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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
HD icon
26
Home Depot
HD
$337B
$47.6M 0.46%
138,277
-6,761
-5% -$2.48M
GE icon
27
GE Aerospace
GE
$364B
$44.8M 0.44%
145,505
+4,820
+3% +$1.45M
MU icon
28
Micron Technology
MU
$835B
$44.5M 0.43%
156,061
+16,562
+12% +$3.8M
CAT icon
29
Caterpillar
CAT
$361B
$44M 0.43%
76,875
+3,512
+5% +$1.95M
MRK icon
30
Merck
MRK
$322B
$40.6M 0.4%
385,886
+66,115
+21% +$6.21M
PG icon
31
Procter & Gamble
PG
$340B
$39.3M 0.38%
274,296
-19,585
-7% -$2.89M
GS icon
32
Goldman Sachs
GS
$289B
$39.3M 0.38%
44,709
+1,156
+3% +$943K
IBM icon
33
IBM
IBM
$213B
$39.1M 0.38%
132,028
+4,385
+3% +$1.31M
RTX icon
34
RTX Corp
RTX
$290B
$39.1M 0.38%
212,944
+10,426
+5% +$1.81M
WFC icon
35
Wells Fargo
WFC
$254B
$38.4M 0.38%
412,511
+17,302
+4% +$1.5M
UNH icon
36
UnitedHealth
UNH
$382B
$38.4M 0.37%
116,205
+7,286
+7% +$2.47M
LRCX icon
37
Lam Research
LRCX
$316B
$36.9M 0.36%
215,549
+9,578
+5% +$1.49M
AMAT icon
38
Applied Materials
AMAT
$347B
$36.6M 0.36%
142,520
+2,829
+2% +$678K
KO icon
39
Coca-Cola
KO
$383B
$36.1M 0.35%
516,484
+19,944
+4% +$1.39M
TSM icon
40
TSMC
TSM
$1.94T
$35.8M 0.35%
117,765
+15,889
+16% +$4.66M
MS icon
41
Morgan Stanley
MS
$319B
$35M 0.34%
197,398
+11,064
+6% +$1.85M
ISRG icon
42
Intuitive Surgical
ISRG
$127B
$33.9M 0.33%
59,901
+6,190
+12% +$3.3M
CVX icon
43
Chevron
CVX
$382B
$33.9M 0.33%
222,433
-14,658
-6% -$2.23M
AXP icon
44
American Express
AXP
$224B
$33.5M 0.33%
90,670
+6,689
+8% +$2.39M
TJX icon
45
TJX Companies
TJX
$179B
$33.4M 0.33%
217,730
+32,782
+18% +$4.85M
MCD icon
46
McDonald's
MCD
$193B
$33.3M 0.33%
109,084
+2,895
+3% +$887K
APH icon
47
Amphenol
APH
$185B
$32.9M 0.32%
243,345
+164
+0.1% +$21.9K
ABT icon
48
Abbott
ABT
$187B
$31.9M 0.31%
254,740
-20,143
-7% -$2.57M
PM icon
49
Philip Morris
PM
$309B
$31.1M 0.3%
194,149
-2,329
-1% -$361K
CRM icon
50
Salesforce
CRM
$154B
$30.9M 0.3%
116,780
+4,788
+4% +$1.19M
1
2
3 4 5

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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.