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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
GFI icon
726
Gold Fields
GFI
$29B
$1.46M 0.01%
33,488
+3,066
+10% +$128K
Z icon
727
Zillow
Z
$7.79B
$1.46M 0.01%
21,397
+500
+2% +$36.2K
FLO icon
728
Flowers Foods
FLO
$1.49B
$1.46M 0.01%
134,140
+30,074
+29% +$349K
KTOS icon
729
Kratos Defense & Security Solutions
KTOS
$8.74B
$1.46M 0.01%
19,175
+1,575
+9% +$129K
IWB icon
730
iShares Russell 1000 ETF
IWB
$49B
$1.45M 0.01%
3,894
-885
-19% -$328K
EXPO icon
731
Exponent
EXPO
$3.24B
$1.45M 0.01%
20,850
+6,513
+45% +$457K
NNN icon
732
NNN REIT
NNN
$9.04B
$1.45M 0.01%
36,536
-11,681
-24% -$479K
WAL icon
733
Western Alliance Bancorporation
WAL
$8.79B
$1.45M 0.01%
17,214
+2,494
+17% +$203K
CPT icon
734
Camden Property Trust
CPT
$11B
$1.44M 0.01%
13,106
+1,499
+13% +$156K
SANM icon
735
Sanmina
SANM
$9.95B
$1.44M 0.01%
9,599
-453
-5% -$66.9K
RLI icon
736
RLI Corp
RLI
$5.62B
$1.44M 0.01%
22,434
+9,379
+72% +$589K
NXT icon
737
Nextpower Inc
NXT
$13.6B
$1.43M 0.01%
16,462
+714
+5% +$64.7K
DFAC icon
738
Dimensional US Core Equity 2 ETF
DFAC
$48.5B
$1.43M 0.01%
36,213
– –
DT icon
739
Dynatrace
DT
$12.9B
$1.43M 0.01%
33,056
-392
-1% -$18.3K
PNFP icon
740
Pinnacle Financial Partners Inc
PNFP
$15.9B
$1.43M 0.01%
15,012
+3,468
+30% +$319K
AMKR icon
741
Amkor Technology
AMKR
$12.4B
$1.43M 0.01%
36,221
+218
+0.6% +$7.76K
W icon
742
Wayfair
W
$11.2B
$1.43M 0.01%
14,232
+580
+4% +$55.8K
GPN icon
743
Global Payments
GPN
$23B
$1.43M 0.01%
18,426
-3,128
-15% -$252K
MOS icon
744
The Mosaic Company
MOS
$7.03B
$1.42M 0.01%
58,997
-5,311
-8% -$143K
MGK icon
745
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.2B
$1.42M 0.01%
17,180
-85
-0.5% -$6.98K
IUSG icon
746
iShares Core S&P US Growth ETF
IUSG
$32.7B
$1.41M 0.01%
8,421
+1,815
+27% +$303K
GMED icon
747
Globus Medical
GMED
$10.7B
$1.41M 0.01%
16,188
+2,554
+19% +$194K
SCI icon
748
Service Corp International
SCI
$11.7B
$1.41M 0.01%
18,106
-224
-1% -$17.9K
WSO icon
749
Watsco Inc
WSO
$12.7B
$1.41M 0.01%
4,181
+360
+9% +$129K
ADC icon
750
Agree Realty
ADC
$9.34B
$1.41M 0.01%
19,510
-1,219
-6% -$89.1K
28 29
30
31 32

Similar funds

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.