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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
ALNY icon
251
Alnylam Pharmaceuticals
ALNY
$27.5B
$6.38M 0.07%
13,985
+595
+4% +$242K
PRU icon
252
Prudential Financial
PRU
$42.4B
$6.36M 0.07%
61,323
-593
-1% -$62.4K
BHP icon
253
BHP
BHP
$215B
$6.36M 0.07%
113,979
+22,388
+24% +$1.19M
CLS icon
254
Celestica
CLS
$38.1B
$6.34M 0.07%
25,739
-916
-3% -$185K
PHM icon
255
Pultegroup
PHM
$24.1B
$6.32M 0.06%
47,854
+905
+2% +$112K
TFC icon
256
Truist Financial
TFC
$63.3B
$6.27M 0.06%
136,982
+8,565
+7% +$386K
CARR icon
257
Carrier Global
CARR
$51B
$6.26M 0.06%
104,745
-2,723
-3% -$185K
PEG icon
258
Public Service Enterprise Group
PEG
$38.2B
$6.24M 0.06%
74,767
+1,225
+2% +$103K
DB icon
259
Deutsche Bank
DB
$69B
$6.23M 0.06%
175,987
-1,446
-0.8% -$49.3K
REGN icon
260
Regeneron Pharmaceuticals
REGN
$78.5B
$6.23M 0.06%
11,072
+219
+2% +$124K
WF icon
261
Woori Financial
WF
$16.7B
$6.09M 0.06%
108,481
+7,777
+8% +$424K
GIS icon
262
General Mills
GIS
$19.1B
$6.08M 0.06%
120,515
+22,503
+23% +$1.13M
CMG icon
263
Chipotle Mexican Grill
CMG
$47.2B
$6.06M 0.06%
154,652
-37,079
-19% -$1.67M
TROW icon
264
T. Rowe Price
TROW
$23.9B
$6.02M 0.06%
58,648
+8,278
+16% +$870K
VRT icon
265
Vertiv
VRT
$93B
$6M 0.06%
39,791
+1,852
+5% +$247K
UAL icon
266
United Airlines
UAL
$39.4B
$5.98M 0.06%
61,974
+591
+1% +$56.8K
CTVA icon
267
Corteva
CTVA
$52.6B
$5.97M 0.06%
87,870
+3,472
+4% +$252K
LNG icon
268
Cheniere Energy
LNG
$55.2B
$5.95M 0.06%
25,336
+404
+2% +$95K
WDAY icon
269
Workday
WDAY
$39.6B
$5.92M 0.06%
24,568
-195
-0.8% -$45.1K
CVNA icon
270
Carvana
CVNA
$68.6B
$5.89M 0.06%
78,110
+2,960
+4% +$212K
SRE icon
271
Sempra
SRE
$57.9B
$5.86M 0.06%
65,129
+2,229
+4% +$181K
IQV icon
272
IQVIA
IQV
$38.7B
$5.86M 0.06%
30,837
+3,876
+14% +$705K
FCX icon
273
Freeport-McMoran
FCX
$90B
$5.85M 0.06%
149,180
+18
+0% +$781
TTE icon
274
TotalEnergies
TTE
$195B
$5.83M 0.06%
97,615
-98
-0.1% -$6.04K
UL icon
275
Unilever
UL
$137B
$5.8M 0.06%
86,984
+1,146
+1% +$79.1K
9 10
11
12 13

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IIM
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GI
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OIA
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RA
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RI
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WAM
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HRCM
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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.