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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 | |
|---|---|---|---|---|---|---|
1601
Bank of N.T. Butterfield & Son
NTB
$2.42B
| $213K | ﹤0.01% |
+4,802
| New | +$197K |
|
1602
Suzano
SUZ
$10.5B
| $212K | ﹤0.01% |
22,503
+2,980
| +15% | +$27.3K |
|
1603
ArcBest
ARCB
$3.21B
| $212K | ﹤0.01% |
2,747
-458
| -14% | -$29.8K |
|
1604
MYR Group
MYRG
$5.32B
| $211K | ﹤0.01% |
+1,165
| New | +$171K |
|
1605
HUB Group
HUBG
$2.83B
| $211K | ﹤0.01% |
+6,318
| New | +$212K |
|
1606
BGC Group
BGC
$5.53B
| $211K | ﹤0.01% |
20,590
+1,136
| +6% | +$10.4K |
|
1607
Fox Class B
FOX
$21.8B
| $211K | ﹤0.01% |
+4,077
| New | +$199K |
|
1608
Madison Square Garden
MSGS
$9.56B
| $210K | ﹤0.01% |
+999
| New | +$192K |
|
1609
iShares MSCI ACWI ex US ETF
ACWX
$11.5B
| $210K | ﹤0.01% |
3,448
-932
| -21% | -$53.8K |
|
1610
Warner Music
WMG
$13.6B
| $210K | ﹤0.01% |
7,707
-1,927
| -20% | -$53.8K |
|
1611
Opus Small Cap Value ETF
OSCV
$708M
| $210K | ﹤0.01% |
+5,806
| New | +$202K |
|
1612
DigitalOcean
DOCN
$14B
| $209K | ﹤0.01% |
7,304
-1,127
| -13% | -$32.9K |
|
1613
State Street Financial Select Sector SPDR ETF
XLF
$56.8B
| $207K | ﹤0.01% |
3,949
-460
| -10% | -$22.8K |
|
|
EFOR
1614
Everforth Inc
EFOR
$1.14B
| $207K | ﹤0.01% |
4,136
-2,643
| -39% | -$144K |
|
1615
Huntsman Corp
HUN
$1.71B
| $206K | ﹤0.01% |
19,814
-6,382
| -24% | -$77.8K |
|
1616
Vanguard S&P 500 Growth ETF
VOOG
$25.8B
| $206K | ﹤0.01% |
+3,120
| New | +$186K |
|
|
AAT
1617
American Assets Trust
AAT
$1.44B
| $206K | ﹤0.01% |
+10,413
| New | +$203K |
|
1618
Symbotic
SYM
$5.47B
| $205K | ﹤0.01% |
+5,287
| New | +$138K |
|
1619
Axsome Therapeutics
AXSM
$11.3B
| $205K | ﹤0.01% |
+1,967
| New | +$208K |
|
1620
Kennametal
KMT
$2.59B
| $205K | ﹤0.01% |
+8,928
| New | +$186K |
|
1621
Walker & Dunlop
WD
$1.68B
| $205K | ﹤0.01% |
2,905
+459
| +19% | +$33.2K |
|
1622
Supernus Pharmaceuticals
SUPN
$2.59B
| $205K | ﹤0.01% |
+6,491
| New | +$208K |
|
1623
Vericel Corp
VCEL
$2.36B
| $204K | ﹤0.01% |
+4,784
| New | +$199K |
|
1624
Nabors Industries
NBR
$1.26B
| $203K | ﹤0.01% |
+7,253
| New | +$216K |
|
|
EXK
1625
Endeavour Silver
EXK
$2.24B
| $203K | ﹤0.01% |
41,256
+2,161
| +6% | +$8.51K |
|
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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.