We are live on ! Find out more
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
Cap. Flow
+$1.22B
Cap. Flow %
13.81%
Top 10 Hldgs %
31.49%
Holding
2,054
New
215
Increased
1,370
Reduced
347
Closed
109

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$91M
2
NVDA icon
NVIDIA
NVDA
+$68M
3
AAPL icon
Apple
AAPL
+$44M
4
AMZN icon
Amazon
AMZN
+$39.4M
5
AVGO icon
Broadcom
AVGO
+$32.2M

Top Sells

Rank Stock Value
1
DFS
Discover Financial Services
DFS
+$6.47M
2
VT icon
Vanguard Total World Stock ETF
VT
+$2.83M
3
CVX icon
Chevron
CVX
+$1.54M
4
X
US Steel
X
+$1.1M
5
IYW icon
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
GRNT icon
1701
Granite Ridge Resources
GRNT
$632M
$127K ﹤0.01%
+19,983
New +$110K
CIFR icon
1702
Cipher Digital
CIFR
$9.88B
$127K ﹤0.01%
+26,588
New +$86K
FTRE icon
1703
Fortrea Holdings
FTRE
$1.8B
$127K ﹤0.01%
25,632
+15,208
+146% +$81.8K
NUS icon
1704
Nu Skin
NUS
$251M
$126K ﹤0.01%
15,746
-10,737
-41% -$75.4K
AG icon
1705
First Majestic Silver
AG
$7.74B
$125K ﹤0.01%
15,108
+740
+5% +$4.98K
PBI icon
1706
Pitney Bowes
PBI
$2.48B
$125K ﹤0.01%
11,421
+265
+2% +$2.49K
GGB icon
1707
Gerdau
GGB
$9.93B
$124K ﹤0.01%
42,367
+17,790
+72% +$48.8K
NWL icon
1708
Newell Brands
NWL
$2.7B
$123K ﹤0.01%
22,703
-4,981
-18% -$26.4K
PUMP icon
1709
ProPetro Holding
PUMP
$1.37B
$122K ﹤0.01%
20,405
+9,297
+84% +$53.2K
DCH
1710
Dauch Corp
DCH
$1.38B
$120K ﹤0.01%
+29,300
New +$118K
DHC
1711
Diversified Healthcare Trust
DHC
$2.13B
$118K ﹤0.01%
33,065
-606
-2% -$1.75K
HTZ icon
1712
Hertz
HTZ
$483M
$118K ﹤0.01%
17,247
-138
-0.8% -$861
CFFN icon
1713
Capitol Federal Financial
CFFN
$1.12B
$115K ﹤0.01%
18,845
-23
-0.1% -$130
LION icon
1714
Lionsgate Studios
LION
$3.94B
$114K ﹤0.01%
+19,703
New +$132K
AEO icon
1715
American Eagle Outfitters
AEO
$2.99B
$114K ﹤0.01%
11,848
-5,143
-30% -$55.2K
EBS icon
1716
Emergent Biosolutions
EBS
$382M
$114K ﹤0.01%
17,824
+2,204
+14% +$12.6K
REI icon
1717
Ring Energy
REI
$320M
$113K ﹤0.01%
142,653
+46,945
+49% +$39.8K
BDN
1718
Brandywine Realty Trust
BDN
$541M
$113K ﹤0.01%
26,333
-8,184
-24% -$34K
SBH icon
1719
Sally Beauty Holdings
SBH
$1.54B
$111K ﹤0.01%
+12,026
New +$104K
EOSE icon
1720
Eos Energy Enterprises
EOSE
$1.36B
$110K ﹤0.01%
21,549
-23
-0.1% -$113
KSS icon
1721
Kohl's
KSS
$2.28B
$109K ﹤0.01%
12,843
-641
-5% -$4.93K
SVM
1722
Silvercorp Metals
SVM
$2.11B
$109K ﹤0.01%
25,779
+4,790
+23% +$18.6K
EPM icon
1723
Evolution Petroleum
EPM
$129M
$109K ﹤0.01%
23,106
+6,961
+43% +$31.6K
UNIT
1724
Uniti Group
UNIT
$2.34B
$108K ﹤0.01%
25,003
-421
-2% -$1.89K
BRFS
1725
DELISTED
BRF SA
BRFS
$108K ﹤0.01%
29,580
+8,975
+44% +$32.5K
67 68
69
70 71

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 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.