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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
+4.71%
1 Year Est. Return
+34.45%
3 Year Est. Return
+115.18%
5 Year Est. Return
+162.91%
10 Year Est. Return
–
AUM
$6.62B
AUM Growth
+$411M
Cap. Flow
+$293M
Cap. Flow %
4.42%
Top 10 Hldgs %
32.47%
Holding
1,907
New
132
Increased
1,118
Reduced
537
Closed
101

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$20.2M
2
AAPL icon
Apple
AAPL
+$18.5M
3
MSFT icon
Microsoft
MSFT
+$18M
4
AMZN icon
Amazon
AMZN
+$16.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.9M

Top Sells

Rank Stock Value
1
JNJ icon
Johnson & Johnson
JNJ
+$5.26M
2
MRO
Marathon Oil Corporation
MRO
+$4.52M
3
PEP icon
PepsiCo
PEP
+$3.5M
4
ADBE icon
Adobe
ADBE
+$2.57M
5
AGR
Avangrid, Inc.
AGR
+$2.45M

Sector Composition

Rank Sector Weight
1 Technology 32.04%
2 Financials 13.81%
3 Consumer Discretionary 11.16%
4 Healthcare 9.78%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NMIH icon
1476
NMI Holdings
NMIH
$3.33B
$224K ﹤0.01%
6,087
+588
+11% +$22.8K
RUSHA icon
1477
Rush Enterprises Class A
RUSHA
$6.2B
$224K ﹤0.01%
4,081
-404
-9% -$23.1K
HURN icon
1478
Huron Consulting
HURN
$2.41B
$221K ﹤0.01%
+1,777
New +$208K
APLE icon
1479
Apple Hospitality REIT
APLE
$3.9B
$221K ﹤0.01%
14,384
+3,209
+29% +$49.7K
AAT
1480
American Assets Trust
AAT
$1.45B
$221K ﹤0.01%
8,399
-328
-4% -$8.95K
AUR icon
1481
Aurora
AUR
$12.6B
$221K ﹤0.01%
35,002
+7,465
+27% +$46.8K
INSW icon
1482
International Seaways
INSW
$4.76B
$220K ﹤0.01%
+6,124
New +$261K
SHAK icon
1483
Shake Shack
SHAK
$2.53B
$220K ﹤0.01%
+1,695
New +$208K
SIMO icon
1484
Silicon Motion
SIMO
$8.6B
$220K ﹤0.01%
+4,067
New +$228K
SMG icon
1485
ScottsMiracle-Gro
SMG
$3.82B
$220K ﹤0.01%
3,312
-730
-18% -$57.7K
KRYS icon
1486
Krystal Biotech
KRYS
$10.1B
$219K ﹤0.01%
1,400
-138
-9% -$24.5K
AMBA icon
1487
Ambarella
AMBA
$3.77B
$219K ﹤0.01%
+3,005
New +$191K
RCKT icon
1488
Rocket Pharmaceuticals
RCKT
$340M
$218K ﹤0.01%
+17,382
New +$262K
PSN icon
1489
Parsons
PSN
$4.72B
$218K ﹤0.01%
2,367
+39
+2% +$3.98K
HMY icon
1490
Harmony Gold Mining
HMY
$9.84B
$218K ﹤0.01%
26,563
+2,936
+12% +$28.5K
PRDO icon
1491
Perdoceo Education
PRDO
$1.99B
$218K ﹤0.01%
+8,230
New +$202K
PPLI
1492
People Inc
PPLI
$3.09B
$217K ﹤0.01%
6,139
-5,520
-47% -$221K
AMX icon
1493
America Movil
AMX
$76.1B
$217K ﹤0.01%
15,142
+122
+0.8% +$1.89K
BDN
1494
Brandywine Realty Trust
BDN
$524M
$217K ﹤0.01%
38,687
-7,904
-17% -$44.1K
RUN icon
1495
Sunrun
RUN
$2.34B
$216K ﹤0.01%
23,401
-5,830
-20% -$72.4K
FTS icon
1496
Fortis
FTS
$29B
$216K ﹤0.01%
+5,191
New +$227K
ACLX
1497
DELISTED
Arcellx
ACLX
$215K ﹤0.01%
2,809
+212
+8% +$18.3K
ENIC icon
1498
Enel Chile
ENIC
$6.14B
$214K ﹤0.01%
74,374
+1,315
+2% +$3.65K
WMG icon
1499
Warner Music
WMG
$13.5B
$214K ﹤0.01%
+6,904
New +$221K
ACAD icon
1500
Acadia Pharmaceuticals
ACAD
$4.43B
$214K ﹤0.01%
+11,646
New +$188K
58 59
60
61 62

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ACA
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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 Q4 2024 Portfolio in Review

As of Q4 2024, Vanguard Personalized Indexing Management held 1,907 positions worth $6.62B, up 6.6% from $6.21B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Vanguard Personalized Indexing Management deployed $293M of net new capital in Q4 2024, opening 132 new positions and adding to 1,118 existing holdings. Its largest new stake was Expand Energy Corp: 14,935 shares worth $1.49M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Johnson & Johnson, an estimated $5.26M trimmed.

  • Vanguard Personalized Indexing Management's largest Q4 2024 buy was Expand Energy Corp: 14,935 shares worth $1.49M.
  • Vanguard Personalized Indexing Management added most to NVIDIA in Q4 2024, an estimated $20.2M increase.
  • Vanguard Personalized Indexing Management's biggest Q4 2024 reduction was Johnson & Johnson, cutting an estimated $5.26M.
  • Vanguard Personalized Indexing Management fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $4.52M.
  • Vanguard Personalized Indexing Management's ten largest holdings make up 32% of its $6.62B portfolio in Q4 2024.
  • Vanguard Personalized Indexing Management opened 132 new positions and closed 101 in Q4 2024.
  • Vanguard Personalized Indexing Management's portfolio value rose 6.6% quarter-over-quarter to $6.62B.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2024, filed 10 Feb 2025.