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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
QUAL icon
851
iShares MSCI USA Quality Factor ETF
QUAL
$47B
$1.14M 0.01%
5,717
+254
+5% +$49.9K
MORN icon
852
Morningstar
MORN
$7.46B
$1.13M 0.01%
5,219
+1,440
+38% +$312K
FER icon
853
Ferrovial N.V. Ordinary Shares
FER
$47.6B
$1.13M 0.01%
17,629
-680
-4% -$43K
DBX icon
854
Dropbox
DBX
$7.71B
$1.12M 0.01%
40,430
-3,169
-7% -$92.3K
ARE icon
855
Alexandria Real Estate Equities
ARE
$9.24B
$1.12M 0.01%
22,963
-4,306
-16% -$253K
REG icon
856
Regency Centers
REG
$14.7B
$1.12M 0.01%
16,230
-578
-3% -$40.5K
MRNA icon
857
Moderna
MRNA
$22B
$1.12M 0.01%
37,968
-10,980
-22% -$298K
EMN icon
858
Eastman Chemical
EMN
$8.23B
$1.12M 0.01%
17,499
-777
-4% -$47.9K
CLF icon
859
Cleveland-Cliffs
CLF
$6.4B
$1.11M 0.01%
83,855
+11,359
+16% +$143K
KNSL icon
860
Kinsale Capital Group
KNSL
$8.21B
$1.11M 0.01%
2,843
-156
-5% -$63.6K
JXN icon
861
Jackson Financial
JXN
$8.8B
$1.11M 0.01%
10,397
-161
-2% -$16K
LOPE icon
862
Grand Canyon Education
LOPE
$3.93B
$1.11M 0.01%
6,667
-996
-13% -$180K
SITM icon
863
SiTime
SITM
$16.5B
$1.1M 0.01%
3,124
+389
+14% +$122K
ELF icon
864
e.l.f. Beauty
ELF
$4.87B
$1.1M 0.01%
14,508
-456
-3% -$44.9K
CDE icon
865
Coeur Mining
CDE
$16B
$1.1M 0.01%
61,760
+12,568
+26% +$219K
STM icon
866
STMicroelectronics
STM
$46.5B
$1.1M 0.01%
42,406
-8,894
-17% -$228K
APG icon
867
APi Group
APG
$17.2B
$1.1M 0.01%
28,626
+2,175
+8% +$80.4K
CWEN icon
868
Clearway Energy Class C
CWEN
$4.99B
$1.09M 0.01%
32,872
+1,525
+5% +$50.7K
NLY icon
869
Annaly Capital Management
NLY
$17.2B
$1.09M 0.01%
48,578
+6,924
+17% +$151K
SPXC icon
870
SPX Corp
SPXC
$10.7B
$1.08M 0.01%
5,422
-127
-2% -$25.9K
FLR icon
871
Fluor
FLR
$7.01B
$1.08M 0.01%
27,331
+136
+0.5% +$6.02K
EG icon
872
Everest Group
EG
$14.3B
$1.08M 0.01%
3,190
-1,783
-36% -$589K
BF.B icon
873
Brown-Forman Class B
BF.B
$12.8B
$1.08M 0.01%
41,462
+2,861
+7% +$80.5K
APPF icon
874
AppFolio
APPF
$6.79B
$1.08M 0.01%
4,639
+1,336
+40% +$317K
KEN icon
875
Kenon Holdings
KEN
$3.45B
$1.08M 0.01%
16,273
+2,143
+15% +$119K
33 34
35
36 37

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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.