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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
PAG icon
901
Penske Automotive Group
PAG
$14.3B
$1.03M 0.01%
6,509
+710
+12% +$117K
IWR icon
902
iShares Russell Mid-Cap ETF
IWR
$56.3B
$1.03M 0.01%
10,690
+1,669
+19% +$160K
ARW icon
903
Arrow Electronics
ARW
$11.1B
$1.02M 0.01%
9,298
-3,316
-26% -$377K
ELS icon
904
Equity Lifestyle Properties
ELS
$12.6B
$1.02M 0.01%
16,781
+206
+1% +$12.7K
AN icon
905
AutoNation
AN
$7.11B
$1.01M 0.01%
4,896
-331
-6% -$68.9K
PLNT icon
906
Planet Fitness
PLNT
$4.42B
$1.01M 0.01%
9,274
+893
+11% +$91.9K
KNX icon
907
Knight Transportation
KNX
$11.3B
$1.01M 0.01%
19,227
+1,957
+11% +$91.7K
NOV icon
908
NOV
NOV
$6.93B
$1M 0.01%
64,217
+1,709
+3% +$25.4K
ENTG icon
909
Entegris
ENTG
$18.1B
$1M 0.01%
11,912
-1,483
-11% -$129K
MTH icon
910
Meritage Homes
MTH
$4.58B
$1M 0.01%
15,230
-1,075
-7% -$74.4K
EXLS icon
911
EXL Service
EXLS
$5.14B
$1M 0.01%
23,596
+737
+3% +$30.1K
LSCC icon
912
Lattice Semiconductor
LSCC
$17.6B
$996K 0.01%
13,532
+526
+4% +$37.5K
ONC
913
BeOne Medicines Ltd
ONC
$32.8B
$993K 0.01%
3,270
+486
+17% +$159K
ABCB icon
914
Ameris Bancorp
ABCB
$5.85B
$990K 0.01%
13,336
-169
-1% -$12.6K
WU icon
915
Western Union
WU
$1.98B
$990K 0.01%
106,339
+9,100
+9% +$80.4K
SIG icon
916
Signet Jewelers
SIG
$3.61B
$989K 0.01%
11,927
-391
-3% -$37.1K
NTNX icon
917
Nutanix
NTNX
$16B
$988K 0.01%
19,115
-3,111
-14% -$190K
IONS icon
918
Ionis Pharmaceuticals
IONS
$8.6B
$986K 0.01%
12,461
+371
+3% +$27.9K
AXS icon
919
AXIS Capital
AXS
$7.68B
$986K 0.01%
9,203
-25
-0.3% -$2.48K
PRI icon
920
Primerica
PRI
$9.98B
$979K 0.01%
3,789
-714
-16% -$186K
MASI
921
DELISTED
Masimo
MASI
$978K 0.01%
7,523
+730
+11% +$105K
FSV icon
922
FirstService
FSV
$6.48B
$976K 0.01%
6,274
-1,086
-15% -$177K
ROIV icon
923
Roivant Sciences
ROIV
$24.5B
$976K 0.01%
44,956
+1,342
+3% +$26.5K
GAP
924
The Gap Inc
GAP
$7.23B
$970K 0.01%
37,908
+4,246
+13% +$103K
CAMT icon
925
Camtek
CAMT
$6.18B
$969K 0.01%
9,110
+406
+5% +$45.6K
35 36
37
38 39

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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
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
HRCM
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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.