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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
AFRM icon
501
Affirm
AFRM
$25.3B
$2.57M 0.03%
35,200
+4,098
+13% +$312K
TAK icon
502
Takeda Pharmaceutical
TAK
$53.7B
$2.56M 0.03%
175,097
-27,215
-13% -$404K
FLEX icon
503
Flex
FLEX
$43B
$2.56M 0.03%
44,209
-848
-2% -$45K
BUD icon
504
AB InBev
BUD
$166B
$2.56M 0.03%
42,960
-7,292
-15% -$459K
PKG icon
505
Packaging Corp of America
PKG
$22.4B
$2.56M 0.03%
11,739
+803
+7% +$166K
DOC icon
506
Healthpeak Properties
DOC
$14.9B
$2.56M 0.03%
133,449
-15,743
-11% -$282K
NWG icon
507
NatWest
NWG
$77.3B
$2.54M 0.03%
179,259
+7,394
+4% +$104K
VNO icon
508
Vornado Realty Trust
VNO
$7.51B
$2.53M 0.03%
62,373
-3,964
-6% -$154K
UMC icon
509
United Microelectronic
UMC
$46.9B
$2.53M 0.03%
333,351
-32,357
-9% -$230K
RIO icon
510
Rio Tinto
RIO
$156B
$2.53M 0.03%
38,255
+7,021
+22% +$434K
MT icon
511
ArcelorMittal
MT
$54.2B
$2.52M 0.03%
69,819
-2,097
-3% -$70.7K
DOW icon
512
Dow Inc
DOW
$21.6B
$2.52M 0.03%
109,933
-10,130
-8% -$252K
LOGI icon
513
Logitech
LOGI
$15.1B
$2.51M 0.03%
22,899
+3,135
+16% +$315K
DXCM icon
514
DexCom
DXCM
$32.9B
$2.49M 0.03%
37,041
-7,219
-16% -$571K
CF icon
515
CF Industries
CF
$18.2B
$2.49M 0.03%
27,765
+1,278
+5% +$114K
TEAM icon
516
Atlassian
TEAM
$26.3B
$2.49M 0.03%
15,572
-1,628
-9% -$295K
NVR icon
517
NVR
NVR
$16.6B
$2.48M 0.03%
309
+6
+2% +$47.7K
ARGX icon
518
argenx
ARGX
$52B
$2.47M 0.03%
3,344
+335
+11% +$221K
TDY icon
519
Teledyne Technologies
TDY
$31.1B
$2.44M 0.03%
4,159
+376
+10% +$206K
KDP icon
520
Keurig Dr Pepper
KDP
$42.1B
$2.44M 0.02%
95,482
-13,826
-13% -$433K
GL icon
521
Globe Life
GL
$14.3B
$2.43M 0.02%
17,014
-885
-5% -$120K
GMAB icon
522
Genmab
GMAB
$17.6B
$2.43M 0.02%
79,257
+26,573
+50% +$648K
KEP icon
523
Korea Electric Power
KEP
$15.5B
$2.41M 0.02%
184,758
+9,068
+5% +$124K
VTI icon
524
Vanguard Morningstar Total Stock Market ETF
VTI
$670B
$2.41M 0.02%
7,332
+622
+9% +$196K
FN icon
525
Fabrinet
FN
$16.3B
$2.4M 0.02%
6,571
-212
-3% -$69.8K
19 20
21
22 23

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IIM
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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
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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.