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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
SBS icon
976
Sabesp
SBS
$19B
$891K 0.01%
187,076
+24,383
+15% +$118K
BALL icon
977
Ball Corp
BALL
$17.3B
$890K 0.01%
16,793
-5,561
-25% -$274K
ZBH icon
978
Zimmer Biomet
ZBH
$18.8B
$886K 0.01%
9,855
-5,918
-38% -$561K
EPRT icon
979
Essential Properties Realty Trust
EPRT
$6.74B
$882K 0.01%
29,731
+3,580
+14% +$109K
AIT icon
980
Applied Industrial Technologies
AIT
$13B
$880K 0.01%
3,427
-16
-0.5% -$4.09K
AR icon
981
Antero Resources
AR
$11.2B
$880K 0.01%
25,524
+1,148
+5% +$38.9K
TNL icon
982
Travel + Leisure Co
TNL
$4.72B
$879K 0.01%
12,457
+693
+6% +$45.4K
ANF icon
983
Abercrombie & Fitch
ANF
$4.84B
$878K 0.01%
6,972
+52
+0.8% +$4.55K
TS icon
984
Tenaris
TS
$28.9B
$874K 0.01%
22,729
-764
-3% -$29.5K
ORA icon
985
Ormat Technologies
ORA
$6.02B
$873K 0.01%
7,906
+670
+9% +$73.3K
QRVO icon
986
Qorvo
QRVO
$7.89B
$872K 0.01%
10,324
-1,226
-11% -$108K
IRT icon
987
Independence Realty Trust
IRT
$3.95B
$871K 0.01%
49,827
+6,473
+15% +$107K
DAR icon
988
Darling Ingredients
DAR
$9.5B
$870K 0.01%
24,169
+5,675
+31% +$192K
CBZ icon
989
CBIZ
CBZ
$2.99B
$870K 0.01%
17,241
-255
-1% -$13.4K
ALV icon
990
Autoliv
ALV
$9.07B
$865K 0.01%
7,287
-396
-5% -$47.3K
SUI icon
991
Sun Communities
SUI
$15.1B
$864K 0.01%
6,970
-1,500
-18% -$188K
H icon
992
Hyatt Hotels
H
$16.2B
$861K 0.01%
5,373
+424
+9% +$65K
ONB icon
993
Old National Bancorp
ONB
$10.3B
$861K 0.01%
38,580
+2,397
+7% +$51.7K
OLLI icon
994
Ollie's Bargain Outlet
OLLI
$4.51B
$861K 0.01%
7,852
-302
-4% -$36.4K
RGTI icon
995
Rigetti Computing
RGTI
$5.33B
$859K 0.01%
38,768
+2,758
+8% +$89.9K
RVTY icon
996
Revvity
RVTY
$12.9B
$856K 0.01%
8,849
-1,026
-10% -$98.5K
AL
997
DELISTED
Air Lease Corp
AL
$856K 0.01%
13,323
-681
-5% -$43.5K
GBCI icon
998
Glacier Bancorp
GBCI
$6.57B
$855K 0.01%
19,413
+225
+1% +$9.87K
MTDR icon
999
Matador Resources
MTDR
$6.06B
$854K 0.01%
20,128
-3,341
-14% -$140K
FR icon
1000
First Industrial Realty Trust
FR
$8.69B
$852K 0.01%
14,870
+260
+2% +$14.5K
38 39
40
41 42

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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
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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.