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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
+12.21%
1 Year Est. Return
+34.45%
3 Year Est. Return
+115.18%
5 Year Est. Return
+162.91%
10 Year Est. Return
–
AUM
$9.76B
AUM Growth
+$903M
Cap. Flow
+$169M
Cap. Flow %
1.73%
Top 10 Hldgs %
33.94%
Holding
2,066
New
121
Increased
1,139
Reduced
693
Closed
81

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$26.4M
2
NVDA icon
NVIDIA
NVDA
+$14.4M
3
MSFT icon
Microsoft
MSFT
+$13.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.3M
5
AMZN icon
Amazon
AMZN
+$9.91M

Top Sells

Rank Stock Value
1
HES
Hess
HES
+$4.87M
2
ANSS
Ansys
ANSS
+$4.85M
3
PG icon
Procter & Gamble
PG
+$4.65M
4
PARA
Paramount Global Class B
PARA
+$3.78M
5
ACN icon
Accenture
ACN
+$2.83M

Sector Composition

Rank Sector Weight
1 Technology 33.82%
2 Financials 13.98%
3 Consumer Discretionary 10.33%
4 Communication Services 9.77%
5 Healthcare 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RBLX icon
226
Roblox
RBLX
$25.4B
$7.06M 0.07%
50,960
+4,156
+9% +$517K
WDC icon
227
Western Digital
WDC
$188B
$7.05M 0.07%
58,759
+5,189
+10% +$424K
ITT icon
228
ITT
ITT
$17.5B
$7.03M 0.07%
39,325
+6,057
+18% +$1.02M
EOG icon
229
EOG Resources
EOG
$79.2B
$7.02M 0.07%
62,560
+818
+1% +$97.6K
CAH icon
230
Cardinal Health
CAH
$53.9B
$6.96M 0.07%
44,318
+290
+0.7% +$44.8K
OXY icon
231
Occidental Petroleum
OXY
$56.8B
$6.95M 0.07%
147,037
+7,951
+6% +$359K
CRWD icon
232
CrowdStrike
CRWD
$194B
$6.94M 0.07%
56,612
-3,260
-5% -$371K
MRVL icon
233
Marvell Technology
MRVL
$168B
$6.87M 0.07%
81,700
+1,255
+2% +$92.4K
DLR icon
234
Digital Realty Trust
DLR
$69.7B
$6.84M 0.07%
39,551
-1,126
-3% -$193K
GRMN
235
Garmin
GRMN
$56.7B
$6.78M 0.07%
27,551
+1,358
+5% +$313K
ROP icon
236
Roper Technologies
ROP
$38.8B
$6.71M 0.07%
13,442
-1,749
-12% -$933K
ROST icon
237
Ross Stores
ROST
$80.5B
$6.65M 0.07%
43,631
+955
+2% +$136K
STT icon
238
State Street
STT
$50.6B
$6.62M 0.07%
57,061
+3,471
+6% +$387K
FERG icon
239
Ferguson
FERG
$45.4B
$6.6M 0.07%
29,323
+101
+0.3% +$22.9K
VRSN icon
240
VeriSign
VRSN
$26.2B
$6.57M 0.07%
23,490
+200
+0.9% +$55.9K
HPE icon
241
Hewlett Packard
HPE
$63.4B
$6.54M 0.07%
266,121
+2,051
+0.8% +$45.3K
KMB icon
242
Kimberly-Clark
KMB
$36.3B
$6.5M 0.07%
52,291
-2,400
-4% -$310K
USB icon
243
US Bancorp
USB
$98.2B
$6.49M 0.07%
134,345
+1,568
+1% +$74.2K
BBVA icon
244
Banco Bilbao Vizcaya Argentaria
BBVA
$154B
$6.45M 0.07%
334,929
+8,202
+3% +$143K
ETR icon
245
Entergy
ETR
$50.2B
$6.45M 0.07%
69,175
+3,200
+5% +$281K
SYF icon
246
Synchrony
SYF
$24.7B
$6.44M 0.07%
90,698
+4,030
+5% +$292K
MELI icon
247
Mercado Libre
MELI
$95.2B
$6.44M 0.07%
2,751
+38
+1% +$91.2K
PYPL icon
248
PayPal
PYPL
$48.9B
$6.43M 0.07%
95,776
-8,632
-8% -$608K
EW icon
249
Edwards Lifesciences
EW
$49.6B
$6.4M 0.07%
82,286
-683
-0.8% -$53.4K
YUM icon
250
Yum! Brands
YUM
$41.8B
$6.4M 0.07%
42,085
+1,195
+3% +$176K
8 9
10
11 12

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 Q3 2025 Portfolio in Review

As of Q3 2025, Vanguard Personalized Indexing Management held 2,066 positions worth $9.76B, up 10% from $8.86B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Vanguard Personalized Indexing Management's Q3 2025 filing shows 121 new, 1,139 increased, 693 reduced and 81 closed positions. Its largest new stake was iShares MSCI ACWI ETF: 36,155 shares worth $5M. The largest sale was Hess, an estimated $4.87M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 33% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Vanguard Personalized Indexing Management's largest Q3 2025 buy was iShares MSCI ACWI ETF: 36,155 shares worth $5M.
  • Vanguard Personalized Indexing Management added most to Apple in Q3 2025, an estimated $26.4M increase.
  • Vanguard Personalized Indexing Management's biggest Q3 2025 reduction was Procter & Gamble, cutting an estimated $4.65M.
  • Vanguard Personalized Indexing Management fully exited Hess in Q3 2025, selling an estimated $4.87M.
  • Vanguard Personalized Indexing Management's ten largest holdings make up 34% of its $9.76B portfolio in Q3 2025.
  • Vanguard Personalized Indexing Management opened 121 new positions and closed 81 in Q3 2025.
  • Vanguard Personalized Indexing Management's portfolio value rose 10% quarter-over-quarter to $9.76B.

Based on Vanguard Personalized Indexing Management's 13F filing for Q3 2025, filed 31 Oct 2025.