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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
AEE icon
451
Ameren
AEE
$30.3B
$2.96M 0.03%
28,352
+752
+3% +$75.1K
PFG icon
452
Principal Financial Group
PFG
$24.6B
$2.96M 0.03%
35,645
+5,737
+19% +$459K
WST icon
453
West Pharmaceutical
WST
$24.5B
$2.94M 0.03%
11,224
+1,322
+13% +$321K
HBAN icon
454
Huntington Bancshares
HBAN
$35.1B
$2.94M 0.03%
170,232
+2,717
+2% +$46.4K
PTC icon
455
PTC
PTC
$16.2B
$2.93M 0.03%
14,439
+901
+7% +$184K
FE icon
456
FirstEnergy
FE
$28B
$2.93M 0.03%
63,824
+5,652
+10% +$241K
INFY icon
457
Infosys
INFY
$49.6B
$2.91M 0.03%
179,059
+23,321
+15% +$402K
KEY icon
458
KeyCorp
KEY
$24.5B
$2.89M 0.03%
154,818
+660
+0.4% +$12.2K
LDOS icon
459
Leidos
LDOS
$14.9B
$2.88M 0.03%
15,226
+1,049
+7% +$183K
LYV icon
460
Live Nation Entertainment
LYV
$42.3B
$2.88M 0.03%
17,587
+407
+2% +$64.3K
E icon
461
ENI
E
$79B
$2.86M 0.03%
81,914
+2,078
+3% +$71.7K
EIX icon
462
Edison International
EIX
$27.5B
$2.86M 0.03%
51,768
+3,874
+8% +$209K
DTM icon
463
DT Midstream
DTM
$13.8B
$2.85M 0.03%
25,157
-134
-0.5% -$14K
AU icon
464
AngloGold Ashanti
AU
$41.3B
$2.84M 0.03%
40,443
+277
+0.7% +$15.5K
PINS icon
465
Pinterest
PINS
$13.5B
$2.84M 0.03%
88,297
+448
+0.5% +$16.2K
CDW icon
466
CDW
CDW
$18.9B
$2.83M 0.03%
17,761
-3,567
-17% -$606K
CIEN icon
467
Ciena
CIEN
$55.3B
$2.82M 0.03%
19,391
-278
-1% -$28.3K
ARES icon
468
Ares Management
ARES
$31.3B
$2.82M 0.03%
17,636
+871
+5% +$157K
WIT icon
469
Wipro
WIT
$20.3B
$2.81M 0.03%
1,069,457
-133,218
-11% -$375K
CPNG icon
470
Coupang
CPNG
$29.5B
$2.8M 0.03%
86,950
+4,796
+6% +$145K
IP icon
471
International Paper
IP
$21.9B
$2.79M 0.03%
60,131
-1,802
-3% -$88K
PCG icon
472
PG&E
PCG
$38.4B
$2.79M 0.03%
185,056
+22,184
+14% +$324K
SOFI icon
473
SoFi Technologies
SOFI
$23.3B
$2.77M 0.03%
104,743
+18,437
+21% +$438K
MDB icon
474
MongoDB
MDB
$28.8B
$2.76M 0.03%
8,899
+965
+12% +$248K
CCJ icon
475
Cameco
CCJ
$39.1B
$2.76M 0.03%
32,916
+2,694
+9% +$209K
17 18
19
20 21

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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 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.