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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
SCHA icon
1001
Schwab U.S Small- Cap ETF
SCHA
$22.7B
$850K 0.01%
29,838
-20,840
-41% -$588K
ENB icon
1002
Enbridge
ENB
$118B
$848K 0.01%
17,736
-1,469
-8% -$70.1K
ERIE icon
1003
Erie Indemnity
ERIE
$12.4B
$844K 0.01%
2,944
+140
+5% +$41.8K
CWST icon
1004
Casella Waste Systems
CWST
$5.85B
$844K 0.01%
8,615
+3,894
+82% +$361K
MICC
1005
The Magnum Ice Cream Company N.V.
MICC
$11.2B
$843K 0.01%
+53,184
New +$834K
BAH icon
1006
Booz Allen Hamilton
BAH
$8.56B
$840K 0.01%
9,954
+26
+0.3% +$2.33K
MUSA icon
1007
Murphy USA
MUSA
$10.9B
$839K 0.01%
2,078
+24
+1% +$9.21K
ONTO icon
1008
Onto Innovation
ONTO
$13.4B
$838K 0.01%
5,310
+336
+7% +$47.7K
NDSN icon
1009
Nordson
NDSN
$16.9B
$837K 0.01%
3,483
+2
+0.1% +$470
BSY icon
1010
Bentley Systems
BSY
$10.9B
$833K 0.01%
21,839
-4,072
-16% -$186K
RITM icon
1011
Rithm Capital
RITM
$5.62B
$829K 0.01%
76,083
+7,214
+10% +$79.7K
PAYC icon
1012
Paycom
PAYC
$7.86B
$829K 0.01%
5,202
-1,499
-22% -$266K
JD icon
1013
JD.com
JD
$44.6B
$828K 0.01%
28,851
+91
+0.3% +$2.85K
BEN icon
1014
Franklin Resources
BEN
$18.3B
$827K 0.01%
34,607
+2,481
+8% +$57K
QSR icon
1015
Restaurant Brands International
QSR
$25.3B
$825K 0.01%
12,094
+2,731
+29% +$188K
FNB icon
1016
FNB Corp
FNB
$6.83B
$824K 0.01%
48,184
+1,684
+4% +$27.5K
CHDN icon
1017
Churchill Downs
CHDN
$5.82B
$823K 0.01%
7,235
+3,817
+112% +$396K
UBSI icon
1018
United Bankshares
UBSI
$6.7B
$822K 0.01%
21,404
+609
+3% +$22.7K
VGT icon
1019
Vanguard Information Technology ETF
VGT
$141B
$822K 0.01%
8,720
-320
-4% -$30.4K
TME icon
1020
Tencent Music
TME
$15.6B
$819K 0.01%
46,726
-145
-0.3% -$2.94K
QTWO icon
1021
Q2 Holdings
QTWO
$3.89B
$818K 0.01%
11,342
+1,058
+10% +$72.6K
TKC icon
1022
Turkcell
TKC
$4.81B
$818K 0.01%
149,543
+8,729
+6% +$50.9K
HP icon
1023
Helmerich & Payne
HP
$3.41B
$812K 0.01%
28,324
+1,921
+7% +$51K
PB icon
1024
Prosperity Bancshares
PB
$9.02B
$808K 0.01%
11,695
+1,375
+13% +$92.8K
HIW icon
1025
Highwoods Properties
HIW
$3.67B
$805K 0.01%
31,171
-3,912
-11% -$110K
39 40
41
42 43

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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.