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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
ACHC icon
1326
Acadia Healthcare
ACHC
$2.76B
$385K ﹤0.01%
16,953
+5,285
+45% +$125K
CC icon
1327
Chemours
CC
$2.5B
$382K ﹤0.01%
33,380
+7,827
+31% +$88.2K
FELE icon
1328
Franklin Electric
FELE
$4.63B
$382K ﹤0.01%
4,259
-336
-7% -$29.5K
SKYW icon
1329
Skywest
SKYW
$4.24B
$380K ﹤0.01%
3,686
-362
-9% -$34.4K
VALE icon
1330
Vale
VALE
$64.1B
$379K ﹤0.01%
39,009
-6,218
-14% -$58.6K
CDE icon
1331
Coeur Mining
CDE
$15.4B
$379K ﹤0.01%
42,720
+8,749
+26% +$63.7K
SOBO
1332
South Bow Corp
SOBO
$7.74B
$378K ﹤0.01%
14,565
+616
+4% +$15.7K
NSA
1333
DELISTED
National Storage Affiliates Trust
NSA
$378K ﹤0.01%
11,807
-780
-6% -$27.2K
AVNT icon
1334
Avient
AVNT
$3.33B
$377K ﹤0.01%
11,673
+1,595
+16% +$55.2K
ZTO icon
1335
ZTO Express
ZTO
$18.3B
$377K ﹤0.01%
21,223
+10,436
+97% +$189K
NHI icon
1336
National Health Investors
NHI
$3.72B
$375K ﹤0.01%
5,355
-266
-5% -$19.5K
AWR icon
1337
American States Water
AWR
$3.36B
$375K ﹤0.01%
4,890
+979
+25% +$76.8K
SMR icon
1338
NuScale Power
SMR
$2.91B
$374K ﹤0.01%
+9,444
New +$237K
FIZZ icon
1339
National Beverage
FIZZ
$2.96B
$373K ﹤0.01%
8,634
+3,106
+56% +$137K
ADPT icon
1340
Adaptive Biotechnologies
ADPT
$3.59B
$373K ﹤0.01%
32,038
+2,880
+10% +$26.2K
PTEN icon
1341
Patterson-UTI
PTEN
$3.98B
$373K ﹤0.01%
62,885
-13,971
-18% -$84.1K
IRTC icon
1342
iRhythm Holdings
IRTC
$3.85B
$371K ﹤0.01%
2,410
+293
+14% +$37.9K
ESE icon
1343
ESCO Technologies
ESE
$8.17B
$370K ﹤0.01%
1,930
+525
+37% +$89.7K
VCTR icon
1344
Victory Capital Holdings
VCTR
$6.19B
$370K ﹤0.01%
5,816
+2,063
+55% +$124K
GTLB icon
1345
GitLab
GTLB
$5.83B
$370K ﹤0.01%
8,207
-3,108
-27% -$142K
WERN icon
1346
Werner Enterprises
WERN
$2.24B
$370K ﹤0.01%
13,518
-1,264
-9% -$34.5K
HXL icon
1347
Hexcel
HXL
$7.79B
$370K ﹤0.01%
6,543
+2,602
+66% +$138K
ENPH icon
1348
Enphase Energy
ENPH
$4.96B
$370K ﹤0.01%
9,319
-1,522
-14% -$70.3K
FAF icon
1349
First American
FAF
$7.66B
$369K ﹤0.01%
6,014
-216
-3% -$12.8K
CVBF icon
1350
CVB Financial
CVBF
$3.94B
$369K ﹤0.01%
18,624
-597
-3% -$11.1K
52 53
54
55 56

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.