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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
PFGC icon
601
Performance Food Group
PFGC
$18B
$1.96M 0.02%
18,877
+514
+3% +$51.5K
SUSA icon
602
iShares ESG Optimized MSCI USA ETF
SUSA
$4.08B
$1.95M 0.02%
14,393
-1,540
-10% -$201K
IMO icon
603
Imperial Oil
IMO
$62.7B
$1.95M 0.02%
21,470
+166
+0.8% +$14.3K
BURL icon
604
Burlington
BURL
$23.2B
$1.93M 0.02%
7,590
+21
+0.3% +$5.7K
MKC icon
605
McCormick & Company Non-Voting
MKC
$13.7B
$1.93M 0.02%
28,862
+772
+3% +$54.1K
RYAAY icon
606
Ryanair
RYAAY
$30.4B
$1.91M 0.02%
31,721
-610
-2% -$37.2K
COHR icon
607
Coherent
COHR
$51.4B
$1.91M 0.02%
17,701
-306
-2% -$30.5K
RGA icon
608
Reinsurance Group of America
RGA
$15.5B
$1.9M 0.02%
9,888
-66
-0.7% -$12.6K
ALC icon
609
Alcon
ALC
$33.6B
$1.89M 0.02%
25,184
-6,719
-21% -$561K
CPAY icon
610
Corpay
CPAY
$25B
$1.88M 0.02%
6,510
-93
-1% -$29.6K
CELH icon
611
Celsius Holdings
CELH
$7.47B
$1.87M 0.02%
32,560
+894
+3% +$46.7K
EQH icon
612
Equitable Holdings
EQH
$13B
$1.86M 0.02%
36,682
-851
-2% -$45.1K
SF
613
Stifel
SF
$12.6B
$1.86M 0.02%
24,542
+443
+2% +$33.2K
MUR icon
614
Murphy Oil
MUR
$5.7B
$1.85M 0.02%
65,281
-1,163
-2% -$29.3K
AYI icon
615
Acuity Brands
AYI
$9.83B
$1.85M 0.02%
5,374
-72
-1% -$23K
VUG icon
616
Vanguard Morningstar Growth ETF
VUG
$225B
$1.84M 0.02%
23,046
+588
+3% +$44.9K
AFG icon
617
American Financial Group
AFG
$11.8B
$1.84M 0.02%
12,609
+1,446
+13% +$192K
SNX icon
618
TD Synnex
SNX
$20.4B
$1.83M 0.02%
11,202
+223
+2% +$32.9K
VOD icon
619
Vodafone
VOD
$36.3B
$1.83M 0.02%
158,132
-321
-0.2% -$3.66K
GGG icon
620
Graco
GGG
$12.9B
$1.82M 0.02%
21,455
-1,487
-6% -$127K
MKL icon
621
Markel Group
MKL
$23.3B
$1.82M 0.02%
950
-71
-7% -$139K
CRL icon
622
Charles River Laboratories
CRL
$11.2B
$1.81M 0.02%
11,551
-127
-1% -$20.2K
LNC icon
623
Lincoln National
LNC
$8.73B
$1.8M 0.02%
44,674
+1,388
+3% +$53.7K
LYB icon
624
LyondellBasell Industries
LYB
$20B
$1.8M 0.02%
36,602
-12,023
-25% -$678K
APTV icon
625
Aptiv
APTV
$12B
$1.79M 0.02%
20,785
+321
+2% +$24.2K
23 24
25
26 27

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IIM
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GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
OIA
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RA
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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.