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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
VZ icon
76
Verizon
VZ
$195B
$20.4M 0.21%
463,421
+9,953
+2% +$431K
AMGN icon
77
Amgen
AMGN
$208B
$20.3M 0.21%
71,775
-489
-0.7% -$142K
TXN icon
78
Texas Instruments
TXN
$252B
$20.1M 0.21%
109,469
-13,088
-11% -$2.56M
PANW icon
79
Palo Alto Networks
PANW
$270B
$19.8M 0.2%
97,439
-1,452
-1% -$278K
SYK icon
80
Stryker
SYK
$125B
$19.4M 0.2%
52,470
-399
-0.8% -$154K
ADBE icon
81
Adobe
ADBE
$99.5B
$18.9M 0.19%
53,634
-5,939
-10% -$2.13M
ADP icon
82
Automatic Data Processing
ADP
$106B
$18.7M 0.19%
63,830
-486
-0.8% -$146K
TMUS icon
83
T-Mobile US
TMUS
$185B
$18.6M 0.19%
77,794
+2,299
+3% +$556K
SCHW
84
Charles Schwab
SCHW
$183B
$18.4M 0.19%
192,938
+2,400
+1% +$228K
UNP icon
85
Union Pacific
UNP
$174B
$18.3M 0.19%
77,198
+3,196
+4% +$720K
HON icon
86
Honeywell
HON
$77B
$18.1M 0.19%
91,068
-4,133
-4% -$863K
MCK icon
87
McKesson
MCK
$100B
$17.1M 0.18%
22,158
-105
-0.5% -$73.9K
MO icon
88
Altria Group
MO
$114B
$17M 0.17%
257,791
+2,476
+1% +$157K
ORLY icon
89
O'Reilly Automotive
ORLY
$72.9B
$17M 0.17%
158,022
+861
+0.5% +$86.6K
NVS icon
90
Novartis
NVS
$297B
$17M 0.17%
132,536
+6,924
+6% +$845K
DE icon
91
Deere & Co
DE
$160B
$16.8M 0.17%
36,751
-1,051
-3% -$518K
TT icon
92
Trane Technologies
TT
$101B
$16.6M 0.17%
39,292
+181
+0.5% +$77.3K
HCA icon
93
HCA Healthcare
HCA
$87.2B
$16.4M 0.17%
38,584
-187
-0.5% -$72.5K
ACN icon
94
Accenture
ACN
$102B
$16.4M 0.17%
66,289
-10,845
-14% -$2.83M
CB icon
95
Chubb
CB
$135B
$16.1M 0.16%
57,005
-789
-1% -$217K
ADI icon
96
Analog Devices
ADI
$179B
$16M 0.16%
65,214
-2,866
-4% -$689K
CDNS icon
97
Cadence Design Systems
CDNS
$93.6B
$16M 0.16%
45,640
+1,355
+3% +$466K
BA icon
98
Boeing
BA
$171B
$16M 0.16%
73,972
+3,965
+6% +$894K
DUK icon
99
Duke Energy
DUK
$97.8B
$16M 0.16%
128,860
+8,092
+7% +$982K
BX icon
100
Blackstone
BX
$102B
$15.8M 0.16%
92,630
+5,738
+7% +$983K
2 3
4
5 6

Similar funds

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.