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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
GXO icon
1176
GXO Logistics
GXO
$5.81B
$581K 0.01%
11,038
-1,445
-12% -$75.9K
RDN icon
1177
Radian Group
RDN
$5.24B
$581K 0.01%
16,139
+19
+0.1% +$663
KMX icon
1178
CarMax
KMX
$8.28B
$580K 0.01%
15,016
+6,810
+83% +$272K
SYNA icon
1179
Synaptics
SYNA
$4.13B
$572K 0.01%
7,731
+99
+1% +$6.95K
SHOO icon
1180
Steven Madden
SHOO
$3.51B
$572K 0.01%
13,738
+321
+2% +$12.4K
VXF icon
1181
Vanguard Extended Market ETF
VXF
$30.8B
$570K 0.01%
2,727
– –
MHO icon
1182
M/I Homes
MHO
$3.79B
$570K 0.01%
4,453
+177
+4% +$23.4K
SCHD icon
1183
Schwab US Dividend Equity ETF
SCHD
$104B
$569K 0.01%
20,732
-119
-0.6% -$3.24K
AVTR icon
1184
Avantor
AVTR
$9.21B
$568K 0.01%
49,554
-14,101
-22% -$174K
WPP icon
1185
WPP
WPP
$4.41B
$568K 0.01%
25,284
+4,740
+23% +$102K
NEU icon
1186
NewMarket
NEU
$7.86B
$568K 0.01%
826
+47
+6% +$35.9K
TREX icon
1187
Trex
TREX
$4.67B
$567K 0.01%
16,171
+1,927
+14% +$77.9K
VAL icon
1188
Valaris
VAL
$5.34B
$567K 0.01%
11,253
-56
-0.5% -$3K
HRI icon
1189
Herc Holdings
HRI
$5.43B
$567K 0.01%
3,821
+42
+1% +$5.76K
ROAD icon
1190
Construction Partners
ROAD
$6.1B
$566K 0.01%
5,211
-37
-0.7% -$4.17K
MSM icon
1191
MSC Industrial Direct
MSM
$6.96B
$564K 0.01%
6,710
+240
+4% +$20.8K
CPK icon
1192
Chesapeake Utilities
CPK
$3.22B
$564K 0.01%
4,523
+121
+3% +$16K
STNG icon
1193
Scorpio Tankers
STNG
$3.9B
$564K 0.01%
11,098
-1,033
-9% -$58.9K
TRNO icon
1194
Terreno Realty
TRNO
$7.57B
$563K 0.01%
9,583
+520
+6% +$31.3K
MHK icon
1195
Mohawk Industries
MHK
$8.1B
$562K 0.01%
5,138
-357
-6% -$41K
FORM icon
1196
FormFactor
FORM
$8.49B
$560K 0.01%
10,033
+833
+9% +$42K
AUB icon
1197
Atlantic Union Bankshares
AUB
$6.08B
$559K 0.01%
15,849
-1,304
-8% -$44.8K
PLXS icon
1198
Plexus
PLXS
$6.95B
$557K 0.01%
3,792
+149
+4% +$21.8K
GDS icon
1199
GDS Holdings
GDS
$6.59B
$557K 0.01%
15,955
+468
+3% +$16.2K
DLB icon
1200
Dolby
DLB
$5.56B
$557K 0.01%
8,668
-1,858
-18% -$125K
46 47
48
49 50

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IIM
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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
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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.