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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
ACGL icon
351
Arch Capital
ACGL
$34.3B
$4.33M 0.04%
47,750
+8,256
+21% +$740K
TPR icon
352
Tapestry
TPR
$31.3B
$4.32M 0.04%
38,197
+883
+2% +$92.4K
OKE icon
353
Oneok
OKE
$55.3B
$4.3M 0.04%
58,841
-6,164
-9% -$472K
KEYS icon
354
Keysight
KEYS
$55.1B
$4.28M 0.04%
24,475
-1,490
-6% -$248K
EQT icon
355
EQT Corp
EQT
$33.5B
$4.28M 0.04%
78,530
-1,923
-2% -$102K
NDAQ icon
356
Nasdaq
NDAQ
$52.9B
$4.27M 0.04%
48,248
-911
-2% -$84.4K
EVRG icon
357
Evergy
EVRG
$19.1B
$4.25M 0.04%
55,885
+2,822
+5% +$201K
CHD icon
358
Church & Dwight Co
CHD
$23.7B
$4.22M 0.04%
48,154
-1,612
-3% -$151K
DDOG icon
359
Datadog
DDOG
$98.6B
$4.21M 0.04%
29,580
+5,518
+23% +$760K
PPL
360
PPL Corp
PPL
$26.3B
$4.2M 0.04%
112,897
+1,505
+1% +$54.1K
SCCO icon
361
Southern Copper
SCCO
$146B
$4.14M 0.04%
34,808
+231
+0.7% +$22.7K
NXPI icon
362
NXP Semiconductors
NXPI
$56.4B
$4.12M 0.04%
18,104
+100
+0.6% +$22.5K
BTI icon
363
British American Tobacco
BTI
$129B
$4.11M 0.04%
77,448
+9,397
+14% +$510K
SMFG icon
364
Sumitomo Mitsui Financial
SMFG
$160B
$4.09M 0.04%
244,131
-7,068
-3% -$113K
SHG icon
365
Shinhan Financial Group
SHG
$33.4B
$4.09M 0.04%
81,125
+5,657
+7% +$277K
LH icon
366
Labcorp
LH
$25B
$4.07M 0.04%
14,161
+1,391
+11% +$373K
CAG icon
367
Conagra Brands
CAG
$7.04B
$4.01M 0.04%
219,248
+111,753
+104% +$2.14M
IBKR icon
368
Interactive Brokers
IBKR
$39B
$3.99M 0.04%
58,048
+2,066
+4% +$130K
IRM icon
369
Iron Mountain
IRM
$37B
$3.99M 0.04%
39,040
+1,054
+3% +$102K
MTD icon
370
Mettler-Toledo International
MTD
$29.1B
$3.94M 0.04%
3,205
+130
+4% +$163K
HSY icon
371
Hershey
HSY
$35.5B
$3.93M 0.04%
21,014
-7
-0% -$1.27K
WAB icon
372
Wabtec
WAB
$50B
$3.91M 0.04%
19,511
+892
+5% +$176K
DTE icon
373
DTE Energy
DTE
$29.3B
$3.9M 0.04%
27,516
+320
+1% +$43.8K
ZS icon
374
Zscaler
ZS
$25.2B
$3.88M 0.04%
12,956
-468
-3% -$133K
EVR icon
375
Evercore
EVR
$12.2B
$3.87M 0.04%
11,482
+276
+2% +$86.5K
13 14
15
16 17

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.