We are live on ! Find out more
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
KRC icon
751
Kilroy Realty
KRC
$4.55B
$1.39M 0.01%
32,894
+567
+2% +$22.4K
NE icon
752
Noble Corp
NE
$6.46B
$1.39M 0.01%
49,084
+1,768
+4% +$50.1K
EXE
753
Expand Energy Corp
EXE
$21.5B
$1.38M 0.01%
12,996
-5,328
-29% -$535K
EMBJ
754
Embraer S.A. ADS
EMBJ
$12.6B
$1.38M 0.01%
22,881
-578
-2% -$32.6K
SNV
755
DELISTED
Synovus
SNV
$1.38M 0.01%
28,105
-1,028
-4% -$52.7K
IDA icon
756
Idacorp
IDA
$8.37B
$1.38M 0.01%
10,436
+436
+4% +$54K
MGM icon
757
MGM Resorts International
MGM
$11.6B
$1.38M 0.01%
39,763
+328
+0.8% +$12K
LFUS icon
758
Littelfuse
LFUS
$11.7B
$1.38M 0.01%
5,319
+26
+0.5% +$6.51K
INSM icon
759
Insmed
INSM
$21.5B
$1.38M 0.01%
9,552
+1,471
+18% +$180K
OMF icon
760
OneMain Financial
OMF
$7.52B
$1.37M 0.01%
24,322
+574
+2% +$33.9K
BKH icon
761
Black Hills Corp
BKH
$5.47B
$1.37M 0.01%
22,211
+3,331
+18% +$196K
IMOS
762
ChipMOS TECHNOLOGIES
IMOS
$1.8B
$1.36M 0.01%
71,140
+1,949
+3% +$34.3K
SAIA icon
763
Saia
SAIA
$9.68B
$1.36M 0.01%
4,541
+188
+4% +$56.7K
FLO icon
764
Flowers Foods
FLO
$1.54B
$1.36M 0.01%
104,066
+28,290
+37% +$429K
RKLB icon
765
Rocket Lab Corp
RKLB
$46.4B
$1.35M 0.01%
28,189
+4,249
+18% +$193K
DSGX icon
766
Descartes Systems
DSGX
$6.54B
$1.35M 0.01%
14,318
+626
+5% +$64K
CPA icon
767
Copa Holdings
CPA
$5.99B
$1.35M 0.01%
11,355
-1,036
-8% -$119K
OHI icon
768
Omega Healthcare
OHI
$14.5B
$1.35M 0.01%
31,931
+1,009
+3% +$40.7K
BLDR icon
769
Builders FirstSource
BLDR
$7.92B
$1.35M 0.01%
11,096
+326
+3% +$43.2K
BSY icon
770
Bentley Systems
BSY
$10.9B
$1.33M 0.01%
25,911
+733
+3% +$40.2K
TXRH icon
771
Texas Roadhouse
TXRH
$13.8B
$1.33M 0.01%
8,005
-78
-1% -$13.7K
MGA icon
772
Magna International
MGA
$18.4B
$1.33M 0.01%
28,071
+3,284
+13% +$145K
JBHT icon
773
JB Hunt Transport Services
JBHT
$25.6B
$1.33M 0.01%
9,891
+489
+5% +$70.3K
AMCR icon
774
Amcor
AMCR
$21.5B
$1.32M 0.01%
32,289
-2,765
-8% -$124K
BWA icon
775
BorgWarner
BWA
$12.8B
$1.32M 0.01%
30,043
+2,256
+8% +$90.2K
29 30
31
32 33

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 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.