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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
J icon
476
Jacobs Solutions
J
$16.8B
$2.86M 0.03%
21,610
-1,138
-5% -$167K
BNS icon
477
Scotiabank
BNS
$106B
$2.86M 0.03%
38,758
+2,201
+6% +$150K
DD icon
478
DuPont de Nemours
DD
$19.3B
$2.85M 0.03%
23,627
-35,019
-60% -$3.94M
VICI icon
479
VICI Properties
VICI
$29.3B
$2.84M 0.03%
100,854
-36,196
-26% -$1.08M
CW icon
480
Curtiss-Wright
CW
$28B
$2.84M 0.03%
5,143
+143
+3% +$79.8K
GWRE icon
481
Guidewire Software
GWRE
$13.3B
$2.82M 0.03%
14,040
-492
-3% -$109K
JHG
482
DELISTED
Janus Henderson
JHG
$2.82M 0.03%
59,326
+789
+1% +$34.9K
XYZ
483
Block Inc
XYZ
$50.4B
$2.81M 0.03%
43,237
+250
+0.6% +$17.2K
CHRW icon
484
C.H. Robinson
CHRW
$18.1B
$2.81M 0.03%
17,506
+835
+5% +$123K
WRB icon
485
W.R. Berkley
WRB
$26.5B
$2.81M 0.03%
40,007
-1,536
-4% -$113K
BMO icon
486
Bank of Montreal
BMO
$126B
$2.79M 0.03%
21,501
+875
+4% +$111K
AVB icon
487
AvalonBay Communities
AVB
$27B
$2.79M 0.03%
15,363
+1,426
+10% +$259K
ZION icon
488
Zions Bancorporation
ZION
$10.5B
$2.78M 0.03%
47,536
+1,447
+3% +$78.8K
KDP icon
489
Keurig Dr Pepper
KDP
$42.3B
$2.78M 0.03%
99,288
+3,806
+4% +$105K
PKX icon
490
POSCO
PKX
$16.5B
$2.78M 0.03%
52,217
+16,081
+45% +$847K
EXR icon
491
Extra Space Storage
EXR
$31.7B
$2.77M 0.03%
21,289
-284
-1% -$38.7K
CMA
492
DELISTED
Comerica
CMA
$2.77M 0.03%
31,873
+1,493
+5% +$120K
LDOS icon
493
Leidos
LDOS
$16.4B
$2.75M 0.03%
15,223
-3
-0% -$568
MSTR icon
494
Strategy Inc
MSTR
$35.7B
$2.74M 0.03%
18,059
-4,740
-21% -$1.09M
FLEX icon
495
Flex
FLEX
$46.8B
$2.74M 0.03%
45,309
+1,100
+2% +$68K
AMG icon
496
Affiliated Managers Group
AMG
$10.1B
$2.72M 0.03%
9,443
-504
-5% -$130K
LITE icon
497
Lumentum
LITE
$66.1B
$2.72M 0.03%
7,380
+650
+10% +$167K
SOFI icon
498
SoFi Technologies
SOFI
$24.1B
$2.69M 0.03%
102,830
-1,913
-2% -$53.3K
P
499
Everpure Inc
P
$27.9B
$2.68M 0.03%
40,038
+890
+2% +$74.3K
Q
500
Qnity Electronics Inc
Q
$29.7B
$2.68M 0.03%
+32,801
New +$2.79M
18 19
20
21 22

Similar funds

ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
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.