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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 | |
|---|---|---|---|---|---|---|
1426
OSI Systems
OSIS
$3.65B
| $308K | ﹤0.01% |
+1,371
| New | +$293K |
|
1427
First Interstate BancSystem
FIBK
$3.69B
| $308K | ﹤0.01% |
10,689
-184
| -2% | -$4.96K |
|
1428
First Hawaiian
FHB
$3.38B
| $308K | ﹤0.01% |
12,340
+672
| +6% | +$15.8K |
|
1429
indie Semiconductor
INDI
$682M
| $308K | ﹤0.01% |
86,461
+70,691
| +448% | +$178K |
|
1430
Urban Outfitters
URBN
$6.35B
| $308K | ﹤0.01% |
+4,240
| New | +$255K |
|
1431
Crane NXT
CXT
$2.99B
| $307K | ﹤0.01% |
5,700
+1,524
| +36% | +$77.6K |
|
|
TEM
1432
Tempus AI
TEM
$7.9B
| $307K | ﹤0.01% |
+4,835
| New | +$277K |
|
1433
Cohu
COHU
$2.26B
| $307K | ﹤0.01% |
+15,946
| New | +$269K |
|
1434
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.42B
| $307K | ﹤0.01% |
12,786
| – | – |
|
1435
Inspire Medical Systems
INSP
$1.45B
| $306K | ﹤0.01% |
2,360
+538
| +30% | +$78K |
|
1436
Zurn Elkay Water Solutions
ZWS
$8.38B
| $304K | ﹤0.01% |
8,312
+2,127
| +34% | +$73.2K |
|
|
WNS
1437
DELISTED
WNS Holdings
WNS
| $304K | ﹤0.01% |
+4,805
| New | +$288K |
|
1438
Merit Medical Systems
MMSI
$5.07B
| $303K | ﹤0.01% |
3,241
-178
| -5% | -$16.9K |
|
1439
Resideo Technologies
REZI
$5.19B
| $303K | ﹤0.01% |
13,730
+3,396
| +33% | +$64.8K |
|
|
NBIS
1440
Nebius Group N.V.
NBIS
$48.3B
| $303K | ﹤0.01% |
+5,475
| New | +$188K |
|
1441
Yeti Holdings
YETI
$3.71B
| $302K | ﹤0.01% |
9,578
-3,245
| -25% | -$97.4K |
|
1442
BILL Holdings
BILL
$4.49B
| $302K | ﹤0.01% |
6,521
+854
| +15% | +$37.8K |
|
1443
Outfront Media
OUT
$5.61B
| $300K | ﹤0.01% |
18,074
+328
| +2% | +$5.13K |
|
1444
Choice Hotels
CHH
$5.07B
| $300K | ﹤0.01% |
2,358
+255
| +12% | +$32.2K |
|
1445
Navitas Semiconductor
NVTS
$2.84B
| $298K | ﹤0.01% |
45,533
+17,653
| +63% | +$68K |
|
1446
Madrigal Pharmaceuticals
MDGL
$10.8B
| $298K | ﹤0.01% |
984
+21
| +2% | +$6.26K |
|
1447
Klaviyo
KVYO
$5.34B
| $297K | ﹤0.01% |
8,843
+958
| +12% | +$30.4K |
|
|
TLX
1448
Telix Pharmaceuticals
TLX
$3.35B
| $297K | ﹤0.01% |
+18,475
| New | +$310K |
|
1449
C3.ai
AI
$1.43B
| $297K | ﹤0.01% |
+12,073
| New | +$276K |
|
1450
Oceaneering
OII
$4.86B
| $296K | ﹤0.01% |
14,265
+1,589
| +13% | +$30.6K |
|
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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.