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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
WDFC icon
1201
WD-40
WDFC
$3.06B
$555K 0.01%
2,821
+1,189
+73% +$234K
LUMN icon
1202
Lumen
LUMN
$6.6B
$554K 0.01%
71,326
+3,957
+6% +$32.6K
NJR icon
1203
New Jersey Resources
NJR
$5.87B
$551K 0.01%
11,941
-816
-6% -$37.7K
AVT icon
1204
Avnet
AVT
$7.28B
$550K 0.01%
11,444
-5,861
-34% -$288K
PHIN icon
1205
Phinia Inc
PHIN
$2.81B
$548K 0.01%
8,748
+207
+2% +$11.4K
OMAB icon
1206
Grupo Aeroportuario Centro Norte
OMAB
$5.16B
$548K 0.01%
5,037
+495
+11% +$51.7K
AWI icon
1207
Armstrong World Industries
AWI
$7.55B
$547K 0.01%
2,862
+204
+8% +$38.9K
BRBR icon
1208
BellRing Brands
BRBR
$1.46B
$546K 0.01%
20,409
+8,757
+75% +$272K
CART icon
1209
Maplebear
CART
$10.7B
$545K 0.01%
12,117
-576
-5% -$23.6K
AGO icon
1210
Assured Guaranty
AGO
$3.73B
$542K 0.01%
6,030
+198
+3% +$17.1K
REZI icon
1211
Resideo Technologies
REZI
$5.43B
$542K 0.01%
15,430
-505
-3% -$18.7K
VB icon
1212
Vanguard Morningstar Small-Cap ETF
VB
$80.5B
$540K 0.01%
2,093
-367
-15% -$94K
UPST icon
1213
Upstart Holdings
UPST
$2.82B
$540K 0.01%
12,339
+1,983
+19% +$91.3K
TFX icon
1214
Teleflex
TFX
$6.19B
$537K 0.01%
4,404
-3,287
-43% -$398K
HTHT icon
1215
Huazhu Hotels Group
HTHT
$13B
$537K 0.01%
11,416
+2,032
+22% +$87.7K
RYN icon
1216
Rayonier
RYN
$6.46B
$535K 0.01%
24,710
-4,358
-15% -$98.5K
EGP icon
1217
EastGroup Properties
EGP
$11.2B
$533K 0.01%
2,990
+383
+15% +$68.1K
TTC icon
1218
Toro Company
TTC
$9.01B
$532K 0.01%
6,760
-3,135
-32% -$232K
SLAB icon
1219
Silicon Laboratories
SLAB
$7.19B
$532K 0.01%
4,070
-143
-3% -$18.8K
CGAU
1220
Centerra Gold
CGAU
$3.4B
$531K 0.01%
36,939
+747
+2% +$9.35K
AQN icon
1221
Algonquin Power & Utilities
AQN
$4.44B
$530K 0.01%
86,259
+4,616
+6% +$27.4K
FCFS icon
1222
FirstCash
FCFS
$9.02B
$530K 0.01%
3,328
+143
+4% +$22.5K
RNW icon
1223
ReNew
RNW
$2.29B
$529K 0.01%
93,595
-435
-0.5% -$3.15K
CROX icon
1224
Crocs
CROX
$6.4B
$527K 0.01%
6,168
+76
+1% +$6.36K
ADPT icon
1225
Adaptive Biotechnologies
ADPT
$3.71B
$527K 0.01%
32,472
-54
-0.2% -$881
47 48
49
50 51

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.