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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
MP icon
826
MP Materials
MP
$8.48B
$1.16M 0.01%
17,276
+4,876
+39% +$307K
SANM icon
827
Sanmina
SANM
$11.2B
$1.16M 0.01%
10,052
+427
+4% +$48K
PEN icon
828
Penumbra
PEN
$12.8B
$1.16M 0.01%
4,567
+124
+3% +$31.3K
EMN icon
829
Eastman Chemical
EMN
$8.4B
$1.15M 0.01%
18,276
+2,069
+13% +$144K
ICL icon
830
ICL Group
ICL
$6.67B
$1.15M 0.01%
184,178
-12,505
-6% -$80.3K
CHRD icon
831
Chord Energy
CHRD
$7.7B
$1.15M 0.01%
11,580
-220
-2% -$23.1K
FLR icon
832
Fluor
FLR
$7.21B
$1.14M 0.01%
27,195
+200
+0.7% +$9.2K
AN icon
833
AutoNation
AN
$7.15B
$1.14M 0.01%
5,227
-1,392
-21% -$293K
WTS icon
834
Watts Water Technologies
WTS
$12B
$1.14M 0.01%
4,086
+191
+5% +$51.2K
FBIN icon
835
Fortune Brands Innovations
FBIN
$6.27B
$1.14M 0.01%
21,341
+219
+1% +$12.4K
TOST icon
836
Toast
TOST
$19.5B
$1.14M 0.01%
31,154
-1,812
-5% -$78.7K
PNW icon
837
Pinnacle West Capital
PNW
$12.4B
$1.14M 0.01%
12,673
-160
-1% -$14.4K
SNDK
838
Sandisk
SNDK
$210B
$1.14M 0.01%
10,056
-224
-2% -$13.1K
BRX icon
839
Brixmor Property Group
BRX
$9.61B
$1.13M 0.01%
40,982
-893
-2% -$23.9K
EPR icon
840
EPR Properties
EPR
$4.71B
$1.13M 0.01%
19,507
+347
+2% +$19.5K
LEA icon
841
Lear
LEA
$6.2B
$1.13M 0.01%
11,223
-83
-0.7% -$8.62K
BALL icon
842
Ball Corp
BALL
$16.8B
$1.13M 0.01%
22,354
-1,668
-7% -$90.2K
VXUS icon
843
Vanguard Total International Stock ETF
VXUS
$158B
$1.12M 0.01%
15,276
-1,461
-9% -$104K
HIW icon
844
Highwoods Properties
HIW
$3.65B
$1.12M 0.01%
35,083
-564
-2% -$17.3K
TTEK icon
845
Tetra Tech
TTEK
$8.97B
$1.11M 0.01%
33,331
+27
+0.1% +$981
CUBE icon
846
CubeSmart
CUBE
$9.49B
$1.11M 0.01%
27,179
+2,009
+8% +$81.9K
SJM icon
847
J.M. Smucker
SJM
$12.7B
$1.1M 0.01%
10,127
-1,515
-13% -$165K
M icon
848
Macy's
M
$6.89B
$1.1M 0.01%
61,344
-3,973
-6% -$56.2K
RIVN icon
849
Rivian
RIVN
$22.8B
$1.1M 0.01%
74,740
-2,277
-3% -$30.5K
LITE icon
850
Lumentum
LITE
$66.4B
$1.1M 0.01%
6,730
+39
+0.6% +$4.86K
32 33
34
35 36

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.