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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 | |
|---|---|---|---|---|---|---|
1801
PepGen
PEPG
$131M
| $14.9K | ﹤0.01% |
+10,600
| New | +$21.8K |
|
|
MRSN
1802
DELISTED
Mersana Therapeutics
MRSN
| $14.7K | ﹤0.01% |
+1,706
| New | +$26.3K |
|
1803
Tango Therapeutics
TNGX
$4.43B
| $14.6K | ﹤0.01% |
+10,632
| New | +$26.1K |
|
1804
Femasys
FEMY
$8.85M
| $14.5K | ﹤0.01% |
581
| – | – |
|
|
RJET
1805
Republic Airways Holdings
RJET
$1.03B
| $14.4K | ﹤0.01% |
1,227
-234
| -16% | -$4K |
|
1806
Sutro Biopharma
STRO
$413M
| $14.3K | ﹤0.01% |
2,206
+1,165
| +112% | +$18.3K |
|
1807
Ocugen
OCGN
$423M
| $14.2K | ﹤0.01% |
20,080
+2,578
| +15% | +$1.78K |
|
1808
Direct Digital Holdings
DRCT
$1.97M
| $14.1K | ﹤0.01% |
+100
| New | +$24.3K |
|
|
OCEA
1809
DELISTED
Ocean Biomedical, Inc. Common Stock
OCEA
| $14.1K | ﹤0.01% |
+260,496
| New | +$62.2K |
|
|
KYNB
1810
Kyntra Bio
KYNB
$27.8M
| $13.8K | ﹤0.01% |
1,781
+292
| +20% | +$3.5K |
|
1811
Outlook Therapeutics
OTLK
$178M
| $13.8K | ﹤0.01% |
11,296
-655
| -5% | -$1.15K |
|
1812
Wheels Up
UP
$224M
| $13.8K | ﹤0.01% |
+681
| New | +$18.8K |
|
|
LNAI
1813
Lunai Bioworks
LNAI
$10.2M
| $13.6K | ﹤0.01% |
314
+55
| +21% | +$3.52K |
|
1814
CarParts.com
PRTS
$45.3M
| $13.6K | ﹤0.01% |
1,355
+155
| +13% | +$1.7K |
|
1815
Leslie's
LESL
$9.83M
| $13.3K | ﹤0.01% |
+907
| New | +$27.8K |
|
|
PRPH
1816
DELISTED
ProPhase Labs
PRPH
| $13.1K | ﹤0.01% |
+3,242
| New | +$14.9K |
|
1817
Pyxis Oncology
PYXS
$185M
| $12.7K | ﹤0.01% |
+12,987
| New | +$17.3K |
|
1818
Eterna Therapeutics
ERNA
$3.98M
| $12K | ﹤0.01% |
+180
| New | +$22.2K |
|
1819
CXApp
CXAI
$15.6M
| $12K | ﹤0.01% |
+13,337
| New | +$18.8K |
|
|
CGC
1820
Canopy Growth
CGC
$405M
| $11.7K | ﹤0.01% |
+12,845
| New | +$22.6K |
|
1821
CytomX Therapeutics
CTMX
$681M
| $11.3K | ﹤0.01% |
17,708
-19,284
| -52% | -$15K |
|
|
APCX
1822
DELISTED
AppTech Payments
APCX
| $10.5K | ﹤0.01% |
25,412
+10,422
| +70% | +$4.47K |
|
1823
Senseonics Holdings Inc
SENS
$274M
| $10.1K | ﹤0.01% |
770
-9
| -1% | -$149 |
|
|
WW
1824
DELISTED
WW International
WW
| $9.87K | ﹤0.01% |
18,878
-9,665
| -34% | -$8.4K |
|
1825
ProKidney
PROK
$320M
| $9.3K | ﹤0.01% |
10,616
-1,201
| -10% | -$1.67K |
|
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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.