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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
SLAB icon
1201
Silicon Laboratories
SLAB
$7.19B
$552K 0.01%
4,213
-358
-8% -$48.8K
VAL icon
1202
Valaris
VAL
$5.32B
$552K 0.01%
11,309
+678
+6% +$33.1K
AVA icon
1203
Avista
AVA
$3.27B
$551K 0.01%
14,585
+757
+5% +$28.1K
PFSI icon
1204
PennyMac Financial
PFSI
$3.97B
$548K 0.01%
4,423
+749
+20% +$81K
NWS icon
1205
News Corp Class B
NWS
$17.2B
$543K 0.01%
15,730
+194
+1% +$6.55K
HGV icon
1206
Hilton Grand Vacations
HGV
$3.52B
$543K 0.01%
12,994
+481
+4% +$22.1K
TFII icon
1207
TFI International
TFII
$11.1B
$543K 0.01%
6,168
+945
+18% +$86.5K
SBSW icon
1208
Sibanye-Stillwater
SBSW
$6.33B
$543K 0.01%
48,285
+4,599
+11% +$40.2K
COLD icon
1209
Americold
COLD
$4.03B
$542K 0.01%
44,266
+32,636
+281% +$486K
LAUR icon
1210
Laureate Education
LAUR
$5.18B
$539K 0.01%
17,100
+1,545
+10% +$40.5K
CC icon
1211
Chemours
CC
$2.57B
$539K 0.01%
33,990
+610
+2% +$8.85K
MARA icon
1212
Marathon Digital Holdings
MARA
$4.48B
$537K 0.01%
29,389
+882
+3% +$14.9K
SBRA icon
1213
Sabra Healthcare REIT
SBRA
$5.2B
$535K 0.01%
28,701
+2,497
+10% +$46.6K
GLNG icon
1214
Golar LNG
GLNG
$5B
$534K 0.01%
13,211
-172
-1% -$7.11K
RTO icon
1215
Rentokil
RTO
$12B
$532K 0.01%
21,052
+7,862
+60% +$192K
IPGP icon
1216
IPG Photonics
IPGP
$3.7B
$531K 0.01%
6,702
+350
+6% +$27.3K
TAC icon
1217
TransAlta
TAC
$3.9B
$529K 0.01%
38,732
-5,683
-13% -$69.9K
PLXS icon
1218
Plexus
PLXS
$6.98B
$527K 0.01%
3,643
+33
+0.9% +$4.46K
UPST icon
1219
Upstart Holdings
UPST
$2.82B
$526K 0.01%
10,356
+3,169
+44% +$223K
DEI icon
1220
Douglas Emmett
DEI
$1.99B
$526K 0.01%
33,786
+815
+2% +$12.7K
NWE icon
1221
NorthWestern Energy
NWE
$4.24B
$525K 0.01%
8,960
+1,090
+14% +$60.2K
WIX icon
1222
WIX.com
WIX
$2.38B
$522K 0.01%
2,937
-255
-8% -$38.4K
SYNA icon
1223
Synaptics
SYNA
$4.13B
$522K 0.01%
7,632
-1,244
-14% -$84.6K
LKQ icon
1224
LKQ Corp
LKQ
$5.91B
$522K 0.01%
17,076
-7,946
-32% -$261K
AWI icon
1225
Armstrong World Industries
AWI
$7.58B
$521K 0.01%
2,658
+253
+11% +$47.1K
47 48
49
50 51

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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.