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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
INSM icon
601
Insmed
INSM
$21.3B
$1.99M 0.02%
11,424
+1,872
+20% +$342K
BXP icon
602
Boston Properties
BXP
$11.2B
$1.99M 0.02%
29,451
+532
+2% +$37.8K
SLF icon
603
Sun Life Financial
SLF
$45.7B
$1.98M 0.02%
31,809
+3,901
+14% +$236K
CPNG icon
604
Coupang
CPNG
$29.5B
$1.97M 0.02%
83,348
-3,602
-4% -$102K
ECHO
605
EchoStar
ECHO
$24.8B
$1.96M 0.02%
18,056
+2,174
+14% +$177K
TIGO icon
606
Millicom
TIGO
$15.8B
$1.96M 0.02%
35,393
+1,383
+4% +$69.6K
SGI
607
Somnigroup International
SGI
$14B
$1.96M 0.02%
21,928
+2,718
+14% +$237K
ERIC icon
608
Ericsson
ERIC
$33.1B
$1.96M 0.02%
202,727
+14,618
+8% +$138K
IVW icon
609
iShares S&P 500 Growth ETF
IVW
$75.5B
$1.96M 0.02%
15,868
-652
-4% -$79.8K
HLN icon
610
Haleon
HLN
$43.2B
$1.95M 0.02%
192,505
+9,969
+5% +$94.8K
HII icon
611
Huntington Ingalls Industries
HII
$12.8B
$1.94M 0.02%
5,719
+69
+1% +$21.4K
EWBC icon
612
East-West Bancorp
EWBC
$18.1B
$1.94M 0.02%
17,285
+478
+3% +$50.7K
LII icon
613
Lennox International
LII
$15B
$1.94M 0.02%
3,996
-165
-4% -$82.7K
RNR icon
614
RenaissanceRe
RNR
$13.4B
$1.94M 0.02%
6,883
+761
+12% +$200K
AYI icon
615
Acuity Brands
AYI
$10B
$1.93M 0.02%
5,365
-9
-0.2% -$3.25K
IVZ icon
616
Invesco
IVZ
$13.6B
$1.93M 0.02%
73,472
+2,728
+4% +$66.6K
FCNCA icon
617
First Citizens BancShares
FCNCA
$25.3B
$1.93M 0.02%
898
+23
+3% +$43.4K
AAL icon
618
American Airlines Group
AAL
$10.6B
$1.93M 0.02%
125,631
+15,603
+14% +$210K
DINO icon
619
HF Sinclair
DINO
$15.8B
$1.92M 0.02%
41,672
+560
+1% +$28.9K
SWKS icon
620
Skyworks Solutions
SWKS
$9.22B
$1.92M 0.02%
30,278
-11,047
-27% -$772K
IMO icon
621
Imperial Oil
IMO
$61.1B
$1.92M 0.02%
22,233
+763
+4% +$69.5K
AES icon
622
AES
AES
$10.5B
$1.92M 0.02%
133,771
+17,156
+15% +$242K
TKO icon
623
TKO Group
TKO
$13.8B
$1.92M 0.02%
9,169
+593
+7% +$115K
TSN icon
624
Tyson Foods
TSN
$21B
$1.91M 0.02%
32,612
+6,001
+23% +$330K
FDS icon
625
Factset
FDS
$9.59B
$1.9M 0.02%
6,561
+3,223
+97% +$905K
23 24
25
26 27

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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
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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.