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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
TERN
1051
DELISTED
Terns Pharmaceuticals
TERN
$750K 0.01%
18,555
+906
+5% +$20.9K
VIPS icon
1052
Vipshop
VIPS
$7.47B
$749K 0.01%
42,354
+3,185
+8% +$61.3K
CARG icon
1053
CarGurus
CARG
$3.33B
$746K 0.01%
19,462
+2,099
+12% +$75.6K
FBIN icon
1054
Fortune Brands Innovations
FBIN
$6.22B
$745K 0.01%
14,897
-6,444
-30% -$323K
NGD
1055
DELISTED
New Gold Inc
NGD
$739K 0.01%
84,858
+1,281
+2% +$9.65K
ACLS icon
1056
Axcelis
ACLS
$4.03B
$734K 0.01%
9,141
-102
-1% -$8.54K
CIVI
1057
DELISTED
Civitas Resources
CIVI
$732K 0.01%
27,021
-12,666
-32% -$366K
STRL icon
1058
Sterling Infrastructure
STRL
$18.8B
$730K 0.01%
2,383
+440
+23% +$152K
BDC icon
1059
Belden
BDC
$4.8B
$730K 0.01%
6,261
-413
-6% -$48.2K
GPK icon
1060
Graphic Packaging
GPK
$3.36B
$727K 0.01%
48,297
+13,914
+40% +$229K
MDGL icon
1061
Madrigal Pharmaceuticals
MDGL
$11.1B
$727K 0.01%
1,249
+160
+15% +$81.7K
FRT icon
1062
Federal Realty Investment Trust
FRT
$10.7B
$727K 0.01%
7,213
+412
+6% +$40.6K
VIG icon
1063
Vanguard Dividend Appreciation ETF
VIG
$112B
$727K 0.01%
3,308
+57
+2% +$12.5K
MTCH icon
1064
Match Group
MTCH
$9.46B
$726K 0.01%
22,497
-401
-2% -$13.2K
POOL icon
1065
Pool Corp
POOL
$7.11B
$726K 0.01%
3,174
+458
+17% +$119K
MKTX icon
1066
MarketAxess Holdings
MKTX
$5.71B
$722K 0.01%
3,986
+271
+7% +$46.2K
WLK icon
1067
Westlake Corp
WLK
$8.95B
$721K 0.01%
9,755
+411
+4% +$29.3K
CUBE icon
1068
CubeSmart
CUBE
$9.47B
$720K 0.01%
19,975
-7,204
-27% -$274K
BTE icon
1069
Baytex Energy
BTE
$3.12B
$720K 0.01%
222,891
+23,500
+12% +$65.5K
SW
1070
Smurfit Westrock
SW
$24.6B
$714K 0.01%
18,463
-4,619
-20% -$176K
LYFT icon
1071
Lyft
LYFT
$6.22B
$713K 0.01%
36,791
+1,419
+4% +$29.5K
SBSW icon
1072
Sibanye-Stillwater
SBSW
$6.33B
$712K 0.01%
49,935
+1,650
+3% +$20K
VIV icon
1073
Telefônica Brasil
VIV
$20.3B
$711K 0.01%
59,933
+1,460
+2% +$18.1K
PVH icon
1074
PVH
PVH
$4.09B
$711K 0.01%
10,605
-694
-6% -$54.3K
LKQ icon
1075
LKQ Corp
LKQ
$5.91B
$709K 0.01%
23,476
+6,400
+37% +$193K
41 42
43
44 45

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IIM
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GI
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OIA
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RA
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RI
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WAM
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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.