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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
BKR icon
276
Baker Hughes
BKR
$60B
$5.77M 0.06%
118,427
+3,317
+3% +$146K
SCHX icon
277
Schwab US Large- Cap ETF
SCHX
$71.8B
$5.76M 0.06%
218,496
-1,468
-0.7% -$37.3K
DD icon
278
DuPont de Nemours
DD
$18.5B
$5.74M 0.06%
58,646
+4,597
+9% +$433K
SNOW icon
279
Snowflake
SNOW
$102B
$5.74M 0.06%
25,429
+278
+1% +$59.7K
WSM icon
280
Williams-Sonoma
WSM
$26.9B
$5.73M 0.06%
29,315
-58
-0.2% -$11.1K
XEL icon
281
Xcel Energy
XEL
$48.8B
$5.67M 0.06%
70,278
+5,047
+8% +$365K
CHT icon
282
Chunghwa Telecom
CHT
$33.1B
$5.64M 0.06%
129,205
+10,749
+9% +$478K
SYY icon
283
Sysco
SYY
$40.8B
$5.63M 0.06%
68,395
+7,588
+12% +$607K
DAL icon
284
Delta Air Lines
DAL
$57.5B
$5.55M 0.06%
97,757
+7,376
+8% +$421K
IVV icon
285
iShares Core S&P 500 ETF
IVV
$878B
$5.52M 0.06%
8,249
+891
+12% +$574K
TSCO icon
286
Tractor Supply
TSCO
$16.1B
$5.52M 0.06%
97,084
+5,433
+6% +$320K
UNM icon
287
Unum
UNM
$13.6B
$5.46M 0.06%
70,174
-3,450
-5% -$259K
ROK icon
288
Rockwell Automation
ROK
$53.4B
$5.45M 0.06%
15,523
+775
+5% +$268K
IX icon
289
ORIX
IX
$44B
$5.43M 0.06%
207,869
+26,412
+15% +$655K
BABA icon
290
Alibaba
BABA
$293B
$5.43M 0.06%
30,361
+3,929
+15% +$515K
BIIB icon
291
Biogen
BIIB
$30B
$5.42M 0.06%
38,674
+3,746
+11% +$506K
VMC icon
292
Vulcan Materials
VMC
$34.8B
$5.39M 0.06%
17,533
+1,261
+8% +$358K
DELL icon
293
Dell
DELL
$262B
$5.39M 0.06%
37,985
-259
-0.7% -$33.6K
RACE icon
294
Ferrari
RACE
$69.2B
$5.38M 0.06%
11,072
+473
+4% +$227K
CPRT icon
295
Copart
CPRT
$27B
$5.36M 0.05%
119,096
-429
-0.4% -$20.2K
HDB icon
296
HDFC Bank
HDB
$123B
$5.34M 0.05%
156,188
-19,294
-11% -$711K
CCI icon
297
Crown Castle
CCI
$33.3B
$5.32M 0.05%
55,123
-4,671
-8% -$473K
MSCI icon
298
MSCI
MSCI
$41.6B
$5.31M 0.05%
9,356
-443
-5% -$250K
VRSK icon
299
Verisk Analytics
VRSK
$25.4B
$5.29M 0.05%
21,046
-1,231
-6% -$338K
JBL icon
300
Jabil
JBL
$33B
$5.29M 0.05%
24,361
+146
+0.6% +$31.8K
10 11
12
13 14

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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.