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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
DBX icon
776
Dropbox
DBX
$7.91B
$1.32M 0.01%
43,599
-214
-0.5% -$6.12K
PEGA icon
777
Pegasystems
PEGA
$5.2B
$1.32M 0.01%
22,898
+1,277
+6% +$70.4K
AKAM icon
778
Akamai
AKAM
$17.9B
$1.31M 0.01%
17,274
-3,488
-17% -$269K
TRU icon
779
TransUnion
TRU
$15.4B
$1.3M 0.01%
15,461
+1,868
+14% +$170K
CIVI
780
DELISTED
Civitas Resources
CIVI
$1.29M 0.01%
39,687
+1,778
+5% +$56.9K
TW icon
781
Tradeweb Markets
TW
$21.7B
$1.29M 0.01%
11,616
-510
-4% -$65.6K
WWD icon
782
Woodward
WWD
$22.2B
$1.28M 0.01%
5,059
-167
-3% -$41.5K
WAL icon
783
Western Alliance Bancorporation
WAL
$9.3B
$1.28M 0.01%
14,720
+320
+2% +$27.1K
GFI icon
784
Gold Fields
GFI
$31B
$1.28M 0.01%
30,422
+3,867
+15% +$120K
KNSL icon
785
Kinsale Capital Group
KNSL
$8.28B
$1.28M 0.01%
2,999
+315
+12% +$143K
INVH icon
786
Invitation Homes
INVH
$18.1B
$1.27M 0.01%
43,251
-4,950
-10% -$153K
AM icon
787
Antero Midstream
AM
$10.5B
$1.27M 0.01%
65,177
-1,403
-2% -$25.4K
MRNA icon
788
Moderna
MRNA
$22.8B
$1.26M 0.01%
48,948
-4,155
-8% -$116K
CR icon
789
Crane Co
CR
$12.9B
$1.26M 0.01%
6,865
+71
+1% +$13.4K
LAMR icon
790
Lamar Advertising Co
LAMR
$16.2B
$1.26M 0.01%
10,314
+272
+3% +$33.8K
APAM icon
791
Artisan Partners
APAM
$3.02B
$1.26M 0.01%
28,985
+1,590
+6% +$73.3K
MTZ icon
792
MasTec
MTZ
$21.8B
$1.25M 0.01%
5,880
+43
+0.7% +$7.87K
PRI icon
793
Primerica
PRI
$9.97B
$1.25M 0.01%
4,503
+133
+3% +$35.7K
AEIS icon
794
Advanced Energy
AEIS
$13.7B
$1.25M 0.01%
7,333
+516
+8% +$77.7K
NYT icon
795
New York Times
NYT
$12.2B
$1.24M 0.01%
21,671
+1,224
+6% +$69.8K
ALLE icon
796
Allegion
ALLE
$14B
$1.24M 0.01%
6,984
+631
+10% +$104K
CPT icon
797
Camden Property Trust
CPT
$11B
$1.24M 0.01%
11,607
-111
-0.9% -$12.2K
ENTG icon
798
Entegris
ENTG
$21.7B
$1.24M 0.01%
13,395
-723
-5% -$61.5K
AAL icon
799
American Airlines Group
AAL
$10.9B
$1.24M 0.01%
110,028
-3,097
-3% -$38.1K
REG icon
800
Regency Centers
REG
$14.6B
$1.23M 0.01%
16,808
+1,354
+9% +$96.6K
30 31
32
33 34

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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 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.