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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 | |
|---|---|---|---|---|---|---|
1576
Leggett & Platt
LEG
$1.37B
| $225K | ﹤0.01% |
25,212
+14,512
| +136% | +$125K |
|
1577
LeMaitre Vascular
LMAT
$2.32B
| $224K | ﹤0.01% |
+2,699
| New | +$226K |
|
1578
Ares Capital
ARCC
$13.5B
| $224K | ﹤0.01% |
10,184
-2,858
| -22% | -$60.8K |
|
1579
iShares Core MSCI Total International Stock ETF
IXUS
$58.4B
| $223K | ﹤0.01% |
+2,887
| New | +$211K |
|
1580
Acadia Realty Trust
AKR
$3.08B
| $223K | ﹤0.01% |
11,994
-66
| -0.5% | -$1.28K |
|
1581
Danaos Corp
DAC
$2.57B
| $222K | ﹤0.01% |
+2,578
| New | +$212K |
|
1582
BancFirst
BANF
$3.78B
| $222K | ﹤0.01% |
+1,797
| New | +$214K |
|
1583
Twist Bioscience
TWST
$5.65B
| $222K | ﹤0.01% |
6,031
+469
| +8% | +$16.2K |
|
1584
Cathay General Bancorp
CATY
$4.21B
| $220K | ﹤0.01% |
4,841
-354
| -7% | -$15K |
|
1585
Texas Capital Bancshares
TCBI
$4.31B
| $220K | ﹤0.01% |
+2,776
| New | +$199K |
|
1586
B2Gold
BTG
$5.01B
| $219K | ﹤0.01% |
60,790
+11,968
| +25% | +$39.3K |
|
1587
Legend Biotech
LEGN
$3.58B
| $219K | ﹤0.01% |
+6,168
| New | +$200K |
|
1588
TAL Education Group
TAL
$6.91B
| $219K | ﹤0.01% |
21,392
+2,545
| +14% | +$26.3K |
|
1589
Baidu
BIDU
$37.4B
| $219K | ﹤0.01% |
2,549
-852
| -25% | -$73.5K |
|
1590
Horace Mann Educators
HMN
$2.1B
| $217K | ﹤0.01% |
+5,058
| New | +$213K |
|
1591
IDEAYA Biosciences
IDYA
$3.43B
| $216K | ﹤0.01% |
+10,297
| New | +$198K |
|
|
ELP
1592
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
| $216K | ﹤0.01% |
23,650
+247
| +1% | +$2.07K |
|
1593
Pan American Silver
PAAS
$18.3B
| $215K | ﹤0.01% |
+7,577
| New | +$196K |
|
|
OBE
1594
Obsidian Energy
OBE
$709M
| $215K | ﹤0.01% |
38,757
+4,409
| +13% | +$21.8K |
|
1595
Denali Therapeutics
DNLI
$3.71B
| $214K | ﹤0.01% |
+15,329
| New | +$216K |
|
1596
Rush Enterprises Class A
RUSHA
$6.24B
| $214K | ﹤0.01% |
4,139
-395
| -9% | -$20.1K |
|
|
OKLO
1597
Oklo
OKLO
$6.95B
| $213K | ﹤0.01% |
+3,812
| New | +$147K |
|
1598
Planet Labs
PL
$7.28B
| $213K | ﹤0.01% |
34,923
+1,197
| +4% | +$4.89K |
|
1599
Blackstone Mortgage Trust
BXMT
$2.46B
| $213K | ﹤0.01% |
11,062
-2,097
| -16% | -$39.7K |
|
|
PARAA
1600
DELISTED
Paramount Global Class A
PARAA
| $213K | ﹤0.01% |
+9,275
| New | +$210K |
|
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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.