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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
PPG icon
676
PPG Industries
PPG
$25.3B
$1.66M 0.02%
16,214
-5,735
-26% -$576K
WBS icon
677
Webster Financial
WBS
$12.6B
$1.66M 0.02%
26,355
+598
+2% +$35.5K
CIB icon
678
Grupo Cibest SA
CIB
$21.6B
$1.65M 0.02%
25,918
+5,696
+28% +$341K
NVMI
679
Nova
NVMI
$12.5B
$1.64M 0.02%
4,997
+50
+1% +$16.1K
TTD icon
680
Trade Desk
TTD
$8.6B
$1.62M 0.02%
42,797
-11,336
-21% -$502K
BWXT icon
681
BWX Technologies
BWXT
$15.9B
$1.61M 0.02%
9,331
+88
+1% +$16.5K
EXE
682
Expand Energy Corp
EXE
$21.9B
$1.61M 0.02%
14,608
+1,612
+12% +$179K
WWD icon
683
Woodward
WWD
$21.5B
$1.61M 0.02%
5,317
+258
+5% +$71K
WTRG icon
684
Essential Utilities
WTRG
$11B
$1.6M 0.02%
41,777
-517
-1% -$20.3K
SNX icon
685
TD Synnex
SNX
$20.3B
$1.6M 0.02%
10,644
-558
-5% -$85.6K
BKH icon
686
Black Hills Corp
BKH
$5.42B
$1.6M 0.02%
23,028
+817
+4% +$55.1K
TPL icon
687
Texas Pacific Land
TPL
$28B
$1.6M 0.02%
5,565
-21
-0.4% -$6.41K
AEIS icon
688
Advanced Energy
AEIS
$11.9B
$1.59M 0.02%
7,613
+280
+4% +$57K
NBIX icon
689
Neurocrine Biosciences
NBIX
$16.7B
$1.59M 0.02%
11,238
+126
+1% +$18.3K
MGA icon
690
Magna International
MGA
$18.5B
$1.59M 0.02%
29,850
+1,779
+6% +$86.9K
ENLT icon
691
Enlight Renewable Energy
ENLT
$11.6B
$1.59M 0.02%
34,962
+12,217
+54% +$457K
FHI icon
692
Federated Hermes
FHI
$4.85B
$1.58M 0.02%
30,310
+1,539
+5% +$78.2K
HLI icon
693
Houlihan Lokey
HLI
$8.77B
$1.58M 0.02%
9,056
-769
-8% -$141K
CELH icon
694
Celsius Holdings
CELH
$7.22B
$1.57M 0.02%
34,319
+1,759
+5% +$88.6K
PSO icon
695
Pearson
PSO
$10.1B
$1.57M 0.02%
111,677
-8,520
-7% -$118K
DOC icon
696
Healthpeak Properties
DOC
$14.9B
$1.56M 0.02%
97,194
-36,255
-27% -$639K
BLD
697
DELISTED
TopBuild
BLD
$1.56M 0.02%
3,735
+11
+0.3% +$4.72K
STN icon
698
Stantec
STN
$8.17B
$1.56M 0.02%
16,490
+2,811
+21% +$289K
PII icon
699
Polaris
PII
$4.02B
$1.55M 0.02%
24,453
-332
-1% -$21.9K
R icon
700
Ryder
R
$10.1B
$1.55M 0.02%
8,081
+118
+1% +$21.2K
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
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.