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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
TOST icon
826
Toast
TOST
$19B
$1.2M 0.01%
33,670
+2,516
+8% +$90.7K
NTR icon
827
Nutrien
NTR
$31.7B
$1.2M 0.01%
19,371
+1,040
+6% +$61.2K
ACM icon
828
Aecom
ACM
$9.61B
$1.19M 0.01%
12,524
-600
-5% -$70.6K
SCHM icon
829
Schwab US Mid-Cap ETF
SCHM
$14.7B
$1.19M 0.01%
39,447
– –
SII
830
Sprott
SII
$2.68B
$1.19M 0.01%
12,107
+1,472
+14% +$131K
AM icon
831
Antero Midstream
AM
$10.4B
$1.19M 0.01%
66,626
+1,449
+2% +$26.1K
CNX icon
832
CNX Resources
CNX
$5.33B
$1.18M 0.01%
32,133
+3,737
+13% +$134K
VTV icon
833
Vanguard Morningstar Value ETF
VTV
$189B
$1.18M 0.01%
6,178
-1,349
-18% -$254K
MP icon
834
MP Materials
MP
$7.8B
$1.18M 0.01%
23,313
+6,037
+35% +$383K
DCI icon
835
Donaldson
DCI
$11.1B
$1.18M 0.01%
13,260
+996
+8% +$86.5K
GIB icon
836
CGI
GIB
$15.1B
$1.17M 0.01%
12,707
-791
-6% -$70.5K
WMS icon
837
Advanced Drainage Systems
WMS
$11.1B
$1.17M 0.01%
8,087
+461
+6% +$66.8K
RPM icon
838
RPM International
RPM
$14.2B
$1.17M 0.01%
11,236
-704
-6% -$76.2K
CNO icon
839
CNO Financial Group
CNO
$5.12B
$1.17M 0.01%
27,505
+1,516
+6% +$61.8K
HRL icon
840
Hormel Foods
HRL
$13.9B
$1.17M 0.01%
49,283
+15,526
+46% +$362K
PCVX icon
841
Vaxcyte
PCVX
$7.73B
$1.16M 0.01%
25,224
+9,369
+59% +$419K
RHI icon
842
Robert Half
RHI
$3.96B
$1.16M 0.01%
42,626
+14,538
+52% +$415K
BLDR icon
843
Builders FirstSource
BLDR
$7.8B
$1.16M 0.01%
11,229
+133
+1% +$14.9K
RRX icon
844
Regal Rexnord
RRX
$14.1B
$1.15M 0.01%
8,229
-190
-2% -$27K
VXUS icon
845
Vanguard Total International Stock ETF
VXUS
$156B
$1.15M 0.01%
15,276
– –
TEVA icon
846
Teva Pharmaceuticals
TEVA
$40.2B
$1.15M 0.01%
36,921
+449
+1% +$11.1K
KRC icon
847
Kilroy Realty
KRC
$4.54B
$1.15M 0.01%
30,758
-2,136
-6% -$87.3K
AEG icon
848
Aegon
AEG
$14B
$1.15M 0.01%
148,929
+3,647
+3% +$27.9K
TW icon
849
Tradeweb Markets
TW
$21.5B
$1.15M 0.01%
10,669
-947
-8% -$102K
HST icon
850
Host Hotels & Resorts
HST
$17.2B
$1.14M 0.01%
64,306
+4,055
+7% +$70K
32 33
34
35 36

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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.