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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
MTB icon
376
M&T Bank
MTB
$36.2B
$3.86M 0.04%
19,476
+767
+4% +$151K
VTR icon
377
Ventas
VTR
$46.6B
$3.81M 0.04%
54,468
+1,859
+4% +$125K
CFG icon
378
Citizens Financial Group
CFG
$30.7B
$3.81M 0.04%
71,517
+1,739
+2% +$86.6K
ODFL icon
379
Old Dominion Freight Line
ODFL
$44B
$3.81M 0.04%
27,026
-4,933
-15% -$755K
GSK icon
380
GSK
GSK
$103B
$3.8M 0.04%
88,084
+6,015
+7% +$235K
BCS icon
381
Barclays
BCS
$93.8B
$3.8M 0.04%
183,690
+4,739
+3% +$93.8K
IR icon
382
Ingersoll Rand
IR
$34.4B
$3.78M 0.04%
45,727
-319
-0.7% -$26.1K
FOXA icon
383
Fox Class A
FOXA
$24.6B
$3.78M 0.04%
59,872
+6,646
+12% +$385K
ASX icon
384
ASE Group
ASX
$80.7B
$3.77M 0.04%
340,388
+25,333
+8% +$265K
SE icon
385
Sea Limited
SE
$68.1B
$3.76M 0.04%
21,050
+292
+1% +$50K
EFX icon
386
Equifax
EFX
$20.5B
$3.75M 0.04%
14,622
+243
+2% +$61.1K
LYG icon
387
Lloyds Banking Group
LYG
$90.8B
$3.74M 0.04%
822,758
+48,613
+6% +$213K
EXPE icon
388
Expedia Group
EXPE
$35.8B
$3.72M 0.04%
17,380
+101
+0.6% +$20.3K
VLTO icon
389
Veralto
VLTO
$23.1B
$3.7M 0.04%
34,264
+3,005
+10% +$317K
CSGP icon
390
CoStar Group
CSGP
$12.2B
$3.69M 0.04%
43,786
+3,170
+8% +$280K
CCL icon
391
Carnival Corporation Ltd
CCL
$39.4B
$3.67M 0.04%
127,005
+2,637
+2% +$79.6K
HMC icon
392
Honda
HMC
$38.4B
$3.66M 0.04%
118,697
+3,969
+3% +$129K
STE icon
393
Steris
STE
$22.7B
$3.65M 0.04%
14,735
+2,150
+17% +$515K
CASY icon
394
Casey's General Stores
CASY
$31.8B
$3.64M 0.04%
6,439
+244
+4% +$128K
FIX icon
395
Comfort Systems
FIX
$62.3B
$3.63M 0.04%
4,403
+252
+6% +$171K
EXPD icon
396
Expeditors International
EXPD
$22.3B
$3.63M 0.04%
29,620
+1,934
+7% +$230K
BN icon
397
Brookfield
BN
$107B
$3.63M 0.04%
79,289
+3,756
+5% +$166K
L icon
398
Loews
L
$23.9B
$3.62M 0.04%
36,010
-1,479
-4% -$140K
ATO icon
399
Atmos Energy
ATO
$28.9B
$3.57M 0.04%
20,888
+1,801
+9% +$291K
OTIS icon
400
Otis Worldwide
OTIS
$27.5B
$3.56M 0.04%
38,841
-6,687
-15% -$607K
14 15
16
17 18

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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 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.