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
+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
RJF icon
326
Raymond James Financial
RJF
$33.8B
$4.77M 0.05%
29,716
-99
-0.3% -$16K
BABA icon
327
Alibaba
BABA
$293B
$4.75M 0.05%
32,375
+2,014
+7% +$328K
VRSK icon
328
Verisk Analytics
VRSK
$25.4B
$4.69M 0.05%
20,957
-89
-0.4% -$20.1K
LNG icon
329
Cheniere Energy
LNG
$55.2B
$4.67M 0.05%
24,047
-1,289
-5% -$271K
MTD icon
330
Mettler-Toledo International
MTD
$28.6B
$4.67M 0.05%
3,349
+144
+4% +$201K
BCS icon
331
Barclays
BCS
$92.7B
$4.65M 0.05%
182,641
-1,049
-0.6% -$23.2K
RDY icon
332
Dr. Reddy's Laboratories
RDY
$9.87B
$4.62M 0.05%
328,979
-22,490
-6% -$315K
CPRT icon
333
Copart
CPRT
$27B
$4.61M 0.05%
117,805
-1,291
-1% -$53.5K
VTR icon
334
Ventas
VTR
$48B
$4.59M 0.04%
59,353
+4,885
+9% +$368K
TER icon
335
Teradyne
TER
$57.6B
$4.58M 0.04%
23,686
+1,949
+9% +$334K
RS icon
336
Reliance Steel & Aluminium
RS
$20.7B
$4.58M 0.04%
15,849
-35
-0.2% -$9.83K
NTAP icon
337
NetApp
NTAP
$35B
$4.58M 0.04%
42,743
-1,045
-2% -$119K
GIS icon
338
General Mills
GIS
$19.1B
$4.58M 0.04%
98,413
-22,102
-18% -$1.05M
WAB icon
339
Wabtec
WAB
$49.1B
$4.56M 0.04%
21,366
+1,855
+10% +$381K
FIX icon
340
Comfort Systems
FIX
$60.9B
$4.55M 0.04%
4,880
+477
+11% +$440K
FSLR icon
341
First Solar
FSLR
$22.7B
$4.55M 0.04%
17,423
+1,507
+9% +$380K
DDOG icon
342
Datadog
DDOG
$95.4B
$4.54M 0.04%
33,404
+3,824
+13% +$604K
FOXA icon
343
Fox Class A
FOXA
$24.5B
$4.53M 0.04%
61,934
+2,062
+3% +$135K
GSK icon
344
GSK
GSK
$104B
$4.52M 0.04%
92,268
+4,184
+5% +$195K
LYG icon
345
Lloyds Banking Group
LYG
$89.5B
$4.51M 0.04%
851,384
+28,626
+3% +$139K
SYY icon
346
Sysco
SYY
$40.8B
$4.49M 0.04%
60,903
-7,492
-11% -$570K
EXPD icon
347
Expeditors International
EXPD
$22B
$4.42M 0.04%
29,686
+66
+0.2% +$8.98K
SMFG icon
348
Sumitomo Mitsui Financial
SMFG
$164B
$4.41M 0.04%
227,943
-16,188
-7% -$281K
PODD icon
349
Insulet
PODD
$11.5B
$4.41M 0.04%
15,500
-469
-3% -$147K
DG icon
350
Dollar General
DG
$28B
$4.36M 0.04%
32,855
+3,252
+11% +$363K
12 13
14
15 16

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.