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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 | |
|---|---|---|---|---|---|---|
|
ONL
1676
Orion Office REIT
ONL
$155M
| $49.8K | ﹤0.01% |
23,279
-6,066
| -21% | -$21.2K |
|
1677
KLX Energy Services
KLXE
$44.4M
| $49.2K | ﹤0.01% |
14,068
-2,217
| -14% | -$10.6K |
|
|
ARIS
1678
Aris Mining
ARIS
$2.97B
| $48.8K | ﹤0.01% |
+10,523
| New | +$41.8K |
|
1679
Uranium Energy
UEC
$4.93B
| $48.4K | ﹤0.01% |
+10,132
| New | +$63.5K |
|
1680
Opendoor
OPEN
$3.8B
| $47.4K | ﹤0.01% |
48,030
+1,976
| +4% | +$2.6K |
|
1681
GoodRx Holdings
GDRX
$1.07B
| $46.5K | ﹤0.01% |
10,533
-2,641
| -20% | -$12.4K |
|
1682
Plug Power
PLUG
$2.9B
| $46.3K | ﹤0.01% |
34,322
-23,347
| -40% | -$44.4K |
|
1683
Kosmos Energy
KOS
$1.5B
| $46.1K | ﹤0.01% |
20,201
-7,920
| -28% | -$23.4K |
|
1684
Precigen
PGEN
$2.36B
| $45.6K | ﹤0.01% |
30,571
+1,252
| +4% | +$1.97K |
|
1685
ImmunityBio
IBRX
$7.49B
| $45.3K | ﹤0.01% |
15,052
-1,690
| -10% | -$5.12K |
|
1686
Butterfly Network
BFLY
$2.19B
| $44.9K | ﹤0.01% |
19,675
-454
| -2% | -$1.62K |
|
|
TERN
1687
DELISTED
Terns Pharmaceuticals
TERN
| $44.8K | ﹤0.01% |
+16,238
| New | +$66.3K |
|
1688
Amprius Technologies
AMPX
$1.43B
| $43.6K | ﹤0.01% |
16,261
+2,822
| +21% | +$8.32K |
|
1689
RLX Technology
RLX
$2.43B
| $43.4K | ﹤0.01% |
23,108
+917
| +4% | +$2.03K |
|
|
PGRE
1690
DELISTED
Paramount Group
PGRE
| $43.2K | ﹤0.01% |
10,050
-1,329
| -12% | -$6.01K |
|
1691
Alector
ALEC
$168M
| $43K | ﹤0.01% |
34,925
+21,819
| +166% | +$35.5K |
|
|
BORR
1692
Borr Drilling
BORR
$1.21B
| $41.8K | ﹤0.01% |
19,066
-14,545
| -43% | -$43.8K |
|
|
LAR
1693
Lithium Argentina AG
LAR
$1.02B
| $41.5K | ﹤0.01% |
19,416
-9,945
| -34% | -$25.1K |
|
1694
Denison Mines
DNN
$2.61B
| $40.7K | ﹤0.01% |
31,279
+3,763
| +14% | +$6.28K |
|
|
TIXT
1695
DELISTED
TELUS International
TIXT
| $40.6K | ﹤0.01% |
15,108
-1,895
| -11% | -$6.33K |
|
1696
Claros Mortgage Trust
CMTG
$251M
| $40.1K | ﹤0.01% |
+10,757
| New | +$36.9K |
|
1697
Inovio Pharmaceuticals
INO
$57.3M
| $39.5K | ﹤0.01% |
24,207
+3,095
| +15% | +$6.21K |
|
1698
Companhia Siderúrgica Nacional
SID
$1.23B
| $39.4K | ﹤0.01% |
23,581
-18,825
| -44% | -$28.9K |
|
|
HOUS
1699
DELISTED
Anywhere Real Estate
HOUS
| $38.1K | ﹤0.01% |
11,456
+1,134
| +11% | +$4.02K |
|
|
EB
1700
DELISTED
Eventbrite
EB
| $37.9K | ﹤0.01% |
+17,959
| New | +$53.9K |
|
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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.