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
+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
CPB icon
776
Campbell Soup
CPB
$6.74B
$1.34M 0.01%
48,170
-17,463
-27% -$525K
INGR icon
777
Ingredion
INGR
$6.4B
$1.34M 0.01%
12,166
-110
-0.9% -$12.4K
VNT icon
778
Vontier
VNT
$4.72B
$1.34M 0.01%
36,006
-2,675
-7% -$102K
SWX icon
779
Southwest Gas
SWX
$6.46B
$1.34M 0.01%
16,714
+4,242
+34% +$340K
GPC icon
780
Genuine Parts
GPC
$18.1B
$1.34M 0.01%
10,864
-177
-2% -$22.9K
RBC icon
781
RBC Bearings
RBC
$18.2B
$1.33M 0.01%
2,972
+247
+9% +$105K
DPZ icon
782
Domino's
DPZ
$12.3B
$1.33M 0.01%
3,195
-53
-2% -$22.1K
AOS icon
783
A.O. Smith
AOS
$8.43B
$1.33M 0.01%
19,901
-1,884
-9% -$127K
CRS icon
784
Carpenter Technology
CRS
$28.2B
$1.33M 0.01%
4,216
+301
+8% +$90.5K
CHKP icon
785
Check Point Software Technologies
CHKP
$12.6B
$1.33M 0.01%
7,152
-217
-3% -$42K
SMCI icon
786
Super Micro Computer
SMCI
$19.8B
$1.33M 0.01%
45,271
-18,345
-29% -$755K
M icon
787
Macy's
M
$6.97B
$1.32M 0.01%
59,895
-1,449
-2% -$29.7K
BBIO icon
788
BridgeBio Pharma
BBIO
$15.9B
$1.32M 0.01%
17,239
+436
+3% +$28.6K
CYTK icon
789
Cytokinetics
CYTK
$10.5B
$1.32M 0.01%
20,725
+2,641
+15% +$164K
CRWV
790
CoreWeave
CRWV
$49.8B
$1.32M 0.01%
18,384
+3,141
+21% +$318K
PHG icon
791
Philips
PHG
$25.7B
$1.31M 0.01%
50,318
-6,692
-12% -$179K
ZBRA icon
792
Zebra Technologies
ZBRA
$16.8B
$1.31M 0.01%
5,406
-1,624
-23% -$434K
NFG icon
793
National Fuel Gas
NFG
$7.77B
$1.31M 0.01%
16,378
-1,158
-7% -$95.4K
TRI icon
794
Thomson Reuters
TRI
$46.2B
$1.31M 0.01%
9,779
-2,683
-22% -$389K
LAMR icon
795
Lamar Advertising Co
LAMR
$16.1B
$1.3M 0.01%
10,304
-10
-0.1% -$1.25K
APAM icon
796
Artisan Partners
APAM
$3.01B
$1.29M 0.01%
31,709
+2,724
+9% +$116K
KEX icon
797
Kirby Corp
KEX
$7.05B
$1.29M 0.01%
11,676
+6,152
+111% +$625K
FNF icon
798
Fidelity National Financial
FNF
$13.8B
$1.28M 0.01%
23,537
-724
-3% -$41.2K
TCOM icon
799
Trip.com Group
TCOM
$29.5B
$1.28M 0.01%
17,810
+1,788
+11% +$128K
EQNR icon
800
Equinor
EQNR
$92.4B
$1.28M 0.01%
54,054
-18,601
-26% -$439K
30 31
32
33 34

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.