We are live on ! Find out more
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
SBS icon
1026
Sabesp
SBS
$19.1B
$785K 0.01%
162,693
+19,063
+13% +$80.2K
CHWY icon
1027
Chewy
CHWY
$9.69B
$785K 0.01%
19,402
-588
-3% -$22.7K
RITM icon
1028
Rithm Capital
RITM
$5.65B
$784K 0.01%
68,869
+769
+1% +$9.32K
PR
1029
Permian Resources
PR
$17.2B
$784K 0.01%
61,120
+2,322
+4% +$31.8K
GMED icon
1030
Globus Medical
GMED
$11B
$781K 0.01%
13,634
-42
-0.3% -$2.42K
DDS icon
1031
Dillards
DDS
$9.55B
$780K 0.01%
1,270
-15
-1% -$7.75K
LYFT icon
1032
Lyft
LYFT
$6.27B
$779K 0.01%
35,372
+836
+2% +$14K
EPRT icon
1033
Essential Properties Realty Trust
EPRT
$6.67B
$778K 0.01%
26,151
-1,433
-5% -$43.9K
SR icon
1034
Spire
SR
$4.72B
$778K 0.01%
9,538
+564
+6% +$42.9K
ATR icon
1035
AptarGroup
ATR
$8.72B
$777K 0.01%
5,812
-162
-3% -$23.4K
WU icon
1036
Western Union
WU
$2.14B
$777K 0.01%
97,239
+27,345
+39% +$229K
UBSI icon
1037
United Bankshares
UBSI
$6.76B
$774K 0.01%
20,795
+1,338
+7% +$49.9K
AAON icon
1038
Aaon
AAON
$7.81B
$772K 0.01%
8,233
-530
-6% -$43.4K
HAFN icon
1039
Hafnia
HAFN
$3.74B
$772K 0.01%
128,851
+3,402
+3% +$19.5K
IDCC icon
1040
InterDigital
IDCC
$8.21B
$772K 0.01%
2,235
+240
+12% +$65.2K
TLK icon
1041
Telkom Indonesia
TLK
$15.1B
$770K 0.01%
40,895
+8,275
+25% +$153K
VIPS icon
1042
Vipshop
VIPS
$7.46B
$769K 0.01%
39,169
+6,600
+20% +$109K
DY icon
1043
Dycom Industries
DY
$12.5B
$768K 0.01%
2,632
+854
+48% +$224K
TRP icon
1044
TC Energy
TRP
$68.5B
$767K 0.01%
14,096
-488
-3% -$24.5K
EPAM icon
1045
EPAM Systems
EPAM
$5.62B
$763K 0.01%
5,060
+713
+16% +$117K
DLB icon
1046
Dolby
DLB
$5.67B
$762K 0.01%
10,526
-421
-4% -$31K
CZR icon
1047
Caesars Entertainment
CZR
$6.09B
$759K 0.01%
28,098
+285
+1% +$7.72K
PCOR icon
1048
Procore
PCOR
$8.58B
$754K 0.01%
10,343
-570
-5% -$39.8K
TTC icon
1049
Toro Company
TTC
$9.4B
$754K 0.01%
9,895
-33
-0.3% -$2.53K
FR icon
1050
First Industrial Realty Trust
FR
$8.57B
$752K 0.01%
14,610
+274
+2% +$13.8K
40 41
42
43 44

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 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.