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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
ATR icon
1126
AptarGroup
ATR
$8.73B
$633K 0.01%
5,192
-620
-11% -$76.6K
ST icon
1127
Sensata Technologies
ST
$6.81B
$633K 0.01%
19,014
-1,293
-6% -$41.4K
MAIN icon
1128
Main Street Capital
MAIN
$5.18B
$633K 0.01%
10,481
+1,387
+15% +$81.8K
PBF icon
1129
PBF Energy
PBF
$8.05B
$631K 0.01%
23,284
+172
+0.7% +$5.51K
OVV icon
1130
Ovintiv
OVV
$17.1B
$631K 0.01%
16,109
-234
-1% -$9.07K
HRB icon
1131
H&R Block
HRB
$5.73B
$631K 0.01%
14,480
-2,484
-15% -$116K
ZTO icon
1132
ZTO Express
ZTO
$18.7B
$631K 0.01%
30,198
+4,333
+17% +$85.8K
NOMD icon
1133
Nomad Foods
NOMD
$1.68B
$629K 0.01%
50,260
+19,273
+62% +$235K
CAE icon
1134
CAE Inc. Common Shares
CAE
$8.51B
$628K 0.01%
20,658
-923
-4% -$25.9K
OR icon
1135
OR Royalties Inc
OR
$5.71B
$627K 0.01%
17,712
+1,241
+8% +$43.5K
CSW
1136
CSW Industrials
CSW
$5.6B
$627K 0.01%
2,135
+574
+37% +$153K
IJR icon
1137
iShares Core S&P Small-Cap ETF
IJR
$111B
$626K 0.01%
5,210
+232
+5% +$27.7K
CHH icon
1138
Choice Hotels
CHH
$4.93B
$624K 0.01%
6,546
+3,947
+152% +$376K
TKR icon
1139
Timken Company
TKR
$9.85B
$623K 0.01%
7,401
-286
-4% -$22.8K
TGNA
1140
DELISTED
TEGNA Inc
TGNA
$622K 0.01%
32,065
+255
+0.8% +$5.04K
CUZ icon
1141
Cousins Properties
CUZ
$5.17B
$621K 0.01%
24,106
+1,422
+6% +$37K
DOX icon
1142
Amdocs
DOX
$5.88B
$621K 0.01%
7,716
-3,777
-33% -$304K
MZTI
1143
The Marzetti Company
MZTI
$3.04B
$619K 0.01%
3,764
-317
-8% -$52.9K
SPSC icon
1144
SPS Commerce
SPSC
$2.72B
$619K 0.01%
6,943
-715
-9% -$66.3K
BOOT icon
1145
Boot Barn
BOOT
$4.8B
$615K 0.01%
3,486
+18
+0.5% +$3.36K
TRMD icon
1146
TORM
TRMD
$3.09B
$615K 0.01%
31,391
+477
+2% +$10.1K
NWE icon
1147
NorthWestern Energy
NWE
$4.24B
$612K 0.01%
9,486
+526
+6% +$33.3K
HAFN icon
1148
Hafnia
HAFN
$3.8B
$612K 0.01%
114,756
-14,095
-11% -$84K
VALE icon
1149
Vale
VALE
$62B
$610K 0.01%
46,836
+3,164
+7% +$38.4K
ENVA icon
1150
Enova International
ENVA
$6.44B
$609K 0.01%
3,875
+414
+12% +$53.9K
44 45
46
47 48

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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.