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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
WBS icon
701
Webster Financial
WBS
$12.6B
$1.53M 0.02%
25,757
+370
+1% +$22K
GPC icon
702
Genuine Parts
GPC
$17.7B
$1.53M 0.02%
11,041
+462
+4% +$62K
ARW icon
703
Arrow Electronics
ARW
$11.1B
$1.53M 0.02%
12,614
-862
-6% -$108K
SCI icon
704
Service Corp International
SCI
$11.7B
$1.53M 0.02%
18,330
+70
+0.4% +$5.58K
CHKP icon
705
Check Point Software Technologies
CHKP
$12.6B
$1.52M 0.02%
7,369
-737
-9% -$149K
ESNT icon
706
Essent Group
ESNT
$6.15B
$1.52M 0.02%
23,890
+142
+0.6% +$8.63K
FNV icon
707
Franco-Nevada
FNV
$41.4B
$1.52M 0.02%
6,810
+170
+3% +$30.6K
NCLH icon
708
Norwegian Cruise Line
NCLH
$9.07B
$1.52M 0.02%
61,592
+2,100
+4% +$51K
RRC icon
709
Range Resources
RRC
$9.43B
$1.51M 0.02%
40,222
-435
-1% -$15.5K
R icon
710
Ryder
R
$10.1B
$1.51M 0.02%
7,963
+334
+4% +$60.2K
ALK icon
711
Alaska Air
ALK
$5.6B
$1.51M 0.02%
30,312
+1,159
+4% +$64.5K
BRK.A icon
712
Berkshire Hathaway Class A
BRK.A
$1.1T
$1.51M 0.02%
2
– –
COLB icon
713
Columbia Banking Systems
COLB
$8.91B
$1.5M 0.02%
58,319
+21,586
+59% +$548K
PHG icon
714
Philips
PHG
$25.6B
$1.5M 0.02%
57,010
+2,447
+4% +$62.8K
INGR icon
715
Ingredion
INGR
$6.33B
$1.5M 0.02%
12,276
-129
-1% -$16.6K
FHI icon
716
Federated Hermes
FHI
$4.77B
$1.49M 0.02%
28,771
+2,350
+9% +$119K
FTI icon
717
TechnipFMC
FTI
$27.1B
$1.49M 0.02%
37,718
+1,961
+5% +$71.8K
WY icon
718
Weyerhaeuser
WY
$18.2B
$1.48M 0.02%
59,745
+10,351
+21% +$265K
STN icon
719
Stantec
STN
$8.17B
$1.47M 0.02%
13,679
+643
+5% +$70.2K
ELAN icon
720
Elanco Animal Health
ELAN
$12.8B
$1.47M 0.02%
73,162
+9,165
+14% +$154K
ADC icon
721
Agree Realty
ADC
$9.57B
$1.47M 0.02%
20,729
+2,917
+16% +$211K
FNF icon
722
Fidelity National Financial
FNF
$13.9B
$1.47M 0.02%
24,261
-253
-1% -$14.7K
RL icon
723
Ralph Lauren
RL
$22.6B
$1.46M 0.02%
4,670
+17
+0.4% +$5.06K
WFRD icon
724
Weatherford International
WFRD
$6.33B
$1.46M 0.01%
21,300
+1,171
+6% +$69.6K
BLD
725
DELISTED
TopBuild
BLD
$1.46M 0.01%
3,724
+31
+0.8% +$12.4K
27 28
29
30 31

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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 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.