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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
APA icon
426
APA Corp
APA
$13B
$3.16M 0.03%
130,342
+5,049
+4% +$107K
TD icon
427
Toronto Dominion Bank
TD
$200B
$3.14M 0.03%
39,251
+4,758
+14% +$357K
CMS icon
428
CMS Energy
CMS
$22.5B
$3.14M 0.03%
42,815
-435
-1% -$31.2K
BP icon
429
BP
BP
$114B
$3.13M 0.03%
90,680
+13,990
+18% +$469K
CP icon
430
Canadian Pacific Kansas City
CP
$79.7B
$3.12M 0.03%
41,863
+2,006
+5% +$153K
MFC icon
431
Manulife Financial
MFC
$74B
$3.11M 0.03%
99,834
-1,903
-2% -$58.7K
XYZ
432
Block Inc
XYZ
$48.9B
$3.11M 0.03%
42,987
+6,752
+19% +$505K
CHTR icon
433
Charter Communications
CHTR
$17.2B
$3.1M 0.03%
11,209
-3,482
-24% -$1.05M
KVUE icon
434
Kenvue
KVUE
$36.5B
$3.09M 0.03%
189,960
-41,039
-18% -$838K
WCN
435
Waste Connections
WCN
$42.3B
$3.09M 0.03%
17,568
-1,366
-7% -$249K
CM icon
436
Canadian Imperial Bank of Commerce
CM
$109B
$3.09M 0.03%
38,641
+2,487
+7% +$187K
SU icon
437
Suncor Energy
SU
$77.9B
$3.08M 0.03%
73,545
+722
+1% +$29K
DRI icon
438
Darden Restaurants
DRI
$23.6B
$3.06M 0.03%
16,075
-166
-1% -$34.1K
DG icon
439
Dollar General
DG
$28.2B
$3.06M 0.03%
29,603
+528
+2% +$57.9K
EXR icon
440
Extra Space Storage
EXR
$31.6B
$3.05M 0.03%
21,573
-684
-3% -$98.2K
ON icon
441
ON Semiconductor
ON
$31.3B
$3.05M 0.03%
61,877
-1,158
-2% -$60.9K
SMCI icon
442
Super Micro Computer
SMCI
$18.5B
$3.05M 0.03%
63,616
-2,505
-4% -$120K
IT icon
443
Gartner
IT
$10.1B
$3.04M 0.03%
11,557
+3,083
+36% +$899K
ROL icon
444
Rollins
ROL
$18.4B
$3.03M 0.03%
51,586
+4,398
+9% +$250K
INCY icon
445
Incyte
INCY
$24B
$3.03M 0.03%
35,685
+2,371
+7% +$187K
WPM icon
446
Wheaton Precious Metals
WPM
$50.8B
$3.02M 0.03%
27,019
+1,180
+5% +$115K
ILMN icon
447
Illumina
ILMN
$30B
$3M 0.03%
31,608
+780
+3% +$77.4K
TER icon
448
Teradyne
TER
$57.3B
$2.99M 0.03%
21,737
+705
+3% +$77K
LPLA icon
449
LPL Financial
LPLA
$28.8B
$2.96M 0.03%
8,906
-257
-3% -$93.2K
HUBS icon
450
HubSpot
HUBS
$12.3B
$2.96M 0.03%
6,332
-704
-10% -$354K
16 17
18
19 20

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ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
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 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.