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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
WD icon
1526
Walker & Dunlop
WD
$1.79B
$202K ﹤0.01%
2,074
-57
-3% -$6.17K
SII
1527
Sprott
SII
$2.68B
$201K ﹤0.01%
+4,772
New +$210K
CAR icon
1528
Avis
CAR
$4.91B
$200K ﹤0.01%
2,484
-378
-13% -$34.5K
SSL icon
1529
Sasol
SSL
$7.21B
$200K ﹤0.01%
43,871
+18,798
+75% +$106K
HOPE icon
1530
Hope Bancorp
HOPE
$1.81B
$198K ﹤0.01%
16,110
+935
+6% +$12.2K
CCC
1531
CCC Intelligent Solutions
CCC
$3.71B
$197K ﹤0.01%
16,837
+6,396
+61% +$74.1K
NFE icon
1532
New Fortress Energy
NFE
$95.9M
$197K ﹤0.01%
+13,030
New +$135K
HBI
1533
DELISTED
Hanesbrands
HBI
$193K ﹤0.01%
23,688
+1,851
+8% +$14.6K
RIOT icon
1534
Riot Platforms
RIOT
$8.1B
$191K ﹤0.01%
18,715
+6,541
+54% +$71.2K
IREN icon
1535
Iris Energy
IREN
$14.2B
$189K ﹤0.01%
19,297
+1,649
+9% +$17.6K
RES icon
1536
RPC Inc
RES
$1.28B
$189K ﹤0.01%
31,849
+3,002
+10% +$18.6K
MP icon
1537
MP Materials
MP
$7.8B
$188K ﹤0.01%
12,072
+480
+4% +$8.9K
KLG
1538
DELISTED
WK Kellogg Co
KLG
$186K ﹤0.01%
10,312
-77
-0.7% -$1.41K
INDV icon
1539
Indivior Pharmaceuticals
INDV
$4.42B
$184K ﹤0.01%
+14,825
New +$153K
FOLD
1540
DELISTED
Amicus Therapeutics
FOLD
$182K ﹤0.01%
19,349
+9,292
+92% +$96.6K
SHC icon
1541
Sotera Health
SHC
$5.13B
$182K ﹤0.01%
13,313
-954
-7% -$13.8K
ADT icon
1542
ADT
ADT
$5.76B
$182K ﹤0.01%
26,337
+974
+4% +$7.09K
SBS icon
1543
Sabesp
SBS
$19B
$181K ﹤0.01%
65,137
-4,548
-7% -$13.9K
CRGY icon
1544
Crescent Energy
CRGY
$3.77B
$180K ﹤0.01%
12,311
+2,055
+20% +$27.9K
DBRG icon
1545
DigitalBridge
DBRG
$2.93B
$178K ﹤0.01%
15,764
-3,098
-16% -$41.6K
IOVA icon
1546
Iovance Biotherapeutics
IOVA
$1.93B
$177K ﹤0.01%
23,983
-3,864
-14% -$35.8K
RDFN
1547
DELISTED
Redfin
RDFN
$177K ﹤0.01%
22,509
+1,009
+5% +$9.79K
IAG icon
1548
IAMGOLD
IAG
$8.53B
$176K ﹤0.01%
34,064
+5,607
+20% +$30K
KSS icon
1549
Kohl's
KSS
$2.28B
$175K ﹤0.01%
12,447
-168
-1% -$2.89K
MCHB
1550
Mechanics Bancorp
MCHB
$3.77B
$171K ﹤0.01%
14,980
+14
+0.1% +$173
60 61
62
63 64

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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 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.