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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
WMS icon
876
Advanced Drainage Systems
WMS
$11.5B
$1.06M 0.01%
7,626
+231
+3% +$30.3K
MTDR icon
877
Matador Resources
MTDR
$6.06B
$1.05M 0.01%
23,469
+531
+2% +$25.9K
QRVO icon
878
Qorvo
QRVO
$8.38B
$1.05M 0.01%
11,550
-29
-0.3% -$2.58K
IREN icon
879
Iris Energy
IREN
$14.6B
$1.05M 0.01%
22,393
+1,233
+6% +$29.9K
CIB icon
880
Grupo Cibest SA
CIB
$21.4B
$1.05M 0.01%
20,222
+1,905
+10% +$92K
OLLI icon
881
Ollie's Bargain Outlet
OLLI
$4.66B
$1.05M 0.01%
8,154
+153
+2% +$20.3K
BF.B icon
882
Brown-Forman Class B
BF.B
$13.1B
$1.05M 0.01%
38,601
-6,020
-13% -$174K
MC icon
883
Moelis & Co
MC
$5.09B
$1.04M 0.01%
14,633
+2,359
+19% +$168K
SPXC icon
884
SPX Corp
SPXC
$10.8B
$1.04M 0.01%
5,549
+40
+0.7% +$7.39K
SSB icon
885
SouthState Bank Corp
SSB
$10.6B
$1.04M 0.01%
10,470
+549
+6% +$53.9K
IONQ icon
886
IonQ
IONQ
$15.6B
$1.03M 0.01%
16,822
+2,395
+17% +$113K
CNO icon
887
CNO Financial Group
CNO
$5.14B
$1.03M 0.01%
25,989
+90
+0.3% +$3.44K
DAY
888
DELISTED
Dayforce
DAY
$1.03M 0.01%
14,889
+53
+0.4% +$3.3K
HST icon
889
Host Hotels & Resorts
HST
$17.1B
$1.03M 0.01%
60,251
+2,122
+4% +$35.2K
OLED icon
890
Universal Display
OLED
$3.96B
$1.02M 0.01%
7,122
-541
-7% -$78.7K
AMKR icon
891
Amkor Technology
AMKR
$13.9B
$1.02M 0.01%
36,003
-1,209
-3% -$29.1K
HQY icon
892
HealthEquity
HQY
$8.78B
$1.02M 0.01%
10,742
+103
+1% +$9.69K
BE icon
893
Bloom Energy
BE
$67.2B
$1.01M 0.01%
11,983
+1,748
+17% +$81.2K
PAG icon
894
Penske Automotive Group
PAG
$14.4B
$1.01M 0.01%
5,799
-53
-0.9% -$9.45K
EXLS icon
895
EXL Service
EXLS
$5.21B
$1.01M 0.01%
22,859
-95
-0.4% -$4.11K
ELS icon
896
Equity Lifestyle Properties
ELS
$12.6B
$1.01M 0.01%
16,575
+2,795
+20% +$170K
JD icon
897
JD.com
JD
$44.5B
$1.01M 0.01%
28,760
+400
+1% +$13K
DCI icon
898
Donaldson
DCI
$11.4B
$1M 0.01%
12,264
+476
+4% +$35.9K
BILI icon
899
Bilibili
BILI
$7.95B
$1M 0.01%
35,710
+5,515
+18% +$132K
MASI
900
DELISTED
Masimo
MASI
$1M 0.01%
6,793
+352
+5% +$53.3K
34 35
36
37 38

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IIM
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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
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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.