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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
CNH
901
CNH Industrial
CNH
$13.9B
$1M 0.01%
92,271
-27,463
-23% -$335K
OGE icon
902
OGE Energy
OGE
$9.79B
$999K 0.01%
21,590
-1,159
-5% -$51.9K
EXPO icon
903
Exponent
EXPO
$3.29B
$996K 0.01%
14,337
-870
-6% -$62.2K
BC icon
904
Brunswick
BC
$5.41B
$996K 0.01%
15,747
+61
+0.4% +$3.78K
CYTK icon
905
Cytokinetics
CYTK
$10.7B
$994K 0.01%
18,084
+4,493
+33% +$185K
REXR icon
906
Rexford Industrial Realty
REXR
$8.25B
$992K 0.01%
24,140
+600
+3% +$23.5K
BAH icon
907
Booz Allen Hamilton
BAH
$8.85B
$992K 0.01%
9,928
-1,466
-13% -$157K
TLN
908
Talen Energy Corp
TLN
$16.3B
$991K 0.01%
2,329
+624
+37% +$225K
ABCB icon
909
Ameris Bancorp
ABCB
$6B
$990K 0.01%
13,505
+2,220
+20% +$156K
DUOL icon
910
Duolingo
DUOL
$6.42B
$990K 0.01%
3,075
-362
-11% -$121K
KD icon
911
Kyndryl
KD
$3.24B
$989K 0.01%
32,914
+1,009
+3% +$34.7K
UI icon
912
Ubiquiti
UI
$33.9B
$989K 0.01%
1,496
+179
+14% +$89.4K
MOG.A icon
913
Moog Inc Class A
MOG.A
$12.9B
$989K 0.01%
4,761
+135
+3% +$26.1K
WTFC icon
914
Wintrust Financial
WTFC
$11B
$988K 0.01%
7,451
-141
-2% -$18.6K
NXST icon
915
Nexstar Media Group
NXST
$5.99B
$987K 0.01%
4,988
+181
+4% +$35.4K
BMI icon
916
Badger Meter
BMI
$4.07B
$983K 0.01%
5,503
-11
-0.2% -$2.16K
SW
917
Smurfit Westrock
SW
$25.4B
$983K 0.01%
23,082
-575
-2% -$26K
SWX icon
918
Southwest Gas
SWX
$6.44B
$977K 0.01%
12,472
+1,799
+17% +$140K
CRBG icon
919
Corebridge Financial
CRBG
$14.1B
$977K 0.01%
30,478
+839
+3% +$28.7K
FMS icon
920
Fresenius Medical Care
FMS
$12.9B
$975K 0.01%
37,017
-1,925
-5% -$49.5K
IFF icon
921
International Flavors & Fragrances
IFF
$20.7B
$974K 0.01%
15,820
-5,501
-26% -$378K
ENB icon
922
Enbridge
ENB
$117B
$969K 0.01%
19,205
-2,178
-10% -$102K
QLYS icon
923
Qualys
QLYS
$5.67B
$968K 0.01%
7,317
-82
-1% -$11.1K
SLG icon
924
SL Green Realty
SLG
$3.97B
$962K 0.01%
16,089
-1,789
-10% -$106K
CRS icon
925
Carpenter Technology
CRS
$28.3B
$962K 0.01%
3,915
-843
-18% -$216K
35 36
37
38 39

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IIM
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GI
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OIA
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RA
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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.