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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
GE icon
26
GE Aerospace
GE
$364B
$42.4M 0.43%
140,685
+4,753
+3% +$1.3M
CSCO icon
27
Cisco
CSCO
$443B
$42.2M 0.43%
615,458
-5,574
-0.9% -$380K
UNH icon
28
UnitedHealth
UNH
$382B
$37.6M 0.39%
108,919
+8,421
+8% +$2.55M
CVX icon
29
Chevron
CVX
$382B
$37M 0.38%
237,091
+55,511
+31% +$8.6M
ABT icon
30
Abbott
ABT
$187B
$36.8M 0.38%
274,883
-3,869
-1% -$508K
IBM icon
31
IBM
IBM
$213B
$36.4M 0.37%
127,643
-2,975
-2% -$779K
CAT icon
32
Caterpillar
CAT
$361B
$35M 0.36%
73,363
+2,565
+4% +$1.1M
GS icon
33
Goldman Sachs
GS
$289B
$34.7M 0.36%
43,553
+1,346
+3% +$997K
RTX icon
34
RTX Corp
RTX
$290B
$34M 0.35%
202,518
+3,897
+2% +$605K
AMD icon
35
Advanced Micro Devices
AMD
$700B
$33.8M 0.35%
208,655
+7,391
+4% +$1.19M
WFC icon
36
Wells Fargo
WFC
$254B
$33.1M 0.34%
395,209
+8,795
+2% +$713K
KO icon
37
Coca-Cola
KO
$383B
$33M 0.34%
496,540
-27,192
-5% -$1.87M
MCD icon
38
McDonald's
MCD
$193B
$32.3M 0.33%
106,189
+1,053
+1% +$320K
PM icon
39
Philip Morris
PM
$309B
$31.9M 0.33%
196,478
-7,072
-3% -$1.19M
APH icon
40
Amphenol
APH
$185B
$30.3M 0.31%
243,181
+4,364
+2% +$479K
NOW icon
41
ServiceNow
NOW
$120B
$29.8M 0.3%
161,560
-2,965
-2% -$554K
MS icon
42
Morgan Stanley
MS
$319B
$29.6M 0.3%
186,334
+1,898
+1% +$280K
INTU icon
43
Intuit
INTU
$91.1B
$29.2M 0.3%
42,683
-956
-2% -$689K
AMAT icon
44
Applied Materials
AMAT
$347B
$28.6M 0.29%
139,691
-5,586
-4% -$1.01M
TSM icon
45
TSMC
TSM
$1.94T
$28.5M 0.29%
101,876
+8,738
+9% +$2.14M
LIN icon
46
Linde
LIN
$236B
$28.1M 0.29%
59,126
+1,312
+2% +$621K
BKNG icon
47
Booking.com
BKNG
$156B
$28M 0.29%
129,825
+1,875
+1% +$419K
AXP icon
48
American Express
AXP
$224B
$27.9M 0.29%
83,981
+2,204
+3% +$701K
LRCX icon
49
Lam Research
LRCX
$316B
$27.6M 0.28%
205,971
+3,244
+2% +$343K
ETN icon
50
Eaton
ETN
$141B
$27.5M 0.28%
73,495
-744
-1% -$271K
1
2
3 4 5

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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 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.