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
NU icon
801
Nu Holdings
NU
$70.4B
$1.23M 0.01%
76,883
+12,831
+20% +$179K
LEN.B icon
802
Lennar Class B
LEN.B
$20.6B
$1.23M 0.01%
10,219
-11
-0.1% -$1.3K
ALB icon
803
Albemarle
ALB
$14.3B
$1.23M 0.01%
15,127
+1,801
+14% +$139K
CCK icon
804
Crown Holdings
CCK
$13.2B
$1.23M 0.01%
12,688
-1,290
-9% -$129K
W icon
805
Wayfair
W
$15.5B
$1.22M 0.01%
13,652
+1,858
+16% +$136K
TAP icon
806
Molson Coors Class B
TAP
$7.91B
$1.21M 0.01%
26,829
+423
+2% +$20.9K
ECHO
807
EchoStar
ECHO
$26.2B
$1.21M 0.01%
15,882
+1,154
+8% +$52.3K
THG icon
808
Hanover Insurance
THG
$7.9B
$1.21M 0.01%
6,678
+394
+6% +$67.5K
MRP
809
Millrose Properties Inc
MRP
$4.87B
$1.21M 0.01%
36,051
+2,828
+9% +$91.4K
CVLT icon
810
Commault Systems
CVLT
$5.5B
$1.21M 0.01%
6,409
+222
+4% +$40K
FIVE icon
811
Five Below
FIVE
$12.2B
$1.21M 0.01%
7,817
+1,072
+16% +$152K
RRX icon
812
Regal Rexnord
RRX
$14.5B
$1.21M 0.01%
8,419
-123
-1% -$18.1K
TCOM icon
813
Trip.com Group
TCOM
$29.6B
$1.2M 0.01%
16,022
+1,771
+12% +$118K
GIB icon
814
CGI
GIB
$15.1B
$1.2M 0.01%
13,498
-5,557
-29% -$538K
JHX icon
815
James Hardie Industries
JHX
$16.3B
$1.2M 0.01%
62,455
-2,392
-4% -$57.3K
PBA icon
816
Pembina Pipeline
PBA
$28.2B
$1.2M 0.01%
29,599
-2,516
-8% -$94.9K
SIG icon
817
Signet Jewelers
SIG
$3.75B
$1.18M 0.01%
12,318
+124
+1% +$10.6K
MTH icon
818
Meritage Homes
MTH
$4.86B
$1.18M 0.01%
16,305
+881
+6% +$65.5K
SM icon
819
SM Energy
SM
$7.54B
$1.18M 0.01%
47,254
+2,599
+6% +$70.1K
LECO icon
820
Lincoln Electric
LECO
$15.2B
$1.17M 0.01%
4,978
-25
-0.5% -$5.86K
SCHM icon
821
Schwab US Mid-Cap ETF
SCHM
$15.1B
$1.17M 0.01%
39,447
+2,400
+6% +$69.9K
NXT icon
822
Nextpower Inc
NXT
$14.7B
$1.17M 0.01%
15,748
-265
-2% -$17.1K
PIPR icon
823
Piper Sandler
PIPR
$5.19B
$1.16M 0.01%
13,420
+1,360
+11% +$111K
LAD icon
824
Lithia Motors
LAD
$8.16B
$1.16M 0.01%
3,677
-313
-8% -$101K
AEG icon
825
Aegon
AEG
$14B
$1.16M 0.01%
145,282
+16,068
+12% +$120K
31 32
33
34 35

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.