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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
HURN icon
1451
Huron Consulting
HURN
$2.41B
$295K ﹤0.01%
2,144
+442
+26% +$62.8K
BOTZ icon
1452
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.28B
$294K ﹤0.01%
9,000
– –
AVPT icon
1453
AvePoint
AVPT
$2.76B
$293K ﹤0.01%
15,182
+4,630
+44% +$80.3K
LUMN icon
1454
Lumen
LUMN
$6.57B
$293K ﹤0.01%
66,857
+1,125
+2% +$4.36K
LGIH icon
1455
LGI Homes
LGIH
$1.27B
$292K ﹤0.01%
5,669
+2,025
+56% +$111K
PAGP icon
1456
Plains GP Holdings
PAGP
$5.21B
$292K ﹤0.01%
15,007
-1,273
-8% -$23.7K
SAM icon
1457
Boston Beer
SAM
$1.91B
$291K ﹤0.01%
1,526
+335
+28% +$77.1K
AMBA icon
1458
Ambarella
AMBA
$3.77B
$290K ﹤0.01%
+4,395
New +$233K
PRGS icon
1459
Progress Software
PRGS
$1.66B
$290K ﹤0.01%
+4,548
New +$277K
NUVL
1460
DELISTED
Nuvalent
NUVL
$290K ﹤0.01%
+3,802
New +$278K
AMPH icon
1461
Amphastar Pharmaceuticals
AMPH
$879M
$290K ﹤0.01%
12,624
+4,855
+62% +$120K
ENS icon
1462
EnerSys
ENS
$6.78B
$290K ﹤0.01%
3,378
-281
-8% -$24.5K
IBOC icon
1463
International Bancshares
IBOC
$4.76B
$289K ﹤0.01%
4,345
+169
+4% +$10.5K
GOLF icon
1464
Acushnet Holdings
GOLF
$5.93B
$289K ﹤0.01%
3,967
-206
-5% -$13.9K
BCO icon
1465
Brink's
BCO
$4.88B
$288K ﹤0.01%
3,228
+57
+2% +$4.96K
IBP icon
1466
Installed Building Products
IBP
$6.01B
$288K ﹤0.01%
1,596
-495
-24% -$82.4K
ACA icon
1467
Arcosa
ACA
$7.13B
$288K ﹤0.01%
+3,300
New +$276K
NMRK icon
1468
Newmark Group
NMRK
$2.66B
$287K ﹤0.01%
23,653
-398
-2% -$4.45K
BTU icon
1469
Peabody Energy
BTU
$2.6B
$287K ﹤0.01%
21,414
+9,974
+87% +$132K
MWA icon
1470
Mueller Water Products
MWA
$3.95B
$286K ﹤0.01%
11,905
-271
-2% -$6.7K
TMDX icon
1471
Transmedics
TMDX
$2.64B
$286K ﹤0.01%
+2,135
New +$234K
CFLT
1472
DELISTED
Confluent
CFLT
$286K ﹤0.01%
11,472
-7,125
-38% -$161K
AX icon
1473
Axos Financial
AX
$5.77B
$286K ﹤0.01%
3,758
-213
-5% -$14.4K
HL icon
1474
Hecla Mining
HL
$9.47B
$286K ﹤0.01%
47,710
+2,283
+5% +$12.6K
VSXY
1475
Victoria's Secret
VSXY
$7.05B
$284K ﹤0.01%
15,314
+3,992
+35% +$78.1K
57 58
59
60 61

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.