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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
EXPE icon
301
Expedia Group
EXPE
$35.4B
$5.21M 0.05%
18,380
+1,000
+6% +$247K
CHT icon
302
Chunghwa Telecom
CHT
$33.1B
$5.2M 0.05%
124,731
-4,474
-3% -$189K
VRSN icon
303
VeriSign
VRSN
$26.2B
$5.19M 0.05%
21,357
-2,133
-9% -$536K
DVN icon
304
Devon Energy
DVN
$52.1B
$5.18M 0.05%
141,375
+6,000
+4% +$209K
KB icon
305
KB Financial Group
KB
$41.4B
$5.18M 0.05%
60,175
+6,469
+12% +$545K
KEYS icon
306
Keysight
KEYS
$54.5B
$5.17M 0.05%
25,448
+973
+4% +$181K
GRMN
307
Garmin
GRMN
$56.7B
$5.14M 0.05%
25,349
-2,202
-8% -$479K
MLM icon
308
Martin Marietta Materials
MLM
$31.5B
$5.14M 0.05%
8,250
+334
+4% +$208K
TPR icon
309
Tapestry
TPR
$30.8B
$5.11M 0.05%
39,994
+1,797
+5% +$205K
OXY icon
310
Occidental Petroleum
OXY
$56.8B
$5.06M 0.05%
123,083
-23,954
-16% -$1,000K
OKE icon
311
Oneok
OKE
$57.2B
$5.06M 0.05%
68,859
+10,018
+17% +$710K
RF icon
312
Regions Financial
RF
$26.4B
$5.04M 0.05%
185,798
+8,966
+5% +$229K
VMC icon
313
Vulcan Materials
VMC
$34.8B
$5.03M 0.05%
17,641
+108
+0.6% +$31.7K
PYPL icon
314
PayPal
PYPL
$48.9B
$5.02M 0.05%
86,030
-9,746
-10% -$633K
SCCO icon
315
Southern Copper
SCCO
$143B
$5M 0.05%
35,517
+709
+2% +$93.9K
CARR icon
316
Carrier Global
CARR
$51B
$4.99M 0.05%
94,382
-10,363
-10% -$576K
SHG icon
317
Shinhan Financial Group
SHG
$32.8B
$4.96M 0.05%
92,413
+11,288
+14% +$596K
ACGL icon
318
Arch Capital
ACGL
$34.3B
$4.94M 0.05%
51,486
+3,736
+8% +$342K
EPD icon
319
Enterprise Products Partners
EPD
$82.3B
$4.86M 0.05%
151,595
-157
-0.1% -$4.96K
ODFL icon
320
Old Dominion Freight Line
ODFL
$44.1B
$4.83M 0.05%
30,772
+3,746
+14% +$537K
TSCO icon
321
Tractor Supply
TSCO
$16.1B
$4.81M 0.05%
96,224
-860
-0.9% -$46.3K
HUBB icon
322
Hubbell
HUBB
$25B
$4.8M 0.05%
10,818
+737
+7% +$323K
L icon
323
Loews
L
$23.9B
$4.8M 0.05%
45,601
+9,591
+27% +$990K
DELL icon
324
Dell
DELL
$262B
$4.8M 0.05%
38,099
+114
+0.3% +$16.1K
CIEN icon
325
Ciena
CIEN
$53.4B
$4.78M 0.05%
20,423
+1,032
+5% +$200K
11 12
13
14 15

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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
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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.