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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
MTSI icon
576
MACOM Technology Solutions
MTSI
$19.5B
$2.1M 0.02%
12,276
+1,002
+9% +$159K
ALLY icon
577
Ally Financial
ALLY
$13.4B
$2.1M 0.02%
46,377
+3,165
+7% +$130K
CYBR
578
DELISTED
CyberArk
CYBR
$2.09M 0.02%
4,688
-20
-0.4% -$9.63K
CF icon
579
CF Industries
CF
$18.2B
$2.09M 0.02%
27,001
-764
-3% -$62.8K
FTI icon
580
TechnipFMC
FTI
$27.1B
$2.09M 0.02%
46,857
+9,139
+24% +$386K
MTG icon
581
MGIC Investment
MTG
$6.27B
$2.08M 0.02%
71,228
+1,564
+2% +$43.9K
DXCM icon
582
DexCom
DXCM
$32.9B
$2.08M 0.02%
31,328
-5,713
-15% -$369K
IP icon
583
International Paper
IP
$21.9B
$2.07M 0.02%
52,671
-7,460
-12% -$307K
EQR icon
584
Equity Residential
EQR
$25.3B
$2.07M 0.02%
32,896
+941
+3% +$57.7K
HALO icon
585
Halozyme
HALO
$9.76B
$2.06M 0.02%
30,669
-675
-2% -$45.4K
ALAB icon
586
Astera Labs
ALAB
$55B
$2.06M 0.02%
12,391
+299
+2% +$50K
AVY icon
587
Avery Dennison
AVY
$13.2B
$2.06M 0.02%
11,330
+2,595
+30% +$449K
TYL icon
588
Tyler Technologies
TYL
$12.5B
$2.06M 0.02%
4,536
-436
-9% -$208K
OKTA icon
589
Okta
OKTA
$24.6B
$2.05M 0.02%
23,703
-1,663
-7% -$145K
TECH icon
590
Bio-Techne
TECH
$11.2B
$2.05M 0.02%
34,841
+3,231
+10% +$196K
YUMC icon
591
Yum China
YUMC
$16.6B
$2.04M 0.02%
42,783
+4,948
+13% +$227K
FTV icon
592
Fortive
FTV
$18B
$2.04M 0.02%
36,904
+4,298
+13% +$223K
VNO icon
593
Vornado Realty Trust
VNO
$7.51B
$2.03M 0.02%
61,062
-1,311
-2% -$47.9K
ALC icon
594
Alcon
ALC
$34.2B
$2.01M 0.02%
25,494
+310
+1% +$23.9K
MUR icon
595
Murphy Oil
MUR
$5.55B
$2.01M 0.02%
64,283
-998
-2% -$30K
PDD icon
596
Pinduoduo
PDD
$128B
$2.01M 0.02%
17,688
-221
-1% -$27.4K
SUSA icon
597
iShares ESG Optimized MSCI USA ETF
SUSA
$4.08B
$2.01M 0.02%
14,393
– –
LNC icon
598
Lincoln National
LNC
$8.82B
$2.01M 0.02%
45,036
+362
+0.8% +$15.1K
RMBS icon
599
Rambus
RMBS
$10B
$2M 0.02%
21,720
-99
-0.5% -$9.74K
IHG icon
600
InterContinental Hotels
IHG
$23.3B
$1.99M 0.02%
14,118
+1,188
+9% +$154K
22 23
24
25 26

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ACA
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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.