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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 | |
|---|---|---|---|---|---|---|
|
SEE
1401
DELISTED
Sealed Air
SEE
| $322K | ﹤0.01% |
10,391
+2,009
| +24% | +$59.7K |
|
|
JOYY
1402
JOYY Inc
JOYY
$3.71B
| $321K | ﹤0.01% |
+6,306
| New | +$280K |
|
1403
Granite Construction
GVA
$5.29B
| $321K | ﹤0.01% |
3,433
-793
| -19% | -$66.8K |
|
1404
Dorman Products
DORM
$3.98B
| $321K | ﹤0.01% |
+2,615
| New | +$318K |
|
|
CNR
1405
Core Natural Resources Inc
CNR
$4.02B
| $321K | ﹤0.01% |
4,597
+214
| +5% | +$15.2K |
|
1406
Enlight Renewable Energy
ENLT
$11.8B
| $320K | ﹤0.01% |
14,081
+4,008
| +40% | +$72.5K |
|
1407
ScottsMiracle-Gro
SMG
$3.82B
| $318K | ﹤0.01% |
4,820
+383
| +9% | +$22.1K |
|
1408
Weis Markets
WMK
$1.91B
| $317K | ﹤0.01% |
4,378
+238
| +6% | +$18.6K |
|
1409
New Oriental
EDU
$9.37B
| $317K | ﹤0.01% |
5,881
+1,226
| +26% | +$58.2K |
|
1410
Rogers Corp
ROG
$2.21B
| $317K | ﹤0.01% |
4,629
+1,525
| +49% | +$98.3K |
|
1411
Grupo Aeroportuario del Pacifico
PAC
$12.9B
| $317K | ﹤0.01% |
1,380
-10
| -0.7% | -$2.13K |
|
1412
Steven Madden
SHOO
$3.37B
| $317K | ﹤0.01% |
+13,209
| New | +$310K |
|
1413
Rentokil
RTO
$11.8B
| $317K | ﹤0.01% |
+13,190
| New | +$306K |
|
|
DFUS
1414
Dimensional US Equity ETF
DFUS
$20.8B
| $315K | ﹤0.01% |
4,707
| – | – |
|
1415
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
| $315K | ﹤0.01% |
2,329
+10
| +0.4% | +$1.25K |
|
1416
Sibanye-Stillwater
SBSW
$6.26B
| $315K | ﹤0.01% |
43,686
+23,880
| +121% | +$131K |
|
1417
WillScot Mobile Mini Holdings
WSC
$4.39B
| $314K | ﹤0.01% |
11,473
+3,333
| +41% | +$88.8K |
|
1418
Cohen & Steers
CNS
$4.23B
| $313K | ﹤0.01% |
4,149
-238
| -5% | -$18.3K |
|
1419
Global Ship Lease
GSL
$1.6B
| $312K | ﹤0.01% |
11,857
-381
| -3% | -$8.91K |
|
1420
Zillow
ZG
$7.94B
| $312K | ﹤0.01% |
4,550
+131
| +3% | +$8.68K |
|
1421
WD-40
WDFC
$3.05B
| $312K | ﹤0.01% |
1,366
+7
| +0.5% | +$1.65K |
|
1422
Liberty Live Group Series C
LLYVK
$9.07B
| $311K | ﹤0.01% |
+3,720
| New | +$274K |
|
1423
Shutterstock
SSTK
$198M
| $309K | ﹤0.01% |
+16,323
| New | +$287K |
|
1424
Shake Shack
SHAK
$2.53B
| $308K | ﹤0.01% |
+2,192
| New | +$239K |
|
1425
Iris Energy
IREN
$13.2B
| $308K | ﹤0.01% |
21,160
+2,952
| +16% | +$24K |
|
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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.