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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
EQT icon
351
EQT Corp
EQT
$33.3B
$4.35M 0.04%
81,242
+2,712
+3% +$152K
MCHP icon
352
Microchip Technology
MCHP
$40.3B
$4.35M 0.04%
68,328
-4,508
-6% -$278K
MDB icon
353
MongoDB
MDB
$27.1B
$4.33M 0.04%
10,319
+1,420
+16% +$517K
CFG icon
354
Citizens Financial Group
CFG
$30.3B
$4.33M 0.04%
74,099
+2,582
+4% +$139K
QQQ icon
355
Invesco QQQ Trust
QQQ
$461B
$4.32M 0.04%
7,031
-508
-7% -$312K
ES icon
356
Eversource Energy
ES
$26.9B
$4.31M 0.04%
63,964
-649
-1% -$45.6K
BTI icon
357
British American Tobacco
BTI
$131B
$4.3M 0.04%
75,911
-1,537
-2% -$83.9K
DOV icon
358
Dover
DOV
$27.6B
$4.22M 0.04%
21,623
+2,528
+13% +$460K
WTW icon
359
Willis Towers Watson
WTW
$31.2B
$4.22M 0.04%
12,832
-96
-0.7% -$31.4K
MTB icon
360
M&T Bank
MTB
$35.7B
$4.18M 0.04%
20,737
+1,261
+6% +$241K
ILMN icon
361
Illumina
ILMN
$31B
$4.18M 0.04%
31,841
+233
+0.7% +$27.4K
INFY icon
362
Infosys
INFY
$48.7B
$4.16M 0.04%
233,556
+54,497
+30% +$943K
CNC icon
363
Centene
CNC
$30.7B
$4.15M 0.04%
100,889
+2,603
+3% +$97.4K
STLD icon
364
Steel Dynamics
STLD
$36B
$4.15M 0.04%
24,474
+1,366
+6% +$217K
TD icon
365
Toronto Dominion Bank
TD
$198B
$4.13M 0.04%
43,887
+4,636
+12% +$391K
AWK icon
366
American Water Works
AWK
$26.7B
$4.13M 0.04%
31,643
-5,204
-14% -$695K
WIT icon
367
Wipro
WIT
$19.6B
$4.1M 0.04%
1,442,841
+373,384
+35% +$1.02M
TWLO icon
368
Twilio
TWLO
$30B
$4.1M 0.04%
28,805
+6,391
+29% +$792K
KMB icon
369
Kimberly-Clark
KMB
$36.3B
$4.08M 0.04%
40,484
-11,807
-23% -$1.29M
EME icon
370
Emcor
EME
$35.2B
$4.08M 0.04%
6,661
-1,043
-14% -$675K
CCL icon
371
Carnival Corporation Ltd
CCL
$38.1B
$4.07M 0.04%
133,409
+6,404
+5% +$179K
EVR icon
372
Evercore
EVR
$12.4B
$4.06M 0.04%
11,932
+450
+4% +$145K
WEC icon
373
WEC Energy
WEC
$35.7B
$4.02M 0.04%
38,151
-3,749
-9% -$415K
RBLX icon
374
Roblox
RBLX
$25.4B
$4M 0.04%
49,319
-1,641
-3% -$174K
WDAY icon
375
Workday
WDAY
$39.6B
$3.99M 0.04%
18,576
-5,992
-24% -$1.36M
13 14
15
16 17

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IIM
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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.