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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 | |
|---|---|---|---|---|---|---|
1576
Rocket Pharmaceuticals
RCKT
$340M
| $132K | ﹤0.01% |
19,784
+2,402
| +14% | +$23.7K |
|
|
MESO
1577
Mesoblast
MESO
$1.84B
| $131K | ﹤0.01% |
10,499
-2,302
| -18% | -$37.9K |
|
1578
Clover Health Investments
CLOV
$2.2B
| $130K | ﹤0.01% |
36,234
+113
| +0.3% | +$454 |
|
|
ORLA
1579
DELISTED
Orla Mining
ORLA
| $129K | ﹤0.01% |
13,833
| – | – |
|
1580
Alight
ALIT
$447M
| $129K | ﹤0.01% |
+1,088
| New | +$143K |
|
|
HBI
1581
DELISTED
Hanesbrands
HBI
| $128K | ﹤0.01% |
22,240
-1,448
| -6% | -$10.1K |
|
|
UNIT
1582
Uniti Group
UNIT
$2.36B
| $128K | ﹤0.01% |
25,424
-2,054
| -7% | -$11.1K |
|
1583
W&T Offshore
WTI
$534M
| $128K | ﹤0.01% |
82,455
+26,001
| +46% | +$42.9K |
|
1584
Genius Sports
GENI
$1.85B
| $128K | ﹤0.01% |
12,750
-1,452
| -10% | -$13.5K |
|
1585
Marqeta
MQ
$1.83B
| $126K | ﹤0.01% |
7,641
-123
| -2% | -$1.94K |
|
1586
DigitalBridge
DBRG
$2.93B
| $125K | ﹤0.01% |
14,149
-1,615
| -10% | -$17K |
|
1587
Motorcar Parts of America
MPAA
$254M
| $124K | ﹤0.01% |
13,003
+354
| +3% | +$3.09K |
|
1588
QuantumScape Corp
QS
$3.21B
| $123K | ﹤0.01% |
29,534
+3,972
| +16% | +$19.6K |
|
|
CIO
1589
DELISTED
City Office REIT
CIO
| $123K | ﹤0.01% |
23,637
+27
| +0.1% | +$139 |
|
1590
RPC Inc
RES
$1.24B
| $121K | ﹤0.01% |
22,073
-9,776
| -31% | -$58.2K |
|
1591
Teladoc Health
TDOC
$1.22B
| $121K | ﹤0.01% |
15,192
-2,136
| -12% | -$21.6K |
|
|
ILPT
1592
Industrial Logistics Properties Trust
ILPT
$575M
| $120K | ﹤0.01% |
35,001
+180
| +0.5% | +$672 |
|
1593
Helix Energy Solutions
HLX
$1.4B
| $116K | ﹤0.01% |
13,991
+1,810
| +15% | +$15.2K |
|
1594
Amplify Energy
AMPY
$161M
| $116K | ﹤0.01% |
30,986
+19,472
| +169% | +$97.1K |
|
|
CCC
1595
CCC Intelligent Solutions
CCC
$3.59B
| $115K | ﹤0.01% |
12,744
-4,093
| -24% | -$42.5K |
|
1596
Planet Labs
PL
$7.3B
| $114K | ﹤0.01% |
33,726
-32,796
| -49% | -$154K |
|
1597
New Fortress Energy
NFE
$92.1M
| $113K | ﹤0.01% |
13,559
+529
| +4% | +$6.52K |
|
|
HPP
1598
Hudson Pacific Properties
HPP
$747M
| $112K | ﹤0.01% |
5,443
+1,750
| +47% | +$36.6K |
|
1599
Iris Energy
IREN
$13.2B
| $111K | ﹤0.01% |
18,208
-1,089
| -6% | -$10.6K |
|
1600
Ultrapar
UGP
$6.95B
| $111K | ﹤0.01% |
35,939
+6,124
| +21% | +$17.6K |
|
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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.