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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
VLY icon
951
Valley National Bancorp
VLY
$8.02B
$936K 0.01%
80,097
+740
+0.9% +$8.21K
DY icon
952
Dycom Industries
DY
$12.5B
$933K 0.01%
2,761
+129
+5% +$40.7K
JAZZ icon
953
Jazz Pharmaceuticals
JAZZ
$15.8B
$932K 0.01%
5,481
+342
+7% +$52.4K
VFC icon
954
VF Corp
VFC
$5.87B
$929K 0.01%
51,408
+11,852
+30% +$192K
PR
955
Permian Resources
PR
$17.5B
$929K 0.01%
66,236
+5,116
+8% +$68.7K
RIG icon
956
Transocean
RIG
$5.7B
$928K 0.01%
224,698
+8,250
+4% +$32K
VMI icon
957
Valmont Industries
VMI
$9.43B
$927K 0.01%
2,303
+21
+0.9% +$8.55K
DOCS icon
958
Doximity
DOCS
$3.89B
$923K 0.01%
20,855
-2,403
-10% -$135K
CWK icon
959
Cushman & Wakefield Ltd
CWK
$3.18B
$922K 0.01%
56,952
-685
-1% -$10.9K
EXP icon
960
Eagle Materials
EXP
$6.59B
$921K 0.01%
4,458
-215
-5% -$47.5K
CRBG icon
961
Corebridge Financial
CRBG
$14.1B
$918K 0.01%
30,413
-65
-0.2% -$2K
ACI icon
962
Albertsons Companies
ACI
$5.58B
$915K 0.01%
53,288
+6,873
+15% +$123K
VT icon
963
Vanguard Total World Stock ETF
VT
$78B
$909K 0.01%
6,446
-221
-3% -$30.9K
IREN icon
964
Iris Energy
IREN
$14.2B
$908K 0.01%
24,048
+1,655
+7% +$85.4K
ACT icon
965
Enact Holdings
ACT
$6.68B
$906K 0.01%
22,865
+833
+4% +$31.4K
OGE icon
966
OGE Energy
OGE
$9.79B
$905K 0.01%
21,195
-395
-2% -$17.6K
FUTU icon
967
Futu Holdings
FUTU
$15B
$905K 0.01%
5,509
-635
-10% -$109K
BEPC icon
968
Brookfield Renewable
BEPC
$6.23B
$904K 0.01%
23,581
+617
+3% +$24.8K
HWC icon
969
Hancock Whitney
HWC
$6.26B
$903K 0.01%
14,186
+196
+1% +$11.9K
MRP
970
Millrose Properties Inc
MRP
$4.76B
$902K 0.01%
30,213
-5,838
-16% -$183K
SSD icon
971
Simpson Manufacturing
SSD
$7.91B
$899K 0.01%
5,565
-776
-12% -$131K
CZR icon
972
Caesars Entertainment
CZR
$6.06B
$897K 0.01%
38,368
+10,270
+37% +$231K
KD icon
973
Kyndryl
KD
$3.07B
$895K 0.01%
33,710
+796
+2% +$21.6K
CFR icon
974
Cullen/Frost Bankers
CFR
$10.5B
$891K 0.01%
7,038
-65
-0.9% -$8.15K
JOBY icon
975
Joby Aviation
JOBY
$7.26B
$891K 0.01%
67,507
+1,476
+2% +$22.7K
37 38
39
40 41

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IIM
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GI
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OIA
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RA
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RI
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WAM
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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.