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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
AFRM icon
501
Affirm
AFRM
$25.4B
$2.67M 0.03%
35,887
+687
+2% +$49.4K
MEDP icon
502
Medpace
MEDP
$16.1B
$2.67M 0.03%
4,749
+124
+3% +$70.4K
BUD icon
503
AB InBev
BUD
$166B
$2.67M 0.03%
41,627
-1,333
-3% -$82.7K
EL icon
504
Estee Lauder
EL
$30.5B
$2.66M 0.03%
25,438
+637
+3% +$61.8K
HUBS icon
505
HubSpot
HUBS
$12.5B
$2.65M 0.03%
6,602
+270
+4% +$112K
PTC icon
506
PTC
PTC
$16.2B
$2.64M 0.03%
15,167
+728
+5% +$135K
VO icon
507
Vanguard Morningstar Mid-Cap ETF
VO
$107B
$2.62M 0.03%
36,108
– –
HOLX
508
DELISTED
Hologic
HOLX
$2.61M 0.03%
34,991
+2,963
+9% +$216K
TRMB icon
509
Trimble
TRMB
$13.3B
$2.61M 0.03%
33,255
-517
-2% -$41.2K
TOL icon
510
Toll Brothers
TOL
$14B
$2.6M 0.03%
19,235
-124
-0.6% -$16.8K
SBAC icon
511
SBA Communications
SBAC
$19.1B
$2.6M 0.03%
13,434
+2,021
+18% +$390K
MT icon
512
ArcelorMittal
MT
$53.9B
$2.59M 0.03%
56,879
-12,940
-19% -$532K
IT icon
513
Gartner
IT
$10.1B
$2.59M 0.03%
10,258
-1,299
-11% -$313K
RDDT icon
514
Reddit
RDDT
$29.6B
$2.59M 0.03%
11,252
+2,199
+24% +$462K
RBA icon
515
RB Global
RBA
$20.8B
$2.58M 0.03%
25,034
+713
+3% +$72.4K
TSEM icon
516
Tower Semiconductor
TSEM
$26.5B
$2.57M 0.03%
21,909
-906
-4% -$87.3K
PNR icon
517
Pentair
PNR
$10.7B
$2.56M 0.03%
24,601
+335
+1% +$35.8K
ZM icon
518
Zoom
ZM
$28.9B
$2.56M 0.03%
29,673
+3,817
+15% +$321K
BRO icon
519
Brown & Brown
BRO
$23.9B
$2.56M 0.03%
32,111
+4,515
+16% +$377K
SE icon
520
Sea Limited
SE
$67.3B
$2.55M 0.02%
19,963
-1,087
-5% -$161K
CTRA
521
DELISTED
Coterra Energy
CTRA
$2.53M 0.02%
96,197
+8,353
+10% +$210K
ALB icon
522
Albemarle
ALB
$14B
$2.52M 0.02%
17,848
+2,721
+18% +$309K
SEIC icon
523
SEI Investments
SEIC
$12.4B
$2.5M 0.02%
30,516
-586
-2% -$48.2K
GL icon
524
Globe Life
GL
$14.4B
$2.49M 0.02%
17,829
+815
+5% +$110K
AER icon
525
AerCap
AER
$24.1B
$2.48M 0.02%
17,266
-397
-2% -$52.6K
19 20
21
22 23

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.