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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
GEN icon
726
Gen Digital
GEN
$16.9B
$1.45M 0.01%
51,101
+1,249
+3% +$37.4K
STM icon
727
STMicroelectronics
STM
$46.5B
$1.45M 0.01%
51,300
+2,297
+5% +$64.2K
MLI icon
728
Mueller Industries
MLI
$14.7B
$1.45M 0.01%
28,626
-674
-2% -$30.9K
UDR icon
729
UDR
UDR
$12.4B
$1.45M 0.01%
38,832
+2,397
+7% +$93.5K
TSN icon
730
Tyson Foods
TSN
$21B
$1.44M 0.01%
26,611
-1,510
-5% -$83.4K
PII icon
731
Polaris
PII
$4.02B
$1.44M 0.01%
24,785
+1,047
+4% +$56.5K
SNN icon
732
Smith & Nephew
SNN
$13.5B
$1.44M 0.01%
39,568
+4,880
+14% +$168K
ROKU icon
733
Roku
ROKU
$21.6B
$1.43M 0.01%
14,323
-747
-5% -$68.9K
QGEN icon
734
Qiagen
QGEN
$8.73B
$1.43M 0.01%
31,637
+3,162
+11% +$151K
AVY icon
735
Avery Dennison
AVY
$13.2B
$1.42M 0.01%
8,735
+27
+0.3% +$4.65K
WCC
736
WESCO International
WCC
$17.6B
$1.41M 0.01%
6,681
-70
-1% -$14.7K
SCHA icon
737
Schwab U.S Small- Cap ETF
SCHA
$22.7B
$1.41M 0.01%
50,678
– –
ESS icon
738
Essex Property Trust
ESS
$18.4B
$1.41M 0.01%
5,265
-312
-6% -$84.3K
HR icon
739
Healthcare Realty
HR
$7.12B
$1.41M 0.01%
78,107
+5,224
+7% +$88.3K
RPM icon
740
RPM International
RPM
$14.2B
$1.41M 0.01%
11,940
+746
+7% +$89.5K
VTV icon
741
Vanguard Morningstar Value ETF
VTV
$189B
$1.4M 0.01%
7,527
-2,264
-23% -$410K
MTSI icon
742
MACOM Technology Solutions
MTSI
$19.5B
$1.4M 0.01%
11,274
-322
-3% -$42.5K
DPZ icon
743
Domino's
DPZ
$12.1B
$1.4M 0.01%
3,248
-80
-2% -$36.3K
FSV icon
744
FirstService
FSV
$6.31B
$1.4M 0.01%
7,360
+802
+12% +$155K
PAYC icon
745
Paycom
PAYC
$7.86B
$1.4M 0.01%
6,701
+487
+8% +$110K
GNTX icon
746
Gentex
GNTX
$4.99B
$1.4M 0.01%
49,374
+6,494
+15% +$173K
DFAC icon
747
Dimensional US Core Equity 2 ETF
DFAC
$48.5B
$1.4M 0.01%
36,213
– –
ENSG icon
748
The Ensign Group
ENSG
$10.3B
$1.4M 0.01%
8,077
+1,633
+25% +$260K
MGK icon
749
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.2B
$1.39M 0.01%
17,265
-475
-3% -$36.5K
NTES icon
750
NetEase
NTES
$84.2B
$1.39M 0.01%
9,140
+1,474
+19% +$203K
28 29
30
31 32

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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 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.