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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
JHX icon
926
James Hardie Industries
JHX
$16.1B
$965K 0.01%
46,482
-15,973
-26% -$320K
BMI icon
927
Badger Meter
BMI
$3.97B
$964K 0.01%
5,528
+25
+0.5% +$4.5K
TLN
928
Talen Energy Corp
TLN
$16.5B
$963K 0.01%
2,569
+240
+10% +$93.3K
IOT icon
929
Samsara
IOT
$21.6B
$962K 0.01%
27,145
+4,241
+19% +$164K
AMH icon
930
American Homes 4 Rent
AMH
$12.4B
$961K 0.01%
29,944
+8,057
+37% +$258K
RCI icon
931
Rogers Communications
RCI
$18.4B
$957K 0.01%
25,370
+1,288
+5% +$48.3K
ICL icon
932
ICL Group
ICL
$6.56B
$956K 0.01%
166,747
-17,431
-9% -$101K
GNTX icon
933
Gentex
GNTX
$4.99B
$956K 0.01%
41,075
-8,299
-17% -$200K
BIO icon
934
Bio-Rad Laboratories Class A
BIO
$8.96B
$955K 0.01%
3,153
+9
+0.3% +$2.81K
COKE icon
935
Coca-Cola Consolidated
COKE
$12B
$954K 0.01%
6,221
+369
+6% +$54.1K
MMYT icon
936
MakeMyTrip
MMYT
$5.81B
$952K 0.01%
11,595
+2,024
+21% +$166K
BILI icon
937
Bilibili
BILI
$8.05B
$952K 0.01%
38,712
+3,002
+8% +$80.8K
BIPC icon
938
Brookfield Infrastructure
BIPC
$4.97B
$950K 0.01%
20,931
+4,690
+29% +$212K
CHRD icon
939
Chord Energy
CHRD
$7.84B
$949K 0.01%
10,238
-1,342
-12% -$124K
FCN icon
940
FTI Consulting
FCN
$4.37B
$946K 0.01%
5,537
-290
-5% -$47.8K
LEN.B icon
941
Lennar Class B
LEN.B
$20.1B
$946K 0.01%
9,942
-277
-3% -$31.4K
FLS icon
942
Flowserve
FLS
$9.78B
$945K 0.01%
13,620
+1,542
+13% +$99.1K
RGEN icon
943
Repligen
RGEN
$8.3B
$944K 0.01%
5,763
+667
+13% +$104K
SSB icon
944
SouthState Bank Corp
SSB
$10.5B
$943K 0.01%
10,021
-449
-4% -$41.6K
FTAI icon
945
FTAI Aviation
FTAI
$23.1B
$943K 0.01%
4,790
-243
-5% -$41.4K
WING icon
946
Wingstop
WING
$3.55B
$942K 0.01%
3,950
+517
+15% +$128K
STLA icon
947
Stellantis
STLA
$21.3B
$940K 0.01%
86,309
+5,833
+7% +$62.7K
IONQ icon
948
IonQ
IONQ
$14.5B
$940K 0.01%
20,951
+4,129
+25% +$231K
EPR icon
949
EPR Properties
EPR
$4.69B
$939K 0.01%
18,818
-689
-4% -$35.9K
BCH icon
950
Banco de Chile
BCH
$21B
$939K 0.01%
24,702
+3,056
+14% +$108K
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 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.