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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
(+31%)
Cap. Flow
+$1.22B
Cap. Flow
% of AUM
13.81%
Top 10 Holdings %
Top 10 Hldgs %
31.49%
Holding
2,054
New
215
Increased
1,370
Reduced
347
Closed
109
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$91M |
| 2 |
NVIDIA
NVDA
|
+$68M |
| 3 |
Apple
AAPL
|
+$44M |
| 4 |
Amazon
AMZN
|
+$39.4M |
| 5 |
Broadcom
AVGO
|
+$32.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
DFS
Discover Financial Services
DFS
|
+$6.47M |
| 2 |
Vanguard Total World Stock ETF
VT
|
+$2.83M |
| 3 |
Chevron
CVX
|
+$1.54M |
| 4 |
X
US Steel
X
|
+$1.1M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1476
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.6B
| $283K | ﹤0.01% |
500
-1
| -0.2% | -$537 |
|
1477
Enel Chile
ENIC
$6.14B
| $282K | ﹤0.01% |
77,754
-5,953
| -7% | -$21K |
|
1478
American Healthcare REIT
AHR
$10.7B
| $282K | ﹤0.01% |
+7,673
| New | +$255K |
|
|
GTM
1479
ZoomInfo Technologies
GTM
$973M
| $278K | ﹤0.01% |
27,464
-16,918
| -38% | -$157K |
|
1480
Huazhu Hotels Group
HTHT
$13.1B
| $277K | ﹤0.01% |
8,156
+2,631
| +48% | +$92.2K |
|
1481
Iridium Communications
IRDM
$5.02B
| $276K | ﹤0.01% |
9,158
-6,325
| -41% | -$164K |
|
|
QXO
1482
QXO Inc
QXO
$13.8B
| $276K | ﹤0.01% |
+12,804
| New | +$210K |
|
|
TGB
1483
Trekor Metals
TGB
$2.48B
| $276K | ﹤0.01% |
87,513
+18,152
| +26% | +$42.5K |
|
1484
Wendy's
WEN
$1.4B
| $275K | ﹤0.01% |
24,038
+1,276
| +6% | +$15.6K |
|
1485
SiteOne Landscape Supply
SITE
$4.12B
| $274K | ﹤0.01% |
2,268
-985
| -30% | -$116K |
|
|
ECG
1486
Everus Construction Group
ECG
$6.4B
| $274K | ﹤0.01% |
+4,308
| New | +$218K |
|
1487
iShares Core S&P US Value ETF
IUSV
$27.2B
| $273K | ﹤0.01% |
2,886
-1,769
| -38% | -$160K |
|
1488
Ambev
ABEV
$48.1B
| $273K | ﹤0.01% |
113,292
+21,791
| +24% | +$53K |
|
1489
Colliers International
CIGI
$5.04B
| $273K | ﹤0.01% |
2,090
+397
| +23% | +$48.3K |
|
1490
International Seaways
INSW
$4.76B
| $273K | ﹤0.01% |
+7,478
| New | +$268K |
|
1491
IAMGOLD
IAG
$8.2B
| $271K | ﹤0.01% |
36,901
+3,562
| +11% | +$25K |
|
|
SPNS
1492
DELISTED
Sapiens International
SPNS
| $269K | ﹤0.01% |
9,211
+816
| +10% | +$22.7K |
|
1493
Buckle
BKE
$2.25B
| $269K | ﹤0.01% |
5,939
-405
| -6% | -$16K |
|
1494
West Fraser Timber
WFG
$5.08B
| $269K | ﹤0.01% |
3,674
+800
| +28% | +$59.5K |
|
1495
Vanguard Russell 1000 Value ETF
VONV
$20.7B
| $269K | ﹤0.01% |
3,158
+534
| +20% | +$43.4K |
|
1496
Standex International
SXI
$3.59B
| $269K | ﹤0.01% |
1,719
+150
| +10% | +$22.5K |
|
|
NOA
1497
North American Construction
NOA
$369M
| $268K | ﹤0.01% |
16,795
+4,390
| +35% | +$71.4K |
|
1498
Cactus
WHD
$5.21B
| $268K | ﹤0.01% |
6,129
+1,046
| +21% | +$43.7K |
|
1499
Riot Platforms
RIOT
$7.63B
| $267K | ﹤0.01% |
23,627
+3,932
| +20% | +$33.4K |
|
1500
Zeta Global
ZETA
$5.38B
| $267K | ﹤0.01% |
17,227
+7,049
| +69% | +$93.6K |
|
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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.