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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 | |
|---|---|---|---|---|---|---|
1726
Sana Biotechnology
SANA
$885M
| $30.5K | ﹤0.01% |
18,158
-36
| -0.2% | -$101 |
|
|
LAC
1727
Lithium Americas
LAC
$1.05B
| $30.4K | ﹤0.01% |
11,225
-1,771
| -14% | -$5.33K |
|
1728
Prime Medicine
PRME
$508M
| $30.3K | ﹤0.01% |
15,237
+2,859
| +23% | +$7.29K |
|
1729
Fulcrum Therapeutics
FULC
$283M
| $29.6K | ﹤0.01% |
+10,266
| New | +$37.7K |
|
1730
Kyverna Therapeutics
KYTX
$457M
| $29.5K | ﹤0.01% |
+15,275
| New | +$45.1K |
|
|
AGEN
1731
Agenus
AGEN
$326M
| $29K | ﹤0.01% |
19,247
+4,775
| +33% | +$13.8K |
|
|
AUTL
1732
Autolus Therapeutics
AUTL
$484M
| $28.8K | ﹤0.01% |
+18,611
| New | +$37.8K |
|
|
KEEL
1733
Keel Infrastructure Corp
KEEL
$2.54B
| $28.3K | ﹤0.01% |
35,944
+12,833
| +56% | +$17K |
|
1734
Quantum-Si Incorporated
QSI
$162M
| $28.2K | ﹤0.01% |
23,477
+3,532
| +18% | +$6.77K |
|
|
OLPX
1735
DELISTED
Olaplex Holdings
OLPX
| $28.1K | ﹤0.01% |
22,129
-3,691
| -14% | -$5.46K |
|
1736
Televisa
TV
$1.48B
| $27.9K | ﹤0.01% |
15,961
-1,142
| -7% | -$2.15K |
|
1737
ProQR Therapeutics
PRQR
$241M
| $27.7K | ﹤0.01% |
20,796
-633
| -3% | -$1.35K |
|
|
BLDP
1738
Ballard Power Systems
BLDP
$805M
| $27.5K | ﹤0.01% |
24,977
-18,692
| -43% | -$26.3K |
|
1739
Sight Sciences
SGHT
$301M
| $27.4K | ﹤0.01% |
+11,435
| New | +$32.2K |
|
|
OPI
1740
DELISTED
Office Properties Income Trust
OPI
| $27.2K | ﹤0.01% |
59,619
+17,602
| +42% | +$15K |
|
|
TRUE
1741
DELISTED
TrueCar
TRUE
| $27.1K | ﹤0.01% |
+17,120
| New | +$47.5K |
|
1742
Zentalis Pharmaceuticals
ZNTL
$331M
| $27K | ﹤0.01% |
16,966
+911
| +6% | +$1.97K |
|
1743
Cabaletta Bio
CABA
$439M
| $26.8K | ﹤0.01% |
19,379
+966
| +5% | +$2.06K |
|
|
VTYX
1744
DELISTED
Ventyx Biosciences
VTYX
| $26.3K | ﹤0.01% |
22,883
+5,939
| +35% | +$10.2K |
|
1745
Holley
HLLY
$332M
| $26.3K | ﹤0.01% |
10,225
+78
| +0.8% | +$219 |
|
1746
Rani Therapeutics
RANI
$90.1M
| $25.8K | ﹤0.01% |
+20,439
| New | +$30.2K |
|
1747
AXT Inc
AXTI
$4.49B
| $25.6K | ﹤0.01% |
+18,151
| New | +$34.7K |
|
1748
Neumora Therapeutics
NMRA
$304M
| $25.3K | ﹤0.01% |
+25,274
| New | +$43.3K |
|
1749
AbCellera Biologics
ABCL
$1.78B
| $25.2K | ﹤0.01% |
11,322
-11,055
| -49% | -$31.7K |
|
1750
Nektar Therapeutics
NKTR
$2.38B
| $25.1K | ﹤0.01% |
2,458
+1,335
| +119% | +$17.4K |
|
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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.