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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
(+31%)
Cap. Flow
+$1.22B
Cap. Flow
% of AUM
13.81%
Top 10 Holdings %
Top 10 Hldgs %
31.49%
Holding
2,054
New
215
Increased
1,370
Reduced
347
Closed
109
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$91M |
| 2 |
NVIDIA
NVDA
|
+$68M |
| 3 |
Apple
AAPL
|
+$44M |
| 4 |
Amazon
AMZN
|
+$39.4M |
| 5 |
Broadcom
AVGO
|
+$32.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
DFS
Discover Financial Services
DFS
|
+$6.47M |
| 2 |
Vanguard Total World Stock ETF
VT
|
+$2.83M |
| 3 |
Chevron
CVX
|
+$1.54M |
| 4 |
X
US Steel
X
|
+$1.1M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1726
Cognyte Software
CGNT
$647M
| $107K | ﹤0.01% |
11,549
-182
| -2% | -$1.79K |
|
1727
Arbe Robotics
ARBE
$73.6M
| $105K | ﹤0.01% |
+58,931
| New | +$84.2K |
|
1728
Expro Ltd
XPRO
$1.71B
| $105K | ﹤0.01% |
+12,204
| New | +$104K |
|
1729
Tango Therapeutics
TNGX
$4.49B
| $104K | ﹤0.01% |
20,369
+9,737
| +92% | +$24.1K |
|
1730
Forrester Research
FORR
$189M
| $104K | ﹤0.01% |
+10,528
| New | +$105K |
|
1731
Cerence
CRNC
$375M
| $104K | ﹤0.01% |
+10,173
| New | +$89.5K |
|
|
TRUE
1732
DELISTED
TrueCar
TRUE
| $104K | ﹤0.01% |
54,653
+37,533
| +219% | +$57.3K |
|
1733
Herbalife
HLF
$1.29B
| $103K | ﹤0.01% |
+11,922
| New | +$88.5K |
|
|
FOLD
1734
DELISTED
Amicus Therapeutics
FOLD
| $102K | ﹤0.01% |
17,887
+6,932
| +63% | +$44.7K |
|
1735
Applied Digital
APLD
$8.05B
| $102K | ﹤0.01% |
+10,112
| New | +$74.6K |
|
1736
Marqeta
MQ
$1.86B
| $101K | ﹤0.01% |
4,344
-3,297
| -43% | -$62.6K |
|
1737
Alight
ALIT
$481M
| $100K | ﹤0.01% |
886
-202
| -19% | -$21.6K |
|
|
VTYX
1738
DELISTED
Ventyx Biosciences
VTYX
| $100K | ﹤0.01% |
46,711
+23,828
| +104% | +$38.5K |
|
1739
Quanterix
QTRX
$166M
| $99.9K | ﹤0.01% |
15,024
+4,330
| +40% | +$24.1K |
|
|
HBI
1740
DELISTED
Hanesbrands
HBI
| $99.8K | ﹤0.01% |
21,780
-460
| -2% | -$2.22K |
|
1741
Mativ Holdings
MATV
$472M
| $99.7K | ﹤0.01% |
+14,619
| New | +$84.2K |
|
1742
Resources Connection
RGP
$147M
| $99.5K | ﹤0.01% |
+18,521
| New | +$101K |
|
1743
Clover Health Investments
CLOV
$2.29B
| $98.2K | ﹤0.01% |
35,206
-1,028
| -3% | -$3.38K |
|
1744
Melco Resorts & Entertainment
MLCO
$2.24B
| $98.1K | ﹤0.01% |
13,567
-3,083
| -19% | -$17.9K |
|
|
GOGL
1745
DELISTED
Golden Ocean Group
GOGL
| $96.6K | ﹤0.01% |
13,193
+833
| +7% | +$6.32K |
|
1746
Intellia Therapeutics
NTLA
$1.55B
| $96.4K | ﹤0.01% |
10,277
-931
| -8% | -$7.64K |
|
|
HPP
1747
Hudson Pacific Properties
HPP
$766M
| $96.2K | ﹤0.01% |
5,015
-428
| -8% | -$6.94K |
|
1748
Oil States International
OIS
$456M
| $95.2K | ﹤0.01% |
17,760
+857
| +5% | +$3.79K |
|
1749
Uranium Energy
UEC
$4.82B
| $94.3K | ﹤0.01% |
13,862
+3,730
| +37% | +$20.9K |
|
1750
Tronox
TROX
$999M
| $93.2K | ﹤0.01% |
+18,380
| New | +$100K |
|
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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.