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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
RDN icon
1176
Radian Group
RDN
$5.18B
$584K 0.01%
16,120
-4,342
-21% -$151K
HP icon
1177
Helmerich & Payne
HP
$3.45B
$583K 0.01%
26,403
+3,707
+16% +$68.3K
THO icon
1178
Thor Industries
THO
$3.9B
$583K 0.01%
5,623
+241
+4% +$24.3K
MTAL
1179
DELISTED
Metals Acquisition
MTAL
$583K 0.01%
47,719
+3,411
+8% +$41.3K
BFH icon
1180
Bread Financial
BFH
$4.37B
$581K 0.01%
10,412
+596
+6% +$36.8K
MAIN icon
1181
Main Street Capital
MAIN
$5.06B
$578K 0.01%
9,094
-207
-2% -$13.4K
TKR icon
1182
Timken Company
TKR
$9.56B
$578K 0.01%
7,687
+330
+4% +$25.5K
MTN icon
1183
Vail Resorts
MTN
$5.32B
$577K 0.01%
3,858
+127
+3% +$19.7K
RVMD icon
1184
Revolution Medicines
RVMD
$39.9B
$575K 0.01%
12,308
-382
-3% -$15K
BOOT icon
1185
Boot Barn
BOOT
$4.51B
$575K 0.01%
3,468
+192
+6% +$33.1K
SIGI icon
1186
Selective Insurance
SIGI
$5.65B
$572K 0.01%
7,055
+451
+7% +$36.4K
PCVX icon
1187
Vaxcyte
PCVX
$7.81B
$571K 0.01%
15,855
+3,133
+25% +$104K
DAR icon
1188
Darling Ingredients
DAR
$9.64B
$571K 0.01%
18,494
-2,312
-11% -$77.2K
VXF icon
1189
Vanguard Extended Market ETF
VXF
$30.8B
$571K 0.01%
2,727
– –
VFC icon
1190
VF Corp
VFC
$5.63B
$571K 0.01%
39,556
+4,102
+12% +$55.1K
SCHD icon
1191
Schwab US Dividend Equity ETF
SCHD
$104B
$569K 0.01%
20,851
– –
KC
1192
Kingsoft Cloud Holdings
KC
$3.34B
$566K 0.01%
37,943
+483
+1% +$7K
HMY icon
1193
Harmony Gold Mining
HMY
$9.84B
$564K 0.01%
31,061
-430
-1% -$6.49K
INDB icon
1194
Independent Bank
INDB
$3.99B
$564K 0.01%
8,142
+280
+4% +$19K
SOBO
1195
South Bow Corp
SOBO
$7.74B
$563K 0.01%
19,861
+5,296
+36% +$144K
CVSA
1196
Covista Inc
CVSA
$4.25B
$562K 0.01%
3,638
+359
+11% +$46K
GH icon
1197
Guardant Health
GH
$21.7B
$561K 0.01%
8,980
+718
+9% +$39.1K
MGC icon
1198
Vanguard Morningstar Mega Cap ETF
MGC
$10.1B
$561K 0.01%
2,285
– –
CNXC icon
1199
Concentrix
CNXC
$1.5B
$558K 0.01%
12,085
-712
-6% -$38K
PRMB
1200
Primo Brands
PRMB
$8.24B
$555K 0.01%
25,111
-2,064
-8% -$53.4K
46 47
48
49 50

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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.