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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 | |
|---|---|---|---|---|---|---|
1926
Femasys
FEMY
$8.79M
| $11.2K | ﹤0.01% |
581
| – | – |
|
1927
GrowGeneration
GRWG
$87.1M
| $10.9K | ﹤0.01% |
+11,628
| New | +$12.4K |
|
|
MRSN
1928
DELISTED
Mersana Therapeutics
MRSN
| $10.9K | ﹤0.01% |
1,468
-238
| -14% | -$2.09K |
|
|
RVPH
1929
DELISTED
REVIVA PHARMA HLDGS INC
RVPH
| $10.4K | ﹤0.01% |
+1,360
| New | +$21.2K |
|
1930
LanzaTech
LNZA
$59.4M
| $9.38K | ﹤0.01% |
346
+147
| +74% | +$3.6K |
|
|
ORKT
1931
Orangekloud Technology Inc
ORKT
$5.9M
| $9.05K | ﹤0.01% |
+4,435
| New | +$9.6K |
|
1932
Wolfspeed
WOLF
$1.24B
| $8.73K | ﹤0.01% |
21,895
+2,493
| +13% | +$5.68K |
|
1933
Veru
VERU
$35.6M
| $8.72K | ﹤0.01% |
1,500
+311
| +26% | +$1.75K |
|
1934
Ocean Power Technologies
OPTT
$43.5M
| $8.28K | ﹤0.01% |
+17,444
| New | +$8.28K |
|
1935
Rani Therapeutics
RANI
$92.2M
| $7.91K | ﹤0.01% |
15,396
-5,043
| -25% | -$4.12K |
|
|
ORIS
1936
DELISTED
Oriental Rise Holdings
ORIS
| $7.07K | ﹤0.01% |
+161
| New | +$11.7K |
|
|
PTLE
1937
PTL Ltd
PTLE
$64.3M
| $6.54K | ﹤0.01% |
+273
| New | +$21.9K |
|
|
MLGO
1938
MicroAlgo
MLGO
$44.3M
| $6.25K | ﹤0.01% |
+409
| New | +$66.8K |
|
1939
Senseonics Holdings Inc
SENS
$265M
| $5.18K | ﹤0.01% |
543
-227
| -29% | -$2.65K |
|
|
APLT
1940
DELISTED
Applied Therapeutics
APLT
| $3.62K | ﹤0.01% |
11,621
-1,612
| -12% | -$624 |
|
|
PEV
1941
DELISTED
Phoenix Motor Inc. Common Stock
PEV
| $3.54K | ﹤0.01% |
25,144
-46,383
| -65% | -$14.2K |
|
|
APCX
1942
DELISTED
AppTech Payments
APCX
| $2.32K | ﹤0.01% |
10,076
-15,336
| -60% | -$4.87K |
|
|
OCEA
1943
DELISTED
Ocean Biomedical, Inc. Common Stock
OCEA
| $2.27K | ﹤0.01% |
310,445
+49,949
| +19% | +$2.19K |
|
|
WCT
1944
Wellchange Holdings
WCT
$3.71M
| $1.93K | ﹤0.01% |
+213
| New | +$2.71K |
|
|
NOVA
1945
DELISTED
Sunnova Energy
NOVA
| $36 | ﹤0.01% |
59,675
+4,326
| +8% | +$975 |
|
1946
Acumen Pharmaceuticals
ABOS
$157M
| – | – |
-22,006
| Closed | -$24.2K |
|
1947
Acadia Pharmaceuticals
ACAD
$4.55B
| – | – |
-11,122
| Closed | -$185K |
|
1948
Alarm.com
ALRM
$2.68B
| – | – |
-4,126
| Closed | -$230K |
|
1949
ALX Oncology
ALXO
$262M
| – | – |
-34,577
| Closed | -$21.5K |
|
1950
Annovis Bio
ANVS
$75.3M
| – | – |
-13,214
| Closed | -$19.8K |
|
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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.