K 0.01%
26,560
+446
+2% +$5.38K
CZR icon
1290
Caesars Entertainment
CZR
$6.14B
$339K 0.01%
13,564
-138
-1% -$4.49K
CNR
1291
Core Natural Resources Inc
CNR
$4.09B
$338K 0.01%
4,383
+419
+11% +$35.4K
MTN icon
1292
Vail Resorts
MTN
$5.33B
$337K 0.01%
2,109
-633
-23% -$105K
XRAY icon
1293
Dentsply Sirona
XRAY
$2.86B
$337K 0.01%
22,568
-13,819
-38% -$245K
PRGO icon
1294
Perrigo
PRGO
$1.49B
$337K 0.01%
12,007
+701
+6% +$18.2K
BPMC
1295
DELISTED
Blueprint Medicines
BPMC
$336K 0.01%
3,793
-14
-0.4% -$1.37K
ENS icon
1296
EnerSys
ENS
$7.06B
$335K ﹤0.01%
3,659
-190
-5% -$18.5K
ASB icon
1297
Associated Banc-Corp
ASB
$5.99B
$335K ﹤0.01%
14,866
+903
+6% +$21.7K
ITUB icon
1298
Itaú Unibanco
ITUB
$90.3B
$335K ﹤0.01%
62,646
+2,467
+4% +$12.4K
WEN icon
1299
Wendy's
WEN
$1.46B
$333K ﹤0.01%
22,762
+12,589
+124% +$189K
WDFC icon
1300
WD-40
WDFC
$3.17B
$332K ﹤0.01%
1,359
+297
+28% +$70.2K
50 51
52
53 54

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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
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.