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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
H icon
1076
Hyatt Hotels
H
$16.2B
$702K 0.01%
4,949
-94
-2% -$13.5K
VIG icon
1077
Vanguard Dividend Appreciation ETF
VIG
$112B
$702K 0.01%
3,251
-220
-6% -$46.2K
BEKE icon
1078
KE Holdings
BEKE
$19.1B
$700K 0.01%
36,859
+4,144
+13% +$77.7K
TNL icon
1079
Travel + Leisure Co
TNL
$4.72B
$700K 0.01%
11,764
+437
+4% +$26.2K
SPDW icon
1080
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.5B
$700K 0.01%
16,351
+134
+0.8% +$5.55K
PBF icon
1081
PBF Energy
PBF
$8.05B
$697K 0.01%
23,112
+2,802
+14% +$73.2K
OWL icon
1082
Blue Owl Capital
OWL
$7.54B
$697K 0.01%
41,184
-822
-2% -$15.6K
ORA icon
1083
Ormat Technologies
ORA
$6.02B
$696K 0.01%
7,236
+1,048
+17% +$94.5K
MOD icon
1084
Modine Manufacturing
MOD
$10.4B
$696K 0.01%
4,896
+294
+6% +$37.4K
LW icon
1085
Lamb Weston
LW
$7.29B
$696K 0.01%
11,927
-2,612
-18% -$143K
ARMK icon
1086
Aramark
ARMK
$14.9B
$691K 0.01%
17,990
-859
-5% -$34.8K
FRT icon
1087
Federal Realty Investment Trust
FRT
$10.7B
$689K 0.01%
6,801
+490
+8% +$47.4K
REZI icon
1088
Resideo Technologies
REZI
$5.49B
$688K 0.01%
15,935
+2,205
+16% +$68.9K
SLM icon
1089
SLM Corp
SLM
$5.09B
$687K 0.01%
24,807
-944
-4% -$29.5K
COKE icon
1090
Coca-Cola Consolidated
COKE
$12B
$686K 0.01%
5,852
-274
-4% -$31.7K
OGS icon
1091
ONE Gas
OGS
$4.92B
$685K 0.01%
8,467
-259
-3% -$19.4K
PB icon
1092
Prosperity Bancshares
PB
$9.02B
$685K 0.01%
10,320
+834
+9% +$57.3K
ET icon
1093
Energy Transfer Partners
ET
$69.8B
$685K 0.01%
39,845
– –
KNX icon
1094
Knight Transportation
KNX
$11.1B
$682K 0.01%
17,270
-1,541
-8% -$66.8K
ADT icon
1095
ADT
ADT
$5.76B
$682K 0.01%
78,331
+7,825
+11% +$67.1K
RGEN icon
1096
Repligen
RGEN
$8.3B
$681K 0.01%
5,096
-139
-3% -$16.9K
BAX icon
1097
Baxter International
BAX
$14.5B
$681K 0.01%
29,897
+1,769
+6% +$44.9K
STNG icon
1098
Scorpio Tankers
STNG
$3.89B
$680K 0.01%
12,131
+223
+2% +$11K
JAZZ icon
1099
Jazz Pharmaceuticals
JAZZ
$15.8B
$677K 0.01%
5,139
+1,134
+28% +$136K
RH icon
1100
RH
RH
$3.29B
$677K 0.01%
3,331
+905
+37% +$197K
42 43
44
45 46

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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
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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.