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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
GPN icon
626
Global Payments
GPN
$23.6B
$1.79M 0.02%
21,554
+6,823
+46% +$574K
EWBC icon
627
East-West Bancorp
EWBC
$18.1B
$1.79M 0.02%
16,807
+880
+6% +$92.6K
DKS icon
628
Dick's Sporting Goods
DKS
$18B
$1.79M 0.02%
8,048
– –
HEI.A icon
629
HEICO Corp Class A
HEI.A
$36.6B
$1.79M 0.02%
7,027
+385
+6% +$96.2K
EXEL icon
630
Exelixis
EXEL
$13.8B
$1.78M 0.02%
43,160
-2,517
-6% -$101K
HAS icon
631
Hasbro
HAS
$12.9B
$1.78M 0.02%
23,471
+285
+1% +$22.1K
PKX icon
632
POSCO
PKX
$16B
$1.78M 0.02%
36,136
+1,741
+5% +$93.9K
DOCU
633
DocuSign
DOCU
$10.5B
$1.78M 0.02%
24,626
-1,270
-5% -$97.9K
EQNR icon
634
Equinor
EQNR
$94.8B
$1.77M 0.02%
72,655
+168
+0.2% +$4.21K
FWONK icon
635
Liberty Media Series C
FWONK
$24.5B
$1.77M 0.02%
16,923
+2,043
+14% +$207K
UGI icon
636
UGI
UGI
$7.78B
$1.76M 0.02%
53,021
-1,470
-3% -$51.4K
TECH icon
637
Bio-Techne
TECH
$11.2B
$1.76M 0.02%
31,610
+1,342
+4% +$71.9K
IWB icon
638
iShares Russell 1000 ETF
IWB
$49B
$1.75M 0.02%
4,779
-11
-0.2% -$3.87K
EG icon
639
Everest Group
EG
$14.3B
$1.74M 0.02%
4,973
-6
-0.1% -$2.03K
IVE icon
640
iShares S&P 500 Value ETF
IVE
$49.3B
$1.74M 0.02%
8,419
-314
-4% -$63.1K
TPL icon
641
Texas Pacific Land
TPL
$28B
$1.74M 0.02%
5,586
-195
-3% -$61.4K
CGNX icon
642
Cognex
CGNX
$11.2B
$1.73M 0.02%
38,290
+1,066
+3% +$43.1K
TKO icon
643
TKO Group
TKO
$13.8B
$1.73M 0.02%
8,576
+366
+4% +$66.9K
CNI icon
644
Canadian National Railway
CNI
$76.1B
$1.73M 0.02%
18,323
-4,486
-20% -$433K
STZ icon
645
Constellation Brands
STZ
$22.4B
$1.73M 0.02%
12,816
-1,864
-13% -$296K
LVS icon
646
Las Vegas Sands
LVS
$30.6B
$1.72M 0.02%
31,939
+1,864
+6% +$98K
XPO icon
647
XPO
XPO
$23.1B
$1.72M 0.02%
13,282
+108
+0.8% +$14K
ACM icon
648
Aecom
ACM
$9.61B
$1.71M 0.02%
13,124
+77
+0.6% +$9.3K
VEA icon
649
Vanguard FTSE Developed Markets ETF
VEA
$230B
$1.71M 0.02%
28,476
-843
-3% -$49.1K
BWXT icon
650
BWX Technologies
BWXT
$15.9B
$1.7M 0.02%
9,243
+334
+4% +$53.7K
24 25
26
27 28

Similar funds

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.