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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 | |
|---|---|---|---|---|---|---|
1776
loanDepot
LDI
$586M
| $19.3K | ﹤0.01% |
+16,181
| New | +$26.2K |
|
1777
Metagenomi Therapeutics
MGX
$45.9M
| $19.1K | ﹤0.01% |
14,057
+2,480
| +21% | +$5.91K |
|
1778
Gossamer Bio
GOSS
$82.3M
| $18.7K | ﹤0.01% |
17,019
+2,455
| +17% | +$2.84K |
|
1779
Commercial Vehicle Group
CVGI
$151M
| $18.6K | ﹤0.01% |
16,200
-3,398
| -17% | -$6.58K |
|
|
CLYM
1780
Climb Bio
CLYM
$672M
| $18.6K | ﹤0.01% |
+15,225
| New | +$24.7K |
|
1781
Getty Images
GETY
$174M
| $18.3K | ﹤0.01% |
+10,603
| New | +$25.2K |
|
|
GMEX
1782
GMEX Robotics
GMEX
$1.21M
| $18K | ﹤0.01% |
+4
| New | +$137K |
|
1783
Blink Charging
BLNK
$78.9M
| $17.9K | ﹤0.01% |
+19,516
| New | +$22.6K |
|
1784
Geron
GERN
$808M
| $17.9K | ﹤0.01% |
+11,245
| New | +$27.4K |
|
|
QMMM
1785
QMMM Holdings
QMMM
| $17.8K | ﹤0.01% |
17,079
+4,425
| +35% | +$4.26K |
|
1786
Lyell Immunopharma
LYEL
$317M
| $17.7K | ﹤0.01% |
1,644
+525
| +47% | +$6.43K |
|
1787
PLAYSTUDIOS Inc
MYPS
$82.7M
| $17.3K | ﹤0.01% |
+13,603
| New | +$22.1K |
|
1788
Kopin
KOPN
$691M
| $17.2K | ﹤0.01% |
18,457
+5,748
| +45% | +$8.45K |
|
1789
Compugen
CGEN
$215M
| $17.1K | ﹤0.01% |
11,690
| – | – |
|
1790
Black Diamond Therapeutics
BDTX
$97.4M
| $17K | ﹤0.01% |
+10,980
| New | +$23K |
|
1791
Lexicon Pharmaceuticals
LXRX
$1.02B
| $16.9K | ﹤0.01% |
36,736
+13,513
| +58% | +$8.53K |
|
1792
GrafTech
EAF
$189M
| $16.9K | ﹤0.01% |
1,934
-363
| -16% | -$4.72K |
|
|
URG
1793
Ur-Energy
URG
$501M
| $16.9K | ﹤0.01% |
25,058
+12,992
| +108% | +$12.7K |
|
1794
Hyliion Holdings
HYLN
$683M
| $16.6K | ﹤0.01% |
11,856
-5,463
| -32% | -$10.8K |
|
1795
GoPro
GPRO
$130M
| $16.3K | ﹤0.01% |
24,575
+8,432
| +52% | +$7.44K |
|
|
SGMO
1796
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
| $16.3K | ﹤0.01% |
24,826
+2,724
| +12% | +$2.88K |
|
|
IGMS
1797
DELISTED
IGM Biosciences
IGMS
| $15.9K | ﹤0.01% |
+13,841
| New | +$25.7K |
|
|
INZY
1798
DELISTED
Inozyme Pharma
INZY
| $15.7K | ﹤0.01% |
+17,207
| New | +$23.9K |
|
1799
Clean Energy Fuels
CLNE
$412M
| $15.6K | ﹤0.01% |
+10,054
| New | +$25.5K |
|
|
QVCGA
1800
DELISTED
QVC Group Inc Series A
QVCGA
| $15.3K | ﹤0.01% |
1,520
-346
| -19% | -$5.5K |
|
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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.