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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
LIN icon
76
Linde
LIN
$221B
$20.4M 0.2%
47,765
-11,361
-19% -$4.87M
SCHW
77
Charles Schwab
SCHW
$183B
$20M 0.2%
200,445
+7,507
+4% +$712K
ADBE icon
78
Adobe
ADBE
$99.5B
$19.7M 0.19%
56,398
+2,764
+5% +$940K
CB icon
79
Chubb
CB
$135B
$19.6M 0.19%
62,701
+5,696
+10% +$1.67M
UNP icon
80
Union Pacific
UNP
$174B
$19.3M 0.19%
83,404
+6,206
+8% +$1.42M
MCK icon
81
McKesson
MCK
$100B
$19.1M 0.19%
23,327
+1,169
+5% +$954K
ADP icon
82
Automatic Data Processing
ADP
$106B
$19.1M 0.19%
74,335
+10,505
+16% +$2.8M
ADI icon
83
Analog Devices
ADI
$179B
$19M 0.19%
70,205
+4,991
+8% +$1.25M
UBER icon
84
Uber
UBER
$143B
$19M 0.19%
232,248
-10,617
-4% -$956K
HCA icon
85
HCA Healthcare
HCA
$87.2B
$18.9M 0.18%
40,456
+1,872
+5% +$869K
TXN icon
86
Texas Instruments
TXN
$252B
$18.7M 0.18%
107,908
-1,561
-1% -$267K
CEG icon
87
Constellation Energy
CEG
$93.8B
$18.2M 0.18%
51,447
+3,857
+8% +$1.4M
NVS icon
88
Novartis
NVS
$297B
$18M 0.18%
130,399
-2,137
-2% -$280K
DE icon
89
Deere & Co
DE
$160B
$17.8M 0.17%
38,291
+1,540
+4% +$723K
VRTX icon
90
Vertex Pharmaceuticals
VRTX
$121B
$17.8M 0.17%
39,165
+2,165
+6% +$933K
PANW icon
91
Palo Alto Networks
PANW
$270B
$17.7M 0.17%
95,833
-1,606
-2% -$324K
SYK icon
92
Stryker
SYK
$125B
$17.5M 0.17%
49,667
-2,803
-5% -$1.02M
DHR icon
93
Danaher
DHR
$137B
$17.5M 0.17%
76,247
+6,310
+9% +$1.39M
PH icon
94
Parker-Hannifin
PH
$123B
$16.9M 0.17%
19,238
+969
+5% +$793K
CMI icon
95
Cummins
CMI
$87.5B
$16.8M 0.16%
32,919
+1,197
+4% +$559K
VZ icon
96
Verizon
VZ
$195B
$16.4M 0.16%
402,587
-60,834
-13% -$2.47M
GM icon
97
General Motors
GM
$80.4B
$16.3M 0.16%
200,136
+5,267
+3% +$371K
HON icon
98
Honeywell
HON
$77B
$16M 0.16%
81,899
-9,169
-10% -$1.79M
BA icon
99
Boeing
BA
$171B
$15.9M 0.15%
73,048
-924
-1% -$190K
WELL icon
100
Welltower
WELL
$169B
$15.6M 0.15%
84,237
+6,384
+8% +$1.19M
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 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.