We are live on ! Find out more
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
MCO icon
126
Moody's
MCO
$83.7B
$12.2M 0.14%
24,308
+4,485
+23% +$2.08M
AMP icon
127
Ameriprise Financial
AMP
$47.8B
$12.1M 0.14%
22,597
+3,754
+20% +$1.85M
SNPS icon
128
Synopsys
SNPS
$71.6B
$12.1M 0.14%
23,531
+3,770
+19% +$1.76M
AIG icon
129
American International
AIG
$42.5B
$11.7M 0.13%
137,215
+25,413
+23% +$2.12M
WELL icon
130
Welltower
WELL
$174B
$11.7M 0.13%
75,888
+10,269
+16% +$1.53M
APP icon
131
Applovin
APP
$134B
$11.6M 0.13%
33,183
+2,055
+7% +$666K
AZO icon
132
AutoZone
AZO
$51.3B
$11.5M 0.13%
3,101
+655
+27% +$2.41M
SPOT icon
133
Spotify
SPOT
$108B
$11.3M 0.13%
14,758
+2,002
+16% +$1.28M
BNY
134
Bank of New York Mellon
BNY
$103B
$11.2M 0.13%
123,092
+12,013
+11% +$1.02M
ECL icon
135
Ecolab
ECL
$79.8B
$11M 0.12%
40,972
+7,232
+21% +$1.84M
ITW icon
136
Illinois Tool Works
ITW
$84.1B
$10.9M 0.12%
44,225
+8,576
+24% +$2.07M
MPC icon
137
Marathon Petroleum
MPC
$90.1B
$10.9M 0.12%
65,672
+14,972
+30% +$2.24M
BMY icon
138
Bristol-Myers Squibb
BMY
$129B
$10.9M 0.12%
234,706
+5,771
+3% +$283K
ZTS icon
139
Zoetis
ZTS
$32.7B
$10.8M 0.12%
69,325
+13,368
+24% +$2.12M
CL icon
140
Colgate-Palmolive
CL
$74.8B
$10.8M 0.12%
118,665
+17,956
+18% +$1.64M
CMG icon
141
Chipotle Mexican Grill
CMG
$43.9B
$10.8M 0.12%
191,731
+35,586
+23% +$1.81M
TDG icon
142
TransDigm Group
TDG
$70.7B
$10.8M 0.12%
7,077
+1,656
+31% +$2.33M
MMM icon
143
3M
MMM
$91.8B
$10.7M 0.12%
69,499
+8,050
+13% +$1.15M
WMB icon
144
Williams Companies
WMB
$85.8B
$10.7M 0.12%
169,797
+24,668
+17% +$1.46M
TRV icon
145
Travelers Companies
TRV
$81.1B
$10.5M 0.12%
39,242
+6,968
+22% +$1.84M
MDT icon
146
Medtronic
MDT
$112B
$10.5M 0.12%
120,034
+7,643
+7% +$648K
CMI icon
147
Cummins
CMI
$83.6B
$10.4M 0.12%
31,861
+3,353
+12% +$1.04M
CVS icon
148
CVS Health
CVS
$135B
$10.4M 0.12%
151,240
+21,544
+17% +$1.41M
NVO
149
Novo Nordisk
NVO
$228B
$10.3M 0.12%
149,916
+22,191
+17% +$1.51M
GD icon
150
General Dynamics
GD
$103B
$10.2M 0.12%
35,100
+7,874
+29% +$2.17M
4 5
6
7 8

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
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 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.