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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 | |
|---|---|---|---|---|---|---|
1826
SES AI
SES
$229M
| $8.37K | ﹤0.01% |
16,072
+621
| +4% | +$571 |
|
|
FRGE
1827
DELISTED
Forge Global Holdings
FRGE
| $7.54K | ﹤0.01% |
+895
| New | +$10.3K |
|
1828
Invivyd
IVVD
$164M
| $7.14K | ﹤0.01% |
+11,795
| New | +$10.6K |
|
|
APLT
1829
DELISTED
Applied Therapeutics
APLT
| $6.47K | ﹤0.01% |
+13,233
| New | +$7.79K |
|
|
PLRZ
1830
Polyrizon Ltd
PLRZ
$23M
| $6.31K | ﹤0.01% |
+11
| New | +$17.4K |
|
1831
X4 Pharmaceuticals
XFOR
$379M
| $5.96K | ﹤0.01% |
840
+98
| +13% | +$1.35K |
|
1832
Veru
VERU
$35.5M
| $5.83K | ﹤0.01% |
+1,189
| New | +$7.37K |
|
1833
Cellectar Biosciences
CLRB
$20.6M
| $5.54K | ﹤0.01% |
+586
| New | +$5.31K |
|
1834
LanzaTech
LNZA
$63.2M
| $4.81K | ﹤0.01% |
199
+58
| +41% | +$5.22K |
|
1835
HCW Biologics
HCWB
$5.68M
| $4.59K | ﹤0.01% |
+68
| New | +$5.98K |
|
1836
Odyssey Marine Exploration
OMEX
$38.1M
| $4.46K | ﹤0.01% |
11,143
-6,869
| -38% | -$3.5K |
|
|
LONA
1837
LeonaBio Inc
LONA
$69.5M
| $4.04K | ﹤0.01% |
1,417
-2,481
| -64% | -$11K |
|
|
ELEV
1838
DELISTED
Elevation Oncology
ELEV
| $3.57K | ﹤0.01% |
13,783
-6,430
| -32% | -$3.67K |
|
|
CBIO
1839
Crescent Biopharma
CBIO
$544M
| $3.56K | ﹤0.01% |
169
-94
| -36% | -$2.52K |
|
|
AAT
1840
American Assets Trust
AAT
$1.46B
| – | – |
-8,399
| Closed | -$221K |
|
1841
Arcosa
ACA
$7.13B
| – | – |
-2,448
| Closed | -$237K |
|
1842
C3.ai
AI
$1.51B
| – | – |
-8,825
| Closed | -$304K |
|
|
ALLK
1843
DELISTED
Allakos
ALLK
| – | – |
-35,026
| Closed | -$42.4K |
|
1844
Ambarella
AMBA
$3.65B
| – | – |
-3,005
| Closed | -$219K |
|
1845
Alpha Metallurgical Resources
AMR
$1.79B
| – | – |
-1,046
| Closed | -$209K |
|
1846
Angi Inc
ANGI
$242M
| – | – |
-1,173
| Closed | -$19.5K |
|
|
APLS
1847
DELISTED
Apellis Pharmaceuticals
APLS
| – | – |
-7,832
| Closed | -$250K |
|
1848
Apogee Enterprises
APOG
$858M
| – | – |
-3,159
| Closed | -$226K |
|
1849
Array Technologies
ARRY
$849M
| – | – |
-11,886
| Closed | -$71.8K |
|
|
ASRT
1850
DELISTED
Assertio
ASRT
| – | – |
-1,278
| Closed | -$16.7K |
|
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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.