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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
PBA icon
801
Pembina Pipeline
PBA
$28B
$1.27M 0.01%
33,460
+3,861
+13% +$149K
CGNX icon
802
Cognex
CGNX
$11.2B
$1.27M 0.01%
35,380
-2,910
-8% -$118K
HR icon
803
Healthcare Realty
HR
$7.12B
$1.27M 0.01%
74,809
-3,298
-4% -$58.7K
PNW icon
804
Pinnacle West Capital
PNW
$12.2B
$1.27M 0.01%
14,262
+1,589
+13% +$142K
IDA icon
805
Idacorp
IDA
$8.32B
$1.26M 0.01%
9,994
-442
-4% -$57.5K
AMCR icon
806
Amcor
AMCR
$21.3B
$1.26M 0.01%
30,302
-1,987
-6% -$82K
LFUS icon
807
Littelfuse
LFUS
$11.3B
$1.26M 0.01%
4,995
-324
-6% -$82.5K
KT icon
808
KT
KT
$8.75B
$1.26M 0.01%
66,194
+10,304
+18% +$192K
TECK icon
809
Teck Resources
TECK
$29.5B
$1.25M 0.01%
26,166
+1,235
+5% +$53.5K
THG icon
810
Hanover Insurance
THG
$8.09B
$1.25M 0.01%
6,840
+162
+2% +$29.1K
HL icon
811
Hecla Mining
HL
$9.68B
$1.24M 0.01%
64,591
+12,943
+25% +$198K
BE icon
812
Bloom Energy
BE
$64.3B
$1.23M 0.01%
14,210
+2,227
+19% +$234K
AGI icon
813
Alamos Gold
AGI
$12B
$1.23M 0.01%
31,840
+5,194
+19% +$181K
TTEK icon
814
Tetra Tech
TTEK
$8.66B
$1.23M 0.01%
36,526
+3,195
+10% +$108K
BC icon
815
Brunswick
BC
$5.16B
$1.22M 0.01%
16,475
+728
+5% +$49.3K
LAD icon
816
Lithia Motors
LAD
$8.31B
$1.22M 0.01%
3,672
-5
-0.1% -$1.59K
DSGX icon
817
Descartes Systems
DSGX
$6.56B
$1.22M 0.01%
13,877
-441
-3% -$39.4K
LECO icon
818
Lincoln Electric
LECO
$14.6B
$1.21M 0.01%
5,063
+85
+2% +$20.1K
LEA icon
819
Lear
LEA
$6.17B
$1.21M 0.01%
10,577
-646
-6% -$69K
CDW icon
820
CDW
CDW
$18.9B
$1.21M 0.01%
8,870
-8,891
-50% -$1.31M
EPAM icon
821
EPAM Systems
EPAM
$5.6B
$1.21M 0.01%
5,895
+835
+17% +$149K
QGEN icon
822
Qiagen
QGEN
$8.73B
$1.2M 0.01%
26,665
-4,972
-16% -$230K
MOG.A icon
823
Moog Inc Class A
MOG.A
$12.5B
$1.2M 0.01%
4,922
+161
+3% +$35.3K
IVE icon
824
iShares S&P 500 Value ETF
IVE
$49.3B
$1.2M 0.01%
5,650
-2,769
-33% -$580K
PIPR icon
825
Piper Sandler
PIPR
$5.13B
$1.2M 0.01%
14,092
+672
+5% +$56.8K
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 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.