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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
OHI icon
701
Omega Healthcare
OHI
$14.7B
$1.54M 0.02%
34,793
+2,862
+9% +$123K
ESS icon
702
Essex Property Trust
ESS
$18.4B
$1.54M 0.02%
5,895
+630
+12% +$163K
FIVE icon
703
Five Below
FIVE
$12B
$1.53M 0.02%
8,149
+332
+4% +$54K
UDR icon
704
UDR
UDR
$12.4B
$1.53M 0.01%
41,747
+2,915
+8% +$104K
MGM icon
705
MGM Resorts International
MGM
$11.4B
$1.53M 0.01%
41,886
+2,123
+5% +$72K
SSNC icon
706
SS&C Technologies
SSNC
$18.6B
$1.52M 0.01%
17,440
-23
-0.1% -$1.96K
TXRH icon
707
Texas Roadhouse
TXRH
$13.8B
$1.52M 0.01%
9,183
+1,178
+15% +$199K
APTV icon
708
Aptiv
APTV
$12.1B
$1.52M 0.01%
20,030
-755
-4% -$60.6K
CCK icon
709
Crown Holdings
CCK
$13B
$1.52M 0.01%
14,770
+2,082
+16% +$203K
CG icon
710
Carlyle Group
CG
$17.6B
$1.52M 0.01%
25,716
+617
+2% +$35.1K
DKNG icon
711
DraftKings
DKNG
$11.7B
$1.51M 0.01%
43,885
+989
+2% +$32.5K
ESNT icon
712
Essent Group
ESNT
$6.15B
$1.51M 0.01%
23,234
-656
-3% -$40.7K
BRK.A icon
713
Berkshire Hathaway Class A
BRK.A
$1.1T
$1.51M 0.01%
2
– –
XLK icon
714
State Street Technology Select Sector SPDR ETF
XLK
$117B
$1.51M 0.01%
10,469
-4,239
-29% -$612K
PEN icon
715
Penumbra
PEN
$12.7B
$1.5M 0.01%
4,815
+248
+5% +$68.5K
XPEV icon
716
XPeng
XPEV
$11.8B
$1.5M 0.01%
73,805
+4,773
+7% +$104K
SNV
717
DELISTED
Synovus
SNV
$1.49M 0.01%
29,783
+1,678
+6% +$80.7K
DEO icon
718
Diageo
DEO
$49.2B
$1.49M 0.01%
17,275
+60
+0.3% +$5.53K
TMHC
719
DELISTED
Taylor Morrison
TMHC
$1.48M 0.01%
25,176
-585
-2% -$35.8K
HBM icon
720
Hudbay
HBM
$10.4B
$1.47M 0.01%
74,154
+2,780
+4% +$47K
QMMM
721
QMMM Holdings
QMMM
$1.47M 0.01%
12,373
-750
-6% -$89.1K
ENSG icon
722
The Ensign Group
ENSG
$10.3B
$1.47M 0.01%
8,428
+351
+4% +$63.1K
MTZ icon
723
MasTec
MTZ
$21B
$1.47M 0.01%
6,741
+861
+15% +$181K
IFF icon
724
International Flavors & Fragrances
IFF
$20.6B
$1.46M 0.01%
21,721
+5,901
+37% +$382K
EMBJ
725
Embraer S.A. ADS
EMBJ
$12.6B
$1.46M 0.01%
22,725
-156
-0.7% -$9.78K
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
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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.