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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
IRM icon
401
Iron Mountain
IRM
$36.4B
$3.66M 0.04%
44,142
+5,102
+13% +$478K
RELX icon
402
RELX
RELX
$61.8B
$3.64M 0.04%
90,018
-6,897
-7% -$294K
OMC icon
403
Omnicom Group
OMC
$21.6B
$3.6M 0.04%
44,623
+12,767
+40% +$976K
SU icon
404
Suncor Energy
SU
$79.4B
$3.6M 0.04%
81,046
+7,501
+10% +$317K
NVT icon
405
nVent Electric
NVT
$24.9B
$3.56M 0.03%
34,894
+415
+1% +$43.1K
AU icon
406
AngloGold Ashanti
AU
$40.1B
$3.54M 0.03%
41,561
+1,118
+3% +$87.2K
NXPI icon
407
NXP Semiconductors
NXPI
$57.8B
$3.54M 0.03%
16,303
-1,801
-10% -$386K
HSY icon
408
Hershey
HSY
$35.2B
$3.52M 0.03%
19,325
-1,689
-8% -$309K
NTRS icon
409
Northern Trust
NTRS
$33.3B
$3.51M 0.03%
25,701
-134
-0.5% -$17.6K
ROL icon
410
Rollins
ROL
$18.3B
$3.5M 0.03%
58,340
+6,754
+13% +$397K
VTRS icon
411
Viatris
VTRS
$20.4B
$3.5M 0.03%
280,977
+3,170
+1% +$34.2K
DTE icon
412
DTE Energy
DTE
$29.5B
$3.48M 0.03%
26,946
-570
-2% -$77.4K
RACE icon
413
Ferrari
RACE
$69.2B
$3.47M 0.03%
9,387
-1,685
-15% -$674K
NMR icon
414
Nomura Holdings
NMR
$28.3B
$3.46M 0.03%
412,512
-38,085
-8% -$284K
BN icon
415
Brookfield
BN
$104B
$3.44M 0.03%
74,924
-4,365
-6% -$199K
KEP icon
416
Korea Electric Power
KEP
$15.3B
$3.44M 0.03%
208,312
+23,554
+13% +$373K
COO icon
417
Cooper Companies
COO
$14.1B
$3.44M 0.03%
41,933
+19,000
+83% +$1.42M
INCY icon
418
Incyte
INCY
$24.2B
$3.41M 0.03%
34,567
-1,118
-3% -$108K
COHR icon
419
Coherent
COHR
$51.4B
$3.41M 0.03%
18,487
+786
+4% +$118K
BBY icon
420
Best Buy
BBY
$18.2B
$3.4M 0.03%
50,803
+4,065
+9% +$310K
ON icon
421
ON Semiconductor
ON
$31.8B
$3.4M 0.03%
62,754
+877
+1% +$45K
NWG icon
422
NatWest
NWG
$75.4B
$3.39M 0.03%
193,708
+14,449
+8% +$229K
PFG icon
423
Principal Financial Group
PFG
$24.3B
$3.35M 0.03%
37,995
+2,350
+7% +$198K
B
424
Barrick Mining
B
$61.5B
$3.33M 0.03%
76,486
+5,051
+7% +$189K
VLTO icon
425
Veralto
VLTO
$23B
$3.32M 0.03%
33,292
-972
-3% -$98.3K
15 16
17
18 19

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ACA
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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
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

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.