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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
NVDA icon
1
NVIDIA
NVDA
$4.91T
$550M 6.2%
3,477,711
+539,984
+18% +$68M
MSFT icon
2
Microsoft
MSFT
$2.93T
$545M 6.15%
1,094,697
+209,635
+24% +$91M
AAPL icon
3
Apple
AAPL
$4.9T
$437M 4.93%
2,129,345
+218,035
+11% +$44M
AMZN icon
4
Amazon
AMZN
$2.66T
$287M 3.24%
1,307,345
+199,297
+18% +$39.4M
META icon
5
Meta Platforms (Facebook)
META
$1.64T
$229M 2.58%
309,979
+46,338
+18% +$28.6M
AVGO icon
6
Broadcom
AVGO
$1.76T
$211M 2.38%
764,338
+148,240
+24% +$32.2M
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.23T
$180M 2.03%
1,021,416
+133,680
+15% +$21.9M
JPM icon
8
JPMorgan Chase
JPM
$907B
$128M 1.45%
442,656
+77,378
+21% +$19.7M
TSLA icon
9
Tesla
TSLA
$1.43T
$117M 1.32%
368,423
+77,921
+27% +$23.5M
BRK.B icon
10
Berkshire Hathaway Class B
BRK.B
$1.06T
$106M 1.2%
217,916
+32,625
+18% +$16.6M
GOOG icon
11
Alphabet (Google) Class C
GOOG
$4.22T
$96.7M 1.09%
544,549
+108,493
+25% +$17.9M
LLY icon
12
Eli Lilly
LLY
$1.05T
$94.4M 1.07%
121,020
+12,674
+12% +$9.85M
V icon
13
Visa
V
$682B
$93.5M 1.06%
262,665
+42,008
+19% +$14.6M
NFLX icon
14
Netflix
NFLX
$290B
$93.4M 1.05%
697,230
+118,210
+20% +$13.4M
MA icon
15
Mastercard
MA
$480B
$73.4M 0.83%
130,490
+21,036
+19% +$11.6M
COST icon
16
Costco
COST
$417B
$71.8M 0.81%
72,460
+11,489
+19% +$11.4M
WMT icon
17
Walmart Inc
WMT
$909B
$68.2M 0.77%
697,204
+115,634
+20% +$11M
ORCL icon
18
Oracle
ORCL
$364B
$59.3M 0.67%
271,221
+40,952
+18% +$6.61M
XOM icon
19
ExxonMobil
XOM
$611B
$54.6M 0.62%
504,007
+56,599
+13% +$6.05M
PG icon
20
Procter & Gamble
PG
$349B
$51.6M 0.58%
323,679
+37,576
+13% +$6.13M
ABBV icon
21
AbbVie
ABBV
$450B
$50.8M 0.57%
273,739
+37,680
+16% +$7M
HD icon
22
Home Depot
HD
$338B
$50.4M 0.57%
137,415
+17,012
+14% +$6.16M
CSCO icon
23
Cisco
CSCO
$441B
$43.1M 0.49%
621,032
+89,639
+17% +$5.51M
JNJ icon
24
Johnson & Johnson
JNJ
$609B
$41M 0.46%
267,704
+31,553
+13% +$4.85M
BAC icon
25
Bank of America
BAC
$430B
$40.9M 0.46%
864,230
+161,435
+23% +$6.79M
1
2 3 4 5

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ACA
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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
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RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BEI
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RI
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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.