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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
TRMB icon
476
Trimble
TRMB
$13.9B
$2.76M 0.03%
33,772
-276
-0.8% -$22.5K
KHC icon
477
Kraft Heinz
KHC
$31.6B
$2.76M 0.03%
105,808
+13,933
+15% +$379K
VTRS icon
478
Viatris
VTRS
$20.6B
$2.75M 0.03%
277,807
+11,099
+4% +$108K
CBOE icon
479
Cboe Global Markets
CBOE
$30.1B
$2.74M 0.03%
11,159
+732
+7% +$176K
CINF icon
480
Cincinnati Financial
CINF
$27.5B
$2.73M 0.03%
17,242
-986
-5% -$150K
CW icon
481
Curtiss-Wright
CW
$28B
$2.71M 0.03%
5,000
-188
-4% -$92.6K
LNT icon
482
Alliant Energy
LNT
$18.3B
$2.71M 0.03%
40,132
+1,294
+3% +$83.5K
AVB icon
483
AvalonBay Communities
AVB
$27B
$2.69M 0.03%
13,937
-859
-6% -$167K
PNR icon
484
Pentair
PNR
$10.9B
$2.69M 0.03%
24,266
+1,166
+5% +$124K
AIZ icon
485
Assurant
AIZ
$13.9B
$2.69M 0.03%
12,409
+168
+1% +$34.1K
BMO icon
486
Bank of Montreal
BMO
$126B
$2.69M 0.03%
20,626
+2,337
+13% +$277K
TOL icon
487
Toll Brothers
TOL
$14.3B
$2.67M 0.03%
19,359
+68
+0.4% +$8.88K
JLL icon
488
Jones Lang LaSalle
JLL
$16.9B
$2.67M 0.03%
8,948
+59
+0.7% +$16.9K
NGG icon
489
National Grid
NGG
$80.9B
$2.67M 0.03%
37,232
-1,024
-3% -$71.8K
TTD icon
490
Trade Desk
TTD
$9.09B
$2.65M 0.03%
54,133
-2,806
-5% -$178K
VO icon
491
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$2.65M 0.03%
36,108
+192
+0.5% +$13.8K
SEIC icon
492
SEI Investments
SEIC
$12.6B
$2.64M 0.03%
31,102
-1,602
-5% -$142K
RBA icon
493
RB Global
RBA
$20.7B
$2.64M 0.03%
24,321
+2,582
+12% +$289K
KKR icon
494
KKR & Co
KKR
$97.2B
$2.63M 0.03%
20,200
+1,203
+6% +$171K
ZION icon
495
Zions Bancorporation
ZION
$10.5B
$2.61M 0.03%
46,089
-1,548
-3% -$86.1K
JHG
496
DELISTED
Janus Henderson
JHG
$2.61M 0.03%
58,537
+70
+0.1% +$3.02K
TYL icon
497
Tyler Technologies
TYL
$12.8B
$2.6M 0.03%
4,972
-126
-2% -$70.7K
OMC icon
498
Omnicom Group
OMC
$22.4B
$2.6M 0.03%
31,856
+479
+2% +$36.2K
BRO icon
499
Brown & Brown
BRO
$23.8B
$2.59M 0.03%
27,596
-983
-3% -$95.8K
KGC icon
500
Kinross Gold
KGC
$28B
$2.57M 0.03%
103,611
+3,295
+3% +$63.4K
18 19
20
21 22

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IIM
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GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
OIA
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RA
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RI
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WAM
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HRCM
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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.