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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
UPS icon
201
United Parcel Service
UPS
$88.9B
$7.52M 0.08%
74,443
+22,298
+43% +$2.19M
SPG icon
202
Simon Property Group
SPG
$76.4B
$7.44M 0.08%
46,272
+8,406
+22% +$1.33M
CAH icon
203
Cardinal Health
CAH
$53.7B
$7.4M 0.08%
44,028
+8,127
+23% +$1.21M
PLD icon
204
Prologis
PLD
$136B
$7.39M 0.08%
70,238
-7,058
-9% -$740K
EOG icon
205
EOG Resources
EOG
$77.7B
$7.39M 0.08%
61,742
+5,156
+9% +$589K
HLT icon
206
Hilton Worldwide
HLT
$72.4B
$7.31M 0.08%
27,459
+2,444
+10% +$582K
CSX icon
207
CSX Corp
CSX
$94B
$7.19M 0.08%
220,303
+51,991
+31% +$1.56M
HSBC icon
208
HSBC
HSBC
$352B
$7.15M 0.08%
117,639
+8,932
+8% +$508K
ED icon
209
Consolidated Edison
ED
$41.4B
$7.11M 0.08%
70,854
+7,761
+12% +$822K
MELI icon
210
Mercado Libre
MELI
$94.5B
$7.1M 0.08%
2,713
+467
+21% +$1.09M
DLR icon
211
Digital Realty Trust
DLR
$69.6B
$7.09M 0.08%
40,677
+10,516
+35% +$1.72M
KMB icon
212
Kimberly-Clark
KMB
$37.6B
$7.05M 0.08%
54,691
+9,965
+22% +$1.35M
GLW icon
213
Corning
GLW
$107B
$6.98M 0.08%
132,743
+32,170
+32% +$1.51M
VRSK icon
214
Verisk Analytics
VRSK
$27.7B
$6.94M 0.08%
22,277
+2,533
+13% +$768K
CBRE icon
215
CBRE Group
CBRE
$43.3B
$6.94M 0.08%
49,507
+7,222
+17% +$913K
LHX icon
216
L3Harris
LHX
$55.4B
$6.87M 0.08%
27,335
+5,194
+23% +$1.19M
FICO icon
217
Fair Isaac
FICO
$31.8B
$6.82M 0.08%
3,732
+121
+3% +$227K
O icon
218
Realty Income
O
$61.1B
$6.74M 0.08%
116,946
+15,837
+16% +$896K
HDB icon
219
HDFC Bank
HDB
$123B
$6.73M 0.08%
175,482
+60,180
+52% +$2.18M
VRSN icon
220
VeriSign
VRSN
$26.3B
$6.73M 0.08%
23,290
+6,158
+36% +$1.67M
EXC icon
221
Exelon
EXC
$48.1B
$6.7M 0.08%
154,339
+29,988
+24% +$1.34M
PCAR icon
222
PACCAR
PCAR
$70.5B
$6.67M 0.08%
69,935
+8,206
+13% +$758K
PRU icon
223
Prudential Financial
PRU
$42.6B
$6.65M 0.08%
61,916
+11,039
+22% +$1.14M
FDX icon
224
FedEx
FDX
$73B
$6.65M 0.08%
29,250
+5,760
+25% +$1.26M
MUFG icon
225
Mitsubishi UFJ Financial
MUFG
$247B
$6.64M 0.07%
483,620
+28,711
+6% +$371K
7 8
9
10 11

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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
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.