We are live on ! Find out more
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
RKT icon
426
Rocket Companies
RKT
$36.5B
$3.31M 0.03%
171,196
+121,614
+245% +$2.17M
VEEV icon
427
Veeva Systems
VEEV
$33.1B
$3.3M 0.03%
14,780
+121
+0.8% +$32.1K
FIS icon
428
Fidelity National Information Services
FIS
$23.1B
$3.3M 0.03%
49,581
+92
+0.2% +$6.07K
CCJ icon
429
Cameco
CCJ
$37.6B
$3.29M 0.03%
35,974
+3,058
+9% +$275K
BR icon
430
Broadridge
BR
$17.8B
$3.29M 0.03%
14,730
-92
-0.6% -$21K
LPLA icon
431
LPL Financial
LPLA
$28.3B
$3.28M 0.03%
9,183
+277
+3% +$98K
HBAN icon
432
Huntington Bancshares
HBAN
$34.4B
$3.27M 0.03%
188,637
+18,405
+11% +$302K
LH icon
433
Labcorp
LH
$25B
$3.24M 0.03%
12,933
-1,228
-9% -$326K
UMC icon
434
United Microelectronic
UMC
$47.7B
$3.24M 0.03%
412,380
+79,029
+24% +$600K
SNY icon
435
Sanofi
SNY
$103B
$3.22M 0.03%
66,532
-2,921
-4% -$145K
RIO icon
436
Rio Tinto
RIO
$158B
$3.2M 0.03%
40,034
+1,779
+5% +$128K
BP icon
437
BP
BP
$116B
$3.2M 0.03%
92,226
+1,546
+2% +$54.2K
APA icon
438
APA Corp
APA
$13.2B
$3.2M 0.03%
130,869
+527
+0.4% +$12.7K
DOW icon
439
Dow Inc
DOW
$21.9B
$3.19M 0.03%
136,541
+26,608
+24% +$612K
KEY icon
440
KeyCorp
KEY
$24.2B
$3.19M 0.03%
154,503
-315
-0.2% -$5.86K
WPM icon
441
Wheaton Precious Metals
WPM
$49.5B
$3.19M 0.03%
27,105
+86
+0.3% +$9.21K
PSA icon
442
Public Storage
PSA
$60.5B
$3.18M 0.03%
12,252
-4,374
-26% -$1.22M
PCG icon
443
PG&E
PCG
$38.3B
$3.15M 0.03%
196,161
+11,105
+6% +$177K
ARES icon
444
Ares Management
ARES
$28.9B
$3.15M 0.03%
19,497
+1,861
+11% +$290K
WAT icon
445
Waters Corp
WAT
$37B
$3.15M 0.03%
8,292
+424
+5% +$156K
NGG icon
446
National Grid
NGG
$80.4B
$3.12M 0.03%
40,371
+3,139
+8% +$236K
CMS icon
447
CMS Energy
CMS
$22.6B
$3.11M 0.03%
44,522
+1,707
+4% +$124K
DLTR icon
448
Dollar Tree
DLTR
$24.4B
$3.11M 0.03%
25,301
+2,708
+12% +$290K
DTM icon
449
DT Midstream
DTM
$14.1B
$3.1M 0.03%
25,908
+751
+3% +$86.3K
WST icon
450
West Pharmaceutical
WST
$24B
$3.09M 0.03%
11,240
+16
+0.1% +$4.38K
16 17
18
19 20

Similar funds

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 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.