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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
PFSI icon
1151
PennyMac Financial
PFSI
$3.97B
$609K 0.01%
4,619
+196
+4% +$25K
CBSH icon
1152
Commerce Bancshares
CBSH
$8.59B
$608K 0.01%
11,626
+513
+5% +$26.8K
ARWR icon
1153
Arrowhead Research
ARWR
$12.1B
$608K 0.01%
9,154
+829
+10% +$40.6K
INDB icon
1154
Independent Bank
INDB
$4.05B
$607K 0.01%
8,303
+161
+2% +$11.4K
BMRN icon
1155
BioMarin Pharmaceuticals
BMRN
$11.6B
$606K 0.01%
10,205
-2,877
-22% -$157K
ITUB icon
1156
Itaú Unibanco
ITUB
$93.6B
$604K 0.01%
84,297
+12,182
+17% +$86.6K
CAR icon
1157
Avis
CAR
$4.91B
$603K 0.01%
4,702
+649
+16% +$90.5K
LAUR icon
1158
Laureate Education
LAUR
$5.18B
$603K 0.01%
17,909
+809
+5% +$25K
BHF icon
1159
Brighthouse Financial
BHF
$3.55B
$601K 0.01%
9,278
+1,222
+15% +$71.8K
IDEV icon
1160
iShares Core MSCI International Developed Markets ETF
IDEV
$31.8B
$601K 0.01%
7,285
-160
-2% -$13K
MPT
1161
Medical Properties Trust
MPT
$2.75B
$600K 0.01%
120,042
-280
-0.2% -$1.46K
TFII icon
1162
TFI International
TFII
$11.1B
$598K 0.01%
5,788
-380
-6% -$35.4K
CALM icon
1163
Cal-Maine
CALM
$4.08B
$598K 0.01%
7,515
-150
-2% -$13.2K
BEKE icon
1164
KE Holdings
BEKE
$19.1B
$596K 0.01%
37,829
+970
+3% +$16.7K
FFIN icon
1165
First Financial Bankshares
FFIN
$5.08B
$595K 0.01%
19,904
+129
+0.7% +$4.07K
VOYA icon
1166
Voya Financial
VOYA
$9.07B
$594K 0.01%
7,970
-450
-5% -$32.8K
BNL icon
1167
Broadstone Net Lease
BNL
$4.08B
$593K 0.01%
34,146
-365
-1% -$6.57K
CHWY icon
1168
Chewy
CHWY
$9.4B
$593K 0.01%
17,944
-1,458
-8% -$50.6K
VET icon
1169
Vermilion Energy
VET
$1.76B
$591K 0.01%
70,832
+6,958
+11% +$57.4K
SJM icon
1170
J.M. Smucker
SJM
$12.6B
$590K 0.01%
6,033
-4,094
-40% -$423K
EAT icon
1171
Brinker International
EAT
$9.66B
$590K 0.01%
4,109
+418
+11% +$54.8K
QBTS icon
1172
D-Wave Quantum Inc. Common Stock
QBTS
$7.4B
$590K 0.01%
22,551
+10,554
+88% +$307K
HGV icon
1173
Hilton Grand Vacations
HGV
$3.52B
$586K 0.01%
13,100
+106
+0.8% +$4.5K
FUL icon
1174
H.B. Fuller
FUL
$3.07B
$586K 0.01%
9,858
-319
-3% -$18.7K
CBT icon
1175
Cabot Corp
CBT
$4.62B
$581K 0.01%
8,768
+2,036
+30% +$136K
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 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.