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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 | |
|---|---|---|---|---|---|---|
|
KW
1501
DELISTED
Kennedy-Wilson Holdings
KW
| $211K | ﹤0.01% |
24,323
-2,364
| -9% | -$21.5K |
|
1502
Cable One
CABO
$254M
| $211K | ﹤0.01% |
793
-239
| -23% | -$69.8K |
|
|
VSXY
1503
Victoria's Secret
VSXY
$7.08B
| $210K | ﹤0.01% |
11,322
-2,157
| -16% | -$63.4K |
|
|
CUK
1504
DELISTED
Carnival PLC
CUK
| $210K | ﹤0.01% |
11,994
+721
| +6% | +$15.5K |
|
|
ACLX
1505
DELISTED
Arcellx
ACLX
| $210K | ﹤0.01% |
3,200
+391
| +14% | +$26.5K |
|
1506
Rogers Corp
ROG
$2.24B
| $210K | ﹤0.01% |
+3,104
| New | +$267K |
|
1507
Sociedad Química y Minera de Chile
SQM
$19.1B
| $209K | ﹤0.01% |
5,271
-395
| -7% | -$15.8K |
|
1508
Walker & Dunlop
WD
$1.79B
| $209K | ﹤0.01% |
2,446
+372
| +18% | +$33.3K |
|
1509
IAMGOLD
IAG
$8.53B
| $208K | ﹤0.01% |
33,339
-725
| -2% | -$4.29K |
|
1510
Seaboard Corp
SEB
$4.21B
| $208K | ﹤0.01% |
+77
| New | +$203K |
|
1511
Equinox Gold
EQX
$7.24B
| $207K | ﹤0.01% |
30,159
+830
| +3% | +$5.32K |
|
1512
Glaukos
GKOS
$10.1B
| $206K | ﹤0.01% |
2,093
+252
| +14% | +$33.6K |
|
1513
Colliers International
CIGI
$5.08B
| $205K | ﹤0.01% |
1,693
-569
| -25% | -$74.6K |
|
1514
Sonoco
SON
$5.58B
| $205K | ﹤0.01% |
4,345
-2,982
| -41% | -$141K |
|
1515
Ascendis Pharma A/S
ASND
$16B
| $205K | ﹤0.01% |
1,316
-182
| -12% | -$26K |
|
1516
Huazhu Hotels Group
HTHT
$13.1B
| $204K | ﹤0.01% |
+5,525
| New | +$191K |
|
1517
Zurn Elkay Water Solutions
ZWS
$8.49B
| $204K | ﹤0.01% |
6,185
+659
| +12% | +$23.7K |
|
1518
Enpro
NPO
$7.06B
| $203K | ﹤0.01% |
+1,253
| New | +$225K |
|
1519
MasterBrand
MBC
$1.14B
| $202K | ﹤0.01% |
15,503
-1,250
| -7% | -$19K |
|
|
KLG
1520
DELISTED
WK Kellogg Co
KLG
| $202K | ﹤0.01% |
10,112
-200
| -2% | -$3.65K |
|
|
OBE
1521
Obsidian Energy
OBE
$678M
| $201K | ﹤0.01% |
34,348
+13,887
| +68% | +$76.6K |
|
1522
Coeur Mining
CDE
$16B
| $201K | ﹤0.01% |
33,971
+14,557
| +75% | +$89.8K |
|
|
DEC
1523
Diversified Energy Company
DEC
$936M
| $200K | ﹤0.01% |
14,814
-5,555
| -27% | -$82.3K |
|
1524
NIO
NIO
$12.1B
| $199K | ﹤0.01% |
52,258
-551
| -1% | -$2.42K |
|
1525
American Eagle Outfitters
AEO
$2.99B
| $197K | ﹤0.01% |
+16,991
| New | +$243K |
|
Similar funds
ACA
IIM
GI
OIA
RA
RI
WAM
HRCM
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.