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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
VOO icon
176
Vanguard S&P 500 ETF
VOO
$956B
$9.05M 0.1%
15,932
+2,498
+19% +$1.31M
AJG icon
177
Arthur J. Gallagher & Co
AJG
$69.1B
$8.95M 0.1%
27,960
+3,590
+15% +$1.18M
GM icon
178
General Motors
GM
$80.9B
$8.89M 0.1%
180,660
+13,094
+8% +$621K
MAR icon
179
Marriott International
MAR
$100B
$8.68M 0.1%
31,767
+8,831
+39% +$2.21M
AZN icon
180
AstraZeneca
AZN
$269B
$8.64M 0.1%
61,765
+4,096
+7% +$574K
APD icon
181
Air Products & Chemicals
APD
$65.5B
$8.62M 0.1%
30,566
+3,769
+14% +$1.03M
ROP icon
182
Roper Technologies
ROP
$40.4B
$8.61M 0.1%
15,191
+1,815
+14% +$1.03M
URI icon
183
United Rentals
URI
$65.7B
$8.56M 0.1%
11,361
+1,549
+16% +$1.04M
RSG icon
184
Republic Services
RSG
$67.4B
$8.45M 0.1%
34,270
+5,857
+21% +$1.45M
MNST icon
185
Monster Beverage
MNST
$95.1B
$8.28M 0.09%
132,122
+35,593
+37% +$2.17M
MET icon
186
MetLife
MET
$62.4B
$8.19M 0.09%
101,642
+14,900
+17% +$1.15M
PWR icon
187
Quanta Services
PWR
$84.2B
$8.17M 0.09%
21,603
+4,863
+29% +$1.56M
INTC icon
188
Intel
INTC
$413B
$8.11M 0.09%
361,839
+20,547
+6% +$426K
AEP icon
189
American Electric Power
AEP
$70.4B
$8.1M 0.09%
78,107
+16,804
+27% +$1.75M
NKE icon
190
Nike
NKE
$64.1B
$8.01M 0.09%
112,663
+16,556
+17% +$994K
RMD icon
191
ResMed
RMD
$31.1B
$7.93M 0.09%
30,730
+4,424
+17% +$1.06M
CARR icon
192
Carrier Global
CARR
$49.4B
$7.87M 0.09%
107,468
+8,595
+9% +$583K
NSC icon
193
Norfolk Southern
NSC
$75.4B
$7.79M 0.09%
30,443
+7,293
+32% +$1.72M
PYPL icon
194
PayPal
PYPL
$49.9B
$7.76M 0.09%
104,408
+13,874
+15% +$950K
TEL icon
195
TE Connectivity
TEL
$60B
$7.69M 0.09%
45,582
+9,399
+26% +$1.43M
CRWD icon
196
CrowdStrike
CRWD
$183B
$7.63M 0.09%
59,872
+17,628
+42% +$1.91M
TM icon
197
Toyota
TM
$228B
$7.62M 0.09%
44,211
+537
+1% +$97.1K
IDXX icon
198
Idexx Laboratories
IDXX
$44.9B
$7.61M 0.09%
14,190
+848
+6% +$406K
KMI icon
199
Kinder Morgan
KMI
$70.9B
$7.58M 0.09%
257,776
+46,109
+22% +$1.27M
D icon
200
Dominion Energy
D
$62.1B
$7.58M 0.09%
134,034
+17,204
+15% +$943K
6 7
8
9 10

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
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

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.