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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 | |
|---|---|---|---|---|---|---|
1651
Weibo
WB
$1.99B
| $179K | ﹤0.01% |
18,815
+8,694
| +86% | +$76.4K |
|
1652
uniQure
QURE
$3.05B
| $178K | ﹤0.01% |
12,751
-895
| -7% | -$12K |
|
1653
Global Net Lease
GNL
$1.84B
| $176K | ﹤0.01% |
23,308
-4,499
| -16% | -$34.1K |
|
1654
Arbor Realty Trust
ABR
$946M
| $175K | ﹤0.01% |
16,397
-2,428
| -13% | -$25.6K |
|
1655
RXO
RXO
$3.33B
| $175K | ﹤0.01% |
+11,147
| New | +$169K |
|
1656
Talos Energy
TALO
$2.49B
| $175K | ﹤0.01% |
+20,644
| New | +$165K |
|
1657
Angi Inc
ANGI
$222M
| $175K | ﹤0.01% |
+11,356
| New | +$164K |
|
1658
Columbus McKinnon
CMCO
$550M
| $175K | ﹤0.01% |
+11,434
| New | +$175K |
|
1659
SoundHound AI
SOUN
$2.68B
| $175K | ﹤0.01% |
+16,264
| New | +$153K |
|
1660
Freshworks
FRSH
$3.14B
| $174K | ﹤0.01% |
11,694
+1,160
| +11% | +$16.7K |
|
|
DNB
1661
DELISTED
Dun & Bradstreet
DNB
| $173K | ﹤0.01% |
+18,979
| New | +$170K |
|
1662
Petrobras
PBR
$125B
| $172K | ﹤0.01% |
13,728
+550
| +4% | +$6.59K |
|
1663
Equinox Gold
EQX
$7.16B
| $171K | ﹤0.01% |
29,728
-431
| -1% | -$2.8K |
|
1664
Vishay Intertechnology
VSH
$5.31B
| $170K | ﹤0.01% |
10,689
-8,434
| -44% | -$117K |
|
1665
Ecopetrol
EC
$35.2B
| $165K | ﹤0.01% |
18,628
+474
| +3% | +$4.2K |
|
1666
The RMR Group
RMR
$327M
| $164K | ﹤0.01% |
+10,040
| New | +$154K |
|
1667
W&T Offshore
WTI
$527M
| $161K | ﹤0.01% |
97,443
+14,988
| +18% | +$22.1K |
|
1668
Liberty Energy
LBRT
$3.05B
| $160K | ﹤0.01% |
13,945
-2,939
| -17% | -$35.6K |
|
1669
Cemex
CX
$17.1B
| $159K | ﹤0.01% |
22,933
-5,481
| -19% | -$34.8K |
|
1670
Xerox
XRX
$398M
| $159K | ﹤0.01% |
+30,078
| New | +$147K |
|
|
ILPT
1671
Industrial Logistics Properties Trust
ILPT
$565M
| $158K | ﹤0.01% |
34,767
-234
| -0.7% | -$775 |
|
|
BRY
1672
DELISTED
Berry Corp
BRY
| $157K | ﹤0.01% |
56,552
+40,301
| +248% | +$108K |
|
1673
Pediatrix Medical
MD
$2.16B
| $156K | ﹤0.01% |
10,885
+498
| +5% | +$6.83K |
|
1674
RPC Inc
RES
$1.23B
| $156K | ﹤0.01% |
32,935
+10,862
| +49% | +$52.3K |
|
1675
SunCoke Energy
SXC
$708M
| $155K | ﹤0.01% |
18,021
-9,887
| -35% | -$85.7K |
|
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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.