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
LSTR icon
1101
Landstar System
LSTR
$6.17B
$676K 0.01%
5,514
+320
+6% +$42.5K
RIG icon
1102
Transocean
RIG
$5.77B
$675K 0.01%
216,448
+7,441
+4% +$22.4K
GPK icon
1103
Graphic Packaging
GPK
$3.51B
$673K 0.01%
34,383
-3,091
-8% -$67.2K
MNDY icon
1104
monday.com
MNDY
$3.96B
$672K 0.01%
3,387
-795
-19% -$183K
BIPC icon
1105
Brookfield Infrastructure
BIPC
$4.97B
$668K 0.01%
16,241
-723
-4% -$29.3K
ROAD icon
1106
Construction Partners
ROAD
$6.03B
$666K 0.01%
5,248
+152
+3% +$17.4K
IPAR icon
1107
Interparfums
IPAR
$4.1B
$666K 0.01%
6,767
-153
-2% -$18K
FFIN icon
1108
First Financial Bankshares
FFIN
$5.08B
$665K 0.01%
19,775
-810
-4% -$29.1K
MGV icon
1109
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.4B
$665K 0.01%
4,826
-355
-7% -$47.5K
STRL icon
1110
Sterling Infrastructure
STRL
$16.5B
$661K 0.01%
1,943
+69
+4% +$19.6K
HOG icon
1111
Harley-Davidson
HOG
$2.79B
$661K 0.01%
23,674
-1,966
-8% -$52.8K
GXO icon
1112
GXO Logistics
GXO
$6B
$660K 0.01%
12,483
+372
+3% +$19.1K
OR icon
1113
OR Royalties Inc
OR
$5.77B
$660K 0.01%
16,471
+1,446
+10% +$45.1K
OVV icon
1114
Ovintiv
OVV
$16.8B
$660K 0.01%
16,343
-1,414
-8% -$57.7K
ROIV icon
1115
Roivant Sciences
ROIV
$24.9B
$660K 0.01%
43,614
+2
+0% +$25
LI icon
1116
Li Auto
LI
$13.4B
$659K 0.01%
25,992
-3,386
-12% -$87.7K
BKU icon
1117
Bankunited
BKU
$3.46B
$658K 0.01%
17,245
+983
+6% +$37.2K
LNW
1118
DELISTED
Light & Wonder
LNW
$657K 0.01%
7,829
-350
-4% -$32.1K
CUZ icon
1119
Cousins Properties
CUZ
$5.1B
$656K 0.01%
22,684
-882
-4% -$25K
BCH icon
1120
Banco de Chile
BCH
$20.9B
$656K 0.01%
21,646
+4,841
+29% +$141K
CAR icon
1121
Avis
CAR
$4.98B
$651K 0.01%
4,053
+67
+2% +$11.3K
MKTX icon
1122
MarketAxess Holdings
MKTX
$5.72B
$647K 0.01%
3,715
-732
-16% -$143K
TGNA
1123
DELISTED
TEGNA Inc
TGNA
$647K 0.01%
31,810
+3,858
+14% +$73.5K
CARG icon
1124
CarGurus
CARG
$3.35B
$646K 0.01%
17,363
+841
+5% +$28.7K
NEU icon
1125
NewMarket
NEU
$8.17B
$645K 0.01%
779
+28
+4% +$21.6K
43 44
45
46 47

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.