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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
+4.57%
1 Year Est. Return
+34.45%
3 Year Est. Return
+115.18%
5 Year Est. Return
+162.91%
10 Year Est. Return
–
AUM
$10.3B
AUM Growth
+$487M
Cap. Flow
+$254M
Cap. Flow %
2.48%
Top 10 Hldgs %
34.45%
Holding
2,091
New
106
Increased
1,133
Reduced
706
Closed
116

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$19.5M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$18.2M
3
NVDA icon
NVIDIA
NVDA
+$14.3M
4
LLY icon
Eli Lilly
LLY
+$13.8M
5
JPM icon
JPMorgan Chase
JPM
+$9.55M

Top Sells

Rank Stock Value
1
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$5M
2
LIN icon
Linde
LIN
+$4.87M
3
K
Kellanova
K
+$4.73M
4
DD icon
DuPont de Nemours
DD
+$3.94M
5
PG icon
Procter & Gamble
PG
+$2.89M

Sector Composition

Rank Sector Weight
1 Technology 33.3%
2 Financials 14.31%
3 Consumer Discretionary 10.17%
4 Communication Services 10.06%
5 Healthcare 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IQV icon
226
IQVIA
IQV
$38.7B
$7.27M 0.07%
32,272
+1,435
+5% +$312K
UPS icon
227
United Parcel Service
UPS
$88.6B
$7.27M 0.07%
73,320
+19,365
+36% +$1.81M
UAL icon
228
United Airlines
UAL
$39.4B
$7.26M 0.07%
64,953
+2,979
+5% +$301K
DHI icon
229
D.R. Horton
DHI
$40B
$7.25M 0.07%
50,365
+1,795
+4% +$273K
SPY icon
230
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$7.16M 0.07%
10,504
-1,234
-11% -$834K
VWO icon
231
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$7.16M 0.07%
133,233
+942
+0.7% +$51.2K
KMI icon
232
Kinder Morgan
KMI
$71.7B
$7.14M 0.07%
259,829
+3,221
+1% +$87K
EXC icon
233
Exelon
EXC
$47.2B
$7.14M 0.07%
163,767
+37
+0% +$1.69K
CVNA icon
234
Carvana
CVNA
$68.6B
$7.11M 0.07%
84,275
+6,165
+8% +$458K
RMD icon
235
ResMed
RMD
$30.6B
$7.06M 0.07%
29,290
-1,241
-4% -$317K
CTSH icon
236
Cognizant
CTSH
$24.9B
$7.04M 0.07%
84,864
+15,708
+23% +$1.18M
WF icon
237
Woori Financial
WF
$16.7B
$6.97M 0.07%
118,596
+10,115
+9% +$563K
AJG icon
238
Arthur J. Gallagher & Co
AJG
$64.1B
$6.96M 0.07%
26,876
-1,830
-6% -$484K
TFC icon
239
Truist Financial
TFC
$63.3B
$6.85M 0.07%
139,248
+2,266
+2% +$104K
HDB icon
240
HDFC Bank
HDB
$123B
$6.84M 0.07%
187,064
+30,876
+20% +$1.11M
BHP icon
241
BHP
BHP
$215B
$6.81M 0.07%
112,793
-1,186
-1% -$67.4K
O icon
242
Realty Income
O
$59.6B
$6.8M 0.07%
120,560
-3,922
-3% -$227K
BIIB icon
243
Biogen
BIIB
$30B
$6.79M 0.07%
38,593
-81
-0.2% -$13.2K
ITT icon
244
ITT
ITT
$17.5B
$6.76M 0.07%
38,976
-349
-0.9% -$62.5K
VRT icon
245
Vertiv
VRT
$93B
$6.72M 0.07%
41,455
+1,664
+4% +$289K
ETR icon
246
Entergy
ETR
$50.2B
$6.67M 0.07%
72,212
+3,037
+4% +$288K
NVO
247
Novo Nordisk
NVO
$208B
$6.65M 0.06%
130,710
-7,962
-6% -$407K
YUM icon
248
Yum! Brands
YUM
$41.8B
$6.62M 0.06%
43,785
+1,700
+4% +$252K
ROK icon
249
Rockwell Automation
ROK
$53.4B
$6.58M 0.06%
16,910
+1,387
+9% +$521K
FERG icon
250
Ferguson
FERG
$45.4B
$6.57M 0.06%
29,512
+189
+0.6% +$45.2K
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 Q4 2025 Portfolio in Review

As of Q4 2025, Vanguard Personalized Indexing Management held 2,091 positions worth $10.3B, up 5% from $9.76B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Vanguard Personalized Indexing Management's Q4 2025 filing shows 106 new, 1,133 increased, 706 reduced and 116 closed positions. Its largest new stake was Qnity Electronics Inc: 32,801 shares worth $2.68M. The largest sale was iShares MSCI ACWI ETF, an estimated $5M.

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

  • Vanguard Personalized Indexing Management's largest Q4 2025 buy was Qnity Electronics Inc: 32,801 shares worth $2.68M.
  • Vanguard Personalized Indexing Management added most to Apple in Q4 2025, an estimated $19.5M increase.
  • Vanguard Personalized Indexing Management's biggest Q4 2025 reduction was Linde, cutting an estimated $4.87M.
  • Vanguard Personalized Indexing Management fully exited iShares MSCI ACWI ETF in Q4 2025, selling an estimated $5M.
  • Vanguard Personalized Indexing Management's ten largest holdings make up 34% of its $10.3B portfolio in Q4 2025.
  • Vanguard Personalized Indexing Management opened 106 new positions and closed 116 in Q4 2025.
  • Vanguard Personalized Indexing Management's portfolio value rose 5% quarter-over-quarter to $10.3B.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2025, filed 13 Feb 2026.