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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
AXTA icon
1276
Axalta
AXTA
$7.66B
$427K ﹤0.01%
14,386
+368
+3% +$11.5K
GPOR icon
1277
Gulfport Energy Corp
GPOR
$2.9B
$426K ﹤0.01%
2,119
-35
-2% -$6.53K
BOX icon
1278
Box
BOX
$4.37B
$426K ﹤0.01%
+12,465
New +$409K
CHDN icon
1279
Churchill Downs
CHDN
$5.88B
$426K ﹤0.01%
4,213
+33
+0.8% +$3.23K
JAZZ icon
1280
Jazz Pharmaceuticals
JAZZ
$15.9B
$425K ﹤0.01%
4,005
-4,919
-55% -$534K
ONON icon
1281
On Holding
ONON
$12.1B
$425K ﹤0.01%
8,158
+83
+1% +$4.23K
PSN icon
1282
Parsons
PSN
$4.72B
$422K ﹤0.01%
5,878
+1,772
+43% +$117K
SON icon
1283
Sonoco
SON
$5.57B
$421K ﹤0.01%
9,665
+5,320
+122% +$238K
AVAV icon
1284
AeroVironment
AVAV
$7.56B
$420K ﹤0.01%
+1,474
New +$250K
VET icon
1285
Vermilion Energy
VET
$1.82B
$420K ﹤0.01%
57,728
+35,525
+160% +$242K
MDU icon
1286
MDU Resources
MDU
$4.17B
$419K ﹤0.01%
25,118
+3,439
+16% +$57.8K
WTM icon
1287
White Mountains Insurance
WTM
$5.2B
$418K ﹤0.01%
233
+27
+13% +$48K
FDN icon
1288
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.12B
$418K ﹤0.01%
1,553
– –
LRN icon
1289
Stride
LRN
$3.41B
$418K ﹤0.01%
2,877
+465
+19% +$67.3K
CVSA
1290
Covista Inc
CVSA
$4.25B
$417K ﹤0.01%
3,279
+459
+16% +$54.3K
VFC icon
1291
VF Corp
VFC
$5.63B
$417K ﹤0.01%
35,454
-2,955
-8% -$36.6K
ASB icon
1292
Associated Banc-Corp
ASB
$5.83B
$415K ﹤0.01%
16,998
+2,132
+14% +$48K
KFY icon
1293
Korn Ferry
KFY
$4.18B
$414K ﹤0.01%
5,648
+165
+3% +$11K
ABG icon
1294
Asbury Automotive
ABG
$4.31B
$414K ﹤0.01%
1,734
-73
-4% -$16.7K
PCVX icon
1295
Vaxcyte
PCVX
$7.81B
$414K ﹤0.01%
12,722
+5,753
+83% +$189K
NGD
1296
DELISTED
New Gold Inc
NGD
$413K ﹤0.01%
83,525
+12,425
+17% +$51.1K
MP icon
1297
MP Materials
MP
$7.36B
$413K ﹤0.01%
12,400
+458
+4% +$11.7K
FCPT icon
1298
Four Corners Property Trust
FCPT
$2.81B
$412K ﹤0.01%
15,322
+1,840
+14% +$50.7K
ZLAB icon
1299
Zai Lab
ZLAB
$2.06B
$412K ﹤0.01%
+11,785
New +$387K
ASH icon
1300
Ashland
ASH
$3.33B
$409K ﹤0.01%
8,130
+1,978
+32% +$101K
50 51
52
53 54

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 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.