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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
CNX icon
951
CNX Resources
CNX
$5.27B
$912K 0.01%
28,396
-2,852
-9% -$87.4K
APPF icon
952
AppFolio
APPF
$7.07B
$911K 0.01%
3,303
+914
+38% +$247K
APG icon
953
APi Group
APG
$18B
$910K 0.01%
26,451
+858
+3% +$29.9K
KBH icon
954
KB Home
KBH
$3.56B
$906K 0.01%
14,233
+1,113
+8% +$67.3K
AVT icon
955
Avnet
AVT
$7.59B
$905K 0.01%
17,305
-2,158
-11% -$116K
ACLS icon
956
Axcelis
ACLS
$4.29B
$902K 0.01%
9,243
+207
+2% +$16.7K
CFR icon
957
Cullen/Frost Bankers
CFR
$10.5B
$900K 0.01%
7,103
-183
-3% -$23.8K
AIT icon
958
Applied Industrial Technologies
AIT
$13.2B
$899K 0.01%
3,443
-35
-1% -$9.18K
REYN icon
959
Reynolds Consumer Products
REYN
$5.55B
$896K 0.01%
36,632
+10,282
+39% +$233K
MMYT icon
960
MakeMyTrip
MMYT
$5.95B
$896K 0.01%
9,571
-4,915
-34% -$478K
CADE
961
DELISTED
Cadence Bank
CADE
$894K 0.01%
23,820
+844
+4% +$30.4K
ERIE icon
962
Erie Indemnity
ERIE
$12.8B
$892K 0.01%
2,804
+326
+13% +$113K
AL
963
DELISTED
Air Lease Corp
AL
$891K 0.01%
14,004
-520
-4% -$31.1K
TEF
964
DELISTED
Telefonica
TEF
$888K 0.01%
174,747
-7,402
-4% -$39.3K
CWEN icon
965
Clearway Energy Class C
CWEN
$4.94B
$886K 0.01%
31,347
-1,533
-5% -$46.4K
VMI icon
966
Valmont Industries
VMI
$9.72B
$885K 0.01%
2,282
+111
+5% +$40.4K
SII
967
Sprott
SII
$2.7B
$885K 0.01%
10,635
+1,744
+20% +$122K
CLF icon
968
Cleveland-Cliffs
CLF
$7.02B
$884K 0.01%
72,496
+10,229
+16% +$108K
AXS icon
969
AXIS Capital
AXS
$7.57B
$884K 0.01%
9,228
-504
-5% -$48.8K
BIO icon
970
Bio-Rad Laboratories Class A
BIO
$8.91B
$882K 0.01%
3,144
+121
+4% +$32.9K
MORN icon
971
Morningstar
MORN
$7.51B
$877K 0.01%
3,779
-897
-19% -$239K
HWC icon
972
Hancock Whitney
HWC
$6.32B
$876K 0.01%
13,990
+472
+3% +$28.9K
BBIO icon
973
BridgeBio Pharma
BBIO
$16.1B
$873K 0.01%
16,803
+625
+4% +$30.5K
IWR icon
974
iShares Russell Mid-Cap ETF
IWR
$57.3B
$871K 0.01%
9,021
+283
+3% +$26.8K
PCTY icon
975
Paylocity
PCTY
$7.67B
$870K 0.01%
5,462
+1,025
+23% +$182K
37 38
39
40 41

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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.