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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
CEG icon
101
Constellation Energy
CEG
$93.8B
$15.8M 0.16%
47,590
+962
+2% +$310K
ICE icon
102
Intercontinental Exchange
ICE
$85.6B
$15.8M 0.16%
93,540
+327
+0.4% +$58.4K
SAP icon
103
SAP
SAP
$212B
$15.2M 0.16%
56,972
-2,524
-4% -$710K
ADSK icon
104
Autodesk
ADSK
$49.5B
$15.1M 0.15%
47,554
-200
-0.4% -$60.9K
SO icon
105
Southern Company
SO
$109B
$15M 0.15%
158,717
+5,856
+4% +$547K
COP icon
106
ConocoPhillips
COP
$147B
$14.7M 0.15%
154,798
+438
+0.3% +$41.4K
VRTX icon
107
Vertex Pharmaceuticals
VRTX
$121B
$14.5M 0.15%
37,000
-1,491
-4% -$623K
LMT icon
108
Lockheed Martin
LMT
$134B
$14.5M 0.15%
28,947
-4,345
-13% -$1.97M
WELL icon
109
Welltower
WELL
$169B
$13.9M 0.14%
77,853
+1,965
+3% +$323K
DHR icon
110
Danaher
DHR
$137B
$13.9M 0.14%
69,937
+1,311
+2% +$261K
PH icon
111
Parker-Hannifin
PH
$123B
$13.9M 0.14%
18,269
+808
+5% +$596K
PFE icon
112
Pfizer
PFE
$143B
$13.8M 0.14%
541,379
+36,933
+7% +$912K
AZO icon
113
AutoZone
AZO
$49.2B
$13.5M 0.14%
3,142
+41
+1% +$164K
CMI icon
114
Cummins
CMI
$87.5B
$13.4M 0.14%
31,722
-139
-0.4% -$53.3K
GD icon
115
General Dynamics
GD
$104B
$13.3M 0.14%
39,023
+3,923
+11% +$1.24M
MPC icon
116
Marathon Petroleum
MPC
$92.4B
$13.3M 0.14%
68,953
+3,281
+5% +$577K
RCL icon
117
Royal Caribbean
RCL
$85.1B
$13.3M 0.14%
41,058
+1,292
+3% +$432K
CTAS icon
118
Cintas
CTAS
$81.9B
$13.2M 0.14%
64,405
-3,415
-5% -$729K
MSI icon
119
Motorola Solutions
MSI
$72.3B
$13.1M 0.13%
28,638
-658
-2% -$297K
BNY
120
Bank of New York Mellon
BNY
$106B
$12.7M 0.13%
116,389
-6,703
-5% -$684K
SNPS icon
121
Synopsys
SNPS
$74.4B
$12.6M 0.13%
25,620
+2,089
+9% +$1.18M
MDT icon
122
Medtronic
MDT
$109B
$12.5M 0.13%
130,750
+10,716
+9% +$985K
WM icon
123
Waste Management
WM
$90.6B
$12.4M 0.13%
56,226
-1,061
-2% -$239K
CME icon
124
CME Group
CME
$96.3B
$12.4M 0.13%
45,755
– –
EMR icon
125
Emerson Electric
EMR
$83.9B
$12.3M 0.13%
93,448
-2,810
-3% -$383K
3 4
5
6 7

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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.