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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 | |
|---|---|---|---|---|---|---|
1526
Goosehead Insurance
GSHD
$2.2B
| $252K | ﹤0.01% |
2,389
+31
| +1% | +$3.28K |
|
1527
Baytex Energy
BTE
$3.25B
| $251K | ﹤0.01% |
140,399
+65,656
| +88% | +$115K |
|
1528
Icon
ICLR
$12.6B
| $251K | ﹤0.01% |
1,726
+44
| +3% | +$6.24K |
|
|
AKRO
1529
DELISTED
Akero Therapeutics
AKRO
| $248K | ﹤0.01% |
+4,654
| New | +$211K |
|
1530
UL Solutions
ULS
$18.5B
| $247K | ﹤0.01% |
+3,396
| New | +$222K |
|
|
LINE
1531
Lineage Inc
LINE
$9.65B
| $247K | ﹤0.01% |
5,684
+1,134
| +25% | +$54.7K |
|
1532
Tootsie Roll Industries
TR
$2.93B
| $247K | ﹤0.01% |
7,577
-35
| -0.5% | -$1.12K |
|
1533
WSFS Financial
WSFS
$4.12B
| $247K | ﹤0.01% |
4,469
-347
| -7% | -$18K |
|
1534
Cheesecake Factory
CAKE
$5.04B
| $246K | ﹤0.01% |
+3,925
| New | +$209K |
|
1535
America Movil
AMX
$76.1B
| $246K | ﹤0.01% |
13,700
-1,429
| -9% | -$23.7K |
|
|
GES
1536
DELISTED
Guess Inc
GES
| $245K | ﹤0.01% |
20,277
+915
| +5% | +$10.2K |
|
1537
Bloom Energy
BE
$60.6B
| $245K | ﹤0.01% |
+10,235
| New | +$198K |
|
1538
Unifirst Corp
UNF
$5.3B
| $245K | ﹤0.01% |
+1,300
| New | +$236K |
|
1539
Bank of Hawaii
BOH
$3.15B
| $245K | ﹤0.01% |
3,623
+85
| +2% | +$5.65K |
|
1540
Cenovus Energy
CVE
$55.7B
| $243K | ﹤0.01% |
17,879
-1,580
| -8% | -$20.5K |
|
1541
IES Holdings
IESC
$14.8B
| $243K | ﹤0.01% |
+819
| New | +$193K |
|
1542
Dutch Bros
BROS
$9.03B
| $243K | ﹤0.01% |
+3,547
| New | +$231K |
|
1543
Enpro
NPO
$6.63B
| $242K | ﹤0.01% |
1,263
+10
| +0.8% | +$1.71K |
|
|
TPH
1544
DELISTED
Tri Pointe Homes
TPH
| $242K | ﹤0.01% |
7,561
-571
| -7% | -$17.5K |
|
|
OPRA
1545
Opera Ltd
OPRA
$1.69B
| $239K | ﹤0.01% |
+12,652
| New | +$217K |
|
1546
Kontoor Brands
KTB
$4.63B
| $238K | ﹤0.01% |
+3,609
| New | +$233K |
|
1547
Immatics
IMTX
$1.18B
| $237K | ﹤0.01% |
+43,969
| New | +$218K |
|
1548
Liberty Global Class A
LBTYA
$3.62B
| $236K | ﹤0.01% |
+23,625
| New | +$237K |
|
1549
Gates Industrial Corporation Ltd.
GTES
$7.08B
| $236K | ﹤0.01% |
+10,249
| New | +$207K |
|
1550
Frontline
FRO
$8.76B
| $235K | ﹤0.01% |
14,299
+3,427
| +32% | +$58.1K |
|
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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.