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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
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
CCS icon
1501
Century Communities
CCS
$1.91B
$266K ﹤0.01%
4,726
-41
-0.9% -$2.3K
CUBI icon
1502
Customers Bancorp
CUBI
$2.66B
$263K ﹤0.01%
4,472
-71
-2% -$3.6K
NEXN
1503
Nexxen International
NEXN
$573M
$263K ﹤0.01%
25,230
-651
-3% -$6.62K
RDFN
1504
DELISTED
Redfin
RDFN
$262K ﹤0.01%
23,458
-27
-0.1% -$265
ETSY icon
1505
Etsy
ETSY
$7.75B
$262K ﹤0.01%
+5,226
New +$260K
SIRI icon
1506
SiriusXM
SIRI
$9.97B
$262K ﹤0.01%
11,218
-9,968
-47% -$215K
RNAM
1507
DELISTED
Avidity Biosciences
RNAM
$260K ﹤0.01%
9,159
+1,786
+24% +$53.2K
XP icon
1508
XP
XP
$8.81B
$260K ﹤0.01%
12,870
+2,732
+27% +$47.2K
MATX icon
1509
Matsons
MATX
$6.13B
$260K ﹤0.01%
2,331
-109
-4% -$11.9K
IDT icon
1510
IDT Corp
IDT
$1.64B
$259K ﹤0.01%
+3,794
New +$217K
UE icon
1511
Urban Edge Properties
UE
$2.86B
$259K ﹤0.01%
13,886
+2,714
+24% +$49.6K
ACHR icon
1512
Archer Aviation
ACHR
$3.54B
$259K ﹤0.01%
23,875
+10,311
+76% +$96.5K
TFSL icon
1513
TFS Financial
TFSL
$5.16B
$258K ﹤0.01%
19,943
-2,180
-10% -$28.1K
SEB icon
1514
Seaboard Corp
SEB
$4.23B
$258K ﹤0.01%
90
+13
+17% +$34.3K
SRAD icon
1515
Sportradar
SRAD
$4.3B
$257K ﹤0.01%
+9,169
New +$218K
WSBC icon
1516
WesBanco
WSBC
$3.97B
$257K ﹤0.01%
8,136
-354
-4% -$10.7K
TXG icon
1517
10x Genomics
TXG
$6B
$256K ﹤0.01%
22,141
+9,928
+81% +$90.5K
EEFT icon
1518
Euronet Worldwide
EEFT
$2.72B
$256K ﹤0.01%
2,527
+195
+8% +$20.2K
NOK icon
1519
Nokia
NOK
$51B
$256K ﹤0.01%
49,384
+6,507
+15% +$33.5K
ATKR icon
1520
Atkore
ATKR
$2.46B
$256K ﹤0.01%
3,625
-1,072
-23% -$69.5K
NXE icon
1521
NexGen Energy
NXE
$6.06B
$256K ﹤0.01%
36,833
+21,445
+139% +$121K
UGP icon
1522
Ultrapar
UGP
$6.95B
$254K ﹤0.01%
77,467
+41,528
+116% +$126K
RHP icon
1523
Ryman Hospitality Properties
RHP
$8.43B
$253K ﹤0.01%
+2,565
New +$240K
FLG
1524
Flagstar Bank National Association
FLG
$5.93B
$252K ﹤0.01%
23,798
-9,797
-29% -$112K
ASO icon
1525
Academy Sports + Outdoors
ASO
$2.94B
$252K ﹤0.01%
5,631
+288
+5% +$11.9K
59 60
61
62 63

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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 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.