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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
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
COR icon
151
Cencora
COR
$62B
$10M 0.11%
33,506
+6,790
+25% +$1.96M
PNC icon
152
PNC Financial Services
PNC
$99.1B
$10M 0.11%
53,855
+10,971
+26% +$1.86M
AFL icon
153
Aflac
AFL
$65.5B
$9.86M 0.11%
93,449
+9,907
+12% +$1.04M
HWM icon
154
Howmet Aerospace
HWM
$109B
$9.65M 0.11%
51,818
+8,553
+20% +$1.32M
EQIX icon
155
Equinix
EQIX
$99.4B
$9.64M 0.11%
12,113
+3,154
+35% +$2.68M
AXON
156
Axon Enterprise
AXON
$42.8B
$9.6M 0.11%
11,600
+3,163
+37% +$2.15M
GWW icon
157
W.W. Grainger
GWW
$64.2B
$9.55M 0.11%
9,182
+1,497
+19% +$1.56M
SONY icon
158
Sony
SONY
$137B
$9.53M 0.11%
365,936
+35,901
+11% +$898K
IBN icon
159
ICICI Bank
IBN
$107B
$9.51M 0.11%
282,694
+59,358
+27% +$1.96M
AON icon
160
Aon
AON
$80.6B
$9.47M 0.11%
26,556
+5,621
+27% +$2.04M
DASH icon
161
DoorDash
DASH
$84.3B
$9.47M 0.11%
38,428
+7,318
+24% +$1.47M
NOC icon
162
Northrop Grumman
NOC
$76B
$9.44M 0.11%
18,867
+4,144
+28% +$2.04M
PAYX icon
163
Paychex
PAYX
$43.4B
$9.4M 0.11%
64,592
+6,822
+12% +$1.03M
JCI icon
164
Johnson Controls International
JCI
$85.1B
$9.36M 0.11%
88,561
+14,626
+20% +$1.35M
EBAY icon
165
eBay
EBAY
$51.2B
$9.32M 0.11%
125,144
+23,545
+23% +$1.67M
HIG icon
166
Hartford Financial Services
HIG
$39.9B
$9.32M 0.11%
73,383
+11,044
+18% +$1.37M
VST icon
167
Vistra
VST
$48.2B
$9.29M 0.1%
47,928
+6,901
+17% +$1.02M
MSTR icon
168
Strategy Inc
MSTR
$34.1B
$9.26M 0.1%
22,896
+7,011
+44% +$2.55M
SHW icon
169
Sherwin-Williams
SHW
$84.8B
$9.22M 0.1%
26,828
+4,091
+18% +$1.42M
SHEL icon
170
Shell
SHEL
$244B
$9.18M 0.1%
130,309
+2,650
+2% +$178K
FAST icon
171
Fastenal
FAST
$54.8B
$9.18M 0.1%
218,456
+13,988
+7% +$567K
ALL icon
172
Allstate
ALL
$70.6B
$9.13M 0.1%
45,350
+8,490
+23% +$1.69M
COIN icon
173
Coinbase
COIN
$42.2B
$9.12M 0.1%
26,026
+7,682
+42% +$1.8M
KR icon
174
Kroger
KR
$36.7B
$9.12M 0.1%
127,114
+13,318
+12% +$920K
NET icon
175
Cloudflare
NET
$96B
$9.08M 0.1%
46,377
+6,218
+15% +$903K
5 6
7
8 9

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
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 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.