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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
BX icon
101
Blackstone
BX
$102B
$15.6M 0.15%
100,951
+8,321
+9% +$1.26M
INTC icon
102
Intel
INTC
$471B
$15.3M 0.15%
415,178
+60,954
+17% +$2.3M
TT icon
103
Trane Technologies
TT
$101B
$15.1M 0.15%
38,883
-409
-1% -$169K
TMUS icon
104
T-Mobile US
TMUS
$183B
$15.1M 0.15%
74,281
-3,513
-5% -$745K
LMT icon
105
Lockheed Martin
LMT
$132B
$14.6M 0.14%
30,119
+1,172
+4% +$561K
ICE icon
106
Intercontinental Exchange
ICE
$86.2B
$14.5M 0.14%
89,402
-4,138
-4% -$648K
DUK icon
107
Duke Energy
DUK
$97.9B
$14.5M 0.14%
123,481
-5,379
-4% -$657K
ORLY icon
108
O'Reilly Automotive
ORLY
$72.6B
$14.5M 0.14%
158,625
+603
+0.4% +$58.9K
ADSK icon
109
Autodesk
ADSK
$48.3B
$14.4M 0.14%
48,508
+954
+2% +$289K
BNY
110
Bank of New York Mellon
BNY
$106B
$14.3M 0.14%
123,570
+7,181
+6% +$795K
COP icon
111
ConocoPhillips
COP
$144B
$14.2M 0.14%
151,617
-3,181
-2% -$288K
CDNS icon
112
Cadence Design Systems
CDNS
$92.2B
$14.1M 0.14%
45,158
-482
-1% -$157K
MCO icon
113
Moody's
MCO
$82.5B
$13.3M 0.13%
26,124
+1,171
+5% +$571K
GD icon
114
General Dynamics
GD
$102B
$13.3M 0.13%
39,542
+519
+1% +$177K
CME icon
115
CME Group
CME
$96.3B
$13.2M 0.13%
48,273
+2,518
+6% +$684K
PFE icon
116
Pfizer
PFE
$141B
$13.1M 0.13%
526,644
-14,735
-3% -$372K
AZN icon
117
AstraZeneca
AZN
$262B
$13.1M 0.13%
71,228
+4,074
+6% +$715K
NEM icon
118
Newmont
NEM
$97.4B
$13.1M 0.13%
130,850
+12,191
+10% +$1.1M
MO icon
119
Altria Group
MO
$115B
$13M 0.13%
225,364
-32,427
-13% -$1.96M
SBUX icon
120
Starbucks
SBUX
$121B
$12.9M 0.13%
153,502
+9,285
+6% +$783K
SO icon
121
Southern Company
SO
$108B
$12.9M 0.13%
148,233
-10,484
-7% -$957K
GLW icon
122
Corning
GLW
$122B
$12.9M 0.13%
147,284
+9,278
+7% +$799K
WM icon
123
Waste Management
WM
$90.2B
$12.9M 0.13%
58,664
+2,438
+4% +$520K
EMR icon
124
Emerson Electric
EMR
$83.1B
$12.8M 0.13%
96,581
+3,133
+3% +$416K
MDT icon
125
Medtronic
MDT
$108B
$12.6M 0.12%
130,814
+64
+0% +$6.22K
3 4
5
6 7

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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
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.