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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
PLNT icon
976
Planet Fitness
PLNT
$4.43B
$870K 0.01%
8,381
-87
-1% -$9.25K
VC icon
977
Visteon
VC
$2.81B
$869K 0.01%
7,252
+575
+9% +$67.7K
HIMS icon
978
Hims & Hers Health
HIMS
$7.43B
$868K 0.01%
15,303
-799
-5% -$40.9K
RVTY icon
979
Revvity
RVTY
$12.4B
$866K 0.01%
9,875
-6,535
-40% -$593K
WING icon
980
Wingstop
WING
$3.32B
$864K 0.01%
3,433
-180
-5% -$55.9K
MMS icon
981
Maximus
MMS
$3.33B
$860K 0.01%
9,407
+800
+9% +$64.8K
HRB icon
982
H&R Block
HRB
$5.85B
$858K 0.01%
16,964
-280
-2% -$14.8K
IOT icon
983
Samsara
IOT
$22.6B
$853K 0.01%
22,904
-842
-4% -$31.3K
RLI icon
984
RLI Corp
RLI
$5.67B
$851K 0.01%
13,055
+3,094
+31% +$209K
TKC icon
985
Turkcell
TKC
$4.88B
$848K 0.01%
140,814
+11,144
+9% +$65.1K
LBRDK icon
986
Liberty Broadband Class C
LBRDK
$5.16B
$846K 0.01%
13,307
-2,310
-15% -$161K
LPX icon
987
Louisiana-Pacific
LPX
$5.38B
$846K 0.01%
9,527
-63
-0.7% -$5.82K
GLPI icon
988
Gaming and Leisure Properties
GLPI
$12.6B
$845K 0.01%
18,128
+867
+5% +$40.8K
ACT icon
989
Enact Holdings
ACT
$6.69B
$845K 0.01%
22,032
+286
+1% +$10.6K
VGT icon
990
Vanguard Information Technology ETF
VGT
$147B
$844K 0.01%
9,040
-704
-7% -$61.5K
POOL icon
991
Pool Corp
POOL
$7.37B
$842K 0.01%
2,716
-68
-2% -$21.3K
NLY icon
992
Annaly Capital Management
NLY
$17.1B
$842K 0.01%
41,654
+113
+0.3% +$2.34K
VLY icon
993
Valley National Bancorp
VLY
$8.23B
$841K 0.01%
79,357
-1,387
-2% -$13.9K
FND icon
994
Floor & Decor
FND
$6.45B
$841K 0.01%
11,413
+1,010
+10% +$82.8K
CHE icon
995
Chemed
CHE
$7.05B
$840K 0.01%
1,877
+117
+7% +$53K
TS icon
996
Tenaris
TS
$29.3B
$840K 0.01%
23,493
-1,422
-6% -$51.6K
FTAI icon
997
FTAI Aviation
FTAI
$22.9B
$840K 0.01%
5,033
+493
+11% +$70.1K
GRAB icon
998
Grab
GRAB
$15.2B
$840K 0.01%
139,490
+488
+0.4% +$2.59K
EXAS
999
DELISTED
Exact Sciences
EXAS
$838K 0.01%
15,308
-488
-3% -$24.4K
ALE
1000
DELISTED
Allete
ALE
$837K 0.01%
12,603
+72
+0.6% +$4.68K
38 39
40
41 42

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IIM
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GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
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 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.