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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
GPI icon
1076
Group 1 Automotive
GPI
$3.48B
$707K 0.01%
1,798
-105
-6% -$43.1K
OLED icon
1077
Universal Display
OLED
$3.67B
$707K 0.01%
6,051
-1,071
-15% -$139K
GVA icon
1078
Granite Construction
GVA
$5.43B
$704K 0.01%
6,104
+224
+4% +$24.1K
SLG icon
1079
SL Green Realty
SLG
$3.85B
$703K 0.01%
15,319
-770
-5% -$38K
BTU icon
1080
Peabody Energy
BTU
$2.65B
$702K 0.01%
23,653
+1,175
+5% +$34.5K
LPX icon
1081
Louisiana-Pacific
LPX
$5.15B
$699K 0.01%
8,652
-875
-9% -$73.9K
UMBF icon
1082
UMB Financial
UMBF
$11.2B
$698K 0.01%
6,070
-79
-1% -$8.95K
AGNC icon
1083
AGNC Investment
AGNC
$12.4B
$694K 0.01%
64,781
+14,725
+29% +$151K
ARMK icon
1084
Aramark
ARMK
$14.9B
$690K 0.01%
18,711
+721
+4% +$27.5K
BIDU icon
1085
Baidu
BIDU
$38.3B
$689K 0.01%
5,271
+687
+15% +$85.3K
AVA icon
1086
Avista
AVA
$3.27B
$686K 0.01%
17,790
+3,205
+22% +$125K
PATH icon
1087
UiPath
PATH
$6.76B
$684K 0.01%
41,746
+4,955
+13% +$77.1K
FMS icon
1088
Fresenius Medical Care
FMS
$13.6B
$683K 0.01%
28,691
-8,326
-22% -$207K
TEX icon
1089
Terex
TEX
$7.36B
$682K 0.01%
12,770
-1,103
-8% -$55.7K
FMX icon
1090
Fomento Económico Mexicano
FMX
$42.8B
$682K 0.01%
6,743
+225
+3% +$21.9K
OZK icon
1091
Bank OZK
OZK
$5.65B
$678K 0.01%
14,743
-981
-6% -$45.9K
MGV icon
1092
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.2B
$678K 0.01%
4,801
-25
-0.5% -$3.48K
POST icon
1093
Post Holdings
POST
$4.09B
$676K 0.01%
6,821
+12
+0.2% +$1.24K
RTO icon
1094
Rentokil
RTO
$12B
$675K 0.01%
22,917
+1,865
+9% +$51.8K
HMY icon
1095
Harmony Gold Mining
HMY
$10.3B
$673K 0.01%
33,832
+2,771
+9% +$51.7K
IAG icon
1096
IAMGOLD
IAG
$8.53B
$673K 0.01%
40,823
+2,324
+6% +$32.7K
SPDW icon
1097
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.5B
$672K 0.01%
15,135
-1,216
-7% -$53.1K
AXTA icon
1098
Axalta
AXTA
$7.76B
$671K 0.01%
20,774
+8,300
+67% +$243K
RYAN icon
1099
Ryan Specialty Holdings
RYAN
$5.65B
$671K 0.01%
12,993
+1,576
+14% +$86.4K
AAON icon
1100
Aaon
AAON
$7.58B
$666K 0.01%
8,735
+502
+6% +$46.4K
42 43
44
45 46

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 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.