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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
PSA icon
326
Public Storage
PSA
$60.5B
$4.8M 0.05%
16,626
+888
+6% +$255K
TRGP icon
327
Targa Resources
TRGP
$58B
$4.78M 0.05%
28,546
-2,173
-7% -$362K
DVN icon
328
Devon Energy
DVN
$52.1B
$4.75M 0.05%
135,375
+14,203
+12% +$483K
EPD icon
329
Enterprise Products Partners
EPD
$82.3B
$4.75M 0.05%
151,752
+121
+0.1% +$3.82K
PSKY
330
Paramount Skydance Corp
PSKY
$8.91B
$4.74M 0.05%
+250,532
New +$3.96M
K
331
DELISTED
Kellanova
K
$4.73M 0.05%
57,650
+198
+0.3% +$15.8K
HAL icon
332
Halliburton
HAL
$26.9B
$4.72M 0.05%
192,063
+16,849
+10% +$373K
TGT icon
333
Target
TGT
$65.6B
$4.72M 0.05%
52,640
-4,311
-8% -$424K
HUM icon
334
Humana
HUM
$43.7B
$4.71M 0.05%
18,113
+3,660
+25% +$962K
MCHP icon
335
Microchip Technology
MCHP
$40.3B
$4.68M 0.05%
72,836
-3,878
-5% -$263K
HPQ icon
336
HP
HPQ
$24.9B
$4.67M 0.05%
171,637
-4,612
-3% -$123K
RF icon
337
Regions Financial
RF
$26.4B
$4.66M 0.05%
176,832
+3,422
+2% +$88.9K
WBD icon
338
Warner Bros
WBD
$65.9B
$4.65M 0.05%
237,807
+23,233
+11% +$317K
CTSH icon
339
Cognizant
CTSH
$24.9B
$4.64M 0.05%
69,156
-5,099
-7% -$369K
RELX icon
340
RELX
RELX
$61.8B
$4.63M 0.05%
96,915
-9,265
-9% -$458K
ES icon
341
Eversource Energy
ES
$26.9B
$4.6M 0.05%
64,613
-706
-1% -$46.3K
QQQ icon
342
Invesco QQQ Trust
QQQ
$453B
$4.53M 0.05%
7,539
+5,624
+294% +$3.22M
UPS icon
343
United Parcel Service
UPS
$88.6B
$4.51M 0.05%
53,955
-20,488
-28% -$1.86M
VICI icon
344
VICI Properties
VICI
$29B
$4.47M 0.05%
137,050
+3,343
+3% +$110K
WTW icon
345
Willis Towers Watson
WTW
$31.2B
$4.47M 0.05%
12,928
+1,852
+17% +$600K
RS icon
346
Reliance Steel & Aluminium
RS
$20.7B
$4.46M 0.05%
15,884
-357
-2% -$107K
KB icon
347
KB Financial Group
KB
$41.4B
$4.45M 0.05%
53,706
+2,565
+5% +$210K
ADM icon
348
Archer Daniels Midland
ADM
$38.2B
$4.39M 0.04%
73,420
+4,338
+6% +$254K
VEEV icon
349
Veeva Systems
VEEV
$33.1B
$4.37M 0.04%
14,659
-392
-3% -$110K
HUBB icon
350
Hubbell
HUBB
$25B
$4.34M 0.04%
10,081
-332
-3% -$143K
12 13
14
15 16

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ACA
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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
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.