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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
HRL icon
1001
Hormel Foods
HRL
$13.9B
$835K 0.01%
33,757
+657
+2% +$18.2K
SIMO icon
1002
Silicon Motion
SIMO
$9.08B
$835K 0.01%
8,804
+2,516
+40% +$200K
GPI icon
1003
Group 1 Automotive
GPI
$3.41B
$834K 0.01%
1,903
+22
+1% +$9.87K
RCI icon
1004
Rogers Communications
RCI
$18.3B
$830K 0.01%
24,082
+3,421
+17% +$118K
NOV icon
1005
NOV
NOV
$7.13B
$828K 0.01%
62,508
+17,036
+37% +$220K
SITM icon
1006
SiTime
SITM
$17.4B
$825K 0.01%
2,735
+64
+2% +$14.8K
AVAV icon
1007
AeroVironment
AVAV
$8.56B
$821K 0.01%
2,607
+1,133
+77% +$293K
ALGN icon
1008
Align Technology
ALGN
$12.4B
$821K 0.01%
6,554
-6,417
-49% -$1.01M
OLN icon
1009
Olin
OLN
$2.18B
$819K 0.01%
32,791
+4,286
+15% +$95.2K
AR icon
1010
Antero Resources
AR
$11B
$818K 0.01%
24,376
-5,265
-18% -$175K
ACI icon
1011
Albertsons Companies
ACI
$5.84B
$813K 0.01%
46,415
-15,196
-25% -$298K
MTCH icon
1012
Match Group
MTCH
$9.64B
$809K 0.01%
22,898
+4,444
+24% +$159K
BDC icon
1013
Belden
BDC
$4.99B
$803K 0.01%
6,674
+385
+6% +$48.5K
MUSA icon
1014
Murphy USA
MUSA
$11B
$802K 0.01%
2,054
-151
-7% -$59.8K
OZK icon
1015
Bank OZK
OZK
$5.69B
$802K 0.01%
15,724
+959
+6% +$49K
DVA icon
1016
DaVita
DVA
$14.7B
$802K 0.01%
6,033
-181
-3% -$24.9K
CMC icon
1017
Commercial Metals
CMC
$8.03B
$801K 0.01%
13,976
-806
-5% -$44.5K
SPSC icon
1018
SPS Commerce
SPSC
$2.67B
$798K 0.01%
7,658
-1,892
-20% -$225K
AVTR icon
1019
Avantor
AVTR
$9.21B
$794K 0.01%
63,655
-15,604
-20% -$201K
ONB icon
1020
Old National Bancorp
ONB
$10.4B
$794K 0.01%
36,183
-361
-1% -$7.98K
CORT icon
1021
Corcept Therapeutics
CORT
$11.9B
$794K 0.01%
9,553
-557
-6% -$40.3K
IJH icon
1022
iShares Core S&P Mid-Cap ETF
IJH
$126B
$791K 0.01%
12,124
-4,407
-27% -$283K
IONS icon
1023
Ionis Pharmaceuticals
IONS
$9.15B
$791K 0.01%
12,090
+18
+0.1% +$879
BEPC icon
1024
Brookfield Renewable
BEPC
$6.24B
$791K 0.01%
22,964
+1,168
+5% +$40K
NDSN icon
1025
Nordson
NDSN
$17.2B
$790K 0.01%
3,481
+55
+2% +$12.1K
39 40
41
42 43

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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
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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.