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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
UFPI icon
1151
UFP Industries
UFPI
$4.9B
$611K 0.01%
6,530
-62
-0.9% -$6.26K
MPT
1152
Medical Properties Trust
MPT
$2.77B
$610K 0.01%
120,322
-14,557
-11% -$64.1K
SFBS
1153
ServisFirst Bancshares
SFBS
$4.89B
$610K 0.01%
7,574
+990
+15% +$82K
ASTS icon
1154
AST SpaceMobile
ASTS
$17.6B
$609K 0.01%
12,417
+476
+4% +$22.9K
BSAC icon
1155
Banco Santander Chile
BSAC
$16.3B
$609K 0.01%
22,992
-797
-3% -$19.5K
NBIS
1156
Nebius Group N.V.
NBIS
$48.3B
$609K 0.01%
5,420
-55
-1% -$3.82K
OPEN icon
1157
Opendoor
OPEN
$3.64B
$606K 0.01%
78,634
+8,837
+13% +$35.8K
AUB icon
1158
Atlantic Union Bankshares
AUB
$6.02B
$605K 0.01%
17,153
+1,485
+9% +$50.5K
BIDU icon
1159
Baidu
BIDU
$37.7B
$604K 0.01%
4,584
+2,035
+80% +$202K
FUL icon
1160
H.B. Fuller
FUL
$2.97B
$603K 0.01%
10,177
+273
+3% +$16.4K
QSR icon
1161
Restaurant Brands International
QSR
$25.7B
$601K 0.01%
9,363
-967
-9% -$63.6K
NGD
1162
DELISTED
New Gold Inc
NGD
$600K 0.01%
83,577
+52
+0.1% +$281
GDS icon
1163
GDS Holdings
GDS
$6.56B
$599K 0.01%
15,487
+1,375
+10% +$48.7K
IDEV icon
1164
iShares Core MSCI International Developed Markets ETF
IDEV
$31.8B
$597K 0.01%
7,445
+74
+1% +$5.75K
MSM icon
1165
MSC Industrial Direct
MSM
$6.89B
$596K 0.01%
6,470
-39
-0.6% -$3.48K
BTU icon
1166
Peabody Energy
BTU
$2.6B
$596K 0.01%
22,478
+1,064
+5% +$19K
WH icon
1167
Wyndham Hotels & Resorts
WH
$5.56B
$593K 0.01%
7,356
-521
-7% -$44.9K
CPK icon
1168
Chesapeake Utilities
CPK
$3.19B
$593K 0.01%
4,402
+509
+13% +$63.2K
ANF icon
1169
Abercrombie & Fitch
ANF
$4.42B
$592K 0.01%
6,920
-190
-3% -$17.7K
IJR icon
1170
iShares Core S&P Small-Cap ETF
IJR
$111B
$592K 0.01%
4,978
-867
-15% -$99.7K
CNA icon
1171
CNA Financial
CNA
$14.2B
$591K 0.01%
12,718
+737
+6% +$34.2K
MAC icon
1172
Macerich
MAC
$7.33B
$589K 0.01%
32,376
+1,584
+5% +$27.4K
MSA icon
1173
Mine Safety
MSA
$7.35B
$586K 0.01%
3,405
-10
-0.3% -$1.73K
FSS icon
1174
Federal Signal
FSS
$7.63B
$585K 0.01%
4,920
+562
+13% +$67.5K
STWD icon
1175
Starwood Property Trust
STWD
$5.92B
$584K 0.01%
30,169
-330
-1% -$6.64K
45 46
47
48 49

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.