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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
CNP icon
551
CenterPoint Energy
CNP
$27.6B
$2.23M 0.02%
57,549
-216
-0.4% -$8.16K
MOS icon
552
The Mosaic Company
MOS
$6.93B
$2.23M 0.02%
64,308
-1,895
-3% -$65.3K
UHS icon
553
Universal Health Services
UHS
$10.2B
$2.21M 0.02%
10,806
+142
+1% +$25.5K
OC icon
554
Owens Corning
OC
$11.5B
$2.21M 0.02%
15,611
-10,432
-40% -$1.53M
CHRW icon
555
C.H. Robinson
CHRW
$17.3B
$2.21M 0.02%
16,671
+413
+3% +$48.5K
SBAC icon
556
SBA Communications
SBAC
$19B
$2.21M 0.02%
11,413
-2,246
-16% -$486K
LII icon
557
Lennox International
LII
$15B
$2.2M 0.02%
4,161
+442
+12% +$258K
CRDO icon
558
Credo Technology Group
CRDO
$40.7B
$2.2M 0.02%
15,116
+1,335
+10% +$163K
CLH icon
559
Clean Harbors
CLH
$16.4B
$2.2M 0.02%
9,460
+49
+0.5% +$11.6K
MKSI icon
560
MKS Inc
MKSI
$20.9B
$2.19M 0.02%
17,724
-212
-1% -$22.6K
EL icon
561
Estee Lauder
EL
$30.6B
$2.19M 0.02%
24,801
+764
+3% +$68K
SNA icon
562
Snap-on
SNA
$21.2B
$2.18M 0.02%
6,279
+774
+14% +$253K
HOLX
563
DELISTED
Hologic
HOLX
$2.16M 0.02%
32,028
+1,111
+4% +$73.8K
DINO icon
564
HF Sinclair
DINO
$15.8B
$2.15M 0.02%
41,112
+1,740
+4% +$82.5K
BXP icon
565
Boston Properties
BXP
$11.2B
$2.15M 0.02%
28,919
+127
+0.4% +$8.96K
GDDY icon
566
GoDaddy
GDDY
$11.7B
$2.15M 0.02%
15,691
-5,739
-27% -$883K
G icon
567
Genpact
G
$5.96B
$2.14M 0.02%
51,114
-4,693
-8% -$206K
AER icon
568
AerCap
AER
$24.2B
$2.14M 0.02%
17,663
-794
-4% -$92.7K
ZM icon
569
Zoom
ZM
$28.8B
$2.13M 0.02%
25,856
-669
-3% -$52.2K
DLTR icon
570
Dollar Tree
DLTR
$24.9B
$2.13M 0.02%
22,593
+415
+2% +$44.4K
NI icon
571
NiSource
NI
$21.3B
$2.12M 0.02%
49,056
+834
+2% +$34.5K
NTRA icon
572
Natera
NTRA
$38.7B
$2.11M 0.02%
13,086
-1,972
-13% -$312K
IYW icon
573
iShares US Technology ETF
IYW
$24.1B
$2.1M 0.02%
10,722
+447
+4% +$81.8K
COOP
574
DELISTED
Mr. Cooper
COOP
$2.1M 0.02%
9,949
+301
+3% +$55.4K
TXT icon
575
Textron
TXT
$14.9B
$2.1M 0.02%
24,814
+939
+4% +$76.5K
21 22
23
24 25

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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
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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.