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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
SLM icon
1101
SLM Corp
SLM
$5.09B
$665K 0.01%
24,572
-235
-0.9% -$6.45K
IPAR icon
1102
Interparfums
IPAR
$4B
$664K 0.01%
7,832
+1,065
+16% +$93.8K
UFPI icon
1103
UFP Industries
UFPI
$5.18B
$662K 0.01%
7,268
+738
+11% +$67.6K
WYNN icon
1104
Wynn Resorts
WYNN
$10.2B
$660K 0.01%
5,483
-253
-4% -$31.3K
COLD icon
1105
Americold
COLD
$4.03B
$659K 0.01%
51,243
+6,977
+16% +$85.5K
ET icon
1106
Energy Transfer Partners
ET
$69.8B
$656K 0.01%
39,801
-44
-0.1% -$732
OWL icon
1107
Blue Owl Capital
OWL
$7.54B
$654K 0.01%
43,801
+2,617
+6% +$40.9K
GHC icon
1108
Graham Holdings Company
GHC
$5.14B
$654K 0.01%
595
+68
+13% +$72.7K
OKLO
1109
Oklo
OKLO
$7.17B
$653K 0.01%
9,095
+2,745
+43% +$306K
THO icon
1110
Thor Industries
THO
$4.03B
$652K 0.01%
6,353
+730
+13% +$75.9K
MOD icon
1111
Modine Manufacturing
MOD
$10.4B
$652K 0.01%
4,881
-15
-0.3% -$2.23K
DVA icon
1112
DaVita
DVA
$15B
$649K 0.01%
5,713
-320
-5% -$38.9K
OGS icon
1113
ONE Gas
OGS
$4.92B
$648K 0.01%
8,390
-77
-0.9% -$6.19K
CHE icon
1114
Chemed
CHE
$7.18B
$648K 0.01%
1,514
-363
-19% -$158K
PHI icon
1115
PLDT
PHI
$4.27B
$648K 0.01%
29,786
+14,181
+91% +$291K
GRAB icon
1116
Grab
GRAB
$15B
$646K 0.01%
129,435
-10,055
-7% -$55.6K
AVAV icon
1117
AeroVironment
AVAV
$8.06B
$645K 0.01%
2,667
+60
+2% +$18.9K
MAC icon
1118
Macerich
MAC
$7.34B
$644K 0.01%
34,884
+2,508
+8% +$44.2K
ALSN icon
1119
Allison Transmission
ALSN
$9.65B
$642K 0.01%
6,559
+1,063
+19% +$93.2K
SBRA icon
1120
Sabra Healthcare REIT
SBRA
$5.2B
$642K 0.01%
33,897
+5,196
+18% +$96.3K
TXNM
1121
TXNM Energy Inc
TXNM
$6.38B
$642K 0.01%
10,900
-175
-2% -$10.1K
VC icon
1122
Visteon
VC
$2.82B
$642K 0.01%
6,748
-504
-7% -$53.4K
FND icon
1123
Floor & Decor
FND
$6.08B
$642K 0.01%
10,536
-877
-8% -$56.8K
GLPI icon
1124
Gaming and Leisure Properties
GLPI
$12.7B
$640K 0.01%
14,318
-3,810
-21% -$169K
CNA icon
1125
CNA Financial
CNA
$14.5B
$634K 0.01%
13,278
+560
+4% +$25.8K
43 44
45
46 47

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ACA
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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
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.