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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
NFG icon
676
National Fuel Gas
NFG
$7.87B
$1.62M 0.02%
17,536
+898
+5% +$78.3K
XPEV icon
677
XPeng
XPEV
$11.8B
$1.62M 0.02%
69,032
+1,206
+2% +$24.2K
Z icon
678
Zillow
Z
$8.04B
$1.61M 0.02%
20,897
+699
+3% +$57.1K
KTOS icon
679
Kratos Defense & Security Solutions
KTOS
$9.23B
$1.61M 0.02%
17,600
+3,915
+29% +$251K
DKNG icon
680
DraftKings
DKNG
$11.7B
$1.6M 0.02%
42,896
+3,282
+8% +$146K
AOS icon
681
A.O. Smith
AOS
$8.25B
$1.6M 0.02%
21,785
+828
+4% +$59.1K
FTV icon
682
Fortive
FTV
$18B
$1.6M 0.02%
32,606
-5,716
-15% -$282K
PUK icon
683
Prudential
PUK
$37.4B
$1.59M 0.02%
56,710
+2,667
+5% +$69.8K
JKHY icon
684
Jack Henry & Associates
JKHY
$11.1B
$1.59M 0.02%
10,656
-1,489
-12% -$247K
IHG icon
685
InterContinental Hotels
IHG
$23.5B
$1.58M 0.02%
12,930
+1,397
+12% +$167K
FCNCA icon
686
First Citizens BancShares
FCNCA
$25.3B
$1.58M 0.02%
875
-4
-0.5% -$7.89K
NVMI
687
Nova
NVMI
$12.5B
$1.58M 0.02%
4,947
+51
+1% +$14.1K
CG icon
688
Carlyle Group
CG
$17.6B
$1.57M 0.02%
25,099
+831
+3% +$51.9K
COO icon
689
Cooper Companies
COO
$14.5B
$1.57M 0.02%
22,933
+43
+0.2% +$3.05K
QMMM
690
QMMM Holdings
QMMM
$1.57M 0.02%
13,123
-5
-0% -$128
LUV icon
691
Southwest Airlines
LUV
$23B
$1.56M 0.02%
48,960
-1,908
-4% -$62.4K
NBIX icon
692
Neurocrine Biosciences
NBIX
$16.9B
$1.56M 0.02%
11,112
+77
+0.7% +$10.4K
JEF icon
693
Jefferies Financial Group
JEF
$12.8B
$1.56M 0.02%
23,826
-448
-2% -$27.3K
ERIC icon
694
Ericsson
ERIC
$33.1B
$1.56M 0.02%
188,109
-53,102
-22% -$415K
RNR icon
695
RenaissanceRe
RNR
$13.4B
$1.55M 0.02%
6,122
+747
+14% +$181K
ZBH icon
696
Zimmer Biomet
ZBH
$18.8B
$1.55M 0.02%
15,773
+3,579
+29% +$355K
SSNC icon
697
SS&C Technologies
SSNC
$18.6B
$1.55M 0.02%
17,463
+1,013
+6% +$87.7K
WSO icon
698
Watsco Inc
WSO
$13.1B
$1.55M 0.02%
3,821
-264
-6% -$113K
AES icon
699
AES
AES
$10.5B
$1.53M 0.02%
116,615
+23
+0% +$299
U icon
700
Unity
U
$14.6B
$1.53M 0.02%
38,311
+3,753
+11% +$139K
26 27
28
29 30

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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 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.