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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
ERNA icon
1976
Eterna Therapeutics
ERNA
$4.05M
– –
-180
Closed -$12K
KYNB
1977
Kyntra Bio
KYNB
$27.5M
– –
-1,781
Closed -$13.8K
FNDX icon
1978
Schwab Fundamental US Large Company Index ETF
FNDX
$26.7B
– –
-10,128
Closed -$239K
FRGE
1979
DELISTED
Forge Global Holdings
FRGE
– –
-895
Closed -$7.54K
GDRX icon
1980
GoodRx Holdings
GDRX
$1.07B
– –
-10,533
Closed -$46.5K
CBIO
1981
Crescent Biopharma
CBIO
$555M
– –
-169
Closed -$3.56K
XRN
1982
Chiron Real Estate Inc
XRN
$516M
– –
-2,067
Closed -$90.4K
GPMT
1983
Granite Point Mortgage Trust
GPMT
$64.7M
– –
-14,123
Closed -$36.7K
HCWB icon
1984
HCW Biologics
HCWB
$5.03M
– –
-68
Closed -$4.59K
HEES
1985
DELISTED
H&E Equipment Services
HEES
– –
-6,730
Closed -$638K
HOUS
1986
DELISTED
Anywhere Real Estate
HOUS
– –
-11,456
Closed -$38.1K
HSTM icon
1987
HealthStream
HSTM
$824M
– –
-9,885
Closed -$318K
PPLI
1988
People Inc
PPLI
$3.08B
– –
-10,814
Closed -$408K
BRSL
1989
Brightstar Lottery PLC
BRSL
$1.87B
– –
-15,604
Closed -$254K
IMA
1990
ImageneBio Inc
IMA
$67.2M
– –
-1,413
Closed -$21.7K
INO icon
1991
Inovio Pharmaceuticals
INO
$54M
– –
-24,207
Closed -$39.5K
IOVA icon
1992
Iovance Biotherapeutics
IOVA
$2.09B
– –
-23,730
Closed -$79K
JBGS
1993
JBG SMITH
JBGS
$820M
– –
-10,266
Closed -$165K
JRVR icon
1994
James River Group Holdings
JRVR
$207M
– –
-12,424
Closed -$52.2K
KLG
1995
DELISTED
WK Kellogg Co
KLG
– –
-10,112
Closed -$202K
KW
1996
DELISTED
Kennedy-Wilson Holdings
KW
– –
-24,323
Closed -$211K
LXP icon
1997
LXP Industrial Trust
LXP
$3.52B
– –
-3,417
Closed -$148K
LYEL icon
1998
Lyell Immunopharma
LYEL
$336M
– –
-1,644
Closed -$17.7K
MAN icon
1999
ManpowerGroup
MAN
$2.41B
– –
-5,937
Closed -$344K
MCRB icon
2000
Seres Therapeutics
MCRB
$46.3M
– –
-2,536
Closed -$35.5K
78 79
80
81 82

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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 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.