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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
GVA icon
1126
Granite Construction
GVA
$5.43B
$645K 0.01%
5,880
+2,447
+71% +$251K
RYAN icon
1127
Ryan Specialty Holdings
RYAN
$5.65B
$644K 0.01%
11,417
+1,939
+20% +$115K
FMX icon
1128
Fomento Económico Mexicano
FMX
$42.8B
$643K 0.01%
6,518
-1,114
-15% -$104K
ONTO icon
1129
Onto Innovation
ONTO
$13.4B
$643K 0.01%
4,974
+75
+2% +$8.03K
FLS icon
1130
Flowserve
FLS
$9.78B
$642K 0.01%
12,078
-763
-6% -$41.4K
IEX icon
1131
IDEX
IEX
$17.2B
$641K 0.01%
3,940
-2,972
-43% -$502K
CAE icon
1132
CAE Inc. Common Shares
CAE
$8.51B
$640K 0.01%
21,581
-175
-0.8% -$4.92K
KEN icon
1133
Kenon Holdings
KEN
$3.45B
$638K 0.01%
14,130
+2,048
+17% +$92.2K
CNM icon
1134
Core & Main
CNM
$8.56B
$637K 0.01%
11,842
-1,336
-10% -$80.9K
TRMD icon
1135
TORM
TRMD
$3.09B
$637K 0.01%
30,914
+4,549
+17% +$91.5K
CBSH icon
1136
Commerce Bancshares
CBSH
$8.59B
$635K 0.01%
11,113
+1,061
+11% +$62.4K
TU icon
1137
Telus
TU
$15.1B
$635K 0.01%
40,264
+10,426
+35% +$169K
OPCH icon
1138
Option Care Health
OPCH
$3.55B
$633K 0.01%
22,787
-1,774
-7% -$51.4K
VOYA icon
1139
Voya Financial
VOYA
$9.07B
$630K 0.01%
8,420
+78
+0.9% +$5.75K
TXNM
1140
TXNM Energy Inc
TXNM
$5.94B
$626K 0.01%
11,075
+155
+1% +$8.8K
VB icon
1141
Vanguard Morningstar Small-Cap ETF
VB
$80.7B
$626K 0.01%
2,460
-294
-11% -$72.9K
HL icon
1142
Hecla Mining
HL
$9.68B
$625K 0.01%
51,648
+3,938
+8% +$31.6K
GHC icon
1143
Graham Holdings Company
GHC
$5.14B
$620K 0.01%
527
-61
-10% -$63.1K
ST icon
1144
Sensata Technologies
ST
$6.81B
$620K 0.01%
20,307
-2,387
-11% -$75.4K
MHO icon
1145
M/I Homes
MHO
$3.75B
$618K 0.01%
4,276
+309
+8% +$41.8K
BNL icon
1146
Broadstone Net Lease
BNL
$4.08B
$617K 0.01%
34,511
+2,596
+8% +$44.6K
NICE icon
1147
Nice
NICE
$5.9B
$616K 0.01%
4,257
-741
-15% -$111K
KOF icon
1148
Coca-Cola Femsa
KOF
$22.5B
$616K 0.01%
7,410
+88
+1% +$7.59K
NJR icon
1149
New Jersey Resources
NJR
$5.86B
$615K 0.01%
12,757
+948
+8% +$44.2K
XRAY icon
1150
Dentsply Sirona
XRAY
$2.83B
$611K 0.01%
48,130
-17,185
-26% -$249K
44 45
46
47 48

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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 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.