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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
BBY icon
401
Best Buy
BBY
$18B
$3.53M 0.04%
46,738
+6,953
+17% +$499K
BR icon
402
Broadridge
BR
$18.2B
$3.53M 0.04%
14,822
-240
-2% -$59.8K
FSLR icon
403
First Solar
FSLR
$25B
$3.51M 0.04%
15,916
+1,281
+9% +$246K
ORI icon
404
Old Republic International
ORI
$10.5B
$3.51M 0.04%
82,558
+5,507
+7% +$212K
CNC icon
405
Centene
CNC
$31.5B
$3.51M 0.04%
98,286
+34,607
+54% +$1.05M
FLUT icon
406
Flutter Entertainment
FLUT
$18.4B
$3.48M 0.04%
13,651
+1,721
+14% +$504K
NTRS icon
407
Northern Trust
NTRS
$33.3B
$3.48M 0.04%
25,835
-24
-0.1% -$3.09K
J icon
408
Jacobs Solutions
J
$16.4B
$3.41M 0.03%
22,748
+3,394
+18% +$488K
NVT icon
409
nVent Electric
NVT
$25.8B
$3.4M 0.03%
34,479
+1,590
+5% +$138K
UTHR icon
410
United Therapeutics
UTHR
$21.9B
$3.39M 0.03%
8,097
-87
-1% -$29.3K
ABNB icon
411
Airbnb
ABNB
$89.4B
$3.37M 0.03%
27,719
-3,094
-10% -$400K
GWRE icon
412
Guidewire Software
GWRE
$13.1B
$3.34M 0.03%
14,532
+240
+2% +$54.6K
AEM icon
413
Agnico Eagle Mines
AEM
$74.6B
$3.33M 0.03%
19,766
+2,216
+13% +$304K
FFIV icon
414
F5
FFIV
$23.1B
$3.31M 0.03%
10,228
+606
+6% +$190K
P
415
Everpure Inc
P
$26.6B
$3.28M 0.03%
39,148
-1,073
-3% -$71.4K
SNY icon
416
Sanofi
SNY
$103B
$3.28M 0.03%
69,453
-25,403
-27% -$1.23M
NMR icon
417
Nomura Holdings
NMR
$28B
$3.28M 0.03%
450,597
+18,619
+4% +$131K
FIS icon
418
Fidelity National Information Services
FIS
$23.1B
$3.26M 0.03%
49,489
-16,721
-25% -$1.22M
GEHC icon
419
GE HealthCare
GEHC
$31.5B
$3.26M 0.03%
42,533
+3,503
+9% +$261K
STLD icon
420
Steel Dynamics
STLD
$37B
$3.22M 0.03%
23,108
-766
-3% -$101K
WRB icon
421
W.R. Berkley
WRB
$26.8B
$3.22M 0.03%
41,543
+2,087
+5% +$149K
DOV icon
422
Dover
DOV
$27.7B
$3.19M 0.03%
19,095
-1,903
-9% -$342K
DGX icon
423
Quest Diagnostics
DGX
$25.6B
$3.18M 0.03%
16,697
+748
+5% +$133K
SWKS icon
424
Skyworks Solutions
SWKS
$9.22B
$3.18M 0.03%
41,325
-2,312
-5% -$172K
CLX icon
425
Clorox
CLX
$11.9B
$3.17M 0.03%
25,732
+10,065
+64% +$1.25M
15 16
17
18 19

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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
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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.