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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
T icon
51
AT&T
T
$159B
$27.4M 0.28%
968,510
+9,582
+1% +$272K
MRK icon
52
Merck
MRK
$321B
$26.9M 0.28%
319,771
-2,859
-0.9% -$235K
TJX icon
53
TJX Companies
TJX
$176B
$26.7M 0.27%
184,948
+4,670
+3% +$620K
CRM icon
54
Salesforce
CRM
$148B
$26.5M 0.27%
111,992
-8,050
-7% -$2.03M
BLK icon
55
Blackrock
BLK
$170B
$25.8M 0.26%
22,120
+131
+0.6% +$146K
APP icon
56
Applovin
APP
$136B
$24.7M 0.25%
34,321
+1,138
+3% +$525K
PEP icon
57
PepsiCo
PEP
$191B
$24.6M 0.25%
174,693
+31,862
+22% +$4.55M
GEV icon
58
GE Vernova
GEV
$262B
$24.3M 0.25%
38,338
+466
+1% +$282K
C icon
59
Citigroup
C
$222B
$24.3M 0.25%
238,901
+625
+0.3% +$59.3K
ISRG icon
60
Intuitive Surgical
ISRG
$126B
$24M 0.25%
53,711
-3,766
-7% -$1.81M
UBER icon
61
Uber
UBER
$143B
$23.8M 0.24%
242,865
-1,057
-0.4% -$98.9K
QCOM icon
62
Qualcomm
QCOM
$159B
$23.8M 0.24%
142,919
+1,451
+1% +$230K
LOW icon
63
Lowe's Companies
LOW
$118B
$23.7M 0.24%
94,415
+1,748
+2% +$429K
KLAC icon
64
KLA
KLAC
$236B
$23.7M 0.24%
219,560
+6,490
+3% +$605K
TMO icon
65
Thermo Fisher Scientific
TMO
$214B
$23.6M 0.24%
48,671
+9,917
+26% +$4.62M
ANET icon
66
Arista Networks
ANET
$215B
$23.4M 0.24%
160,597
+6,508
+4% +$838K
MU icon
67
Micron Technology
MU
$988B
$23.3M 0.24%
139,499
+9,295
+7% +$1.19M
NEE icon
68
NextEra Energy
NEE
$183B
$22.5M 0.23%
296,631
+5,505
+2% +$402K
GILD icon
69
Gilead Sciences
GILD
$163B
$22.1M 0.23%
199,160
+5,132
+3% +$583K
SPGI icon
70
S&P Global
SPGI
$122B
$22M 0.23%
45,100
-812
-2% -$435K
PGR icon
71
Progressive
PGR
$124B
$21.5M 0.22%
87,218
-3,823
-4% -$942K
BSX icon
72
Boston Scientific
BSX
$68.4B
$21.3M 0.22%
217,670
+760
+0.4% +$78.7K
ASML icon
73
ASML
ASML
$634B
$20.9M 0.21%
21,625
+2,726
+14% +$2.14M
DIS icon
74
Walt Disney
DIS
$167B
$20.8M 0.21%
181,293
+1,945
+1% +$229K
COF icon
75
Capital One
COF
$129B
$20.4M 0.21%
95,530
+566
+0.6% +$124K
1 2
3
4 5

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ACA
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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.