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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 | |
|---|---|---|---|---|---|---|
1876
Humacyte
HUMA
$181M
| $29.8K | ﹤0.01% |
+14,235
| New | +$27.3K |
|
1877
Annexon
ANNX
$863M
| $29.5K | ﹤0.01% |
+12,284
| New | +$24.6K |
|
|
LAC
1878
Lithium Americas
LAC
$1.01B
| $29.5K | ﹤0.01% |
10,997
-228
| -2% | -$632 |
|
1879
Ocugen
OCGN
$427M
| $29K | ﹤0.01% |
29,871
+9,791
| +49% | +$8.12K |
|
1880
TScan Therapeutics
TCRX
$49.4M
| $28.8K | ﹤0.01% |
+19,892
| New | +$28.7K |
|
|
LAR
1881
Lithium Argentina AG
LAR
$972M
| $28.8K | ﹤0.01% |
13,838
-5,578
| -29% | -$11.1K |
|
|
FFAI
1882
Faraday Future Intelligent Electric
FFAI
$13.7M
| $28.7K | ﹤0.01% |
+114
| New | +$20.9K |
|
1883
Invivyd
IVVD
$171M
| $28.6K | ﹤0.01% |
39,941
+28,146
| +239% | +$20K |
|
1884
Tenaya Therapeutics
TNYA
$163M
| $28.2K | ﹤0.01% |
46,169
+11,656
| +34% | +$5.93K |
|
1885
Lufax Holding
LU
$1.38B
| $27.9K | ﹤0.01% |
+10,016
| New | +$28.3K |
|
1886
CXApp
CXAI
$13.6M
| $27.6K | ﹤0.01% |
25,796
+12,459
| +93% | +$13.2K |
|
1887
Fossil Group
FOSL
$288M
| $27.2K | ﹤0.01% |
18,357
-979
| -5% | -$1.23K |
|
1888
GrafTech
EAF
$169M
| $26.8K | ﹤0.01% |
2,753
+819
| +42% | +$7.24K |
|
1889
SmartRent
SMRT
$197M
| $26.7K | ﹤0.01% |
+26,959
| New | +$24.1K |
|
|
SVC
1890
Service Properties Trust
SVC
$1.04B
| $26.6K | ﹤0.01% |
2,229
-3,273
| -59% | -$35.4K |
|
|
CGC
1891
Canopy Growth
CGC
$388M
| $25.4K | ﹤0.01% |
20,797
+7,952
| +62% | +$10.6K |
|
1892
Richtech Robotics
RR
$322M
| $25.3K | ﹤0.01% |
12,978
+2,545
| +24% | +$5.35K |
|
1893
iHeartMedia
IHRT
$529M
| $25.1K | ﹤0.01% |
14,241
+1,365
| +11% | +$1.82K |
|
|
KEEL
1894
Keel Infrastructure Corp
KEEL
$2.45B
| $24.2K | ﹤0.01% |
28,770
-7,174
| -20% | -$6.63K |
|
1895
DocGo
DCGO
$65.9M
| $23.7K | ﹤0.01% |
+15,075
| New | +$28.1K |
|
1896
Nerdy
NRDY
$107M
| $23.4K | ﹤0.01% |
14,335
-2,112
| -13% | -$3.37K |
|
|
FLNA
1897
Filana Therapeutics
FLNA
$46.4M
| $23.3K | ﹤0.01% |
+12,865
| New | +$22.9K |
|
1898
Coherus Oncology
CHRS
$227M
| $22.5K | ﹤0.01% |
30,771
+2,673
| +10% | +$2.31K |
|
1899
Holley
HLLY
$326M
| $22.3K | ﹤0.01% |
11,158
+933
| +9% | +$1.98K |
|
1900
Nauticus Robotics
KITT
$5.67M
| $22.2K | ﹤0.01% |
+341
| New | +$24.1K |
|
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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.