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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
(+31%)
Cap. Flow
+$1.22B
Cap. Flow
% of AUM
13.81%
Top 10 Holdings %
Top 10 Hldgs %
31.49%
Holding
2,054
New
215
Increased
1,370
Reduced
347
Closed
109
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$91M |
| 2 |
NVIDIA
NVDA
|
+$68M |
| 3 |
Apple
AAPL
|
+$44M |
| 4 |
Amazon
AMZN
|
+$39.4M |
| 5 |
Broadcom
AVGO
|
+$32.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
DFS
Discover Financial Services
DFS
|
+$6.47M |
| 2 |
Vanguard Total World Stock ETF
VT
|
+$2.83M |
| 3 |
Chevron
CVX
|
+$1.54M |
| 4 |
X
US Steel
X
|
+$1.1M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1376
Pricesmart
PSMT
$5.98B
| $345K | ﹤0.01% |
3,288
+392
| +14% | +$39.5K |
|
1377
Capri Holdings
CPRI
$1.83B
| $345K | ﹤0.01% |
19,498
+7,232
| +59% | +$119K |
|
1378
Helmerich & Payne
HP
$3.45B
| $344K | ﹤0.01% |
22,696
+6,399
| +39% | +$117K |
|
1379
FormFactor
FORM
$8.28B
| $343K | ﹤0.01% |
+9,971
| New | +$303K |
|
1380
Boise Cascade
BCC
$2.69B
| $342K | ﹤0.01% |
3,935
-1,111
| -22% | -$101K |
|
1381
Henry Schein
HSIC
$9.77B
| $341K | ﹤0.01% |
4,669
+157
| +3% | +$10.8K |
|
|
NYAX
1382
Nayax
NYAX
$2.55B
| $340K | ﹤0.01% |
+6,771
| New | +$283K |
|
1383
Aurora
AUR
$12.6B
| $340K | ﹤0.01% |
64,934
+11,136
| +21% | +$69.8K |
|
|
SPR
1384
DELISTED
Spirit AeroSystems
SPR
| $340K | ﹤0.01% |
+8,901
| New | +$320K |
|
1385
Alpha Architect US Quantitative Momentum ETF
QMOM
$422M
| $339K | ﹤0.01% |
+5,213
| New | +$313K |
|
1386
CAVA Group
CAVA
$7.6B
| $338K | ﹤0.01% |
4,013
+1,229
| +44% | +$105K |
|
1387
Village Super Market
VLGEA
$651M
| $337K | ﹤0.01% |
8,752
+168
| +2% | +$6.2K |
|
|
GMS
1388
DELISTED
GMS Inc
GMS
| $336K | ﹤0.01% |
3,091
-362
| -10% | -$28K |
|
1389
Home BancShares
HOMB
$6.23B
| $336K | ﹤0.01% |
11,804
+1,930
| +20% | +$53.7K |
|
1390
Haemonetics
HAE
$3.89B
| $336K | ﹤0.01% |
+4,504
| New | +$298K |
|
|
AEVA
1391
Aeva Technologies
AEVA
$1.2B
| $335K | ﹤0.01% |
+8,866
| New | +$135K |
|
1392
Apple Hospitality REIT
APLE
$3.9B
| $333K | ﹤0.01% |
28,511
+17,765
| +165% | +$208K |
|
1393
Perdoceo Education
PRDO
$1.99B
| $332K | ﹤0.01% |
10,165
+1,082
| +12% | +$32.1K |
|
1394
Sensient Technologies
SXT
$5.26B
| $332K | ﹤0.01% |
3,369
+415
| +14% | +$37.1K |
|
1395
TPG
TPG
$7.01B
| $328K | ﹤0.01% |
6,258
-451
| -7% | -$21.6K |
|
1396
DXC Technology
DXC
$1.82B
| $328K | ﹤0.01% |
21,465
+5,408
| +34% | +$83.2K |
|
1397
Schwab US Broad Market ETF
SCHB
$43.2B
| $326K | ﹤0.01% |
13,666
-4
| -0% | -$88 |
|
1398
iShares International Equity Factor ETF
INTF
$3.62B
| $325K | ﹤0.01% |
9,495
-1
| -0% | -$32 |
|
|
INFA
1399
DELISTED
Informatica
INFA
| $324K | ﹤0.01% |
13,297
+1,996
| +18% | +$41.2K |
|
1400
Perrigo
PRGO
$1.4B
| $323K | ﹤0.01% |
12,107
+100
| +0.8% | +$2.62K |
|
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RA
RI
WAM
HRCM
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.