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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
NUE icon
251
Nucor
NUE
$58.6B
$6.54M 0.06%
40,113
+3,963
+11% +$596K
APD icon
252
Air Products & Chemicals
APD
$65.7B
$6.44M 0.06%
26,071
-1,324
-5% -$336K
CTVA icon
253
Corteva
CTVA
$52.6B
$6.41M 0.06%
95,681
+7,811
+9% +$505K
FICO icon
254
Fair Isaac
FICO
$24.3B
$6.39M 0.06%
3,779
+311
+9% +$535K
TROW icon
255
T. Rowe Price
TROW
$23.9B
$6.38M 0.06%
62,307
+3,659
+6% +$378K
SRE icon
256
Sempra
SRE
$57.9B
$6.26M 0.06%
70,924
+5,795
+9% +$528K
TTE icon
257
TotalEnergies
TTE
$195B
$6.25M 0.06%
95,498
-2,117
-2% -$134K
HPE icon
258
Hewlett Packard
HPE
$63.4B
$6.24M 0.06%
259,808
-6,313
-2% -$149K
HAL icon
259
Halliburton
HAL
$26.9B
$6.2M 0.06%
219,221
+27,158
+14% +$717K
DB icon
260
Deutsche Bank
DB
$69B
$6.19M 0.06%
160,448
-15,539
-9% -$561K
CMG icon
261
Chipotle Mexican Grill
CMG
$47.2B
$6.09M 0.06%
164,712
+10,060
+7% +$364K
COIN icon
262
Coinbase
COIN
$38.6B
$6.02M 0.06%
26,635
-610
-2% -$182K
APO icon
263
Apollo Global Management
APO
$72.4B
$6.02M 0.06%
41,589
+3,259
+9% +$433K
ASX icon
264
ASE Group
ASX
$77.3B
$5.9M 0.06%
366,300
+25,912
+8% +$368K
FANG icon
265
Diamondback Energy
FANG
$57.1B
$5.89M 0.06%
39,167
+4,368
+13% +$644K
AME icon
266
Ametek
AME
$55.4B
$5.88M 0.06%
28,655
+1,763
+7% +$343K
SCHX icon
267
Schwab US Large- Cap ETF
SCHX
$71.8B
$5.88M 0.06%
218,496
– –
PEG icon
268
Public Service Enterprise Group
PEG
$38.2B
$5.88M 0.06%
73,189
-1,578
-2% -$129K
F icon
269
Ford
F
$58.5B
$5.85M 0.06%
445,972
+28,896
+7% +$373K
IVV icon
270
iShares Core S&P 500 ETF
IVV
$878B
$5.85M 0.06%
8,541
+292
+4% +$198K
ZTS icon
271
Zoetis
ZTS
$32.4B
$5.77M 0.06%
45,841
-10,170
-18% -$1.33M
PHM icon
272
Pultegroup
PHM
$24.1B
$5.75M 0.06%
49,036
+1,182
+2% +$145K
SNOW icon
273
Snowflake
SNOW
$102B
$5.74M 0.06%
26,161
+732
+3% +$179K
A icon
274
Agilent Technologies
A
$39.1B
$5.71M 0.06%
41,935
+1,074
+3% +$154K
ROP icon
275
Roper Technologies
ROP
$38.8B
$5.68M 0.06%
12,758
-684
-5% -$317K
9 10
11
12 13

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IIM
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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
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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.