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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
RKT icon
926
Rocket Companies
RKT
$39.9B
$961K 0.01%
49,582
+24,583
+98% +$429K
OGN icon
927
Organon & Co
OGN
$3.56B
$957K 0.01%
89,612
-3,281
-4% -$32.2K
GIL icon
928
Gildan
GIL
$10.5B
$956K 0.01%
16,546
+32
+0.2% +$1.71K
FDS icon
929
Factset
FDS
$9.76B
$956K 0.01%
3,338
-447
-12% -$171K
RHI icon
930
Robert Half
RHI
$4.19B
$954K 0.01%
28,088
+13,886
+98% +$521K
LSCC icon
931
Lattice Semiconductor
LSCC
$19.6B
$954K 0.01%
13,006
+765
+6% +$46.5K
ALV icon
932
Autoliv
ALV
$9.12B
$949K 0.01%
7,683
-225
-3% -$26.9K
ONC
933
BeOne Medicines Ltd
ONC
$33.5B
$949K 0.01%
2,784
+565
+25% +$172K
SWK icon
934
Stanley Black & Decker
SWK
$15.5B
$948K 0.01%
12,748
+938
+8% +$68.8K
PVH icon
935
PVH
PVH
$4.09B
$947K 0.01%
11,299
-1,061
-9% -$83.3K
DOX icon
936
Amdocs
DOX
$6.02B
$943K 0.01%
11,493
-1,268
-10% -$110K
FCN icon
937
FTI Consulting
FCN
$4.34B
$942K 0.01%
5,827
+937
+19% +$156K
TFX icon
938
Teleflex
TFX
$6.2B
$941K 0.01%
7,691
+2,630
+52% +$319K
IPG
939
DELISTED
Interpublic Group of Companies
IPG
$940K 0.01%
33,684
+789
+2% +$20.4K
GNRC icon
940
Generac Holdings
GNRC
$12.9B
$936K 0.01%
5,590
+241
+5% +$42.2K
GBCI icon
941
Glacier Bancorp
GBCI
$6.63B
$934K 0.01%
19,188
+1,397
+8% +$65.5K
BFAM icon
942
Bright Horizons
BFAM
$3.98B
$931K 0.01%
8,576
-924
-10% -$107K
CTRE icon
943
CareTrust REIT
CTRE
$9.65B
$929K 0.01%
26,801
+2,751
+11% +$90.5K
AGI icon
944
Alamos Gold
AGI
$12B
$929K 0.01%
26,646
+153
+0.6% +$4.37K
CBZ icon
945
CBIZ
CBZ
$2.99B
$927K 0.01%
17,496
-497
-3% -$32.1K
CDE icon
946
Coeur Mining
CDE
$16.7B
$923K 0.01%
49,192
+6,472
+15% +$79.2K
OTEX icon
947
Open Text
OTEX
$6.41B
$919K 0.01%
24,592
+4,405
+22% +$141K
VT icon
948
Vanguard Total World Stock ETF
VT
$79.4B
$919K 0.01%
6,667
+420
+7% +$55.8K
CWK icon
949
Cushman & Wakefield Ltd
CWK
$3.3B
$918K 0.01%
57,637
+5,962
+12% +$84K
CAMT icon
950
Camtek
CAMT
$7.07B
$914K 0.01%
8,704
+431
+5% +$38.6K
36 37
38
39 40

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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 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.