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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
Cap. Flow
+$481M
Cap. Flow %
7.09%
Top 10 Hldgs %
28.84%
Holding
1,935
New
130
Increased
1,229
Reduced
459
Closed
96

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$28.4M
2
NVDA icon
NVIDIA
NVDA
+$15.3M
3
AMZN icon
Amazon
AMZN
+$13.1M
4
JNJ icon
Johnson & Johnson
JNJ
+$10.8M
5
META icon
Meta Platforms (Facebook)
META
+$9.51M

Top Sells

Rank Stock Value
1
SUM
Summit Materials, Inc. Class A Common Stock
SUM
+$1.66M
2
VT icon
Vanguard Total World Stock ETF
VT
+$1.62M
3
GIS icon
General Mills
GIS
+$1.25M
4
ALTM
Arcadium Lithium plc
ALTM
+$1.08M
5
LMT icon
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
HHH icon
1876
Howard Hughes
HHH
$3.81B
– –
-2,729
Closed -$210K
HIVE
1877
HIVE Digital Technologies
HIVE
$774M
– –
-18,971
Closed -$54.1K
HUBG icon
1878
HUB Group
HUBG
$2.85B
– –
-6,132
Closed -$273K
III icon
1879
Information Services Group
III
$199M
– –
-13,019
Closed -$43.5K
IMRX icon
1880
Immuneering
IMRX
$267M
– –
-11,705
Closed -$25.8K
INDV icon
1881
Indivior Pharmaceuticals
INDV
$4.73B
– –
-14,825
Closed -$184K
INSW icon
1882
International Seaways
INSW
$4.76B
– –
-6,124
Closed -$220K
IPSC icon
1883
Century Therapeutics
IPSC
$364M
– –
-10,214
Closed -$10.3K
IWM icon
1884
iShares Russell 2000 ETF
IWM
$80.2B
– –
-1,228
Closed -$271K
IXUS icon
1885
iShares Core MSCI Total International Stock ETF
IXUS
$58.3B
– –
-3,717
Closed -$246K
KMPR icon
1886
Kemper
KMPR
$1.67B
– –
-3,532
Closed -$235K
KMT icon
1887
Kennametal
KMT
$2.59B
– –
-10,257
Closed -$246K
LCII icon
1888
LCI Industries
LCII
$2.49B
– –
-2,273
Closed -$235K
LRHC icon
1889
La Rosa Holding
LRHC
$1.58M
– –
-2
Closed -$10.6K
MIRA icon
1890
MIRA Pharmaceuticals
MIRA
$33.3M
– –
-27,993
Closed -$31.9K
NHC icon
1891
National Healthcare
NHC
$3.53B
– –
-1,878
Closed -$202K
OM icon
1892
Outset Medical
OM
$84.7M
– –
-1,790
Closed -$29.8K
PINC
1893
DELISTED
Premier
PINC
– –
-20,189
Closed -$428K
PRGS icon
1894
Progress Software
PRGS
$1.66B
– –
-3,855
Closed -$251K
PRLD icon
1895
Prelude Therapeutics
PRLD
$366M
– –
-11,925
Closed -$15.2K
REKR icon
1896
Rekor Systems
REKR
$85.8M
– –
-12,140
Closed -$18.9K
RHP icon
1897
Ryman Hospitality Properties
RHP
$8.43B
– –
-1,947
Closed -$203K
RTO icon
1898
Rentokil
RTO
$11.8B
– –
-10,460
Closed -$265K
RVPH
1899
DELISTED
REVIVA PHARMA HLDGS INC
RVPH
– –
-699
Closed -$25.3K
SBH icon
1900
Sally Beauty Holdings
SBH
$1.43B
– –
-11,086
Closed -$116K
74 75
76
77 78

Similar funds

ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
IIM
INTECH Investment Management West Palm Beach, Florida $10.2B AUM 28.14% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

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.