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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
JLL icon
451
Jones Lang LaSalle
JLL
$16.3B
$3.09M 0.03%
9,183
+235
+3% +$73.7K
KGC icon
452
Kinross Gold
KGC
$27.4B
$3.06M 0.03%
108,695
+5,084
+5% +$132K
CBOE icon
453
Cboe Global Markets
CBOE
$32.5B
$3.06M 0.03%
12,185
+1,026
+9% +$255K
STZ icon
454
Constellation Brands
STZ
$22.2B
$3.04M 0.03%
22,067
+9,251
+72% +$1.27M
E icon
455
ENI
E
$80.5B
$3.04M 0.03%
80,169
-1,745
-2% -$64.1K
NTRA icon
456
Natera
NTRA
$38.3B
$3.04M 0.03%
13,252
+166
+1% +$34.6K
IBKR icon
457
Interactive Brokers
IBKR
$39.2B
$3.03M 0.03%
47,068
-10,980
-19% -$735K
OTIS icon
458
Otis Worldwide
OTIS
$27.4B
$3M 0.03%
34,397
-4,444
-11% -$398K
CINF icon
459
Cincinnati Financial
CINF
$27.3B
$3M 0.03%
18,362
+1,120
+6% +$181K
SNDK
460
Sandisk
SNDK
$180B
$2.99M 0.03%
12,609
+2,553
+25% +$511K
FN icon
461
Fabrinet
FN
$15.6B
$2.99M 0.03%
6,573
+2
+0% +$870
DRI icon
462
Darden Restaurants
DRI
$23.3B
$2.99M 0.03%
16,249
+174
+1% +$31.7K
RGLD icon
463
Royal Gold
RGLD
$16.8B
$2.98M 0.03%
13,427
+1,795
+15% +$356K
HMC icon
464
Honda
HMC
$39.1B
$2.98M 0.03%
100,960
-17,737
-15% -$538K
MKSI icon
465
MKS Inc
MKSI
$20.1B
$2.95M 0.03%
18,476
+752
+4% +$112K
FE icon
466
FirstEnergy
FE
$28B
$2.93M 0.03%
65,424
+1,600
+3% +$73.5K
AEE icon
467
Ameren
AEE
$30.3B
$2.92M 0.03%
29,239
+887
+3% +$91K
ARGX icon
468
argenx
ARGX
$53.4B
$2.92M 0.03%
3,472
+128
+4% +$110K
HPQ icon
469
HP
HPQ
$24.9B
$2.9M 0.03%
130,364
-41,273
-24% -$1.05M
CP icon
470
Canadian Pacific Kansas City
CP
$78.1B
$2.9M 0.03%
39,412
-2,451
-6% -$180K
FLUT icon
471
Flutter Entertainment
FLUT
$18.1B
$2.9M 0.03%
13,463
-188
-1% -$42.3K
PSKY
472
Paramount Skydance Corp
PSKY
$8.91B
$2.89M 0.03%
215,819
-34,713
-14% -$542K
EFX icon
473
Equifax
EFX
$20.3B
$2.89M 0.03%
13,322
-1,300
-9% -$285K
DGX icon
474
Quest Diagnostics
DGX
$25.7B
$2.87M 0.03%
16,561
-136
-0.8% -$24.8K
ZS icon
475
Zscaler
ZS
$24.5B
$2.87M 0.03%
12,770
-186
-1% -$52.5K
17 18
19
20 21

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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.