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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
+4.71%
1 Year Est. Return
+34.45%
3 Year Est. Return
+115.18%
5 Year Est. Return
+162.91%
10 Year Est. Return
–
AUM
$6.62B
AUM Growth
+$411M
(+6.6%)
Cap. Flow
+$293M
Cap. Flow
% of AUM
4.42%
Top 10 Holdings %
Top 10 Hldgs %
32.47%
Holding
1,907
New
132
Increased
1,118
Reduced
537
Closed
101
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$20.2M |
| 2 |
Apple
AAPL
|
+$18.5M |
| 3 |
Microsoft
MSFT
|
+$18M |
| 4 |
Amazon
AMZN
|
+$16.3M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$11.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Johnson & Johnson
JNJ
|
+$5.26M |
| 2 |
MRO
Marathon Oil Corporation
MRO
|
+$4.52M |
| 3 |
PepsiCo
PEP
|
+$3.5M |
| 4 |
Adobe
ADBE
|
+$2.57M |
| 5 |
AGR
Avangrid, Inc.
AGR
|
+$2.45M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.04% |
| 2 | Financials | 13.81% |
| 3 | Consumer Discretionary | 11.16% |
| 4 | Healthcare | 9.78% |
| 5 | Communication Services | 8.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
RVPH
1751
DELISTED
REVIVA PHARMA HLDGS INC
RVPH
| $25.3K | ﹤0.01% |
+699
| New | +$19.5K |
|
1752
Caribou Biosciences
CRBU
$145M
| $25.1K | ﹤0.01% |
+15,793
| New | +$31.8K |
|
1753
Alector
ALEC
$168M
| $24.8K | ﹤0.01% |
+13,106
| New | +$49.3K |
|
1754
Fate Therapeutics
FATE
$286M
| $24.4K | ﹤0.01% |
14,772
+821
| +6% | +$2.07K |
|
1755
Heron Therapeutics
HRTX
$93.9M
| $24.1K | ﹤0.01% |
15,777
+2,639
| +20% | +$4.28K |
|
1756
E.W. Scripps
SSP
$257M
| $23.6K | ﹤0.01% |
10,689
-3,072
| -22% | -$7.09K |
|
1757
Douglas Elliman
DOUG
$154M
| $23.2K | ﹤0.01% |
13,914
-3,004
| -18% | -$5.78K |
|
|
LONA
1758
LeonaBio Inc
LONA
$66.3M
| $22.9K | ﹤0.01% |
+3,898
| New | +$22K |
|
1759
Outlook Therapeutics
OTLK
$183M
| $22.6K | ﹤0.01% |
+11,951
| New | +$49.2K |
|
|
SGMO
1760
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
| $22.5K | ﹤0.01% |
22,102
-418
| -2% | -$764 |
|
|
BGFV
1761
DELISTED
Big 5 Sporting Goods
BGFV
| $22.2K | ﹤0.01% |
12,414
-8,663
| -41% | -$15.9K |
|
1762
Acumen Pharmaceuticals
ABOS
$155M
| $22.2K | ﹤0.01% |
+12,894
| New | +$31K |
|
1763
ChargePoint
CHPT
$141M
| $21.7K | ﹤0.01% |
1,016
-421
| -29% | -$10.4K |
|
1764
Chegg
CHGG
$110M
| $21.1K | ﹤0.01% |
13,084
+2,720
| +26% | +$5.01K |
|
1765
FuboTV Inc
FUBO
$261M
| $20K | ﹤0.01% |
1,326
-522
| -28% | -$9.57K |
|
1766
ProKidney
PROK
$316M
| $20K | ﹤0.01% |
+11,817
| New | +$21.3K |
|
|
KYNB
1767
Kyntra Bio
KYNB
$27.2M
| $19.7K | ﹤0.01% |
1,489
+966
| +185% | +$8.98K |
|
1768
Angi Inc
ANGI
$229M
| $19.5K | ﹤0.01% |
1,173
-1,834
| -61% | -$39.1K |
|
1769
Digital Turbine
APPS
$975M
| $19.4K | ﹤0.01% |
11,470
-2,577
| -18% | -$5.74K |
|
1770
LanzaTech
LNZA
$61.2M
| $19.3K | ﹤0.01% |
+141
| New | +$21.2K |
|
1771
Sutro Biopharma
STRO
$401M
| $19.2K | ﹤0.01% |
+1,041
| New | +$31.8K |
|
1772
Rekor Systems
REKR
$85.8M
| $18.9K | ﹤0.01% |
+12,140
| New | +$12.6K |
|
1773
Compugen
CGEN
$222M
| $17.9K | ﹤0.01% |
11,690
| – | – |
|
1774
GoPro
GPRO
$130M
| $17.6K | ﹤0.01% |
+16,143
| New | +$20.5K |
|
|
LNAI
1775
Lunai Bioworks
LNAI
$8.8M
| $17.3K | ﹤0.01% |
259
-20
| -7% | -$1.33K |
|
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Vanguard Personalized Indexing Management's Q4 2024 Portfolio in Review
As of Q4 2024, Vanguard Personalized Indexing Management held 1,907 positions worth $6.62B, up 6.6% from $6.21B the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Vanguard Personalized Indexing Management deployed $293M of net new capital in Q4 2024, opening 132 new positions and adding to 1,118 existing holdings. Its largest new stake was Expand Energy Corp: 14,935 shares worth $1.49M.
By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Johnson & Johnson, an estimated $5.26M trimmed.
- Vanguard Personalized Indexing Management's largest Q4 2024 buy was Expand Energy Corp: 14,935 shares worth $1.49M.
- Vanguard Personalized Indexing Management added most to NVIDIA in Q4 2024, an estimated $20.2M increase.
- Vanguard Personalized Indexing Management's biggest Q4 2024 reduction was Johnson & Johnson, cutting an estimated $5.26M.
- Vanguard Personalized Indexing Management fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $4.52M.
- Vanguard Personalized Indexing Management's ten largest holdings make up 32% of its $6.62B portfolio in Q4 2024.
- Vanguard Personalized Indexing Management opened 132 new positions and closed 101 in Q4 2024.
- Vanguard Personalized Indexing Management's portfolio value rose 6.6% quarter-over-quarter to $6.62B.
Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2024, filed 10 Feb 2025.