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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
TMO icon
51
Thermo Fisher Scientific
TMO
$214B
$30.1M 0.29%
52,009
+3,338
+7% +$1.89M
INTU icon
52
Intuit
INTU
$86.3B
$29.9M 0.29%
45,076
+2,393
+6% +$1.58M
AMGN icon
53
Amgen
AMGN
$209B
$28.9M 0.28%
88,290
+16,515
+23% +$5.24M
C icon
54
Citigroup
C
$222B
$28.5M 0.28%
244,574
+5,673
+2% +$589K
BKNG icon
55
Booking.com
BKNG
$150B
$28.4M 0.28%
132,650
+2,825
+2% +$581K
KLAC icon
56
KLA
KLAC
$236B
$27.5M 0.27%
226,460
+6,900
+3% +$809K
APP icon
57
Applovin
APP
$136B
$26.4M 0.26%
39,240
+4,919
+14% +$3.1M
GEV icon
58
GE Vernova
GEV
$262B
$26.3M 0.26%
40,197
+1,859
+5% +$1.13M
SPGI icon
59
S&P Global
SPGI
$122B
$26.2M 0.26%
50,176
+5,076
+11% +$2.51M
NEE icon
60
NextEra Energy
NEE
$183B
$25.9M 0.25%
322,850
+26,219
+9% +$2.17M
PEP icon
61
PepsiCo
PEP
$191B
$25.1M 0.25%
175,055
+362
+0.2% +$53.2K
GILD icon
62
Gilead Sciences
GILD
$163B
$25M 0.24%
204,048
+4,888
+2% +$594K
QCOM icon
63
Qualcomm
QCOM
$160B
$24.6M 0.24%
143,974
+1,055
+0.7% +$181K
NOW icon
64
ServiceNow
NOW
$114B
$24.3M 0.24%
158,379
-3,181
-2% -$546K
COF icon
65
Capital One
COF
$129B
$24.2M 0.24%
99,691
+4,161
+4% +$926K
BLK icon
66
Blackrock
BLK
$170B
$24M 0.23%
22,427
+307
+1% +$336K
LOW icon
67
Lowe's Companies
LOW
$118B
$23.5M 0.23%
97,545
+3,130
+3% +$752K
ETN icon
68
Eaton
ETN
$150B
$23.1M 0.23%
72,419
-1,076
-1% -$381K
ASML icon
69
ASML
ASML
$634B
$22.9M 0.22%
21,414
-211
-1% -$220K
T icon
70
AT&T
T
$159B
$22.5M 0.22%
907,241
-61,269
-6% -$1.55M
DIS icon
71
Walt Disney
DIS
$167B
$21.9M 0.21%
192,715
+11,422
+6% +$1.26M
ACN icon
72
Accenture
ACN
$99.9B
$21.6M 0.21%
80,421
+14,132
+21% +$3.59M
PGR icon
73
Progressive
PGR
$124B
$21.3M 0.21%
93,353
+6,135
+7% +$1.39M
ANET icon
74
Arista Networks
ANET
$215B
$21M 0.21%
160,639
+42
+0% +$5.78K
BSX icon
75
Boston Scientific
BSX
$68.4B
$20.6M 0.2%
215,725
-1,945
-0.9% -$191K
1 2
3
4 5

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ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
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.