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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
DOCS icon
651
Doximity
DOCS
$3.95B
$1.7M 0.02%
23,258
+4,525
+24% +$295K
PSO icon
652
Pearson
PSO
$10.1B
$1.7M 0.02%
120,197
+1,004
+0.8% +$14.4K
TMHC
653
DELISTED
Taylor Morrison
TMHC
$1.7M 0.02%
25,761
+732
+3% +$48.2K
ALLY icon
654
Ally Financial
ALLY
$13.4B
$1.69M 0.02%
43,212
+669
+2% +$26.8K
WTRG icon
655
Essential Utilities
WTRG
$11B
$1.69M 0.02%
42,294
-571
-1% -$21.8K
BG icon
656
Bunge Global
BG
$20.2B
$1.69M 0.02%
20,742
-1,436
-6% -$115K
LOPE icon
657
Grand Canyon Education
LOPE
$3.93B
$1.68M 0.02%
7,663
+1,593
+26% +$306K
SLF icon
658
Sun Life Financial
SLF
$45.7B
$1.68M 0.02%
27,908
-2,533
-8% -$152K
LULU icon
659
lululemon athletica
LULU
$14B
$1.67M 0.02%
9,381
-909
-9% -$182K
NTNX icon
660
Nutanix
NTNX
$16.5B
$1.65M 0.02%
22,226
+5,352
+32% +$393K
NWSA icon
661
News Corp Class A
NWSA
$15.1B
$1.65M 0.02%
53,743
+4,569
+9% +$135K
TIGO icon
662
Millicom
TIGO
$15.8B
$1.65M 0.02%
34,010
+1,676
+5% +$73.6K
TSEM icon
663
Tower Semiconductor
TSEM
$26.5B
$1.65M 0.02%
22,815
-627
-3% -$34.2K
BJ icon
664
BJs Wholesale Club
BJ
$12.4B
$1.65M 0.02%
17,650
-124
-0.7% -$12.7K
DEO icon
665
Diageo
DEO
$49.2B
$1.64M 0.02%
17,215
+610
+4% +$64K
HLN icon
666
Haleon
HLN
$43.2B
$1.64M 0.02%
182,536
-47,199
-21% -$455K
CACI icon
667
CACI
CACI
$11.3B
$1.64M 0.02%
3,271
+126
+4% +$60.9K
KIM icon
668
Kimco Realty
KIM
$17.1B
$1.63M 0.02%
74,674
+4,615
+7% +$100K
VNT icon
669
Vontier
VNT
$4.62B
$1.63M 0.02%
38,681
+268
+0.7% +$11K
HII icon
670
Huntington Ingalls Industries
HII
$12.8B
$1.63M 0.02%
5,650
+146
+3% +$38.9K
OSK icon
671
Oshkosh
OSK
$9.16B
$1.63M 0.02%
12,534
-470
-4% -$62.4K
YUMC icon
672
Yum China
YUMC
$16.6B
$1.62M 0.02%
37,835
-345
-0.9% -$15.7K
IVZ icon
673
Invesco
IVZ
$13.6B
$1.62M 0.02%
70,744
+291
+0.4% +$6.04K
DT icon
674
Dynatrace
DT
$12.9B
$1.62M 0.02%
33,448
+889
+3% +$45K
SGI
675
Somnigroup International
SGI
$14B
$1.62M 0.02%
19,210
-811
-4% -$63.9K
25 26
27
28 29

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.