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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
SLVM icon
2026
Sylvamo
SLVM
$1.49B
– –
-3,469
Closed -$233K
SPCE icon
2027
Virgin Galactic
SPCE
$329M
– –
-11,583
Closed -$35.1K
SQM icon
2028
Sociedad Química y Minera de Chile
SQM
$19.5B
– –
-5,271
Closed -$209K
SRI icon
2029
Stoneridge
SRI
$200M
– –
-13,631
Closed -$62.6K
SRPT icon
2030
Sarepta Therapeutics
SRPT
$1.64B
– –
-6,176
Closed -$394K
STEM icon
2031
Stem
STEM
$47.5M
– –
-8,018
Closed -$56.2K
TDOC icon
2032
Teladoc Health
TDOC
$1.19B
– –
-15,192
Closed -$121K
TENB icon
2033
Tenable Holdings
TENB
$3.59B
– –
-7,746
Closed -$271K
TV icon
2034
Televisa
TV
$1.52B
– –
-15,961
Closed -$27.9K
VERV
2035
DELISTED
Verve Therapeutics
VERV
– –
-22,526
Closed -$103K
VRA icon
2036
Vera Bradley
VRA
$99.2M
– –
-10,883
Closed -$24.5K
WK icon
2037
Workiva
WK
$3.29B
– –
-3,804
Closed -$289K
WW
2038
DELISTED
WW International
WW
– –
-18,878
Closed -$9.87K
X
2039
DELISTED
US Steel
X
– –
-26,109
Closed -$1.1M
XFOR icon
2040
X4 Pharmaceuticals
XFOR
$377M
– –
-840
Closed -$5.96K
ZNTL icon
2041
Zentalis Pharmaceuticals
ZNTL
$350M
– –
-16,966
Closed -$27K
GUTS icon
2042
Fractyl Health
GUTS
$109M
– –
-16,893
Closed -$20.1K
BNAI
2043
Brand Engagement Network
BNAI
$80.9M
– –
-6,659
Closed -$22.9K
SKYE icon
2044
Skye Bioscience
SKYE
$20.4M
– –
-13,328
Closed -$21.2K
VRN
2045
DELISTED
Veren
VRN
– –
-142,767
Closed -$945K
CLYM
2046
Climb Bio
CLYM
$692M
– –
-15,225
Closed -$18.6K
PLRZ
2047
Polyrizon Ltd
PLRZ
$24.2M
– –
-11
Closed -$6.31K
QVCGA
2048
DELISTED
QVC Group Inc Series A
QVCGA
– –
-1,520
Closed -$15.3K
LGF.B
2049
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
– –
-19,840
Closed -$157K
BERY
2050
DELISTED
Berry Global Group, Inc.
BERY
– –
-14,567
Closed -$1.02M
79 80 81
82
83

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
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.