We are live on ! Find out more
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
JKHY icon
526
Jack Henry & Associates
JKHY
$11.1B
$2.48M 0.02%
13,583
+2,927
+27% +$488K
LYV icon
527
Live Nation Entertainment
LYV
$42.2B
$2.48M 0.02%
17,384
-203
-1% -$29.2K
UGI icon
528
UGI
UGI
$7.76B
$2.47M 0.02%
66,081
+13,060
+25% +$463K
CPAY icon
529
Corpay
CPAY
$25.2B
$2.46M 0.02%
8,182
+1,672
+26% +$485K
TEAM icon
530
Atlassian
TEAM
$26.6B
$2.46M 0.02%
15,181
-391
-3% -$61.4K
RGA icon
531
Reinsurance Group of America
RGA
$15.5B
$2.42M 0.02%
11,918
+2,030
+21% +$393K
USFD icon
532
US Foods
USFD
$22.1B
$2.42M 0.02%
32,157
+2,796
+10% +$210K
VTI icon
533
Vanguard Morningstar Total Stock Market ETF
VTI
$671B
$2.41M 0.02%
7,175
-157
-2% -$52.2K
LNT icon
534
Alliant Energy
LNT
$18.3B
$2.41M 0.02%
36,999
-3,133
-8% -$210K
CLH icon
535
Clean Harbors
CLH
$16.5B
$2.4M 0.02%
10,238
+778
+8% +$178K
SNA icon
536
Snap-on
SNA
$21.2B
$2.4M 0.02%
6,956
+677
+11% +$231K
CRL icon
537
Charles River Laboratories
CRL
$11.1B
$2.4M 0.02%
12,016
+465
+4% +$84.3K
LOGI icon
538
Logitech
LOGI
$15B
$2.39M 0.02%
23,804
+905
+4% +$102K
UHS icon
539
Universal Health Services
UHS
$10.3B
$2.38M 0.02%
10,915
+109
+1% +$24.1K
PKG icon
540
Packaging Corp of America
PKG
$22.3B
$2.37M 0.02%
11,480
-259
-2% -$52.7K
DECK icon
541
Deckers Outdoor
DECK
$13.5B
$2.36M 0.02%
22,772
-672
-3% -$63K
MAA icon
542
Mid-America Apartment Communities
MAA
$15.4B
$2.36M 0.02%
16,973
+2,114
+14% +$282K
LULU icon
543
lululemon athletica
LULU
$13.9B
$2.34M 0.02%
11,259
+1,878
+20% +$340K
LVS icon
544
Las Vegas Sands
LVS
$30.5B
$2.33M 0.02%
35,861
+3,922
+12% +$240K
KHC icon
545
Kraft Heinz
KHC
$31.1B
$2.31M 0.02%
95,077
-10,731
-10% -$267K
CNQ icon
546
Canadian Natural Resources
CNQ
$96.7B
$2.3M 0.02%
68,031
+2,841
+4% +$92.1K
BURL icon
547
Burlington
BURL
$23.2B
$2.29M 0.02%
7,917
+327
+4% +$88.7K
CHTR icon
548
Charter Communications
CHTR
$17.3B
$2.29M 0.02%
10,954
-255
-2% -$57.4K
RYAAY icon
549
Ryanair
RYAAY
$30.9B
$2.29M 0.02%
31,667
-54
-0.2% -$3.51K
SKM icon
550
SK Telecom
SKM
$12.3B
$2.29M 0.02%
111,309
+2,175
+2% +$44.7K
20 21
22
23 24

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.