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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 | |
|---|---|---|---|---|---|---|
|
PEV
1751
DELISTED
Phoenix Motor Inc. Common Stock
PEV
| $24.9K | ﹤0.01% |
71,527
+41,144
| +135% | +$14.8K |
|
1752
Vera Bradley
VRA
$99.5M
| $24.5K | ﹤0.01% |
+10,883
| New | +$35.2K |
|
1753
Acumen Pharmaceuticals
ABOS
$158M
| $24.2K | ﹤0.01% |
22,006
+9,112
| +71% | +$13K |
|
1754
CDT Equity Inc
CDT
$1.79M
| $23.7K | ﹤0.01% |
+1
| New | +$90.2K |
|
1755
Cognition Therapeutics
CGTX
$80M
| $23.6K | ﹤0.01% |
+56,002
| New | +$32.9K |
|
1756
Nerdy
NRDY
$108M
| $23.4K | ﹤0.01% |
16,447
-351
| -2% | -$590 |
|
1757
Aemetis
AMTX
$107M
| $23K | ﹤0.01% |
+13,191
| New | +$28.2K |
|
|
BNAI
1758
Brand Engagement Network
BNAI
$82M
| $22.9K | ﹤0.01% |
+6,659
| New | +$33.5K |
|
1759
Coherus Oncology
CHRS
$224M
| $22.7K | ﹤0.01% |
28,098
-5,130
| -15% | -$5.9K |
|
1760
Douglas Elliman
DOUG
$159M
| $22.5K | ﹤0.01% |
13,103
-811
| -6% | -$1.47K |
|
1761
Fossil Group
FOSL
$345M
| $22.2K | ﹤0.01% |
19,336
+127
| +0.7% | +$199 |
|
1762
Caribou Biosciences
CRBU
$149M
| $22K | ﹤0.01% |
24,077
+8,284
| +52% | +$10.8K |
|
1763
Pliant Therapeutics
PLRX
$64.4M
| $21.9K | ﹤0.01% |
+16,220
| New | +$98.5K |
|
|
IMA
1764
ImageneBio Inc
IMA
$65.2M
| $21.7K | ﹤0.01% |
1,413
+49
| +4% | +$845 |
|
1765
Erasca
ERAS
$6.19B
| $21.7K | ﹤0.01% |
15,804
+3,279
| +26% | +$5.63K |
|
1766
ALX Oncology
ALXO
$265M
| $21.5K | ﹤0.01% |
34,577
-8,479
| -20% | -$10.2K |
|
1767
iHeartMedia
IHRT
$599M
| $21.2K | ﹤0.01% |
12,876
-1,189
| -8% | -$2.39K |
|
1768
Skye Bioscience
SKYE
$20.6M
| $21.2K | ﹤0.01% |
+13,328
| New | +$36.4K |
|
1769
Richtech Robotics
RR
$338M
| $20.7K | ﹤0.01% |
10,433
+240
| +2% | +$590 |
|
|
NOVA
1770
DELISTED
Sunnova Energy
NOVA
| $20.6K | ﹤0.01% |
+55,349
| New | +$107K |
|
1771
Fractyl Health
GUTS
$110M
| $20.1K | ﹤0.01% |
+16,893
| New | +$27K |
|
1772
Annovis Bio
ANVS
$74.4M
| $19.8K | ﹤0.01% |
+13,214
| New | +$40.4K |
|
1773
Chegg
CHGG
$115M
| $19.8K | ﹤0.01% |
30,903
+17,819
| +136% | +$22.1K |
|
1774
Tenaya Therapeutics
TNYA
$162M
| $19.7K | ﹤0.01% |
34,513
+23,248
| +206% | +$22.9K |
|
1775
Tevogen Inc. Common Stock
TVGN
$29.3M
| $19.5K | ﹤0.01% |
360
+67
| +23% | +$4.41K |
|
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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.