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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 | |
|---|---|---|---|---|---|---|
1701
ChargePoint
CHPT
$150M
| $37.5K | ﹤0.01% |
3,095
+2,079
| +205% | +$34.6K |
|
1702
Sabre
SABR
$838M
| $36.9K | ﹤0.01% |
13,149
+1,314
| +11% | +$4.65K |
|
1703
Allogene Therapeutics
ALLO
$673M
| $36.9K | ﹤0.01% |
25,290
+4,777
| +23% | +$9.01K |
|
|
GPMT
1704
Granite Point Mortgage Trust
GPMT
$71.9M
| $36.7K | ﹤0.01% |
14,123
-47
| -0.3% | -$134 |
|
|
OPTU
1705
Optimum Communications Inc
OPTU
$307M
| $36.2K | ﹤0.01% |
13,622
+321
| +2% | +$867 |
|
1706
Relay Therapeutics
RLAY
$4.29B
| $36.2K | ﹤0.01% |
13,802
-3,723
| -21% | -$14.6K |
|
1707
Pacific Biosciences
PACB
$404M
| $35.9K | ﹤0.01% |
30,425
+26
| +0.1% | +$40 |
|
|
RAPT
1708
DELISTED
RAPT Therapeutics
RAPT
| $35.7K | ﹤0.01% |
3,661
-46
| -1% | -$452 |
|
1709
Seres Therapeutics
MCRB
$48.4M
| $35.5K | ﹤0.01% |
2,536
-1,021
| -29% | -$16K |
|
1710
Gevo
GEVO
$372M
| $35.3K | ﹤0.01% |
30,418
-10,300
| -25% | -$17.2K |
|
1711
Virgin Galactic
SPCE
$371M
| $35.1K | ﹤0.01% |
+11,583
| New | +$50.8K |
|
1712
Kodiak Sciences
KOD
$2.73B
| $34.7K | ﹤0.01% |
12,379
+561
| +5% | +$3.05K |
|
1713
Heron Therapeutics
HRTX
$95.5M
| $34.7K | ﹤0.01% |
15,759
-18
| -0.1% | -$35 |
|
1714
Solid Power
SLDP
$481M
| $34.4K | ﹤0.01% |
32,809
+19,120
| +140% | +$26.2K |
|
1715
Fate Therapeutics
FATE
$303M
| $34K | ﹤0.01% |
43,096
+28,324
| +192% | +$34.7K |
|
1716
PDS Biotechnology
PDSB
$40.6M
| $33.9K | ﹤0.01% |
+28,523
| New | +$40.6K |
|
1717
Shoals Technologies Group
SHLS
$1.46B
| $33.7K | ﹤0.01% |
10,157
+48
| +0.5% | +$200 |
|
1718
EVgo
EVGO
$216M
| $32.9K | ﹤0.01% |
12,375
+948
| +8% | +$2.94K |
|
|
CAN
1719
Canaan Creative
CAN
$147M
| $32.6K | ﹤0.01% |
37,160
-3,775
| -9% | -$6K |
|
1720
indie Semiconductor
INDI
$716M
| $32.1K | ﹤0.01% |
15,770
+3,612
| +30% | +$12.6K |
|
1721
C4 Therapeutics
CCCC
$400M
| $31.4K | ﹤0.01% |
+19,595
| New | +$58.4K |
|
|
ORGN
1722
DELISTED
Origin Materials
ORGN
| $31.1K | ﹤0.01% |
1,564
+24
| +2% | +$660 |
|
1723
Digital Turbine
APPS
$1.59B
| $30.9K | ﹤0.01% |
11,385
-85
| -0.7% | -$276 |
|
1724
Editas Medicine
EDIT
$422M
| $30.9K | ﹤0.01% |
26,601
+16,032
| +152% | +$23.6K |
|
1725
Lightwave Logic
LWLG
$1.12B
| $30.8K | ﹤0.01% |
+30,079
| New | +$46.9K |
|
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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.