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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 | |
|---|---|---|---|---|---|---|
1626
Century Aluminum
CENX
$4.44B
| $203K | ﹤0.01% |
+11,257
| New | +$191K |
|
|
PINC
1627
DELISTED
Premier
PINC
| $202K | ﹤0.01% |
+9,232
| New | +$199K |
|
1628
Trump Media & Technology Group
DJT
$2.71B
| $202K | ﹤0.01% |
+11,219
| New | +$244K |
|
1629
BlackLine
BL
$1.83B
| $202K | ﹤0.01% |
+3,568
| New | +$184K |
|
1630
Kinetik
KNTK
$3.69B
| $202K | ﹤0.01% |
4,583
+127
| +3% | +$5.58K |
|
1631
Vista Energy
VIST
$7.73B
| $201K | ﹤0.01% |
4,206
-1,931
| -31% | -$91.4K |
|
1632
McGrath RentCorp
MGRC
$2.84B
| $201K | ﹤0.01% |
+1,733
| New | +$192K |
|
1633
iShares Core Dividend Growth ETF
DGRO
$42.7B
| $201K | ﹤0.01% |
+3,140
| New | +$191K |
|
1634
Hope Bancorp
HOPE
$1.79B
| $200K | ﹤0.01% |
18,668
+731
| +4% | +$7.37K |
|
1635
Tidewater
TDW
$3.72B
| $200K | ﹤0.01% |
+4,341
| New | +$176K |
|
1636
MasterBrand
MBC
$1.06B
| $199K | ﹤0.01% |
18,246
+2,743
| +18% | +$30.4K |
|
1637
Sotera Health
SHC
$5.06B
| $199K | ﹤0.01% |
17,878
+4,951
| +38% | +$58K |
|
1638
Evolent Health
EVH
$340M
| $198K | ﹤0.01% |
+17,572
| New | +$161K |
|
1639
Marten Transport
MRTN
$1.23B
| $196K | ﹤0.01% |
+15,107
| New | +$199K |
|
|
VG
1640
Venture Global Inc
VG
$33.4B
| $195K | ﹤0.01% |
+12,493
| New | +$145K |
|
1641
StoneCo
STNE
$2.71B
| $193K | ﹤0.01% |
+12,062
| New | +$161K |
|
1642
Americold
COLD
$4.02B
| $193K | ﹤0.01% |
11,630
-5,116
| -31% | -$92.8K |
|
|
MOMO
1643
Hello Group
MOMO
$879M
| $189K | ﹤0.01% |
22,375
+7,021
| +46% | +$46K |
|
|
SAFE
1644
Safehold
SAFE
$1.17B
| $188K | ﹤0.01% |
+12,106
| New | +$188K |
|
1645
Ero Copper
ERO
$2.78B
| $187K | ﹤0.01% |
11,077
-3,218
| -23% | -$43.5K |
|
|
MCHB
1646
Mechanics Bancorp
MCHB
$3.68B
| $186K | ﹤0.01% |
14,210
+1
| +0% | +$12 |
|
1647
Amplify Energy
AMPY
$156M
| $184K | ﹤0.01% |
57,516
+26,530
| +86% | +$78.9K |
|
1648
Compass
COMP
$8.44B
| $183K | ﹤0.01% |
29,085
-1,157
| -4% | -$7.92K |
|
1649
DoubleVerify
DV
$1.7B
| $182K | ﹤0.01% |
+12,158
| New | +$167K |
|
|
VTLE
1650
DELISTED
Vital Energy
VTLE
| $181K | ﹤0.01% |
+11,236
| New | +$184K |
|
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RA
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HRCM
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.