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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
PJT icon
1351
PJT Partners
PJT
$4.35B
$367K ﹤0.01%
2,223
+25
+1% +$3.63K
PFSI icon
1352
PennyMac Financial
PFSI
$3.92B
$366K ﹤0.01%
+3,674
New +$356K
ENVA icon
1353
Enova International
ENVA
$6.33B
$366K ﹤0.01%
3,279
+478
+17% +$45.6K
GNW icon
1354
Genworth Financial
GNW
$3.76B
$365K ﹤0.01%
46,929
+9,279
+25% +$64.8K
WEX icon
1355
WEX
WEX
$6.37B
$365K ﹤0.01%
2,484
-27
-1% -$3.63K
OEF icon
1356
iShares S&P 100 ETF
OEF
$20.1B
$365K ﹤0.01%
+1,199
New +$334K
LAUR icon
1357
Laureate Education
LAUR
$5.28B
$364K ﹤0.01%
15,555
+1,264
+9% +$27.1K
TGTX icon
1358
TG Therapeutics
TGTX
$7.96B
$363K ﹤0.01%
10,092
+17
+0.2% +$633
ESI icon
1359
Element Solutions
ESI
$8.95B
$363K ﹤0.01%
16,005
+281
+2% +$5.89K
CUK
1360
DELISTED
Carnival PLC
CUK
$360K ﹤0.01%
14,097
+2,103
+18% +$40.7K
VONG icon
1361
Vanguard Russell 1000 Growth ETF
VONG
$42.8B
$359K ﹤0.01%
3,287
-8
-0.2% -$787
TDS icon
1362
Telephone and Data Systems
TDS
$3.82B
$358K ﹤0.01%
10,054
-709
-7% -$24.9K
PHIN icon
1363
Phinia Inc
PHIN
$2.72B
$357K ﹤0.01%
7,960
+867
+12% +$36.6K
PDM
1364
Piedmont Realty Trust
PDM
$1.21B
$356K ﹤0.01%
48,799
-2,261
-4% -$15.6K
RKT icon
1365
Rocket Companies
RKT
$36.5B
$354K ﹤0.01%
24,999
-1,544
-6% -$20K
MAT icon
1366
Mattel
MAT
$4.38B
$353K ﹤0.01%
17,886
+361
+2% +$6.42K
CDP icon
1367
COPT Defense Properties
CDP
$4.3B
$352K ﹤0.01%
12,775
+2,607
+26% +$70.6K
RNW icon
1368
ReNew
RNW
$2.27B
$352K ﹤0.01%
50,933
+25,913
+104% +$169K
AMTM
1369
Amentum Holdings
AMTM
$5.42B
$352K ﹤0.01%
+14,605
New +$305K
IWF icon
1370
iShares Russell 1000 Growth ETF
IWF
$121B
$351K ﹤0.01%
3,304
-2,224
-40% -$213K
GKOS icon
1371
Glaukos
GKOS
$9.83B
$351K ﹤0.01%
3,394
+1,301
+62% +$122K
PBH icon
1372
Prestige Consumer Healthcare
PBH
$2.38B
$350K ﹤0.01%
4,387
-122
-3% -$10.2K
NMIH icon
1373
NMI Holdings
NMIH
$3.37B
$350K ﹤0.01%
8,287
+1,833
+28% +$68.9K
FTDR icon
1374
Frontdoor
FTDR
$5.1B
$348K ﹤0.01%
+5,903
New +$296K
CHX
1375
DELISTED
ChampionX
CHX
$348K ﹤0.01%
13,999
-8,280
-37% -$208K
53 54
55
56 57

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.