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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
VOD icon
626
Vodafone
VOD
$35.9B
$1.9M 0.02%
143,709
-14,423
-9% -$175K
HAS icon
627
Hasbro
HAS
$12.9B
$1.89M 0.02%
23,054
-417
-2% -$32.7K
VEA icon
628
Vanguard FTSE Developed Markets ETF
VEA
$230B
$1.89M 0.02%
30,238
+1,762
+6% +$108K
AA icon
629
Alcoa
AA
$11.8B
$1.89M 0.02%
35,481
+2,746
+8% +$112K
SFM icon
630
Sprouts Farmers Market
SFM
$8.28B
$1.88M 0.02%
23,562
+2,964
+14% +$266K
WDS icon
631
Woodside Energy
WDS
$43.1B
$1.88M 0.02%
120,399
-13,063
-10% -$208K
XPO icon
632
XPO
XPO
$23.1B
$1.87M 0.02%
13,785
+503
+4% +$68.5K
CSGP icon
633
CoStar Group
CSGP
$12.2B
$1.87M 0.02%
27,859
-15,927
-36% -$1.13M
LPL icon
634
LG Display
LPL
$3.07B
$1.87M 0.02%
444,140
+43,885
+11% +$205K
TDY icon
635
Teledyne Technologies
TDY
$31.1B
$1.87M 0.02%
3,661
-498
-12% -$262K
GDDY icon
636
GoDaddy
GDDY
$11.7B
$1.87M 0.02%
15,064
-627
-4% -$81.1K
ATI icon
637
ATI
ATI
$26.4B
$1.86M 0.02%
16,166
+2,700
+20% +$263K
EXEL icon
638
Exelixis
EXEL
$13.8B
$1.85M 0.02%
42,297
-863
-2% -$35.7K
VUG icon
639
Vanguard Morningstar Growth ETF
VUG
$225B
$1.85M 0.02%
22,776
-270
-1% -$21.9K
MANH icon
640
Manhattan Associates
MANH
$10.9B
$1.85M 0.02%
10,653
-818
-7% -$150K
ELAN icon
641
Elanco Animal Health
ELAN
$12.8B
$1.84M 0.02%
81,248
+8,086
+11% +$176K
CACI icon
642
CACI
CACI
$11.3B
$1.84M 0.02%
3,450
+179
+5% +$101K
COLB icon
643
Columbia Banking Systems
COLB
$8.91B
$1.83M 0.02%
65,521
+7,202
+12% +$195K
BJ icon
644
BJs Wholesale Club
BJ
$12.4B
$1.82M 0.02%
20,241
+2,591
+15% +$238K
BG icon
645
Bunge Global
BG
$20.2B
$1.81M 0.02%
20,364
-378
-2% -$34.9K
U icon
646
Unity
U
$14.6B
$1.81M 0.02%
41,029
+2,718
+7% +$111K
TAP icon
647
Molson Coors Class B
TAP
$7.86B
$1.81M 0.02%
38,695
+11,866
+44% +$547K
CCEP icon
648
Coca-Cola Europacific Partners
CCEP
$47.8B
$1.81M 0.02%
19,909
-3,236
-14% -$292K
OMF icon
649
OneMain Financial
OMF
$7.44B
$1.8M 0.02%
26,635
+2,313
+10% +$141K
BAM icon
650
Brookfield Asset Management
BAM
$80.9B
$1.8M 0.02%
34,279
-411
-1% -$22.1K
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 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.