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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
+15.09%
1 Year Est. Return
+34.45%
3 Year Est. Return
+115.18%
5 Year Est. Return
+162.91%
10 Year Est. Return
–
AUM
$8.86B
AUM Growth
+$2.08B
(+31%)
Cap. Flow
+$1.22B
Cap. Flow
% of AUM
13.81%
Top 10 Holdings %
Top 10 Hldgs %
31.49%
Holding
2,054
New
215
Increased
1,370
Reduced
347
Closed
109
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$91M |
| 2 |
NVIDIA
NVDA
|
+$68M |
| 3 |
Apple
AAPL
|
+$44M |
| 4 |
Amazon
AMZN
|
+$39.4M |
| 5 |
Broadcom
AVGO
|
+$32.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
DFS
Discover Financial Services
DFS
|
+$6.47M |
| 2 |
Vanguard Total World Stock ETF
VT
|
+$2.83M |
| 3 |
Chevron
CVX
|
+$1.54M |
| 4 |
X
US Steel
X
|
+$1.1M |
| 5 |
iShares US Technology ETF
IYW
|
+$1.1M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.75% |
| 2 | Financials | 14.43% |
| 3 | Consumer Discretionary | 10.16% |
| 4 | Healthcare | 9.26% |
| 5 | Communication Services | 9.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
BLDP
1826
Ballard Power Systems
BLDP
$841M
| $48.4K | ﹤0.01% |
30,459
+5,482
| +22% | +$7.33K |
|
1827
TeraWulf
WULF
$8.83B
| $48.4K | ﹤0.01% |
+11,056
| New | +$37.8K |
|
1828
Blend Labs
BLND
$424M
| $48.4K | ﹤0.01% |
14,666
-313
| -2% | -$1.06K |
|
1829
Geron
GERN
$860M
| $48.3K | ﹤0.01% |
34,238
+22,993
| +204% | +$32.6K |
|
1830
loanDepot
LDI
$542M
| $47.3K | ﹤0.01% |
37,272
+21,091
| +130% | +$25.8K |
|
1831
Quantum-Si Incorporated
QSI
$157M
| $47.2K | ﹤0.01% |
24,091
+614
| +3% | +$908 |
|
1832
Denison Mines
DNN
$2.64B
| $47.2K | ﹤0.01% |
25,857
-5,422
| -17% | -$8.21K |
|
1833
Kosmos Energy
KOS
$1.52B
| $46.6K | ﹤0.01% |
27,089
+6,888
| +34% | +$12.5K |
|
1834
Nkarta
NKTX
$154M
| $46.5K | ﹤0.01% |
28,030
-12,333
| -31% | -$22.6K |
|
|
FSP
1835
Franklin Street Properties
FSP
$48.1M
| $46.3K | ﹤0.01% |
28,234
-6,802
| -19% | -$11.3K |
|
1836
Erasca
ERAS
$6.48B
| $46.2K | ﹤0.01% |
36,362
+20,558
| +130% | +$27.5K |
|
1837
Hain Celestial
HAIN
$44.4M
| $45.7K | ﹤0.01% |
30,067
+9,335
| +45% | +$21.8K |
|
1838
Pacific Biosciences
PACB
$460M
| $45.6K | ﹤0.01% |
36,746
+6,321
| +21% | +$7.3K |
|
1839
ProQR Therapeutics
PRQR
$251M
| $45.5K | ﹤0.01% |
22,314
+1,518
| +7% | +$2.47K |
|
1840
Sportsman's Warehouse
SPWH
$45.3M
| $45.3K | ﹤0.01% |
+13,133
| New | +$29.4K |
|
1841
Companhia Siderúrgica Nacional
SID
$1.34B
| $45.2K | ﹤0.01% |
32,253
+8,672
| +37% | +$13.4K |
|
1842
Beyond Meat
BYND
$286M
| $44.7K | ﹤0.01% |
+12,803
| New | +$37.1K |
|
1843
Precigen
PGEN
$2.12B
| $44.6K | ﹤0.01% |
31,384
+813
| +3% | +$1.16K |
|
1844
Plug Power
PLUG
$2.92B
| $44.5K | ﹤0.01% |
29,899
-4,423
| -13% | -$4.41K |
|
1845
Lightwave Logic
LWLG
$931M
| $44.1K | ﹤0.01% |
35,547
+5,468
| +18% | +$5.74K |
|
1846
Wheels Up
UP
$217M
| $43.4K | ﹤0.01% |
2,027
+1,346
| +198% | +$33.1K |
|
1847
Sutro Biopharma
STRO
$411M
| $43.3K | ﹤0.01% |
6,062
+3,856
| +175% | +$31.5K |
|
1848
AbCellera Biologics
ABCL
$1.74B
| $42.8K | ﹤0.01% |
12,468
+1,146
| +10% | +$2.85K |
|
1849
Neumora Therapeutics
NMRA
$306M
| $42.7K | ﹤0.01% |
58,196
+32,922
| +130% | +$24.9K |
|
1850
Cytek Biosciences
CTKB
$557M
| $42.1K | ﹤0.01% |
+12,395
| New | +$41.3K |
|
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Vanguard Personalized Indexing Management's Q2 2025 Portfolio in Review
As of Q2 2025, Vanguard Personalized Indexing Management held 2,054 positions worth $8.86B, up 31% from $6.78B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Vanguard Personalized Indexing Management deployed $1.22B of net new capital in Q2 2025, opening 215 new positions and adding to 1,370 existing holdings. Its largest new stake was Vanguard FTSE Emerging Markets ETF: 128,038 shares worth $6.33M.
By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 29% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Vanguard Total World Stock ETF, an estimated $2.83M trimmed.
- Vanguard Personalized Indexing Management's largest Q2 2025 buy was Vanguard FTSE Emerging Markets ETF: 128,038 shares worth $6.33M.
- Vanguard Personalized Indexing Management added most to Microsoft in Q2 2025, an estimated $91M increase.
- Vanguard Personalized Indexing Management's biggest Q2 2025 reduction was Vanguard Total World Stock ETF, cutting an estimated $2.83M.
- Vanguard Personalized Indexing Management fully exited Discover Financial Services in Q2 2025, selling an estimated $6.47M.
- Vanguard Personalized Indexing Management's ten largest holdings make up 31% of its $8.86B portfolio in Q2 2025.
- Vanguard Personalized Indexing Management opened 215 new positions and closed 109 in Q2 2025.
- Vanguard Personalized Indexing Management's portfolio value rose 31% quarter-over-quarter to $8.86B.
Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2025, filed 25 Jul 2025.