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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
WFRD icon
651
Weatherford International
WFRD
$6.33B
$1.76M 0.02%
22,511
+1,211
+6% +$87.9K
MKC icon
652
McCormick & Company Non-Voting
MKC
$13.9B
$1.76M 0.02%
25,849
-3,013
-10% -$200K
HEI.A icon
653
HEICO Corp Class A
HEI.A
$36.6B
$1.76M 0.02%
6,971
-56
-0.8% -$13.8K
MAS icon
654
Masco
MAS
$14.7B
$1.75M 0.02%
27,648
-4,218
-13% -$274K
DKS icon
655
Dick's Sporting Goods
DKS
$18B
$1.75M 0.02%
8,836
+788
+10% +$172K
PUK icon
656
Prudential
PUK
$37.4B
$1.74M 0.02%
55,972
-738
-1% -$21.2K
INVH icon
657
Invitation Homes
INVH
$18.1B
$1.74M 0.02%
62,447
+19,196
+44% +$536K
PFGC icon
658
Performance Food Group
PFGC
$18B
$1.73M 0.02%
19,291
+414
+2% +$40K
RL icon
659
Ralph Lauren
RL
$22.6B
$1.73M 0.02%
4,903
+233
+5% +$79.4K
OC icon
660
Owens Corning
OC
$11.5B
$1.73M 0.02%
15,487
-124
-0.8% -$14.6K
FWONK icon
661
Liberty Media Series C
FWONK
$24.5B
$1.73M 0.02%
17,587
+664
+4% +$65.2K
RIVN icon
662
Rivian
RIVN
$22.2B
$1.73M 0.02%
87,726
+12,986
+17% +$206K
WY icon
663
Weyerhaeuser
WY
$18.2B
$1.73M 0.02%
72,901
+13,156
+22% +$304K
EQH icon
664
Equitable Holdings
EQH
$13.1B
$1.73M 0.02%
36,212
-470
-1% -$22.3K
TRU icon
665
TransUnion
TRU
$15.3B
$1.71M 0.02%
19,892
+4,431
+29% +$364K
NYT icon
666
New York Times
NYT
$12.2B
$1.71M 0.02%
24,562
+2,891
+13% +$179K
ROKU icon
667
Roku
ROKU
$21.6B
$1.7M 0.02%
15,703
+1,380
+10% +$140K
EHC icon
668
Encompass Health
EHC
$11.2B
$1.7M 0.02%
16,034
+163
+1% +$18.9K
AKAM icon
669
Akamai
AKAM
$17.1B
$1.7M 0.02%
19,447
+2,173
+13% +$179K
GGG icon
670
Graco
GGG
$13B
$1.7M 0.02%
20,699
-756
-4% -$62.2K
CSL icon
671
Carlisle Companies
CSL
$14.8B
$1.7M 0.02%
5,302
-686
-11% -$222K
EXAS
672
DELISTED
Exact Sciences
EXAS
$1.67M 0.02%
16,492
+1,184
+8% +$95.1K
MLI icon
673
Mueller Industries
MLI
$14.7B
$1.67M 0.02%
29,148
+522
+2% +$28.1K
AFG icon
674
American Financial Group
AFG
$11.8B
$1.67M 0.02%
12,183
-426
-3% -$58.5K
WCC
675
WESCO International
WCC
$17.6B
$1.66M 0.02%
6,797
+116
+2% +$28.4K
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 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.