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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
STLA icon
1051
Stellantis
STLA
$22B
$751K 0.01%
80,476
-2,672
-3% -$25.6K
FNB icon
1052
FNB Corp
FNB
$6.9B
$749K 0.01%
46,500
+1,202
+3% +$19.1K
VIV icon
1053
Telefônica Brasil
VIV
$19.7B
$746K 0.01%
58,473
+4,194
+8% +$50.3K
QTWO icon
1054
Q2 Holdings
QTWO
$3.96B
$744K 0.01%
10,284
+359
+4% +$29.5K
BEN icon
1055
Franklin Resources
BEN
$18.2B
$743K 0.01%
32,126
+25
+0.1% +$618
TEVA icon
1056
Teva Pharmaceuticals
TEVA
$40.1B
$737K 0.01%
36,472
+1,198
+3% +$21K
TREX icon
1057
Trex
TREX
$4.88B
$736K 0.01%
14,244
-947
-6% -$57.7K
WYNN icon
1058
Wynn Resorts
WYNN
$10.1B
$736K 0.01%
5,736
+353
+7% +$40.7K
RYN icon
1059
Rayonier
RYN
$6.58B
$736K 0.01%
29,068
+8,155
+39% +$196K
POST icon
1060
Post Holdings
POST
$4.09B
$732K 0.01%
6,809
-123
-2% -$13.2K
GTLS
1061
DELISTED
Chart Industries
GTLS
$731K 0.01%
3,651
+409
+13% +$77.7K
UMBF icon
1062
UMB Financial
UMBF
$11.3B
$728K 0.01%
6,149
+218
+4% +$25.1K
AMH icon
1063
American Homes 4 Rent
AMH
$12.4B
$728K 0.01%
21,887
-375
-2% -$13.1K
QURE icon
1064
uniQure
QURE
$3.04B
$726K 0.01%
12,439
-312
-2% -$5.67K
RNW icon
1065
ReNew
RNW
$2.28B
$724K 0.01%
94,030
+43,097
+85% +$328K
CALM icon
1066
Cal-Maine
CALM
$3.97B
$721K 0.01%
7,665
+888
+13% +$94.8K
WLK icon
1067
Westlake Corp
WLK
$10.3B
$720K 0.01%
9,344
-701
-7% -$58.4K
GAP
1068
The Gap Inc
GAP
$7.42B
$720K 0.01%
33,662
-3,382
-9% -$73.1K
TEX icon
1069
Terex
TEX
$7.56B
$712K 0.01%
13,873
+404
+3% +$20.6K
IRT icon
1070
Independence Realty Trust
IRT
$4.01B
$711K 0.01%
43,354
-1,198
-3% -$20.8K
OKLO
1071
Oklo
OKLO
$7.56B
$709K 0.01%
6,350
+2,538
+67% +$199K
ENLT icon
1072
Enlight Renewable Energy
ENLT
$12.6B
$709K 0.01%
22,745
+8,664
+62% +$230K
BMRN icon
1073
BioMarin Pharmaceuticals
BMRN
$11.7B
$709K 0.01%
13,082
-911
-7% -$52.1K
MHK icon
1074
Mohawk Industries
MHK
$9.24B
$708K 0.01%
5,495
+540
+11% +$66.9K
MZTI
1075
The Marzetti Company
MZTI
$3.02B
$705K 0.01%
4,081
+124
+3% +$22.2K
41 42
43
44 45

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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
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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.