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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
CLX icon
551
Clorox
CLX
$11.8B
$2.28M 0.02%
22,656
-3,076
-12% -$334K
CNP icon
552
CenterPoint Energy
CNP
$27.5B
$2.28M 0.02%
59,359
+1,810
+3% +$70.6K
IEFA icon
553
iShares Core MSCI EAFE ETF
IEFA
$191B
$2.27M 0.02%
25,414
-1,274
-5% -$113K
PINS icon
554
Pinterest
PINS
$13.5B
$2.27M 0.02%
87,740
-557
-0.6% -$16K
GMAB icon
555
Genmab
GMAB
$17.6B
$2.27M 0.02%
73,654
-5,603
-7% -$175K
WPC icon
556
W.P. Carey
WPC
$16.5B
$2.26M 0.02%
35,137
+180
+0.5% +$12K
FFIV icon
557
F5
FFIV
$23.1B
$2.26M 0.02%
8,856
-1,372
-13% -$369K
LYB icon
558
LyondellBasell Industries
LYB
$19.6B
$2.25M 0.02%
51,999
+15,397
+42% +$697K
ESLT icon
559
Elbit Systems
ESLT
$38.8B
$2.25M 0.02%
3,897
+10
+0.3% +$5.01K
THC icon
560
Tenet Healthcare
THC
$20B
$2.25M 0.02%
11,326
+211
+2% +$42.6K
MKL icon
561
Markel Group
MKL
$23.3B
$2.24M 0.02%
1,044
+94
+10% +$190K
FHN icon
562
First Horizon
FHN
$12.3B
$2.22M 0.02%
93,009
+2,591
+3% +$57.8K
CRDO icon
563
Credo Technology Group
CRDO
$40.6B
$2.22M 0.02%
15,447
+331
+2% +$50.9K
HEI icon
564
HEICO Corp
HEI
$50.4B
$2.22M 0.02%
6,861
+698
+11% +$221K
JBHT icon
565
JB Hunt Transport Services
JBHT
$25.1B
$2.21M 0.02%
11,372
+1,481
+15% +$254K
NI icon
566
NiSource
NI
$21.3B
$2.2M 0.02%
52,761
+3,705
+8% +$158K
IMOS
567
ChipMOS TECHNOLOGIES
IMOS
$1.68B
$2.18M 0.02%
73,380
+2,240
+3% +$55.8K
RKLB icon
568
Rocket Lab Corp
RKLB
$43.9B
$2.17M 0.02%
31,140
+2,951
+10% +$169K
G icon
569
Genpact
G
$6.01B
$2.15M 0.02%
46,003
-5,111
-10% -$221K
LUV icon
570
Southwest Airlines
LUV
$22.9B
$2.14M 0.02%
51,779
+2,819
+6% +$98.5K
TXT icon
571
Textron
TXT
$14.8B
$2.14M 0.02%
24,519
-295
-1% -$24.7K
NVR icon
572
NVR
NVR
$16.6B
$2.13M 0.02%
292
-17
-6% -$127K
CNI icon
573
Canadian National Railway
CNI
$75.9B
$2.12M 0.02%
21,455
+3,132
+17% +$301K
TAK icon
574
Takeda Pharmaceutical
TAK
$53.8B
$2.11M 0.02%
135,397
-39,700
-23% -$568K
SF
575
Stifel
SF
$12.6B
$2.11M 0.02%
25,259
+717
+3% +$57.3K
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 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.