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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
+4.71%
1 Year Est. Return
+34.45%
3 Year Est. Return
+115.18%
5 Year Est. Return
+162.91%
10 Year Est. Return
–
AUM
$6.62B
AUM Growth
+$411M
Cap. Flow
+$293M
Cap. Flow %
4.42%
Top 10 Hldgs %
32.47%
Holding
1,907
New
132
Increased
1,118
Reduced
537
Closed
101

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$20.2M
2
AAPL icon
Apple
AAPL
+$18.5M
3
MSFT icon
Microsoft
MSFT
+$18M
4
AMZN icon
Amazon
AMZN
+$16.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.9M

Top Sells

Rank Stock Value
1
JNJ icon
Johnson & Johnson
JNJ
+$5.26M
2
MRO
Marathon Oil Corporation
MRO
+$4.52M
3
PEP icon
PepsiCo
PEP
+$3.5M
4
ADBE icon
Adobe
ADBE
+$2.57M
5
AGR
Avangrid, Inc.
AGR
+$2.45M

Sector Composition

Rank Sector Weight
1 Technology 32.04%
2 Financials 13.81%
3 Consumer Discretionary 11.16%
4 Healthcare 9.78%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SBSW icon
1651
Sibanye-Stillwater
SBSW
$6.26B
$74.3K ﹤0.01%
22,500
+3,687
+20% +$15.5K
CSAN icon
1652
Cosan
CSAN
$3.18B
$73.9K ﹤0.01%
13,578
+3,369
+33% +$25.3K
AG icon
1653
First Majestic Silver
AG
$7.41B
$72.7K ﹤0.01%
+13,244
New +$85.5K
BLDP
1654
Ballard Power Systems
BLDP
$805M
$72.5K ﹤0.01%
43,669
+3,752
+9% +$5.85K
RLAY icon
1655
Relay Therapeutics
RLAY
$4.1B
$72.2K ﹤0.01%
+17,525
New +$95.4K
ALXO icon
1656
ALX Oncology
ALXO
$261M
$71.9K ﹤0.01%
43,056
+14,399
+50% +$22.1K
ARRY icon
1657
Array Technologies
ARRY
$803M
$71.8K ﹤0.01%
+11,886
New +$75.8K
OPEN icon
1658
Opendoor
OPEN
$3.64B
$71.3K ﹤0.01%
46,054
+5,542
+14% +$10K
CIG icon
1659
CEMIG Preferred Shares
CIG
$6.26B
$70.1K ﹤0.01%
39,611
-4,116
-9% -$7.99K
HNST icon
1660
The Honest Company
HNST
$402M
$69.8K ﹤0.01%
10,073
-1,139
-10% -$6.45K
AMPY icon
1661
Amplify Energy
AMPY
$161M
$69.1K ﹤0.01%
11,514
-813
-7% -$5.32K
IQ icon
1662
iQIYI
IQ
$1.23B
$69K ﹤0.01%
34,337
+23,206
+208% +$55K
MLCO icon
1663
Melco Resorts & Entertainment
MLCO
$2.22B
$67.4K ﹤0.01%
+11,643
New +$78.5K
AMLX icon
1664
Amylyx Pharmaceuticals
AMLX
$2.26B
$67K ﹤0.01%
17,724
+1,132
+7% +$5.33K
TIXT
1665
DELISTED
TELUS International
TIXT
$66.7K ﹤0.01%
17,003
+2,939
+21% +$11.1K
BRY
1666
DELISTED
Berry Corp
BRY
$65.6K ﹤0.01%
+15,882
New +$73.3K
ABCL icon
1667
AbCellera Biologics
ABCL
$1.74B
$65.6K ﹤0.01%
22,377
+7,426
+50% +$20.7K
BLND icon
1668
Blend Labs
BLND
$431M
$64.5K ﹤0.01%
15,313
-470
-3% -$2.02K
BTE icon
1669
Baytex Energy
BTE
$3.25B
$64.1K ﹤0.01%
24,838
-47,607
-66% -$135K
UWMC icon
1670
UWM Holdings
UWMC
$617M
$63.8K ﹤0.01%
10,877
-750
-6% -$4.88K
FSP
1671
Franklin Street Properties
FSP
$47.2M
$63.3K ﹤0.01%
34,594
-5,387
-13% -$9.84K
BFLY icon
1672
Butterfly Network
BFLY
$1.89B
$62.8K ﹤0.01%
20,129
-251
-1% -$653
GDRX icon
1673
GoodRx Holdings
GDRX
$1.04B
$61.3K ﹤0.01%
+13,174
New +$72.4K
SID icon
1674
Companhia Siderúrgica Nacional
SID
$1.31B
$61.1K ﹤0.01%
42,406
+20,606
+95% +$40.4K
SIGA icon
1675
SIGA Technologies
SIGA
$235M
$60.4K ﹤0.01%
+10,048
New +$67.2K
65 66
67
68 69

Similar funds

ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
IIM
INTECH Investment Management West Palm Beach, Florida $10.2B AUM 28.14% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Vanguard Personalized Indexing Management's Q4 2024 Portfolio in Review

As of Q4 2024, Vanguard Personalized Indexing Management held 1,907 positions worth $6.62B, up 6.6% from $6.21B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Vanguard Personalized Indexing Management deployed $293M of net new capital in Q4 2024, opening 132 new positions and adding to 1,118 existing holdings. Its largest new stake was Expand Energy Corp: 14,935 shares worth $1.49M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Johnson & Johnson, an estimated $5.26M trimmed.

  • Vanguard Personalized Indexing Management's largest Q4 2024 buy was Expand Energy Corp: 14,935 shares worth $1.49M.
  • Vanguard Personalized Indexing Management added most to NVIDIA in Q4 2024, an estimated $20.2M increase.
  • Vanguard Personalized Indexing Management's biggest Q4 2024 reduction was Johnson & Johnson, cutting an estimated $5.26M.
  • Vanguard Personalized Indexing Management fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $4.52M.
  • Vanguard Personalized Indexing Management's ten largest holdings make up 32% of its $6.62B portfolio in Q4 2024.
  • Vanguard Personalized Indexing Management opened 132 new positions and closed 101 in Q4 2024.
  • Vanguard Personalized Indexing Management's portfolio value rose 6.6% quarter-over-quarter to $6.62B.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2024, filed 10 Feb 2025.