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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
Cap. Flow
+$1.22B
Cap. Flow %
13.81%
Top 10 Hldgs %
31.49%
Holding
2,054
New
215
Increased
1,370
Reduced
347
Closed
109

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$91M
2
NVDA icon
NVIDIA
NVDA
+$68M
3
AAPL icon
Apple
AAPL
+$44M
4
AMZN icon
Amazon
AMZN
+$39.4M
5
AVGO icon
Broadcom
AVGO
+$32.2M

Top Sells

Rank Stock Value
1
DFS
Discover Financial Services
DFS
+$6.47M
2
VT icon
Vanguard Total World Stock ETF
VT
+$2.83M
3
CVX icon
Chevron
CVX
+$1.54M
4
X
US Steel
X
+$1.1M
5
IYW icon
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
APPS icon
1951
Digital Turbine
APPS
$990M
– –
-11,385
Closed -$30.9K
LONA
1952
LeonaBio Inc
LONA
$68.5M
– –
-1,417
Closed -$4.04K
BDTX icon
1953
Black Diamond Therapeutics
BDTX
$98.6M
– –
-10,980
Closed -$17K
BHC icon
1954
Bausch Health
BHC
$2.25B
– –
-10,011
Closed -$64.8K
BLNK icon
1955
Blink Charging
BLNK
$70.4M
– –
-19,516
Closed -$17.9K
BNTX icon
1956
BioNTech
BNTX
$23.5B
– –
-2,455
Closed -$224K
BORR
1957
Borr Drilling
BORR
$1.23B
– –
-19,066
Closed -$41.8K
CABO icon
1958
Cable One
CABO
$224M
– –
-793
Closed -$211K
CCOI icon
1959
Cogent Communications
CCOI
$663M
– –
-3,924
Closed -$241K
CDT icon
1960
CDT Equity Inc
CDT
$1.69M
– –
-1
Closed -$23.7K
CGTX icon
1961
Cognition Therapeutics
CGTX
$82M
– –
-56,002
Closed -$23.6K
CLNE icon
1962
Clean Energy Fuels
CLNE
$425M
– –
-10,054
Closed -$15.6K
CLRB icon
1963
Cellectar Biosciences
CLRB
$20.2M
– –
-586
Closed -$5.54K
CMTG icon
1964
Claros Mortgage Trust
CMTG
$255M
– –
-10,757
Closed -$40.1K
COLM icon
1965
Columbia Sportswear
COLM
$3.21B
– –
-7,505
Closed -$568K
CVCO icon
1966
Cavco Industries
CVCO
$4.33B
– –
-459
Closed -$239K
CVGI icon
1967
Commercial Vehicle Group
CVGI
$147M
– –
-16,200
Closed -$18.6K
CXM icon
1968
Sprinklr
CXM
$1.45B
– –
-10,639
Closed -$88.8K
DBRG icon
1969
DigitalBridge
DBRG
$2.93B
– –
-14,149
Closed -$125K
DEC
1970
Diversified Energy Company
DEC
$902M
– –
-14,814
Closed -$200K
DFS
1971
DELISTED
Discover Financial Services
DFS
– –
-37,928
Closed -$6.47M
DRCT icon
1972
Direct Digital Holdings
DRCT
$1.84M
– –
-100
Closed -$14.1K
EB
1973
DELISTED
Eventbrite
EB
– –
-17,959
Closed -$37.9K
EGBN icon
1974
Eagle Bancorp
EGBN
$838M
– –
-15,681
Closed -$329K
ELEV
1975
DELISTED
Elevation Oncology
ELEV
– –
-13,783
Closed -$3.57K
77 78
79
80 81

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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
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HRCM
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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.