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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 | |
|---|---|---|---|---|---|---|
1476
West Fraser Timber
WFG
$5.2B
| $221K | ﹤0.01% |
2,874
+30
| +1% | +$2.47K |
|
1477
Leonardo DRS
DRS
$12.2B
| $220K | ﹤0.01% |
+6,705
| New | +$221K |
|
1478
Silicon Motion
SIMO
$8.53B
| $220K | ﹤0.01% |
4,359
+292
| +7% | +$15.8K |
|
1479
Sensient Technologies
SXT
$5.37B
| $220K | ﹤0.01% |
2,954
+106
| +4% | +$7.72K |
|
1480
Tecnoglass Holdings Inc.
TGLS
$2.07B
| $220K | ﹤0.01% |
3,070
-2
| -0.1% | -$149 |
|
1481
State Street Financial Select Sector SPDR ETF
XLF
$58B
| $220K | ﹤0.01% |
+4,409
| New | +$221K |
|
1482
Twist Bioscience
TWST
$6.29B
| $218K | ﹤0.01% |
5,562
-304
| -5% | -$13.7K |
|
1483
Scorpio Tankers
STNG
$3.89B
| $218K | ﹤0.01% |
5,792
-1,458
| -20% | -$65.3K |
|
|
RNAM
1484
DELISTED
Avidity Biosciences
RNAM
| $218K | ﹤0.01% |
+7,373
| New | +$230K |
|
1485
Victory Capital Holdings
VCTR
$6.49B
| $217K | ﹤0.01% |
+3,753
| New | +$238K |
|
1486
Adaptive Biotechnologies
ADPT
$3.68B
| $217K | ﹤0.01% |
29,158
+2,588
| +10% | +$19.9K |
|
1487
Vanguard Russell 1000 Value ETF
VONV
$20.9B
| $217K | ﹤0.01% |
2,624
| – | – |
|
|
RDFN
1488
DELISTED
Redfin
RDFN
| $216K | ﹤0.01% |
23,485
+976
| +4% | +$8.34K |
|
|
NEXN
1489
Nexxen International
NEXN
$573M
| $216K | ﹤0.01% |
25,881
-347
| -1% | -$3.13K |
|
1490
Green Brick Partners
GRBK
$3.09B
| $216K | ﹤0.01% |
+3,701
| New | +$219K |
|
1491
Hexcel
HXL
$7.73B
| $216K | ﹤0.01% |
3,941
-3,599
| -48% | -$225K |
|
|
NXRT
1492
NexPoint Residential Trust
NXRT
$660M
| $215K | ﹤0.01% |
5,450
-266
| -5% | -$10.5K |
|
1493
America Movil
AMX
$74.9B
| $215K | ﹤0.01% |
15,129
-13
| -0.1% | -$186 |
|
1494
Champion Homes
SKY
$4.44B
| $215K | ﹤0.01% |
+2,269
| New | +$218K |
|
1495
Crane NXT
CXT
$3.09B
| $215K | ﹤0.01% |
4,176
-714
| -15% | -$41.9K |
|
|
GES
1496
DELISTED
Guess Inc
GES
| $214K | ﹤0.01% |
+19,362
| New | +$234K |
|
1497
ZTO Express
ZTO
$18.7B
| $214K | ﹤0.01% |
+10,787
| New | +$211K |
|
1498
Lyft
LYFT
$6.22B
| $213K | ﹤0.01% |
17,966
+2,024
| +13% | +$26.4K |
|
1499
Ambev
ABEV
$47.1B
| $213K | ﹤0.01% |
91,501
-29,637
| -24% | -$59.3K |
|
1500
Urban Edge Properties
UE
$2.85B
| $212K | ﹤0.01% |
11,172
-10,362
| -48% | -$207K |
|
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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.