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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 | |
|---|---|---|---|---|---|---|
1601
Kohl's
KSS
$2.28B
| $110K | ﹤0.01% |
13,484
+1,037
| +8% | +$12K |
|
1602
Ring Energy
REI
$320M
| $110K | ﹤0.01% |
95,708
-2,094
| -2% | -$2.73K |
|
1603
Cosan
CSAN
$3.19B
| $109K | ﹤0.01% |
20,912
+7,334
| +54% | +$38.5K |
|
1604
CleanSpark
CLSK
$3.76B
| $108K | ﹤0.01% |
+16,006
| New | +$152K |
|
1605
10x Genomics
TXG
$5.97B
| $107K | ﹤0.01% |
+12,213
| New | +$154K |
|
1606
Rayonier Advanced Materials
RYAM
$608M
| $106K | ﹤0.01% |
18,501
+2,320
| +14% | +$16.3K |
|
1607
Capitol Federal Financial
CFFN
$1.12B
| $106K | ﹤0.01% |
18,868
-1,388
| -7% | -$8.09K |
|
1608
Under Armour
UAA
$2.89B
| $103K | ﹤0.01% |
16,515
+716
| +5% | +$5.33K |
|
|
VERV
1609
DELISTED
Verve Therapeutics
VERV
| $103K | ﹤0.01% |
22,526
+1,285
| +6% | +$8.61K |
|
|
TIGR
1610
UP Fintech Holding
TIGR
$868M
| $102K | ﹤0.01% |
11,841
+209
| +2% | +$1.56K |
|
1611
Pitney Bowes
PBI
$2.48B
| $101K | ﹤0.01% |
11,156
+464
| +4% | +$4.2K |
|
1612
Sunrun
RUN
$2.49B
| $99.5K | ﹤0.01% |
16,976
-6,425
| -27% | -$52.9K |
|
|
GOGL
1613
DELISTED
Golden Ocean Group
GOGL
| $98.6K | ﹤0.01% |
12,360
-1,227
| -9% | -$10.9K |
|
|
MOMO
1614
Hello Group
MOMO
$879M
| $96.9K | ﹤0.01% |
15,354
+4,185
| +37% | +$30.2K |
|
1615
Archer Aviation
ACHR
$3.69B
| $96.4K | ﹤0.01% |
13,564
+1,701
| +14% | +$15.1K |
|
1616
First Majestic Silver
AG
$7.74B
| $96.1K | ﹤0.01% |
14,368
+1,124
| +8% | +$6.69K |
|
1617
Weibo
WB
$2.01B
| $95.8K | ﹤0.01% |
+10,121
| New | +$103K |
|
1618
iQIYI
IQ
$1.26B
| $95.8K | ﹤0.01% |
42,370
+8,033
| +23% | +$17.7K |
|
1619
Fastly Inc
FSLY
$3.6B
| $93.7K | ﹤0.01% |
14,805
+1,306
| +10% | +$10.9K |
|
1620
Cognyte Software
CGNT
$676M
| $91.5K | ﹤0.01% |
11,731
| – | – |
|
1621
Sibanye-Stillwater
SBSW
$6.33B
| $90.7K | ﹤0.01% |
19,806
-2,694
| -12% | -$10.2K |
|
|
XRN
1622
Chiron Real Estate Inc
XRN
$511M
| $90.4K | ﹤0.01% |
2,067
-57
| -3% | -$2.35K |
|
|
HIMX
1623
Himax Technologies
HIMX
$2.23B
| $90.3K | ﹤0.01% |
12,287
+1,340
| +12% | +$12.4K |
|
|
FOLD
1624
DELISTED
Amicus Therapeutics
FOLD
| $89.4K | ﹤0.01% |
10,955
-8,394
| -43% | -$77.7K |
|
1625
Sprinklr
CXM
$1.53B
| $88.8K | ﹤0.01% |
+10,639
| New | +$93.1K |
|
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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.