We are live on ! Find out more
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
A icon
301
Agilent Technologies
A
$39.1B
$5.24M 0.05%
40,861
+2,201
+6% +$266K
NRG icon
302
NRG Energy
NRG
$28.3B
$5.23M 0.05%
32,321
+726
+2% +$113K
FICO icon
303
Fair Isaac
FICO
$24.3B
$5.19M 0.05%
3,468
-264
-7% -$397K
NTAP icon
304
NetApp
NTAP
$35B
$5.19M 0.05%
43,788
-1,103
-2% -$123K
TTWO icon
305
Take-Two Interactive
TTWO
$45.4B
$5.18M 0.05%
20,042
+493
+3% +$117K
RJF icon
306
Raymond James Financial
RJF
$33.8B
$5.16M 0.05%
29,815
-1,712
-5% -$284K
ING icon
307
ING
ING
$99.8B
$5.14M 0.05%
197,208
+1,224
+0.6% +$29.5K
AWK icon
308
American Water Works
AWK
$26.7B
$5.13M 0.05%
36,847
-4,826
-12% -$682K
APO icon
309
Apollo Global Management
APO
$72.4B
$5.11M 0.05%
38,330
+2,752
+8% +$390K
FITB
310
Fifth Third Bancorp
FITB
$51.2B
$5.08M 0.05%
113,950
+2,596
+2% +$114K
AME icon
311
Ametek
AME
$55.4B
$5.06M 0.05%
26,892
+1,621
+6% +$298K
BDX icon
312
Becton Dickinson
BDX
$45.6B
$5.05M 0.05%
26,999
+5,506
+26% +$1.02M
EME icon
313
Emcor
EME
$35.2B
$5.01M 0.05%
7,704
-804
-9% -$488K
MLM icon
314
Martin Marietta Materials
MLM
$31.5B
$5M 0.05%
7,916
+736
+10% +$439K
ACWI icon
315
iShares MSCI ACWI ETF
ACWI
$32.5B
$5M 0.05%
+36,155
New +$4.8M
F icon
316
Ford
F
$58.5B
$4.99M 0.05%
417,076
+39,055
+10% +$450K
FANG icon
317
Diamondback Energy
FANG
$57.1B
$4.98M 0.05%
34,799
-565
-2% -$80.4K
ULTA icon
318
Ulta Beauty
ULTA
$22B
$4.96M 0.05%
9,064
+684
+8% +$350K
PODD icon
319
Insulet
PODD
$11.5B
$4.93M 0.05%
15,969
+316
+2% +$99K
LEN icon
320
Lennar Class A
LEN
$19.8B
$4.92M 0.05%
39,065
+3,949
+11% +$490K
RDY icon
321
Dr. Reddy's Laboratories
RDY
$9.87B
$4.91M 0.05%
351,469
+56,760
+19% +$817K
NUE icon
322
Nucor
NUE
$58.6B
$4.9M 0.05%
36,150
+1,827
+5% +$259K
SLB icon
323
SLB Ltd
SLB
$73.6B
$4.86M 0.05%
141,370
+21,290
+18% +$741K
MFG icon
324
Mizuho Financial
MFG
$127B
$4.84M 0.05%
722,697
-4,309
-0.6% -$26.9K
WEC icon
325
WEC Energy
WEC
$35.7B
$4.81M 0.05%
41,900
+647
+2% +$70.1K
11 12
13
14 15

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 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.