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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
-2.18%
1 Year Est. Return
+34.45%
3 Year Est. Return
+115.18%
5 Year Est. Return
+162.91%
10 Year Est. Return
–
AUM
$6.78B
AUM Growth
+$161M
Cap. Flow
+$481M
Cap. Flow %
7.09%
Top 10 Hldgs %
28.84%
Holding
1,935
New
130
Increased
1,229
Reduced
459
Closed
96

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$28.4M
2
NVDA icon
NVIDIA
NVDA
+$15.3M
3
AMZN icon
Amazon
AMZN
+$13.1M
4
JNJ icon
Johnson & Johnson
JNJ
+$10.8M
5
META icon
Meta Platforms (Facebook)
META
+$9.51M

Top Sells

Rank Stock Value
1
SUM
Summit Materials, Inc. Class A Common Stock
SUM
+$1.66M
2
VT icon
Vanguard Total World Stock ETF
VT
+$1.62M
3
GIS icon
General Mills
GIS
+$1.25M
4
ALTM
Arcadium Lithium plc
ALTM
+$1.08M
5
LMT icon
Lockheed Martin
LMT
+$916K

Sector Composition

Rank Sector Weight
1 Technology 29.41%
2 Financials 14.96%
3 Healthcare 10.99%
4 Consumer Discretionary 10.14%
5 Communication Services 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.95T
$425M 6.26%
1,911,310
+122,734
+7% +$28.4M
MSFT icon
2
Microsoft
MSFT
$2.89T
$332M 4.9%
885,062
+9,183
+1% +$3.74M
NVDA icon
3
NVIDIA
NVDA
$4.76T
$318M 4.69%
2,937,727
+120,380
+4% +$15.3M
AMZN icon
4
Amazon
AMZN
$2.49T
$211M 3.11%
1,108,048
+60,529
+6% +$13.1M
META icon
5
Meta Platforms (Facebook)
META
$1.51T
$152M 2.24%
263,641
+14,734
+6% +$9.51M
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.99T
$137M 2.02%
887,736
+28,493
+3% +$5.17M
AVGO icon
7
Broadcom
AVGO
$1.82T
$103M 1.52%
616,098
+31,502
+5% +$6.67M
BRK.B icon
8
Berkshire Hathaway Class B
BRK.B
$1.07T
$98.7M 1.46%
185,291
+15,238
+9% +$7.41M
JPM icon
9
JPMorgan Chase
JPM
$947B
$89.6M 1.32%
365,278
+17,819
+5% +$4.54M
LLY icon
10
Eli Lilly
LLY
$1.07T
$89.5M 1.32%
108,346
+9,579
+10% +$7.97M
V icon
11
Visa
V
$689B
$77.3M 1.14%
220,657
+22,485
+11% +$7.61M
TSLA icon
12
Tesla
TSLA
$1.22T
$75.3M 1.11%
290,502
+960
+0.3% +$320K
GOOG icon
13
Alphabet (Google) Class C
GOOG
$3.99T
$68.1M 1%
436,056
+13,243
+3% +$2.43M
MA icon
14
Mastercard
MA
$487B
$60M 0.88%
109,454
+8,804
+9% +$4.79M
COST icon
15
Costco
COST
$422B
$57.7M 0.85%
60,971
+3,637
+6% +$3.55M
NFLX icon
16
Netflix
NFLX
$293B
$54M 0.8%
579,020
+30,640
+6% +$2.91M
XOM icon
17
ExxonMobil
XOM
$642B
$53.2M 0.78%
447,408
+43,791
+11% +$4.84M
UNH icon
18
UnitedHealth
UNH
$379B
$51.8M 0.76%
98,853
+243
+0.2% +$124K
WMT icon
19
Walmart Inc
WMT
$889B
$51.1M 0.75%
581,570
+26,797
+5% +$2.51M
ABBV icon
20
AbbVie
ABBV
$454B
$49.5M 0.73%
236,059
+32,343
+16% +$6.29M
PG icon
21
Procter & Gamble
PG
$346B
$48.8M 0.72%
286,103
+11,481
+4% +$1.92M
HD icon
22
Home Depot
HD
$335B
$44.1M 0.65%
120,403
+5,209
+5% +$2.03M
JNJ icon
23
Johnson & Johnson
JNJ
$641B
$39.2M 0.58%
236,151
+69,074
+41% +$10.8M
CSCO icon
24
Cisco
CSCO
$452B
$32.8M 0.48%
531,393
+48,602
+10% +$2.99M
CVX icon
25
Chevron
CVX
$378B
$32.2M 0.47%
192,506
+30,258
+19% +$4.74M
1
2 3 4 5

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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 Q1 2025 Portfolio in Review

As of Q1 2025, Vanguard Personalized Indexing Management held 1,935 positions worth $6.78B, up 2.4% from $6.62B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Vanguard Personalized Indexing Management deployed $481M of net new capital in Q1 2025, opening 130 new positions and adding to 1,229 existing holdings. Its largest new stake was Vanguard Value ETF: 7,508 shares worth $1.3M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 32% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Vanguard Total World Stock ETF, an estimated $1.62M trimmed.

  • Vanguard Personalized Indexing Management's largest Q1 2025 buy was Vanguard Value ETF: 7,508 shares worth $1.3M.
  • Vanguard Personalized Indexing Management added most to Apple in Q1 2025, an estimated $28.4M increase.
  • Vanguard Personalized Indexing Management's biggest Q1 2025 reduction was Vanguard Total World Stock ETF, cutting an estimated $1.62M.
  • Vanguard Personalized Indexing Management fully exited Summit Materials, Inc. Class A Common Stock in Q1 2025, selling an estimated $1.66M.
  • Vanguard Personalized Indexing Management's ten largest holdings make up 29% of its $6.78B portfolio in Q1 2025.
  • Vanguard Personalized Indexing Management opened 130 new positions and closed 96 in Q1 2025.
  • Vanguard Personalized Indexing Management's portfolio value rose 2.4% quarter-over-quarter to $6.78B.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2025, filed 14 May 2025.