We are live on ! Find out more
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
VRNS icon
1301
Varonis Systems
VRNS
$4.59B
$408K ﹤0.01%
8,049
+393
+5% +$17.9K
ECHO
1302
EchoStar
ECHO
$24.4B
$408K ﹤0.01%
14,728
+2,389
+19% +$52.5K
DRS icon
1303
Leonardo DRS
DRS
$12.3B
$405K ﹤0.01%
8,719
+2,014
+30% +$80.9K
VBR icon
1304
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.1B
$404K ﹤0.01%
2,069
-9
-0.4% -$1.67K
NWE icon
1305
NorthWestern Energy
NWE
$4.23B
$404K ﹤0.01%
7,870
-903
-10% -$49.9K
RGTI icon
1306
Rigetti Computing
RGTI
$4.97B
$404K ﹤0.01%
34,026
+5,700
+20% +$60.1K
PFS icon
1307
Provident Financial Services
PFS
$3.22B
$402K ﹤0.01%
22,957
+5,687
+33% +$94.4K
GSEW icon
1308
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.89B
$398K ﹤0.01%
4,882
-867
-15% -$66.5K
FCFS icon
1309
FirstCash
FCFS
$8.85B
$397K ﹤0.01%
2,937
+61
+2% +$7.8K
AS icon
1310
Amer Sports
AS
$20.7B
$397K ﹤0.01%
+10,232
New +$315K
VVV icon
1311
Valvoline
VVV
$4.9B
$395K ﹤0.01%
10,434
-390
-4% -$13.6K
KBR icon
1312
KBR
KBR
$4.62B
$393K ﹤0.01%
8,196
+1,175
+17% +$61K
IEMG icon
1313
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$393K ﹤0.01%
6,548
+31
+0.5% +$1.73K
NVST icon
1314
Envista
NVST
$4.44B
$393K ﹤0.01%
20,100
+1,067
+6% +$18.6K
BCPC
1315
Balchem Corp
BCPC
$5.38B
$392K ﹤0.01%
2,464
-141
-5% -$22.9K
AGNC icon
1316
AGNC Investment
AGNC
$12.4B
$391K ﹤0.01%
42,522
-13,810
-25% -$124K
AWI icon
1317
Armstrong World Industries
AWI
$7.38B
$391K ﹤0.01%
2,405
+239
+11% +$35.5K
BOKF icon
1318
BOK Financial
BOKF
$8.58B
$391K ﹤0.01%
3,983
+1,220
+44% +$115K
TIMB icon
1319
TIM SA
TIMB
$9.16B
$389K ﹤0.01%
19,268
+3,016
+19% +$51.6K
LCID icon
1320
Lucid Motors
LCID
$2.88B
$387K ﹤0.01%
18,363
+778
+4% +$18.6K
VKTX icon
1321
Viking Therapeutics
VKTX
$3.7B
$387K ﹤0.01%
14,607
+3,779
+35% +$99.5K
OR icon
1322
OR Royalties Inc
OR
$5.58B
$386K ﹤0.01%
15,025
+203
+1% +$4.89K
HLNE icon
1323
Hamilton Lane
HLNE
$4.91B
$385K ﹤0.01%
2,710
-478
-15% -$72.1K
ESGR
1324
DELISTED
Enstar Group
ESGR
$385K ﹤0.01%
1,145
+188
+20% +$62.9K
PRG icon
1325
PROG Holdings
PRG
$1.75B
$385K ﹤0.01%
13,121
+1,686
+15% +$46.8K
51 52
53
54 55

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.