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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
CCEP icon
576
Coca-Cola Europacific Partners
CCEP
$48.3B
$2.09M 0.02%
23,145
-440
-2% -$40.8K
LPL icon
577
LG Display
LPL
$3B
$2.09M 0.02%
400,255
+142,094
+55% +$590K
ZBRA icon
578
Zebra Technologies
ZBRA
$14B
$2.09M 0.02%
7,030
+18
+0.3% +$5.75K
CRWV
579
CoreWeave
CRWV
$39.2B
$2.09M 0.02%
15,243
+2,407
+19% +$285K
CNQ icon
580
Canadian Natural Resources
CNQ
$99.4B
$2.08M 0.02%
65,190
-9,590
-13% -$300K
RDDT icon
581
Reddit
RDDT
$27.1B
$2.08M 0.02%
9,053
+1,071
+13% +$219K
CMA
582
DELISTED
Comerica
CMA
$2.08M 0.02%
30,380
+131
+0.4% +$8.82K
CTRA
583
DELISTED
Coterra Energy
CTRA
$2.08M 0.02%
87,844
-14,500
-14% -$350K
MAA icon
584
Mid-America Apartment Communities
MAA
$15.4B
$2.08M 0.02%
14,859
-290
-2% -$41.9K
XLK icon
585
State Street Technology Select Sector SPDR ETF
XLK
$117B
$2.07M 0.02%
14,708
+4,710
+47% +$624K
CPB icon
586
Campbell Soup
CPB
$6.55B
$2.07M 0.02%
65,633
+24,441
+59% +$790K
EQR icon
587
Equity Residential
EQR
$24.9B
$2.07M 0.02%
31,955
-3,733
-10% -$244K
NNN icon
588
NNN REIT
NNN
$9.04B
$2.05M 0.02%
48,217
-539
-1% -$22.9K
FHN icon
589
First Horizon
FHN
$12.2B
$2.05M 0.02%
90,418
-211
-0.2% -$4.69K
HLI icon
590
Houlihan Lokey
HLI
$8.77B
$2.02M 0.02%
9,825
+885
+10% +$174K
EHC icon
591
Encompass Health
EHC
$11B
$2.02M 0.02%
15,871
+102
+0.6% +$12.1K
WDS icon
592
Woodside Energy
WDS
$44.6B
$2.01M 0.02%
133,462
+16,471
+14% +$271K
IVW icon
593
iShares S&P 500 Growth ETF
IVW
$75.5B
$1.99M 0.02%
16,520
+1,222
+8% +$141K
HEI icon
594
HEICO Corp
HEI
$49.8B
$1.99M 0.02%
6,163
+552
+10% +$176K
ELF icon
595
e.l.f. Beauty
ELF
$4.89B
$1.98M 0.02%
14,964
-145
-1% -$17.9K
BAM icon
596
Brookfield Asset Management
BAM
$77.3B
$1.98M 0.02%
34,690
+1,328
+4% +$79K
ESLT icon
597
Elbit Systems
ESLT
$37.9B
$1.98M 0.02%
3,887
+86
+2% +$40.3K
TRI icon
598
Thomson Reuters
TRI
$42.8B
$1.98M 0.02%
12,462
-1,879
-13% -$351K
MTG icon
599
MGIC Investment
MTG
$6.16B
$1.98M 0.02%
69,664
-3,177
-4% -$86.6K
CSL icon
600
Carlisle Companies
CSL
$14.3B
$1.97M 0.02%
5,988
-724
-11% -$276K
22 23
24
25 26

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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 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.