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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
ATI icon
851
ATI
ATI
$27.4B
$1.1M 0.01%
13,466
+1,688
+14% +$137K
POR icon
852
Portland General Electric
POR
$5.91B
$1.1M 0.01%
24,892
+6,071
+32% +$255K
GATX icon
853
GATX Corp
GATX
$6.41B
$1.09M 0.01%
6,257
+2,336
+60% +$378K
TECK icon
854
Teck Resources
TECK
$31.8B
$1.09M 0.01%
24,931
-5,160
-17% -$187K
TME icon
855
Tencent Music
TME
$15.8B
$1.09M 0.01%
46,871
+2,775
+6% +$64.3K
SUI icon
856
Sun Communities
SUI
$15B
$1.09M 0.01%
8,470
+674
+9% +$85.2K
KT icon
857
KT
KT
$8.82B
$1.09M 0.01%
55,890
-1,624
-3% -$33.1K
EXP icon
858
Eagle Materials
EXP
$6.62B
$1.09M 0.01%
4,673
+151
+3% +$34.2K
IUSG icon
859
iShares Core S&P US Growth ETF
IUSG
$33.6B
$1.09M 0.01%
6,606
– –
CRUS icon
860
Cirrus Logic
CRUS
$6.73B
$1.08M 0.01%
8,644
-804
-9% -$89.5K
PNFP icon
861
Pinnacle Financial Partners Inc
PNFP
$16.6B
$1.08M 0.01%
11,544
-1,338
-10% -$134K
HBM icon
862
Hudbay
HBM
$11B
$1.08M 0.01%
71,374
-821
-1% -$9.4K
FYBR
863
DELISTED
Frontier Communications
FYBR
$1.08M 0.01%
28,919
+1,523
+6% +$56.3K
AA icon
864
Alcoa
AA
$12.3B
$1.08M 0.01%
32,735
+2,160
+7% +$67.2K
SOLV icon
865
Solventum
SOLV
$15.2B
$1.08M 0.01%
14,595
-466
-3% -$34.2K
NTR icon
866
Nutrien
NTR
$32.2B
$1.08M 0.01%
18,331
-1,333
-7% -$77.7K
BYD icon
867
Boyd Gaming
BYD
$6.25B
$1.07M 0.01%
12,418
+1,439
+13% +$121K
RGTI icon
868
Rigetti Computing
RGTI
$5.79B
$1.07M 0.01%
36,010
+1,984
+6% +$34.8K
JXN icon
869
Jackson Financial
JXN
$9.29B
$1.07M 0.01%
10,558
-75
-0.7% -$7.01K
FUTU icon
870
Futu Holdings
FUTU
$15.3B
$1.07M 0.01%
6,144
-542
-8% -$90K
JOBY icon
871
Joby Aviation
JOBY
$7.93B
$1.07M 0.01%
66,031
+9,161
+16% +$139K
RBC icon
872
RBC Bearings
RBC
$18B
$1.06M 0.01%
2,725
-17
-0.6% -$6.62K
QUAL icon
873
iShares MSCI USA Quality Factor ETF
QUAL
$47.7B
$1.06M 0.01%
5,463
+320
+6% +$60K
FER icon
874
Ferrovial N.V. Ordinary Shares
FER
$48B
$1.06M 0.01%
18,309
+1,854
+11% +$99.9K
SSD icon
875
Simpson Manufacturing
SSD
$8.09B
$1.06M 0.01%
6,341
+807
+15% +$144K
33 34
35
36 37

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ACA
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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
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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.