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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
NE icon
751
Noble Corp
NE
$6.77B
$1.4M 0.01%
49,608
+524
+1% +$15.5K
GEN icon
752
Gen Digital
GEN
$16.4B
$1.4M 0.01%
51,421
+320
+0.6% +$8.61K
FYBR
753
DELISTED
Frontier Communications
FYBR
$1.39M 0.01%
36,624
+7,705
+27% +$291K
NU icon
754
Nu Holdings
NU
$69.2B
$1.39M 0.01%
83,129
+6,246
+8% +$100K
JEF icon
755
Jefferies Financial Group
JEF
$12.6B
$1.39M 0.01%
22,451
-1,375
-6% -$78.8K
RRC icon
756
Range Resources
RRC
$9.38B
$1.39M 0.01%
39,329
-893
-2% -$33.3K
SAIA icon
757
Saia
SAIA
$9.27B
$1.38M 0.01%
4,232
-309
-7% -$93.4K
GIL icon
758
Gildan
GIL
$10.3B
$1.38M 0.01%
22,108
+5,562
+34% +$331K
KIM icon
759
Kimco Realty
KIM
$17.2B
$1.38M 0.01%
68,032
-6,642
-9% -$138K
ASTS icon
760
AST SpaceMobile
ASTS
$17.6B
$1.38M 0.01%
18,952
+6,535
+53% +$466K
DOCU
761
DocuSign
DOCU
$10.5B
$1.38M 0.01%
20,119
-4,507
-18% -$312K
CTRE icon
762
CareTrust REIT
CTRE
$9.91B
$1.38M 0.01%
38,027
+11,226
+42% +$402K
MOH icon
763
Molina Healthcare
MOH
$10.2B
$1.37M 0.01%
7,923
-4,325
-35% -$711K
CR icon
764
Crane Co
CR
$12.3B
$1.37M 0.01%
7,430
+565
+8% +$105K
NCLH icon
765
Norwegian Cruise Line
NCLH
$8.51B
$1.37M 0.01%
61,390
-202
-0.3% -$4.26K
BWA icon
766
BorgWarner
BWA
$13.1B
$1.37M 0.01%
30,341
+298
+1% +$13.1K
NTES icon
767
NetEase
NTES
$85.3B
$1.36M 0.01%
9,894
+754
+8% +$107K
ALK icon
768
Alaska Air
ALK
$5.29B
$1.36M 0.01%
26,966
-3,346
-11% -$155K
CPA icon
769
Copa Holdings
CPA
$5.76B
$1.36M 0.01%
11,242
-113
-1% -$13.8K
NWSA icon
770
News Corp Class A
NWSA
$14.9B
$1.35M 0.01%
51,835
-1,908
-4% -$50.1K
OSK icon
771
Oshkosh
OSK
$8.79B
$1.35M 0.01%
10,713
-1,821
-15% -$234K
SOLV icon
772
Solventum
SOLV
$14.8B
$1.34M 0.01%
16,967
+2,372
+16% +$182K
PEGA icon
773
Pegasystems
PEGA
$5.02B
$1.34M 0.01%
22,501
-397
-2% -$23.3K
POR icon
774
Portland General Electric
POR
$5.8B
$1.34M 0.01%
27,993
+3,101
+12% +$146K
FNV icon
775
Franco-Nevada
FNV
$41.1B
$1.34M 0.01%
6,477
-333
-5% -$67.5K
29 30
31
32 33

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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
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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.