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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 | |
|---|---|---|---|---|---|---|
|
SVC
1651
Service Properties Trust
SVC
$1.02B
| $71.8K | ﹤0.01% |
5,502
+1,231
| +29% | +$16.7K |
|
|
BRFS
1652
DELISTED
BRF SA
BRFS
| $70.9K | ﹤0.01% |
20,605
-4,221
| -17% | -$14.9K |
|
1653
Gerdau
GGB
$9.93B
| $69.8K | ﹤0.01% |
24,577
-7,432
| -23% | -$21.7K |
|
1654
Quanterix
QTRX
$175M
| $69.6K | ﹤0.01% |
+10,694
| New | +$89.2K |
|
1655
Taboola.com
TBLA
$1.42B
| $69.3K | ﹤0.01% |
23,487
-395
| -2% | -$1.35K |
|
1656
NexGen Energy
NXE
$6.33B
| $69.1K | ﹤0.01% |
15,388
-1,238
| -7% | -$7.32K |
|
1657
Hertz
HTZ
$483M
| $68.5K | ﹤0.01% |
17,385
+1,874
| +12% | +$7.52K |
|
1658
Bausch Health
BHC
$2.62B
| $64.8K | ﹤0.01% |
+10,011
| New | +$71.9K |
|
1659
Stoneridge
SRI
$210M
| $62.6K | ﹤0.01% |
+13,631
| New | +$69.3K |
|
|
FSP
1660
Franklin Street Properties
FSP
$48.1M
| $62.4K | ﹤0.01% |
35,036
+442
| +1% | +$814 |
|
1661
E.W. Scripps
SSP
$258M
| $61.9K | ﹤0.01% |
20,906
+10,217
| +96% | +$22.4K |
|
1662
Wolfspeed
WOLF
$1.27B
| $59.4K | ﹤0.01% |
19,402
+6,682
| +53% | +$39.1K |
|
1663
Polestar Automotive Holding UK
PSNY
$2.11B
| $59.2K | ﹤0.01% |
1,879
+144
| +8% | +$4.76K |
|
1664
Navitas Semiconductor
NVTS
$3.01B
| $57.2K | ﹤0.01% |
27,880
-2,186
| -7% | -$6.26K |
|
|
ACB
1665
Aurora Cannabis
ACB
$175M
| $56.8K | ﹤0.01% |
12,948
+248
| +2% | +$1.17K |
|
1666
Stem
STEM
$50.3M
| $56.2K | ﹤0.01% |
8,018
+1,144
| +17% | +$13.2K |
|
|
NXDR
1667
Nextdoor Holdings
NXDR
$866M
| $55.3K | ﹤0.01% |
36,171
+15,578
| +76% | +$34.8K |
|
1668
FerroAtlántica
GSM
$607M
| $54.3K | ﹤0.01% |
14,636
-10
| -0.1% | -$39 |
|
1669
Nuvation Bio
NUVB
$2.14B
| $53.1K | ﹤0.01% |
30,179
+11,168
| +59% | +$25.4K |
|
1670
The Honest Company
HNST
$404M
| $52.5K | ﹤0.01% |
11,166
+1,093
| +11% | +$6.27K |
|
1671
James River Group Holdings
JRVR
$213M
| $52.2K | ﹤0.01% |
12,424
+89
| +0.7% | +$404 |
|
|
BRY
1672
DELISTED
Berry Corp
BRY
| $52.2K | ﹤0.01% |
16,251
+369
| +2% | +$1.51K |
|
|
JMIA
1673
Jumia Technologies
JMIA
$754M
| $51.8K | ﹤0.01% |
24,072
-7,403
| -24% | -$24K |
|
1674
FuboTV Inc
FUBO
$283M
| $51.3K | ﹤0.01% |
1,464
+138
| +10% | +$6.01K |
|
1675
Blend Labs
BLND
$467M
| $50.2K | ﹤0.01% |
14,979
-334
| -2% | -$1.21K |
|
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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.