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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
TRGP icon
276
Targa Resources
TRGP
$58B
$5.66M 0.06%
30,660
+2,114
+7% +$356K
BKR icon
277
Baker Hughes
BKR
$60B
$5.59M 0.05%
122,747
+4,320
+4% +$205K
FITB
278
Fifth Third Bancorp
FITB
$51.2B
$5.58M 0.05%
119,170
+5,220
+5% +$230K
ULTA icon
279
Ulta Beauty
ULTA
$22B
$5.55M 0.05%
9,176
+112
+1% +$61.6K
JBL icon
280
Jabil
JBL
$33B
$5.55M 0.05%
24,339
-22
-0.1% -$4.69K
DLR icon
281
Digital Realty Trust
DLR
$69.7B
$5.54M 0.05%
35,823
-3,728
-9% -$612K
PAYX icon
282
Paychex
PAYX
$41.6B
$5.54M 0.05%
49,394
-7,094
-13% -$830K
XEL icon
283
Xcel Energy
XEL
$48.8B
$5.46M 0.05%
73,917
+3,639
+5% +$287K
ALNY icon
284
Alnylam Pharmaceuticals
ALNY
$27.5B
$5.46M 0.05%
13,727
-258
-2% -$114K
NDAQ icon
285
Nasdaq
NDAQ
$52.7B
$5.46M 0.05%
56,170
+7,922
+16% +$712K
UL icon
286
Unilever
UL
$137B
$5.45M 0.05%
83,277
-3,707
-4% -$249K
NRG icon
287
NRG Energy
NRG
$28.3B
$5.44M 0.05%
34,147
+1,826
+6% +$302K
ING icon
288
ING
ING
$99.8B
$5.42M 0.05%
193,719
-3,489
-2% -$90K
MELI icon
289
Mercado Libre
MELI
$95.2B
$5.4M 0.05%
2,679
-72
-3% -$151K
TGT icon
290
Target
TGT
$65.6B
$5.39M 0.05%
55,186
+2,546
+5% +$235K
UNM icon
291
Unum
UNM
$13.6B
$5.37M 0.05%
69,248
-926
-1% -$70.8K
BDX icon
292
Becton Dickinson
BDX
$45.6B
$5.35M 0.05%
27,574
+575
+2% +$109K
MSCI icon
293
MSCI
MSCI
$41.6B
$5.35M 0.05%
9,318
-38
-0.4% -$21.3K
EOG icon
294
EOG Resources
EOG
$79.2B
$5.34M 0.05%
50,881
-11,679
-19% -$1.25M
SLB icon
295
SLB Ltd
SLB
$73.6B
$5.32M 0.05%
138,704
-2,666
-2% -$96.6K
TTWO icon
296
Take-Two Interactive
TTWO
$45.4B
$5.32M 0.05%
20,789
+747
+4% +$186K
MFG icon
297
Mizuho Financial
MFG
$127B
$5.3M 0.05%
724,260
+1,563
+0.2% +$10.7K
IX icon
298
ORIX
IX
$44B
$5.3M 0.05%
181,361
-26,508
-13% -$702K
CRWD icon
299
CrowdStrike
CRWD
$194B
$5.23M 0.05%
44,636
-11,976
-21% -$1.52M
WSM icon
300
Williams-Sonoma
WSM
$26.9B
$5.22M 0.05%
29,254
-61
-0.2% -$11.4K
10 11
12
13 14

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.