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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
FISV
376
Fiserv Inc
FISV
$28.8B
$3.99M 0.04%
59,370
-3,674
-6% -$308K
CHD icon
377
Church & Dwight Co
CHD
$23.4B
$3.97M 0.04%
47,398
-756
-2% -$64.6K
ADM icon
378
Archer Daniels Midland
ADM
$38.2B
$3.91M 0.04%
67,943
-5,477
-7% -$327K
EVRG icon
379
Evergy
EVRG
$19.1B
$3.91M 0.04%
53,881
-2,004
-4% -$152K
STE icon
380
Steris
STE
$22.3B
$3.91M 0.04%
15,405
+670
+5% +$168K
CCI icon
381
Crown Castle
CCI
$33.3B
$3.88M 0.04%
43,628
-11,495
-21% -$1.06M
CM icon
382
Canadian Imperial Bank of Commerce
CM
$108B
$3.87M 0.04%
42,729
+4,088
+11% +$351K
KKR icon
383
KKR & Co
KKR
$91.1B
$3.86M 0.04%
30,309
+10,109
+50% +$1.26M
CAG icon
384
Conagra Brands
CAG
$6.94B
$3.86M 0.04%
222,980
+3,732
+2% +$66.3K
WCN
385
Waste Connections
WCN
$42.2B
$3.85M 0.04%
21,981
+4,413
+25% +$763K
GEHC icon
386
GE HealthCare
GEHC
$30.7B
$3.83M 0.04%
46,737
+4,204
+10% +$328K
UTHR icon
387
United Therapeutics
UTHR
$25.8B
$3.82M 0.04%
7,846
-251
-3% -$117K
ORI icon
388
Old Republic International
ORI
$10.5B
$3.82M 0.04%
83,745
+1,187
+1% +$51.5K
LEN icon
389
Lennar Class A
LEN
$19.8B
$3.77M 0.04%
36,660
-2,405
-6% -$290K
CASY icon
390
Casey's General Stores
CASY
$32.2B
$3.76M 0.04%
6,808
+369
+6% +$203K
PPL
391
PPL Corp
PPL
$26.5B
$3.74M 0.04%
106,807
-6,090
-5% -$220K
IR icon
392
Ingersoll Rand
IR
$32.6B
$3.72M 0.04%
46,955
+1,228
+3% +$97K
ATO icon
393
Atmos Energy
ATO
$28.8B
$3.72M 0.04%
22,171
+1,283
+6% +$222K
MFC icon
394
Manulife Financial
MFC
$73.9B
$3.7M 0.04%
101,955
+2,121
+2% +$72K
ABNB icon
395
Airbnb
ABNB
$89.9B
$3.68M 0.04%
27,134
-585
-2% -$72.9K
AEM icon
396
Agnico Eagle Mines
AEM
$73.6B
$3.68M 0.04%
21,680
+1,914
+10% +$322K
AIZ icon
397
Assurant
AIZ
$13.8B
$3.67M 0.04%
15,225
+2,816
+23% +$629K
KVUE icon
398
Kenvue
KVUE
$36.9B
$3.67M 0.04%
212,574
+22,614
+12% +$370K
EIX icon
399
Edison International
EIX
$28.2B
$3.67M 0.04%
61,069
+9,301
+18% +$534K
HUM icon
400
Humana
HUM
$43.7B
$3.66M 0.04%
14,302
-3,811
-21% -$999K
14 15
16
17 18

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ACA
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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.