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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
-2.18%
1 Year Est. Return
+34.45%
3 Year Est. Return
+115.18%
5 Year Est. Return
+162.91%
10 Year Est. Return
–
AUM
$6.78B
AUM Growth
+$161M
(+2.4%)
Cap. Flow
+$481M
Cap. Flow
% of AUM
7.09%
Top 10 Holdings %
Top 10 Hldgs %
28.84%
Holding
1,935
New
130
Increased
1,229
Reduced
459
Closed
96
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$28.4M |
| 2 |
NVIDIA
NVDA
|
+$15.3M |
| 3 |
Amazon
AMZN
|
+$13.1M |
| 4 |
Johnson & Johnson
JNJ
|
+$10.8M |
| 5 |
Meta Platforms (Facebook)
META
|
+$9.51M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
SUM
Summit Materials, Inc. Class A Common Stock
SUM
|
+$1.66M |
| 2 |
Vanguard Total World Stock ETF
VT
|
+$1.62M |
| 3 |
General Mills
GIS
|
+$1.25M |
| 4 |
ALTM
Arcadium Lithium plc
ALTM
|
+$1.08M |
| 5 |
Lockheed Martin
LMT
|
+$916K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 29.41% |
| 2 | Financials | 14.96% |
| 3 | Healthcare | 10.99% |
| 4 | Consumer Discretionary | 10.14% |
| 5 | Communication Services | 8.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1451
Cactus
WHD
$5.23B
| $233K | ﹤0.01% |
5,083
+743
| +17% | +$41.2K |
|
1452
Sylvamo
SLVM
$1.52B
| $233K | ﹤0.01% |
+3,469
| New | +$253K |
|
1453
NMI Holdings
NMIH
$3.36B
| $233K | ﹤0.01% |
6,454
+367
| +6% | +$13.3K |
|
1454
Tootsie Roll Industries
TR
$2.96B
| $233K | ﹤0.01% |
+7,612
| New | +$227K |
|
1455
Kinetik
KNTK
$3.52B
| $231K | ﹤0.01% |
+4,456
| New | +$261K |
|
1456
National Beverage
FIZZ
$2.94B
| $230K | ﹤0.01% |
+5,528
| New | +$228K |
|
1457
Alarm.com
ALRM
$2.76B
| $230K | ﹤0.01% |
+4,126
| New | +$248K |
|
1458
Perdoceo Education
PRDO
$2.05B
| $229K | ﹤0.01% |
9,083
+853
| +10% | +$22.7K |
|
1459
Customers Bancorp
CUBI
$2.78B
| $228K | ﹤0.01% |
4,543
+320
| +8% | +$16.8K |
|
|
SPNS
1460
DELISTED
Sapiens International
SPNS
| $227K | ﹤0.01% |
8,395
+832
| +11% | +$22.4K |
|
1461
WillScot Mobile Mini Holdings
WSC
$4.66B
| $226K | ﹤0.01% |
8,140
+914
| +13% | +$31.1K |
|
1462
ArcBest
ARCB
$3.18B
| $226K | ﹤0.01% |
+3,205
| New | +$278K |
|
1463
Revolution Medicines
RVMD
$39.4B
| $226K | ﹤0.01% |
6,393
-153
| -2% | -$6.21K |
|
1464
Nokia
NOK
$54.8B
| $226K | ﹤0.01% |
42,877
+14,079
| +49% | +$68.9K |
|
1465
Marathon Digital Holdings
MARA
$4.37B
| $226K | ﹤0.01% |
19,622
+4,356
| +29% | +$69.3K |
|
1466
Amphastar Pharmaceuticals
AMPH
$890M
| $225K | ﹤0.01% |
+7,769
| New | +$248K |
|
1467
Rigetti Computing
RGTI
$5.57B
| $224K | ﹤0.01% |
28,326
+3,502
| +14% | +$38.8K |
|
1468
ESCO Technologies
ESE
$8.28B
| $224K | ﹤0.01% |
+1,405
| New | +$211K |
|
1469
Global Net Lease
GNL
$1.83B
| $224K | ﹤0.01% |
27,807
-9
| -0% | -$68 |
|
1470
BioNTech
BNTX
$23.2B
| $224K | ﹤0.01% |
2,455
-191
| -7% | -$21.4K |
|
1471
Cathay General Bancorp
CATY
$4.31B
| $224K | ﹤0.01% |
5,195
+178
| +4% | +$8.17K |
|
1472
New Oriental
EDU
$8.92B
| $223K | ﹤0.01% |
4,655
+285
| +7% | +$14.6K |
|
|
PLYA
1473
DELISTED
Playa Hotels & Resorts
PLYA
| $222K | ﹤0.01% |
16,680
+266
| +2% | +$3.45K |
|
1474
iRhythm Holdings
IRTC
$4.09B
| $222K | ﹤0.01% |
+2,117
| New | +$224K |
|
1475
Arbor Realty Trust
ABR
$966M
| $221K | ﹤0.01% |
18,825
-31,475
| -63% | -$407K |
|
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Vanguard Personalized Indexing Management's Q1 2025 Portfolio in Review
As of Q1 2025, Vanguard Personalized Indexing Management held 1,935 positions worth $6.78B, up 2.4% from $6.62B the previous quarter. Its ten largest holdings account for 29% of the portfolio.
Vanguard Personalized Indexing Management deployed $481M of net new capital in Q1 2025, opening 130 new positions and adding to 1,229 existing holdings. Its largest new stake was Vanguard Morningstar Value ETF: 7,508 shares worth $1.3M.
By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 32% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was Vanguard Total World Stock ETF, an estimated $1.62M trimmed.
- Vanguard Personalized Indexing Management's largest Q1 2025 buy was Vanguard Morningstar Value ETF: 7,508 shares worth $1.3M.
- Vanguard Personalized Indexing Management added most to Apple in Q1 2025, an estimated $28.4M increase.
- Vanguard Personalized Indexing Management's biggest Q1 2025 reduction was Vanguard Total World Stock ETF, cutting an estimated $1.62M.
- Vanguard Personalized Indexing Management fully exited Summit Materials, Inc. Class A Common Stock in Q1 2025, selling an estimated $1.66M.
- Vanguard Personalized Indexing Management's ten largest holdings make up 29% of its $6.78B portfolio in Q1 2025.
- Vanguard Personalized Indexing Management opened 130 new positions and closed 96 in Q1 2025.
- Vanguard Personalized Indexing Management's portfolio value rose 2.4% quarter-over-quarter to $6.78B.
Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2025, filed 14 May 2025.